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Zug Estates Holding AGXSWX:ZUGN 65 ROC (Joel Greenblatt) % is 3,726.47% as of Dec. 2025, which is 278% above its 10-year median of 985.64. GuruFocus rates XSWX:ZUGN with a GF Score™ of 65/100 and a GF Value™ of CHF1,989.06 (Fairly Valued). The stock has 3 warning signs investors should review. Among 1,749 Real Estate companies, Zug Estates Holding AG ranks better than 94.8% on this metric.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Zug Estates Holding AG's annualized ROC (Joel Greenblatt) % for the quarter that ended in Dec. 2025 was 3,726.47%.
The historical rank and industry rank for Zug Estates Holding AG's ROC (Joel Greenblatt) % or its related term are showing as below:
XSWX:ZUGN'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 513.07 Med: 985.64 Max: 2387.55
Current: 2363.64
During the past 13 years, Zug Estates Holding AG's highest ROC (Joel Greenblatt) % was 2387.55%. The lowest was 513.07%. And the median was 985.64%.
XSWX:ZUGN's ROC (Joel Greenblatt) % is ranked better than 94.8% of 1749
companies
in the Real Estate industry
Industry Median: 12.68
vs XSWX:ZUGN: 2363.64
Zug Estates Holding AG's 5-Year average Growth Rate of ROC (Joel Greenblatt) % was 15.20% per year.
Zug Estates Holding AG (XSWX:ZUGN) ROC (Joel Greenblatt) % Explanation
The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.
Zug Estates Holding AG ROC (Joel Greenblatt) % Related Terms
Zug Estates Holding AG ROC (Joel Greenblatt) % Historical Data
* Premium members only.
The historical data trend for Zug Estates Holding AG's ROC (Joel Greenblatt) % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Zug Estates Holding AG ROC (Joel Greenblatt) % Chart
Zug Estates Holding AG ROC (Joel Greenblatt) % Competitor Comparison
For the Real Estate - Diversified subindustry, Zug Estates Holding AG's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Zug Estates Holding AG ROC (Joel Greenblatt) % vs Real Estate Industry
For the Real Estate industry and Real Estate sector, Zug Estates Holding AG's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Zug Estates Holding AG's ROC (Joel Greenblatt) % falls into.
Zug Estates Holding AG ROC (Joel Greenblatt) % Calculation
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:
EBIT stands for Earnings Before Interest and Taxes.
Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.
GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.
Note:
The EBIT data used here is two times the semi-annual (Dec. 2025) EBIT data.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
What does a ROC (Joel Greenblatt) % of 3,726.47% mean?
Zug Estates Holding AG (XSWX:ZUGN) has a ROC (Joel Greenblatt) % of 3,726.47% as of Dec. 2025. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Zug Estates Holding AG and its competitors. This is 278% above median its historical median of 985.64. Over the past decade, Zug Estates Holding AG's ROC (Joel Greenblatt) % has ranged from 513.07 to 2,387.55. According to the industry distribution chart, Zug Estates Holding AG ranks #91 out of 1749 companies in the Real Estate industry, placing it in the top 5.2%.
Is Zug Estates Holding AG's ROC (Joel Greenblatt) % too high?
Zug Estates Holding AG's current ROC (Joel Greenblatt) % of 3,726.47% is 278% above median its 10-year median of 985.64. Over the past 10 years, this metric has ranged from a low of 513.07 to a high of 2,387.55. The Real Estate industry median ROC (Joel Greenblatt) % is 12.68. Zug Estates Holding AG's value of 3,726.47% is 29288.6% above this industry median. Based on the distribution chart, Zug Estates Holding AG ranks #91 out of 1749 companies in the Real Estate industry, which is in the top quartile — a strong position relative to peers. Overall, Zug Estates Holding AG has a GF Score™ of 65/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Zug Estates Holding AG's ROC (Joel Greenblatt) % compare to competitors?
According to the Real Estate industry distribution chart, Zug Estates Holding AG ranks #91 out of 1749 companies for ROC (Joel Greenblatt) %. This places Zug Estates Holding AG in the top 5% of its industry — outperforming the majority of peers. The industry median ROC (Joel Greenblatt) % is 12.68. Zug Estates Holding AG's value of 3,726.47% is 29288.6% above this benchmark. Historically, Zug Estates Holding AG's own ROC (Joel Greenblatt) % has ranged from 513.07 to 2,387.55 over the past decade. While the company's 10-year median is 985.64 vs. the industry median of 12.68, Zug Estates Holding AG has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for a Real Estate company?
The median ROC (Joel Greenblatt) % among Real Estate companies is 12.68, based on 1,749 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Zug Estates Holding AG's current ROC (Joel Greenblatt) % of 3,726.47% is 29288.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Zug Estates Holding AG and its competitors. For the Real Estate industry, the median ROC (Joel Greenblatt) % is 12.68 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Zug Estates Holding AG's current ROC (Joel Greenblatt) % is 3,726.47%, which is 278% above median its own 10-year median of 985.64. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Zug Estates Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Zug Estates Holding AG (XSWX:ZUGN) is currently considered Fairly Valued. The stock's GF Value™ is CHF1,989.06, compared to a current price of CHF2,150.00 — trading 8.1% above its estimated fair value. The current ROC (Joel Greenblatt) % is 3,726.47%, which is 278% above median its 10-year median of 985.64 and 29288.6% above the Real Estate industry median of 12.68. Zug Estates Holding AG's overall GF Score™ is 65/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Zug Estates Holding AG (XSWX:ZUGN), the current ROC (Joel Greenblatt) % is 3,726.47% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Zug Estates Holding AG (XSWX:ZUGN) Overvalued in 2026?
Based on GuruFocus' analysis, Zug Estates Holding AG stock appears to be overvalued.
The current stock price of CHF2,150.00 is trading 8.1% above its estimated GF Value™ of CHF1,989.06.
GuruFocus considers Zug Estates Holding AG to be Fairly Valued.
Key valuation signals for XSWX:ZUGN:
ROC (Joel Greenblatt) %: 3,726.47% (278% above median its 10-year median of 985.64)
GF Value™: CHF1,989.06 vs. price of CHF2,150.00 (8.1% above fair value)
Industry Position: 29288.6% above the Real Estate median (#91 of 1749)
No single metric tells the full story. See the XSWX:ZUGN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Zug Estates Holding AG develops, markets and manages properties in the Zug region. The business activities are functioned through Real Estate and hotel and catering segments. It generates maximum revenue from the Real Estate segment. The real estate segment operates primarily in the areas of product development and management. The project development department develops and oversees its own construction projects, mainly for the Group portfolio. Its management department provides property management services for third parties and the Group portfolio.
65GF Score
Get the complete analysis for XSWX:ZUGN
ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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