InvestAcc Group (LSE:INAC) ROC %: -3.09% (As of Jun. 2025)


LSE:INAC InvestAcc Group Ltd LSE:INAC
17 GF Score
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What is InvestAcc Group ROC %?

InvestAcc Group LSE:INAC 17 ROC % is -3.09% as of Jun. 2025. GuruFocus rates LSE:INAC with a GF Score™ of 17/100. The stock has 1 warning sign investors should review.

ROC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROIC %. InvestAcc Group's annualized return on capital (ROC %) for the quarter that ended in Jun. 2025 was -3.09%.

As of today (2026-06-26), InvestAcc Group's WACC % is 10.67%. InvestAcc Group's ROC % is -2.69% (calculated using TTM income statement data). InvestAcc Group earns returns that do not match up to its cost of capital. It will destroy value as it grows.

InvestAcc Group  (LSE:INAC) ROC % Explanation

ROC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROIC %. The reason book values of debt and equity are used is because the book values are the capital the company received when issuing the debt or receiving the equity investments.

There are four key components to this definition. The first is the use of operating income or EBIT rather than net income in the numerator. The second is the tax adjustment to this operating income or EBIT, computed as a hypothetical tax based on an effective or marginal tax rate. The third is the use of book values for invested capital, rather than market values. The final is the timing difference; the capital invested is from the end of the prior year whereas the operating income or EBIT is the current year's number.

Why is ROC % important?

Because it costs money to raise capital. A firm that generates higher returns on investment than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.

As of today, InvestAcc Group's WACC % is 10.67%. InvestAcc Group's ROC % is -2.69% (calculated using TTM income statement data). InvestAcc Group earns returns that do not match up to its cost of capital. It will destroy value as it grows.

Be Aware

Like ROE % and ROA %, ROC % is calculated with only 12 months of data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

InvestAcc Group ROC % Related Terms

InvestAcc Group ROC % Historical Data

* Premium members only.

The historical data trend for InvestAcc Group's ROC % 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.

InvestAcc Group ROC % Chart

InvestAcc Group Annual Data
Trend Jun21 Jun22 Jun23
ROC %
0.00 -20.05 -54.95

InvestAcc Group Semi-Annual Data
Jun21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25
ROC % Get a 7-Day Free Trial -61.50 -69.06 -65.91 0.00 -3.09
LSE:INAC
17GF Score
InvestAcc Group Ltd LSE:INAC
ROC % is just one metric. See GF Score™, valuation, warning signs, and more.
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InvestAcc Group ROC % Calculation

InvestAcc Group's annualized Return on Capital (ROC %) for the fiscal year that ended in Jun. 2023 is calculated as:

ROC % (A: Jun. 2023 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (A: Jun. 2022 ) + Invested Capital (A: Jun. 2023 ))/ count )
=-1.509 * ( 1 - 0% )/( (2.601 + 2.891)/ 2 )
=-1.509/2.746
=-54.95 %

where

Invested Capital(A: Jun. 2022 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=11.06 - 0.211 - ( 10.254 - max(0, 2.812 - 11.06+10.254))
=2.601

Invested Capital(A: Jun. 2023 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=8.019 - 0.378 - ( 7.783 - max(0, 3.269 - 8.019+7.783))
=2.891

InvestAcc Group's annualized Return on Capital (ROC %) for the quarter that ended in Jun. 2025 is calculated as:

ROC % (Q: Jun. 2025 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (Q: Dec. 2024 ) + Invested Capital (Q: Jun. 2025 ))/ count )
=-1.512 * ( 1 - 7.57% )/( (45.155 + 45.162)/ 2 )
=-1.3975416/45.1585
=-3.09 %

where

Invested Capital(Q: Dec. 2024 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=57.198 - 6.9 - ( 13.425 - max(0, 9.95 - 15.093+13.425))
=45.155

Invested Capital(Q: Jun. 2025 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=54.006 - 1.295 - ( 10.589 - max(0, 5.334 - 12.883+10.589))
=45.162

Note: The Operating Income data used here is two times the semi-annual (Jun. 2025) data. The tax rate is limited to between 0% and 100%.

* 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.

Frequently Asked Questions Learn more about ROC % →
What does a ROC % of -3.09% mean?
InvestAcc Group (LSE:INAC) has a ROC % of -3.09% as of Jun. 2025. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on InvestAcc Group and its competitors.
Is InvestAcc Group's ROC % too high?
InvestAcc Group's current ROC % is -3.09%. Overall, InvestAcc Group has a GF Score™ of 17/100, reflecting its overall financial health beyond just this single metric.
How does InvestAcc Group's ROC % compare to BLK and BX?
InvestAcc Group's ROC % of -3.09% can be compared against companies in the Asset Management industry. The industry median ROC % is 1.21. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC % for an Asset Management company?
The median ROC % among Asset Management companies is 1.21, based on 709 companies in the industry. Companies in the top quartile (top 25%) have a ROC % significantly above this median, while those in the bottom quartile fall well below. However, ROC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROC % mean?
A high ROC % can signal that a stock is expensive relative to its fundamentals. Return on capital is the ratio of current-period net income to average two-period capital. View historical data on InvestAcc Group and its competitors. For the Asset Management industry, the median ROC % is 1.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. InvestAcc Group's current ROC % is -3.09%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is InvestAcc Group stock overvalued right now?
InvestAcc Group (LSE:INAC) has a current ROC % of -3.09%. The current ROC % is -3.09%. InvestAcc Group's overall GF Score™ is 17/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC % calculated?
ROC % is calculated from a company's financial statements. For InvestAcc Group (LSE:INAC), the current ROC % is -3.09% as of Jun. 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.

InvestAcc Group Business Description

Address Solway House Business Park, Kingstown, Carlisle, GBR, CA6 4BY
InvestAcc Group Ltd is engaged in personal pension schemes SIPP and SSAS provider, working with authorized financial advisers throughout the UK. The group operates in two segments : Pension administration and related services; and Wealth management services. It derives maximum revenue from Pension administration and related services. Geographically, it operates only on United Kingdom.
17GF Score

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ROC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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