K2 Asset Management Holdings (ASX:KAM) ROCE %: -7.81% (As of Dec. 2025)

What is K2 Asset Management Holdings ROCE %?

K2 Asset Management Holdings ASX:KAM ROCE % is -7.81% as of Dec. 2025. The stock has 3 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. K2 Asset Management Holdings's annualized ROCE % for the quarter that ended in Dec. 2025 was -7.81%.

K2 Asset Management Holdings (ASX:KAM) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

K2 Asset Management Holdings ROCE % Related Terms

K2 Asset Management Holdings ROCE % Historical Data

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The historical data trend for K2 Asset Management Holdings's ROCE % 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.

K2 Asset Management Holdings ROCE % Chart

K2 Asset Management Holdings Annual Data

Trend

Jun16

Jun17

Jun18

Jun19

Jun20

Jun21

Jun22

Jun23

Jun24

Jun25

ROCE %

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2.82

-13.51

-19.67

-6.35

4.79

K2 Asset Management Holdings Semi-Annual Data
	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23	Jun24	Dec24	Jun25	Dec25
ROCE %	Get a 7-Day Free Trial															-4.34	-7.86	0.75	8.90	-7.81

K2 Asset Management Holdings ROCE % Calculation

K2 Asset Management Holdings's annualized ROCE % for the fiscal year that ended in Jun. 2025 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Jun. 2025 )		(A: Jun. 2024 )		(A: Jun. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Jun. 2025 )		(A: Jun. 2024 )		(A: Jun. 2025 )
	=	0.439	/	( ( (10.908 - 1.822)	+	(11.365 - 2.125) )	/ 2 )
	=	0.439	/	( (9.086	+	9.24)	/ 2 )
	=	0.439	/	9.163
	=	4.79 %

K2 Asset Management Holdings's ROCE % of for the quarter that ended in Dec. 2025 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Dec. 2025 )		(Q: Jun. 2025 )		(Q: Dec. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Dec. 2025 )		(Q: Jun. 2025 )		(Q: Dec. 2025 )
	=	-0.656	/	( ( (11.365 - 2.125)	+	(9.845 - 2.287) )	/ 2 )
	=	-0.656	/	( ( 9.24	+	7.558 )	/ 2 )
	=	-0.656	/	8.399
	=	-7.81 %

(1) Note: The EBIT data used here is two times the semi-annual (Dec. 2025) EBIT data.

Frequently Asked Questions Learn more about ROCE % →

What does a ROCE % of -7.81% mean?

K2 Asset Management Holdings (ASX:KAM) has a ROCE % of -7.81% as of Dec. 2025.

Is K2 Asset Management Holdings' ROCE % too high?

K2 Asset Management Holdings' current ROCE % is -7.81%.

How does K2 Asset Management Holdings' ROCE % compare to BLK and BX?

K2 Asset Management Holdings' ROCE % of -7.81% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.43. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.

What is a good ROCE % for an Asset Management company?

The median ROCE % among Asset Management companies is 4.43, based on 708 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % 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 ROCE % mean?

A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median ROCE % is 4.43 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. K2 Asset Management Holdings's current ROCE % is -7.81%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.

Is K2 Asset Management Holdings stock overvalued right now?

Based on GuruFocus' analysis, K2 Asset Management Holdings (ASX:KAM) is currently considered Significantly Undervalued. The stock's GF Value™ is A$0.09, compared to a current price of A$0.05 — trading 41.1% below its estimated fair value. The current ROCE % is -7.81%. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.

How is ROCE % calculated?

ROCE % is calculated from a company's financial statements. For K2 Asset Management Holdings (ASX:KAM), the current ROCE % is -7.81% 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.

K2 Asset Management Holdings Business Description

Industry Financial Services Asset Management

Comparable Companies ASX:ECP ASX:CD1 ASX:SOR ASX:IAM ASX:APL ASX:BPH ASX:UWC ASX:CD2 ASX:GC1 ASX:ARC BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT OSTO:EQT AMP

Address 101 Collins Street, Level 44, Melbourne, VIC, AUS, 3000

Website https://www.k2am.com.au

K2 Asset Management Holdings Ltd is a fund holding company specialising in managing funds for retail, wholesale, and institutional investors. The firm invests in the public equity markets across the globe. It manages equity mutual funds for its clients. The company gets a majority of its revenue from management and performance fees.