Navigator Global Investments (ASX:NGI) ROCE %: 10.68% (As of Dec. 2025)


ASX:NGI Navigator Global Investments Ltd ASX:NGI
82 GF Score
Price A$2.53
GF Value A$2.00
Valuation Modestly Overvalued
! 5 Warning Signs
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What is Navigator Global Investments ROCE %?

Navigator Global Investments ASX:NGI -0.78% 82 ROCE % is 10.68% as of Dec. 2025. GuruFocus rates ASX:NGI with a GF Score™ of 82/100 and a GF Value™ of A$2.00 (Modestly Overvalued). The stock has 5 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. Navigator Global Investments's annualized ROCE % for the quarter that ended in Dec. 2025 was 10.68%.

Navigator Global Investments  (ASX:NGI) 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.

Navigator Global Investments ROCE % Related Terms

Navigator Global Investments ROCE % Historical Data

* Premium members only.

The historical data trend for Navigator Global Investments'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.

Navigator Global Investments ROCE % Chart

Navigator Global Investments Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 12.35 19.20 13.93 16.80 18.39

Navigator Global Investments 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 Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 14.64 23.99 22.64 14.04 10.68
ASX:NGI
82GF Score
Navigator Global Investments Ltd ASX:NGI
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Navigator Global Investments ROCE % Calculation

Navigator Global Investments'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 )
=212.675/( ( (1186.508 - 152.595) + (1442.14 - 163.155) )/ 2 )
=212.675/( (1033.913+1278.985)/ 2 )
=212.675/1156.449
=18.39 %

Navigator Global Investments'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 )
=138.876/( ( (1442.14 - 163.155) + (1443.959 - 121.92) )/ 2 )
=138.876/( ( 1278.985 + 1322.039 )/ 2 )
=138.876/1300.512
=10.68 %

(1) 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.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 10.68% mean?
Navigator Global Investments (ASX:NGI) has a ROCE % of 10.68% as of Dec. 2025.
Is Navigator Global Investments' ROCE % too high?
Navigator Global Investments' current ROCE % is 10.68%. The Asset Management industry median ROCE % is 4.39. Navigator Global Investments' value of 10.68% is 143.3% above this industry median. Overall, Navigator Global Investments has a GF Score™ of 82/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Navigator Global Investments' ROCE % compare to BLK and BX?
Navigator Global Investments' ROCE % of 10.68% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.39. Navigator Global Investments' value of 10.68% is 143.3% above this benchmark. 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 4.39, based on 707 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. Navigator Global Investments's current ROCE % of 10.68% is 143.3% 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 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 4.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Navigator Global Investments's current ROCE % is 10.68%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Navigator Global Investments stock overvalued right now?
Based on GuruFocus' analysis, Navigator Global Investments (ASX:NGI) is currently considered Modestly Overvalued. The stock's GF Value™ is A$2.00, compared to a current price of A$2.53 — trading 26.5% above its estimated fair value. The current ROCE % is 10.68% and 143.3% above the Asset Management industry median of 4.39. Navigator Global Investments' overall GF Score™ is 82/100 with 5 warning signs to review. 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 Navigator Global Investments (ASX:NGI), the current ROCE % is 10.68% 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 Navigator Global Investments (ASX:NGI) Overvalued in 2026?

Based on GuruFocus' analysis, Navigator Global Investments stock appears to be overvalued. The current stock price of A$2.53 is trading 26.5% above its estimated GF Value™ of A$2.00. GuruFocus considers Navigator Global Investments to be Modestly Overvalued.

Key valuation signals for ASX:NGI:

  • ROCE %: 10.68%
  • GF Value™: A$2.00 vs. price of A$2.53 (26.5% above fair value)
  • GF Score™: 82/100 with 5 warning signs
  • Industry Position: 143.3% above the Asset Management median

No single metric tells the full story. See the ASX:NGI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Navigator Global Investments Business Description

Other Exchanges HVH:Germany
Address 9 Sherwood Road, Toowong Tower, Level 3, PO Box 58, Toowong, Brisbane, QLD, AUS, 4066
Navigator Global Investments Ltd is a holding company. It invests in a range of diversified alternative asset management companies. The group's reportable operating segment includes Lighthouse and NGI Strategic. The company generates maximum revenue from the Lighthouse segment, which operates as an international absolute return funds manager for investment vehicles. The NGI Strategic segment partners with alternative investment management firms and holds several strategic investments on a minority basis. Including the NGI Strategic Portfolio, Marble Capital, Invictus Capital Partners and 1315 Capital investments. Geographically, the group generates revenue from contracts with its customers in the United States of America, Cayman Islands, the United Kingdom, and Australia.
82GF Score

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

A$2.53
Price
A$2.00
GF Value