Prime Financial Group (ASX:PFG) ROCE %: 12.53% (As of Dec. 2025)

What is Prime Financial Group ROCE %?

Prime Financial Group ASX:PFG 60 ROCE % is 12.53% as of Dec. 2025. GuruFocus rates ASX:PFG with a GF Score™ of 60/100 and a GF Value™ of A$0.29 (Modestly Undervalued). 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. Prime Financial Group's annualized ROCE % for the quarter that ended in Dec. 2025 was 12.53%.

Prime Financial Group (ASX:PFG) 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.

Prime Financial Group ROCE % Related Terms

Prime Financial Group ROCE % Historical Data

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The historical data trend for Prime Financial Group'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.

Prime Financial Group ROCE % Chart

Prime Financial Group Annual Data

Trend

Jun16

Jun17

Jun18

Jun19

Jun20

Jun21

Jun22

Jun23

Jun24

Jun25

ROCE %

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9.72

11.73

13.13

9.34

11.29

Prime Financial Group 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															3.03	15.51	7.02	15.65	12.53

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Prime Financial Group Ltd ASX:PFG

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Prime Financial Group ROCE % Calculation

Prime Financial Group'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 )
	=	8.894	/	( ( (82.118 - 12.677)	+	(104.047 - 15.888) )	/ 2 )
	=	8.894	/	( (69.441	+	88.159)	/ 2 )
	=	8.894	/	78.8
	=	11.29 %

Prime Financial Group'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 )
	=	11.158	/	( ( (104.047 - 15.888)	+	(106.778 - 16.856) )	/ 2 )
	=	11.158	/	( ( 88.159	+	89.922 )	/ 2 )
	=	11.158	/	89.0405
	=	12.53 %

(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 12.53% mean?

Prime Financial Group (ASX:PFG) has a ROCE % of 12.53% as of Dec. 2025.

Is Prime Financial Group's ROCE % too high?

Prime Financial Group's current ROCE % is 12.53%. The Asset Management industry median ROCE % is 4.43. Prime Financial Group's value of 12.53% is 183.2% above this industry median. Overall, Prime Financial Group has a GF Score™ of 60/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.

How does Prime Financial Group's ROCE % compare to BLK and BX?

Prime Financial Group's ROCE % of 12.53% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.43. Prime Financial Group's value of 12.53% is 183.2% 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 4.43, 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. Prime Financial Group's current ROCE % of 12.53% is 183.2% 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 4.43 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Prime Financial Group's current ROCE % is 12.53%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.

Is Prime Financial Group stock overvalued right now?

Based on GuruFocus' analysis, Prime Financial Group (ASX:PFG) is currently considered Modestly Undervalued. The stock's GF Value™ is A$0.29, compared to a current price of A$0.23 — trading 22.4% below its estimated fair value. The current ROCE % is 12.53% and 183.2% above the Asset Management industry median of 4.43. Prime Financial Group's overall GF Score™ is 60/100 with 3 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 Prime Financial Group (ASX:PFG), the current ROCE % is 12.53% 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 Prime Financial Group (ASX:PFG) Overvalued in 2026?

Based on GuruFocus' analysis, Prime Financial Group stock appears to be undervalued. The current stock price of A$0.23 is trading 22.4% below its estimated GF Value™ of A$0.29. GuruFocus considers Prime Financial Group to be Modestly Undervalued.

Key valuation signals for ASX:PFG:

ROCE %: 12.53%
GF Value™: A$0.29 vs. price of A$0.23 (22.4% below fair value)
GF Score™: 60/100 with 3 warning signs
Industry Position: 183.2% above the Asset Management median

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

Prime Financial Group Business Description

Industry Financial Services Asset Management

Comparable Companies ASX:MAM ASX:CD3 ASX:CAF ASX:WAG ASX:IBC ASX:NGE ASX:KAT ASX:NSC ASX:WTL ASX:FPC BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT OSTO:EQT AMP

Address 40 City Road, Level 17, HWT Tower, Southbank, Melbourne, VIC, AUS, 3006

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

Prime Financial Group Ltd is an integrated accounting and business advisory, wealth management, and capital advisory company for business owners and family groups. It offers services accounting and tax compliance, start-up services, SME advisory, director and board services, life insurance, estate planning, lending and finance, transaction and restructuring services, superannuation, and others. Its segments are Business Segment and the other to Wealth Management segment. The company generates the majority of its revenue from the Wealth Management segment.

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A$0.23

Price

A$0.29

GF Value

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