Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
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. WT Financial Group's annualized ROCE % for the quarter that ended in Dec. 2025 was 15.89%.
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.
WT Financial Group ROCE % Related Terms
WT Financial Group ROCE % Historical Data
* Premium members only.
The historical data trend for WT 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.
(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.
WT Financial Group (ASX:WTL) has a ROCE % of 15.89% as of Dec. 2025.
Is WT Financial Group's ROCE % too high?
WT Financial Group's current ROCE % is 15.89%. The Asset Management industry median ROCE % is 4.46. WT Financial Group's value of 15.89% is 256.3% above this industry median. Overall, WT Financial Group has a GF Score™ of 52/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does WT Financial Group's ROCE % compare to BLK and BX?
WT Financial Group's ROCE % of 15.89% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.46. WT Financial Group's value of 15.89% is 256.3% 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 4.46, based on 711 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. WT Financial Group's current ROCE % of 15.89% is 256.3% 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 4.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. WT Financial Group's current ROCE % is 15.89%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WT Financial Group stock overvalued right now?
Based on GuruFocus' analysis, WT Financial Group (ASX:WTL) is currently considered Modestly Overvalued. The stock's GF Value™ is A$0.13, compared to a current price of A$0.17 — trading 26.9% above its estimated fair value. The current ROCE % is 15.89% and 256.3% above the Asset Management industry median of 4.46. WT Financial Group's overall GF Score™ is 52/100 with 7 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 WT Financial Group (ASX:WTL), the current ROCE % is 15.89% 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 WT Financial Group (ASX:WTL) Overvalued in 2026?
Based on GuruFocus' analysis, WT Financial Group stock appears to be overvalued.
The current stock price of A$0.17 is trading 26.9% above its estimated GF Value™ of A$0.13.
GuruFocus considers WT Financial Group to be Modestly Overvalued.
Key valuation signals for ASX:WTL:
ROCE %: 15.89%
GF Value™: A$0.13 vs. price of A$0.17 (26.9% above fair value)
Industry Position: 256.3% above the Asset Management median
No single metric tells the full story. See the ASX:WTL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
WT Financial Group Ltd is a diversified financial services company. The company's operating segment includes Business to Business (B2B), Direct to Consumer (B2C), and All other. It derives a majority of its revenue from the Business to Business (B2B) services segment which includes services like financial planning, investment advice, product sales, licensing services, and product offerings delivered to independently owned financial advice practices through its Wealth today, Sentry, Synchron, and M3 advice divisions. In its Direct to Consumer business segment, the company provides various financial advice, mortgage broking, tax, and accounting services directly to wholesale and retail clients under the Spring Financial Group brand.
52GF Score
Get the complete analysis for ASX:WTL
ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
ASX:WTL has been successfully added to your 
