Evergent Investments (BSE:EVER) ROCE %: 4.94% (As of Mar. 2026)


BSE:EVER Evergent Investments SA BSE:EVER
89 GF Score
Price lei3.36
GF Value lei1.97
Valuation Significantly Overvalued
! 5 Warning Signs
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What is Evergent Investments ROCE %?

Evergent Investments BSE:EVER -0.59% 89 ROCE % is 4.94% as of Mar. 2026. GuruFocus rates BSE:EVER with a GF Score™ of 89/100 and a GF Value™ of lei1.97 (Significantly 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. Evergent Investments's annualized ROCE % for the quarter that ended in Mar. 2026 was 4.94%.


Evergent Investments  (BSE:EVER) 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.


Evergent Investments ROCE % Related Terms


Evergent Investments ROCE % Historical Data

* Premium members only.

The historical data trend for Evergent 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.

Evergent Investments ROCE % Chart

Evergent Investments Annual Data
Trend Dec13 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.34 4.64 5.15 4.46 7.77

Evergent Investments Quarterly Data
Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 -0.49 15.61 5.54 10.84 4.94
BSE:EVER
89GF Score
Evergent Investments SA BSE:EVER
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Evergent Investments ROCE % Calculation

Evergent Investments's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=286.435/( ( (3475.508 - 137.257) + (4262.752 - 225.277) )/ 2 )
=286.435/( (3338.251+4037.475)/ 2 )
=286.435/3687.863
=7.77 %

Evergent Investments's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=207.76/( ( (4262.752 - 225.277) + (4681.281 - 314.983) )/ 2 )
=207.76/( ( 4037.475 + 4366.298 )/ 2 )
=207.76/4201.8865
=4.94 %

(1) Note: The EBIT data used here is four times the quarterly (Mar. 2026) 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 4.94% mean?
Evergent Investments (BSE:EVER) has a ROCE % of 4.94% as of Mar. 2026.
Is Evergent Investments' ROCE % too high?
Evergent Investments' current ROCE % is 4.94%. The Asset Management industry median ROCE % is 4.46. Evergent Investments' value of 4.94% is 10.8% above this industry median. Overall, Evergent Investments has a GF Score™ of 89/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Evergent Investments' ROCE % compare to BLK and BX?
Evergent Investments' ROCE % of 4.94% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.46. Evergent Investments' value of 4.94% is 10.8% 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 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. Evergent Investments's current ROCE % of 4.94% is 10.8% 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. Evergent Investments's current ROCE % is 4.94%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Evergent Investments stock overvalued right now?
Based on GuruFocus' analysis, Evergent Investments (BSE:EVER) is currently considered Significantly Overvalued. The stock's GF Value™ is lei1.97, compared to a current price of lei3.36 — trading 70.6% above its estimated fair value. The current ROCE % is 4.94% and 10.8% above the Asset Management industry median of 4.46. Evergent Investments' overall GF Score™ is 89/100 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 Evergent Investments (BSE:EVER), the current ROCE % is 4.94% as of Mar. 2026. 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 Evergent Investments (BSE:EVER) Overvalued in 2026?

Based on GuruFocus' analysis, Evergent Investments stock appears to be overvalued. The current stock price of lei3.36 is trading 70.6% above its estimated GF Value™ of lei1.97. GuruFocus considers Evergent Investments to be Significantly Overvalued.

Key valuation signals for BSE:EVER:

  • ROCE %: 4.94%
  • GF Value™: lei1.97 vs. price of lei3.36 (70.6% above fair value)
  • GF Score™: 89/100 with 5 warning signs
  • Industry Position: 10.8% above the Asset Management median

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


Evergent Investments Business Description

Address Pictor Aman Street 94 C, Bacau, ROU, 600164
Evergent Investments SA is a Romanian financial investment company. The group has five reporting segments which include financial investment services, manufacture and sale of agricultural machinery, real estate development (apartments, including parking spaces), cultivation of fruit-bearing trees (blueberries), and Others. The company earns the majority of its revenue from the financial investment services segment.
89GF Score

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

lei3.36
Price
lei1.97
GF Value