HAL Trust (CHIX:HALA) ROCE %: 7.67% (As of Dec. 2025)

What is HAL Trust ROCE %?

HAL Trust CHIX:HALA -6.22% 89 ROCE % is 7.67% as of Dec. 2025. GuruFocus rates CHIX:HALA with a GF Score™ of 89/100 and a GF Value™ of €129.17 (Modestly Overvalued). The stock has 6 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. HAL Trust's annualized ROCE % for the quarter that ended in Dec. 2025 was 7.67%.

HAL Trust (CHIX:HALa) 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.

HAL Trust ROCE % Related Terms

HAL Trust ROCE % Historical Data

* Premium members only.

The historical data trend for HAL Trust'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.

HAL Trust ROCE % Chart

HAL Trust Annual Data

Trend

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

Dec25

ROCE %

Get a 7-Day Free Trial

26.46

4.41

7.95

9.39

11.00

HAL Trust 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															6.25	9.30	9.63	14.47	7.67

89GF Score

HAL Trust CHIX:HALA

ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.

View Full Analysis

HAL Trust ROCE % Calculation

HAL Trust'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 )
	=	2417.6	/	( ( (27342.5 - 5809.5)	+	(28141.9 - 5728.7) )	/ 2 )
	=	2417.6	/	( (21533	+	22413.2)	/ 2 )
	=	2417.6	/	21973.1
	=	11.00 %

HAL Trust'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 )
	=	1697.6	/	( ( (27476.3 - 5637.7)	+	(28141.9 - 5728.7) )	/ 2 )
	=	1697.6	/	( ( 21838.6	+	22413.2 )	/ 2 )
	=	1697.6	/	22125.9
	=	7.67 %

(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 7.67% mean?

HAL Trust (CHIX:HALA) has a ROCE % of 7.67% as of Dec. 2025.

Is HAL Trust's ROCE % too high?

HAL Trust's current ROCE % is 7.67%. The Asset Management industry median ROCE % is 4.39. HAL Trust's value of 7.67% is 74.7% above this industry median. Overall, HAL Trust has a GF Score™ of 89/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.

How does HAL Trust's ROCE % compare to BLK and BX?

HAL Trust's ROCE % of 7.67% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.39. HAL Trust's value of 7.67% is 74.7% 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. HAL Trust's current ROCE % of 7.67% is 74.7% 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. HAL Trust's current ROCE % is 7.67%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.

Is HAL Trust stock overvalued right now?

Based on GuruFocus' analysis, HAL Trust (CHIX:HALA) is currently considered Modestly Overvalued. The stock's GF Value™ is €129.17, compared to a current price of €161.30 — trading 24.9% above its estimated fair value. The current ROCE % is 7.67% and 74.7% above the Asset Management industry median of 4.39. HAL Trust's overall GF Score™ is 89/100 with 6 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 HAL Trust (CHIX:HALA), the current ROCE % is 7.67% 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 HAL Trust (CHIX:HALA) Overvalued in 2026?

Based on GuruFocus' analysis, HAL Trust stock appears to be overvalued. The current stock price of €161.30 is trading 24.9% above its estimated GF Value™ of €129.17. GuruFocus considers HAL Trust to be Modestly Overvalued.

Key valuation signals for CHIX:HALA:

ROCE %: 7.67%
GF Value™: €129.17 vs. price of €161.30 (24.9% above fair value)
GF Score™: 89/100 with 6 warning signs
Industry Position: 74.7% above the Asset Management median

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

HAL Trust Business Description

Industry Financial Services Asset Management

Comparable Companies XAMS:CVC XAMS:ALLFG XAMS:TFG XAMS:VTA XAMS:VALUE XAMS:ECT XAMS:NEDSE XAMS:HWK BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT OSTO:EQT AMP LSE:III NTRS

Other Exchanges HALFF:USA HAL:Netherlands 0K9V:UK

Address Weena 696, Rotterdam, NLD, 3012 CN

Website https://www.halholding.com

HAL Trust is an investment company. The company's reportable segments include Unquoted, Quoted interests, Real estate, and Liquid portfolio. It generates majority of its revenue from the Quoted interests segment which comprises both the company's consolidated and unconsolidated interests in publicly traded entities that are not in scope of the Liquid portfolio segment. Geographically, the company operates in Europe, USA & Canada, Asia, and Other. It generates maximum revenue from Europe.

89GF Score

Get the complete analysis for CHIX:HALA

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

€161.30

Price

€129.17

GF Value

View CHIX:HALA Analysis

See ROCE % data for all stocks →