Zug Estates Holding AG (CHIX:ZUGNZ) ROCE %: 9.09% (As of Dec. 2025)


CHIX:ZUGNZ Zug Estates Holding AG CHIX:ZUGNZ
25 GF Score
Price CHF2,110.00
GF Value CHF1,998.64
Valuation Fairly Valued
! 3 Warning Signs
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What is Zug Estates Holding AG ROCE %?

Zug Estates Holding AG CHIX:ZUGNZ +0.96% 25 ROCE % is 9.09% as of Dec. 2025. GuruFocus rates CHIX:ZUGNZ with a GF Score™ of 25/100 and a GF Value™ of CHF1,998.64 (Fairly Valued). 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. Zug Estates Holding AG's annualized ROCE % for the quarter that ended in Dec. 2025 was 9.09%.

Zug Estates Holding AG  (CHIX:ZUGNz) 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.

Zug Estates Holding AG ROCE % Related Terms

Zug Estates Holding AG ROCE % Historical Data

* Premium members only.

The historical data trend for Zug Estates Holding AG'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.

Zug Estates Holding AG ROCE % Chart

Zug Estates Holding AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.07 3.40 2.30 4.62 6.19

Zug Estates Holding AG 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 1.51 3.05 6.14 3.34 9.09
CHIX:ZUGNZ
25GF Score
Zug Estates Holding AG CHIX:ZUGNZ
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Zug Estates Holding AG ROCE % Calculation

Zug Estates Holding AG'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 )
=107.38/( ( (1833.297 - 171.657) + (1907.39 - 99.105) )/ 2 )
=107.38/( (1661.64+1808.285)/ 2 )
=107.38/1734.9625
=6.19 %

Zug Estates Holding AG'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 )
=158.878/( ( (1895.481 - 209.581) + (1907.39 - 99.105) )/ 2 )
=158.878/( ( 1685.9 + 1808.285 )/ 2 )
=158.878/1747.0925
=9.09 %

(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 9.09% mean?
Zug Estates Holding AG (CHIX:ZUGNZ) has a ROCE % of 9.09% as of Dec. 2025.
Is Zug Estates Holding AG's ROCE % too high?
Zug Estates Holding AG's current ROCE % is 9.09%. The Real Estate industry median ROCE % is 4.64. Zug Estates Holding AG's value of 9.09% is 95.9% above this industry median. Overall, Zug Estates Holding AG has a GF Score™ of 25/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Zug Estates Holding AG's ROCE % compare to competitors?
Zug Estates Holding AG's ROCE % of 9.09% can be compared against companies in the Real Estate industry. The industry median ROCE % is 4.64. Zug Estates Holding AG's value of 9.09% is 95.9% 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 a Real Estate company?
The median ROCE % among Real Estate companies is 4.64, based on 1,760 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. Zug Estates Holding AG's current ROCE % of 9.09% is 95.9% 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 Real Estate industry, the median ROCE % is 4.64 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Zug Estates Holding AG's current ROCE % is 9.09%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Zug Estates Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Zug Estates Holding AG (CHIX:ZUGNZ) is currently considered Fairly Valued. The stock's GF Value™ is CHF1,998.64, compared to a current price of CHF2,110.00 — trading 5.6% above its estimated fair value. The current ROCE % is 9.09% and 95.9% above the Real Estate industry median of 4.64. Zug Estates Holding AG's overall GF Score™ is 25/100 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 Zug Estates Holding AG (CHIX:ZUGNZ), the current ROCE % is 9.09% 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 Zug Estates Holding AG (CHIX:ZUGNZ) Overvalued in 2026?

Based on GuruFocus' analysis, Zug Estates Holding AG stock appears to be overvalued. The current stock price of CHF2,110.00 is trading 5.6% above its estimated GF Value™ of CHF1,998.64. GuruFocus considers Zug Estates Holding AG to be Fairly Valued.

Key valuation signals for CHIX:ZUGNZ:

  • ROCE %: 9.09%
  • GF Value™: CHF1,998.64 vs. price of CHF2,110.00 (5.6% above fair value)
  • GF Score™: 25/100 with 3 warning signs
  • Industry Position: 95.9% above the Real Estate median

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

Zug Estates Holding AG Business Description

Other Exchanges 0QPW:UKZUGN:Switzerland
Address Industriestrasse 12, Zug, CHE, CH-6300
Zug Estates Holding AG develops, markets and manages properties in the Zug region. The business activities are functioned through Real Estate and hotel and catering segments. It generates maximum revenue from the Real Estate segment. The real estate segment operates primarily in the areas of product development and management. The project development department develops and oversees its own construction projects, mainly for the Group portfolio. Its management department provides property management services for third parties and the Group portfolio.
25GF Score

Get the complete analysis for CHIX:ZUGNZ

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

CHF2,110.00
Price
CHF1,998.64
GF Value