Jupiter Fund Management (FRA:4JF) ROCE %: 22.32% (As of Dec. 2025)


FRA:4JF Jupiter Fund Management PLC FRA:4JF
64 GF Score
Price €1.88
GF Value €1.03
Valuation Significantly Overvalued
! 6 Warning Signs
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What is Jupiter Fund Management ROCE %?

Jupiter Fund Management FRA:4JF +1.62% 64 ROCE % is 22.32% as of Dec. 2025. GuruFocus rates FRA:4JF with a GF Score™ of 64/100 and a GF Value™ of €1.03 (Significantly 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. Jupiter Fund Management's annualized ROCE % for the quarter that ended in Dec. 2025 was 22.32%.

Jupiter Fund Management  (FRA:4JF) 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.

Jupiter Fund Management ROCE % Related Terms

Jupiter Fund Management ROCE % Historical Data

* Premium members only.

The historical data trend for Jupiter Fund Management'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.

Jupiter Fund Management ROCE % Chart

Jupiter Fund Management 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 18.73 6.23 1.66 10.42 13.75

Jupiter Fund Management 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 -4.72 9.33 11.47 6.33 22.32
FRA:4JF
64GF Score
Jupiter Fund Management PLC FRA:4JF
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Jupiter Fund Management ROCE % Calculation

Jupiter Fund Management'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 )
=154.68/( ( (1517.013 - 375.601) + (1420.59 - 312.562) )/ 2 )
=154.68/( (1141.412+1108.028)/ 2 )
=154.68/1124.72
=13.75 %

Jupiter Fund Management'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 )
=241.68/( ( (1420.845 - 363.269) + (1420.59 - 312.562) )/ 2 )
=241.68/( ( 1057.576 + 1108.028 )/ 2 )
=241.68/1082.802
=22.32 %

(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 22.32% mean?
Jupiter Fund Management (FRA:4JF) has a ROCE % of 22.32% as of Dec. 2025.
Is Jupiter Fund Management's ROCE % too high?
Jupiter Fund Management's current ROCE % is 22.32%. The Asset Management industry median ROCE % is 4.39. Jupiter Fund Management's value of 22.32% is 408.4% above this industry median. Overall, Jupiter Fund Management has a GF Score™ of 64/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Jupiter Fund Management's ROCE % compare to BLK and BX?
Jupiter Fund Management's ROCE % of 22.32% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.39. Jupiter Fund Management's value of 22.32% is 408.4% 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. Jupiter Fund Management's current ROCE % of 22.32% is 408.4% 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. Jupiter Fund Management's current ROCE % is 22.32%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jupiter Fund Management stock overvalued right now?
Based on GuruFocus' analysis, Jupiter Fund Management (FRA:4JF) is currently considered Significantly Overvalued. The stock's GF Value™ is €1.03, compared to a current price of €1.88 — trading 82.5% above its estimated fair value. The current ROCE % is 22.32% and 408.4% above the Asset Management industry median of 4.39. Jupiter Fund Management's overall GF Score™ is 64/100 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 Jupiter Fund Management (FRA:4JF), the current ROCE % is 22.32% 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 Jupiter Fund Management (FRA:4JF) Overvalued in 2026?

Based on GuruFocus' analysis, Jupiter Fund Management stock appears to be overvalued. The current stock price of €1.88 is trading 82.5% above its estimated GF Value™ of €1.03. GuruFocus considers Jupiter Fund Management to be Significantly Overvalued.

Key valuation signals for FRA:4JF:

  • ROCE %: 22.32%
  • GF Value™: €1.03 vs. price of €1.88 (82.5% above fair value)
  • GF Score™: 64/100 with 6 warning signs
  • Industry Position: 408.4% above the Asset Management median

No single metric tells the full story. See the FRA:4JF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Jupiter Fund Management Business Description

Other Exchanges JUPl:UKJUP:UK
Address 70 Victoria Street, The Zig Zag Building, London, GBR, SW1E 6SQ
Jupiter Fund Management PLC is a provider of mutual funds with operations mostly in the United Kingdom. The company also distributes its products through financial centers in Europe and Asia, either in house or through agency relationships. It has increasingly focused on offering high-performance, outcome-oriented active strategies to drive organic growth. It measures performance by monitoring its percentage of assets under management above the median over three years. The Group operates principally in the United Kingdom with international operating subsidiaries in Ireland, Hong Kong, Singapore, the United States, Switzerland and Luxembourg, which has branches across Europe.
64GF Score

Get the complete analysis for FRA:4JF

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

€1.88
Price
€1.03
GF Value