Alaris Equity Partnersome Trust (FRA:5UK) ROCE %: 12.86% (As of Mar. 2026)

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FRA:5UK Alaris Equity Partners Income Trust FRA:5UK
84 GF Score
Price €15.25
GF Value €11.27
! 10 Warning Signs
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What is Alaris Equity Partnersome Trust ROCE %?

Alaris Equity Partnersome Trust FRA:5UK +1.60% 84 ROCE % is 12.86% as of Mar. 2026. GuruFocus rates FRA:5UK with a GF Score™ of 84/100 and a GF Value™ of €11.27. The stock has 10 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. Alaris Equity Partnersome Trust's annualized ROCE % for the quarter that ended in Mar. 2026 was 12.86%.

Alaris Equity Partnersome Trust  (FRA:5UK) 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.

Alaris Equity Partnersome Trust ROCE % Related Terms

Alaris Equity Partnersome Trust ROCE % Historical Data

* Premium members only.

The historical data trend for Alaris Equity Partnersome 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.

Alaris Equity Partnersome Trust ROCE % Chart

Alaris Equity Partnersome Trust 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 18.01 14.17 14.88 18.83 7.51

Alaris Equity Partnersome Trust Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 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 7.78 -5.24 27.57 1.26 12.86
FRA:5UK
84GF Score
Alaris Equity Partners Income Trust FRA:5UK
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Alaris Equity Partnersome Trust ROCE % Calculation

Alaris Equity Partnersome 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 )
=61.992/( ( (804.167 - 17.879) + (879.691 - 15.394) )/ 2 )
=61.992/( (786.288+864.297)/ 2 )
=61.992/825.2925
=7.51 %

Alaris Equity Partnersome Trust'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 )
=113.428/( ( (879.691 - 15.394) + (915.672 - 15.25) )/ 2 )
=113.428/( ( 864.297 + 900.422 )/ 2 )
=113.428/882.3595
=12.86 %

(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 12.86% mean?
Alaris Equity Partnersome Trust (FRA:5UK) has a ROCE % of 12.86% as of Mar. 2026.
Is Alaris Equity Partnersome Trust's ROCE % too high?
Alaris Equity Partnersome Trust's current ROCE % is 12.86%. The Asset Management industry median ROCE % is 4.46. Alaris Equity Partnersome Trust's value of 12.86% is 188.3% above this industry median. Overall, Alaris Equity Partnersome Trust has a GF Score™ of 84/100, reflecting its overall financial health beyond just this single metric.
How does Alaris Equity Partnersome Trust's ROCE % compare to BLK and BX?
Alaris Equity Partnersome Trust's ROCE % of 12.86% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.46. Alaris Equity Partnersome Trust's value of 12.86% is 188.3% 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 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. Alaris Equity Partnersome Trust's current ROCE % of 12.86% is 188.3% 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. Alaris Equity Partnersome Trust's current ROCE % is 12.86%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alaris Equity Partnersome Trust stock overvalued right now?
Alaris Equity Partnersome Trust (FRA:5UK) has a current ROCE % of 12.86%. The stock's GF Value™ is €11.27, compared to a current price of €15.25 — trading 35.3% above its estimated fair value. The current ROCE % is 12.86% and 188.3% above the Asset Management industry median of 4.46. Alaris Equity Partnersome Trust's overall GF Score™ is 84/100 with 10 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 Alaris Equity Partnersome Trust (FRA:5UK), the current ROCE % is 12.86% 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 Alaris Equity Partnersome Trust (FRA:5UK) Overvalued in 2026?

Based on GuruFocus' analysis, Alaris Equity Partnersome Trust stock appears to be overvalued. The current stock price of €15.25 is trading 35.3% above its estimated GF Value™ of €11.27.

Key valuation signals for FRA:5UK:

  • ROCE %: 12.86%
  • GF Value™: €11.27 vs. price of €15.25 (35.3% above fair value)
  • GF Score™: 84/100 with 10 warning signs
  • Industry Position: 188.3% above the Asset Management median

No single metric tells the full story. See the FRA:5UK stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Alaris Equity Partnersome Trust Business Description

Other Exchanges ADLRF:USAAD.UN:Canada
Address 333 - 24th Avenue SW, Suite 250, Calgary, AB, CAN, T2S 3E6
Alaris Equity Partners Income Trust is an open-ended trust. The Trust, through its subsidiaries, indirectly provides alternative financing to private companies (Partners) in exchange for distributions with the principal objective of generating stable and predictable cash flows for payment of distributions to unitholders of the Trust. Distributions from the Partners are adjusted each year based on the percentage change of a top-line financial performance measure, such as gross margin and same-store sales, and rank in priority to the owner's common equity position.
84GF Score

Get the complete analysis for FRA:5UK

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

€15.25
Price
€11.27
GF Value