IGM Financial (FRA:C7G) ROCE %: 8.44% (As of Mar. 2026)


FRA:C7G IGM Financial Inc FRA:C7G
82 GF Score
Price €47.40
GF Value €31.31
! 9 Warning Signs
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What is IGM Financial ROCE %?

IGM Financial FRA:C7G -0.84% 82 ROCE % is 8.44% as of Mar. 2026. GuruFocus rates FRA:C7G with a GF Score™ of 82/100 and a GF Value™ of €31.31. The stock has 9 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. IGM Financial's annualized ROCE % for the quarter that ended in Mar. 2026 was 8.44%.

IGM Financial  (FRA:C7G) 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.

IGM Financial ROCE % Related Terms

IGM Financial ROCE % Historical Data

* Premium members only.

The historical data trend for IGM Financial'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.

IGM Financial ROCE % Chart

IGM Financial 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 10.60 8.06 7.95 8.00 8.20

IGM Financial 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 7.60 8.10 9.34 9.91 8.44
FRA:C7G
82GF Score
IGM Financial Inc FRA:C7G
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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IGM Financial ROCE % Calculation

IGM Financial'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 )
=971.98/( ( (13864.139 - 2173.105) + (13868.137 - 1845.622) )/ 2 )
=971.98/( (11691.034+12022.515)/ 2 )
=971.98/11856.7745
=8.20 %

IGM Financial'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 )
=1007.772/( ( (13868.137 - 1845.622) + (13518.071 - 1654.889) )/ 2 )
=1007.772/( ( 12022.515 + 11863.182 )/ 2 )
=1007.772/11942.8485
=8.44 %

(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 8.44% mean?
IGM Financial (FRA:C7G) has a ROCE % of 8.44% as of Mar. 2026.
Is IGM Financial's ROCE % too high?
IGM Financial's current ROCE % is 8.44%. The Asset Management industry median ROCE % is 4.39. IGM Financial's value of 8.44% is 92.3% above this industry median. Overall, IGM Financial has a GF Score™ of 82/100, reflecting its overall financial health beyond just this single metric.
How does IGM Financial's ROCE % compare to BLK and BX?
IGM Financial's ROCE % of 8.44% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.39. IGM Financial's value of 8.44% is 92.3% 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 4.39, based on 705 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. IGM Financial's current ROCE % of 8.44% is 92.3% 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 4.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. IGM Financial's current ROCE % is 8.44%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is IGM Financial stock overvalued right now?
IGM Financial (FRA:C7G) has a current ROCE % of 8.44%. The stock's GF Value™ is €31.31, compared to a current price of €47.40 — trading 51.4% above its estimated fair value. The current ROCE % is 8.44% and 92.3% above the Asset Management industry median of 4.39. IGM Financial's overall GF Score™ is 82/100 with 9 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 IGM Financial (FRA:C7G), the current ROCE % is 8.44% 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 IGM Financial (FRA:C7G) Overvalued in 2026?

Based on GuruFocus' analysis, IGM Financial stock appears to be overvalued. The current stock price of €47.40 is trading 51.4% above its estimated GF Value™ of €31.31.

Key valuation signals for FRA:C7G:

  • ROCE %: 8.44%
  • GF Value™: €31.31 vs. price of €47.40 (51.4% above fair value)
  • GF Score™: 82/100 with 9 warning signs
  • Industry Position: 92.3% above the Asset Management median

No single metric tells the full story. See the FRA:C7G stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

IGM Financial Business Description

Address 447 Portage Avenue, Winnipeg, MB, CAN, R3B 3H5
IGM Financial is a leading nonbank Canadian wealth and asset management company. Power Corporation of Canada, which also holds a majority stake in Great-West Life co, has a majority stake (62%) in IGM. The company has two main operating segments, wealth management and asset management. As of December 2025, IGM's wealth management unit had CAD 159 billion in assets under advisement, or AUA, while the firm's asset management unit had CAD 151 billion in third-party assets under management, or AUM.
82GF Score

Get the complete analysis for FRA:C7G

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

€47.40
Price
€31.31
GF Value