PEH Wertpapier AG (FRA:PEH) ROCE %: 41.86% (As of Dec. 2025)

What is PEH Wertpapier AG ROCE %?

PEH Wertpapier AG FRA:PEH +0.69% 72 ROCE % is 41.86% as of Dec. 2025. GuruFocus rates FRA:PEH with a GF Score™ of 72/100 and a GF Value™ of €57.37 (Significantly Undervalued). The stock has 2 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. PEH Wertpapier AG's annualized ROCE % for the quarter that ended in Dec. 2025 was 41.86%.

PEH Wertpapier AG (FRA:PEH) 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.

PEH Wertpapier AG ROCE % Related Terms

PEH Wertpapier AG ROCE % Historical Data

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The historical data trend for PEH Wertpapier 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.

PEH Wertpapier AG ROCE % Chart

PEH Wertpapier AG Annual Data

Trend

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

Dec25

ROCE %

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37.45

24.61

24.36

27.40

37.31

PEH Wertpapier 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															23.22	27.53	25.27	34.59	41.86

72GF Score

PEH Wertpapier AG FRA:PEH

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

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PEH Wertpapier AG ROCE % Calculation

PEH Wertpapier 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 )
	=	13.837	/	( ( (69.246 - 32.924)	+	(92.112 - 54.258) )	/ 2 )
	=	13.837	/	( (36.322	+	37.854)	/ 2 )
	=	13.837	/	37.088
	=	37.31 %

PEH Wertpapier 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 )
	=	15.298	/	( ( (58.854 - 23.612)	+	(92.112 - 54.258) )	/ 2 )
	=	15.298	/	( ( 35.242	+	37.854 )	/ 2 )
	=	15.298	/	36.548
	=	41.86 %

(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 41.86% mean?

PEH Wertpapier AG (FRA:PEH) has a ROCE % of 41.86% as of Dec. 2025.

Is PEH Wertpapier AG's ROCE % too high?

PEH Wertpapier AG's current ROCE % is 41.86%. The Asset Management industry median ROCE % is 4.39. PEH Wertpapier AG's value of 41.86% is 853.5% above this industry median. Overall, PEH Wertpapier AG has a GF Score™ of 72/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.

How does PEH Wertpapier AG's ROCE % compare to BLK and BX?

PEH Wertpapier AG's ROCE % of 41.86% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.39. PEH Wertpapier AG's value of 41.86% is 853.5% 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. PEH Wertpapier AG's current ROCE % of 41.86% is 853.5% 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. PEH Wertpapier AG's current ROCE % is 41.86%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.

Is PEH Wertpapier AG stock overvalued right now?

Based on GuruFocus' analysis, PEH Wertpapier AG (FRA:PEH) is currently considered Significantly Undervalued. The stock's GF Value™ is €57.37, compared to a current price of €29.00 — trading 49.5% below its estimated fair value. The current ROCE % is 41.86% and 853.5% above the Asset Management industry median of 4.39. PEH Wertpapier AG's overall GF Score™ is 72/100 with 2 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 PEH Wertpapier AG (FRA:PEH), the current ROCE % is 41.86% 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 PEH Wertpapier AG (FRA:PEH) Overvalued in 2026?

Based on GuruFocus' analysis, PEH Wertpapier AG stock appears to be undervalued. The current stock price of €29.00 is trading 49.5% below its estimated GF Value™ of €57.37. GuruFocus considers PEH Wertpapier AG to be Significantly Undervalued.

Key valuation signals for FRA:PEH:

ROCE %: 41.86%
GF Value™: €57.37 vs. price of €29.00 (49.5% below fair value)
GF Score™: 72/100 with 2 warning signs
Industry Position: 853.5% above the Asset Management median

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

PEH Wertpapier AG Business Description

Industry Financial Services Asset Management

Comparable Companies XTER:SVE FRA:2INV FRA:UCA1 FRA:CPX HAM:GBQ XTER:PZS HAM:IRPA FRA:LEH HAM:C9T HAM:LSNA BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT OSTO:EQT AMP

Other Exchanges PEH:Germany

Address Bettinastrasse 57-59, Frankfurt, HE, DEU, 60325

Website https://www.peh.de

PEH Wertpapier AG is an independent financial service provider in German-speaking countries. It offers asset management for private clients as well as special products and investment solutions for institutional investors. The various services offered by the company include asset management, wealth planning, general consultation, and foundation management. Additionally, it also operates various investment funds to cater to the demands of long-term investors who want to benefit from the growth opportunities of equity markets. The group is divided into three segments: PEH Asset Management, PEH Administration/Service segment, which generates maximum revenue, and PEH Sales. Geographically, it derives maximum revenue from Luxembourg, and the rest from Germany.

72GF Score

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

€29.00

Price

€57.37

GF Value

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