Washington H Soul Pattinson and Co (FRA:WD3) ROCE %: 30.05% (As of Jan. 2026)


FRA:WD3 Washington H Soul Pattinson and Co Ltd FRA:WD3
75 GF Score
Price €27.20
GF Value €35.11
Valuation Modestly Undervalued
! 9 Warning Signs
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What is Washington H Soul Pattinson and Co ROCE %?

Washington H Soul Pattinson and Co FRA:WD3 -2.16% 75 ROCE % is 30.05% as of Jan. 2026. GuruFocus rates FRA:WD3 with a GF Score™ of 75/100 and a GF Value™ of €35.11 (Modestly Undervalued). 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. Washington H Soul Pattinson and Co's annualized ROCE % for the quarter that ended in Jan. 2026 was 30.05%.

Washington H Soul Pattinson and Co  (FRA:WD3) 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.

Washington H Soul Pattinson and Co ROCE % Related Terms

Washington H Soul Pattinson and Co ROCE % Historical Data

* Premium members only.

The historical data trend for Washington H Soul Pattinson and Co'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.

Washington H Soul Pattinson and Co ROCE % Chart

Washington H Soul Pattinson and Co Annual Data
Trend Jul16 Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23 Jul24 Jul25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.79 12.01 5.45 4.99 4.75

Washington H Soul Pattinson and Co Semi-Annual Data
Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24 Jan25 Jul25 Jan26
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 5.54 4.54 8.34 1.57 30.05
FRA:WD3
75GF Score
Washington H Soul Pattinson and Co Ltd FRA:WD3
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Washington H Soul Pattinson and Co ROCE % Calculation

Washington H Soul Pattinson and Co's annualized ROCE % for the fiscal year that ended in Jul. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Jul. 2025 )  (A: Jul. 2024 )(A: Jul. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Jul. 2025 )  (A: Jul. 2024 )(A: Jul. 2025 )
=280.121/( ( (6395.383 - 215.338) + (6263.046 - 646.895) )/ 2 )
=280.121/( (6180.045+5616.151)/ 2 )
=280.121/5898.098
=4.75 %

Washington H Soul Pattinson and Co's ROCE % of for the quarter that ended in Jan. 2026 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Jan. 2026 )  (Q: Jul. 2025 )(Q: Jan. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Jan. 2026 )  (Q: Jul. 2025 )(Q: Jan. 2026 )
=2102.062/( ( (6263.046 - 646.895) + (8745.297 - 371.734) )/ 2 )
=2102.062/( ( 5616.151 + 8373.563 )/ 2 )
=2102.062/6994.857
=30.05 %

(1) Note: The EBIT data used here is two times the semi-annual (Jan. 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 30.05% mean?
Washington H Soul Pattinson and Co (FRA:WD3) has a ROCE % of 30.05% as of Jan. 2026.
Is Washington H Soul Pattinson and Co's ROCE % too high?
Washington H Soul Pattinson and Co's current ROCE % is 30.05%. The Capital Markets industry median ROCE % is 5.58. Washington H Soul Pattinson and Co's value of 30.05% is 439% above this industry median. Overall, Washington H Soul Pattinson and Co has a GF Score™ of 75/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Washington H Soul Pattinson and Co's ROCE % compare to MS and GS?
Washington H Soul Pattinson and Co's ROCE % of 30.05% can be compared against companies in the Capital Markets industry. The industry median ROCE % is 5.58. Washington H Soul Pattinson and Co's value of 30.05% is 439% 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 Capital Markets company?
The median ROCE % among Capital Markets companies is 5.58, based on 690 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. Washington H Soul Pattinson and Co's current ROCE % of 30.05% is 439% 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 Capital Markets industry, the median ROCE % is 5.58 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Washington H Soul Pattinson and Co's current ROCE % is 30.05%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Washington H Soul Pattinson and Co stock overvalued right now?
Based on GuruFocus' analysis, Washington H Soul Pattinson and Co (FRA:WD3) is currently considered Modestly Undervalued. The stock's GF Value™ is €35.11, compared to a current price of €27.20 — trading 22.5% below its estimated fair value. The current ROCE % is 30.05% and 439% above the Capital Markets industry median of 5.58. Washington H Soul Pattinson and Co's overall GF Score™ is 75/100 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 Washington H Soul Pattinson and Co (FRA:WD3), the current ROCE % is 30.05% as of Jan. 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 Washington H Soul Pattinson and Co (FRA:WD3) Overvalued in 2026?

Based on GuruFocus' analysis, Washington H Soul Pattinson and Co stock appears to be undervalued. The current stock price of €27.20 is trading 22.5% below its estimated GF Value™ of €35.11. GuruFocus considers Washington H Soul Pattinson and Co to be Modestly Undervalued.

Key valuation signals for FRA:WD3:

  • ROCE %: 30.05%
  • GF Value™: €35.11 vs. price of €27.20 (22.5% below fair value)
  • GF Score™: 75/100 with 9 warning signs
  • Industry Position: 439% above the Capital Markets median

No single metric tells the full story. See the FRA:WD3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Washington H Soul Pattinson and Co Business Description

Other Exchanges WSOUF:USASOL:Australia
Address 151 Clarence Street, Level 14, Sydney, NSW, AUS, 2000
Soul Patts, is a value-oriented investment house that invests in both public and private markets. As an investor, Soul Patts allocates capital with a view toward taking a long-term position in its investments and on a passive basis. Long-term holdings in the group's largest investments, TPG Telecom, and New Hope Corporation, contribute about one-fourth of the group's approximately AUD 14.5 billion investment's net asset value.
75GF Score

Get the complete analysis for FRA:WD3

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

€27.20
Price
€35.11
GF Value