Invalda INVL AB (FRA:WTK) ROCE % : 12.33% (As of Jun. 2024)

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What is Invalda INVL AB ROCE %?

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. Invalda INVL AB's annualized ROCE % for the quarter that ended in Jun. 2024 was 12.33%.

Invalda INVL AB ROCE % Historical Data

The historical data trend for Invalda INVL AB'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.

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Invalda INVL AB ROCE % Chart

Invalda INVL AB Annual Data

Trend

Dec14

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

ROCE %

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27.74

6.14

37.05

12.24

32.01

Invalda INVL AB Semi-Annual Data
	Dec14	Jun15	Dec15	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23	Jun24
ROCE %	Get a 7-Day Free Trial															-25.14	51.04	-2.65	66.68	12.33

Invalda INVL AB ROCE % Calculation

Invalda INVL AB's annualized ROCE % for the fiscal year that ended in Dec. 2023 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Dec. 2023 )		(A: Dec. 2022 )		(A: Dec. 2023 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Dec. 2023 )		(A: Dec. 2022 )		(A: Dec. 2023 )
	=	50.639	/	( ( (144.026 - 9.5)	+	(218.464 - 36.619) )	/ 2 )
	=	50.639	/	( (134.526	+	181.845)	/ 2 )
	=	50.639	/	158.1855
	=	32.01 %

Invalda INVL AB's ROCE % of for the quarter that ended in Jun. 2024 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Jun. 2024 )		(Q: Dec. 2023 )		(Q: Jun. 2024 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Jun. 2024 )		(Q: Dec. 2023 )		(Q: Jun. 2024 )
	=	23.694	/	( ( (218.464 - 36.619)	+	(208.432 - 6.053) )	/ 2 )
	=	23.694	/	( ( 181.845	+	202.379 )	/ 2 )
	=	23.694	/	192.112
	=	12.33 %

(1) Note: The EBIT data used here is two times the semi-annual (Jun. 2024) EBIT data.

Invalda INVL AB (FRA:WTK) 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.

Invalda INVL AB ROCE % Related Terms

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Invalda INVL AB Business Description

Industry

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IVL1L:Lithuania

Address

Gyneju Street 14, Vilnius, LTU, LT-01109

Website

https://www.invaldainvl.com

Invalda INVL AB is an asset management company. It operates through the Investment management and Investment activity segments. The Investment management segment includes pension, investment funds, alternative investments (private equity, real assets, and private debt) and portfolio management, financial brokerage, and land administration services. The Investment activity segment includes the group investment activities to the unconsolidated subsidiaries, associates, and financial assets at fair value and administrative activities of the companies. The main investment activities of the company are Agriculture; Life insurance; Facility management; Real estate; and Bank activities. The majority of the company's revenue comes from the Investment management segment.

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