AUR Portfolio III SE&Co KGaA (HAM:AR4) ROCE %: 1.17% (As of Dec. 2022)

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HAM:AR4 AUR Portfolio III SE&Co KGaA HAM:AR4
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What is AUR Portfolio III SE&Co KGaA ROCE %?

AUR Portfolio III SE&Co KGaA HAM:AR4 +0.88% 10 ROCE % is 1.17% as of Dec. 2022. GuruFocus rates HAM:AR4 with a GF Score™ of 10/100.

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. AUR Portfolio III SE&Co KGaA's annualized ROCE % for the quarter that ended in Dec. 2022 was 1.17%.

AUR Portfolio III SE&Co KGaA  (HAM:AR4) 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.

AUR Portfolio III SE&Co KGaA ROCE % Related Terms

AUR Portfolio III SE&Co KGaA ROCE % Historical Data

* Premium members only.

The historical data trend for AUR Portfolio III SE&Co KGaA'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.

AUR Portfolio III SE&Co KGaA ROCE % Chart

AUR Portfolio III SE&Co KGaA Annual Data
Trend Dec13 Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.39 -7.72 20.17 8.68 2.77

AUR Portfolio III SE&Co KGaA Semi-Annual Data
Jun13 Dec13 Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22
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 15.96 5.65 12.99 4.23 1.17
HAM:AR4
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AUR Portfolio III SE&Co KGaA HAM:AR4
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AUR Portfolio III SE&Co KGaA ROCE % Calculation

AUR Portfolio III SE&Co KGaA's annualized ROCE % for the fiscal year that ended in Dec. 2022 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Dec. 2022 )  (A: Dec. 2021 )(A: Dec. 2022 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Dec. 2022 )  (A: Dec. 2021 )(A: Dec. 2022 )
=34.4/( ( (2281.2 - 985.9) + (2185.8 - 994) )/ 2 )
=34.4/( (1295.3+1191.8)/ 2 )
=34.4/1243.55
=2.77 %

AUR Portfolio III SE&Co KGaA's ROCE % of for the quarter that ended in Dec. 2022 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Dec. 2022 )  (Q: Jun. 2022 )(Q: Dec. 2022 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Dec. 2022 )  (Q: Jun. 2022 )(Q: Dec. 2022 )
=14.4/( ( (2316 - 1036.6) + (2185.8 - 994) )/ 2 )
=14.4/( ( 1279.4 + 1191.8 )/ 2 )
=14.4/1235.6
=1.17 %

(1) Note: The EBIT data used here is two times the semi-annual (Dec. 2022) 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 1.17% mean?
AUR Portfolio III SE&Co KGaA (HAM:AR4) has a ROCE % of 1.17% as of Dec. 2022.
Is AUR Portfolio III SE&Co KGaA's ROCE % too high?
AUR Portfolio III SE&Co KGaA's current ROCE % is 1.17%. The Asset Management industry median ROCE % is 4.39. AUR Portfolio III SE&Co KGaA's value of 1.17% is 73.3% below this industry median. Overall, AUR Portfolio III SE&Co KGaA has a GF Score™ of 10/100, reflecting its overall financial health beyond just this single metric.
How does AUR Portfolio III SE&Co KGaA's ROCE % compare to BLK and BX?
AUR Portfolio III SE&Co KGaA's ROCE % of 1.17% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.39. AUR Portfolio III SE&Co KGaA's value of 1.17% is 73.3% below 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 709 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. AUR Portfolio III SE&Co KGaA's current ROCE % of 1.17% is 73.3% below 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. AUR Portfolio III SE&Co KGaA's current ROCE % is 1.17%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AUR Portfolio III SE&Co KGaA stock overvalued right now?
AUR Portfolio III SE&Co KGaA (HAM:AR4) has a current ROCE % of 1.17%. The current ROCE % is 1.17% and 73.3% below the Asset Management industry median of 4.39. AUR Portfolio III SE&Co KGaA's overall GF Score™ is 10/100. 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 AUR Portfolio III SE&Co KGaA (HAM:AR4), the current ROCE % is 1.17% as of Dec. 2022. 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.

AUR Portfolio III SE&Co KGaA Business Description

Address Ludwig-Ganghofer-Strasse 6, Grunwald, DEU, 82031
AUR Portfolio III SE&Co KGaA is the investment vehicle for the Lower Mid-Market portfolio. Its core element is the operational support for portfolio companies.
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ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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