EPE Capital Partners (JSE:EPE) ROCE %: 0.51% (As of Dec. 2025)


JSE:EPE EPE Capital Partners Ltd JSE:EPE
58 GF Score
Price R5.24
GF Value R6.20
Valuation Modestly Undervalued
! 2 Warning Signs
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What is EPE Capital Partners ROCE %?

EPE Capital Partners JSE:EPE +5.01% 58 ROCE % is 0.51% as of Dec. 2025. GuruFocus rates JSE:EPE with a GF Score™ of 58/100 and a GF Value™ of R6.20 (Modestly 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. EPE Capital Partners's annualized ROCE % for the quarter that ended in Dec. 2025 was 0.51%.

EPE Capital Partners  (JSE:EPE) 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.

EPE Capital Partners ROCE % Related Terms

EPE Capital Partners ROCE % Historical Data

* Premium members only.

The historical data trend for EPE Capital Partners'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.

EPE Capital Partners ROCE % Chart

EPE Capital Partners Annual Data
Trend Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROCE %
Get a 7-Day Free Trial Premium Member Only 1.18 22.43 2.73 -12.25 23.41

EPE Capital Partners Semi-Annual Data
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 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 -21.52 -2.65 30.76 17.14 0.51
JSE:EPE
58GF Score
EPE Capital Partners Ltd JSE:EPE
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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EPE Capital Partners ROCE % Calculation

EPE Capital Partners's annualized ROCE % for the fiscal year that ended in Jun. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=536.321/( ( (2328.311 - 21.469) + (2394.61 - 118.502) )/ 2 )
=536.321/( (2306.842+2276.108)/ 2 )
=536.321/2291.475
=23.41 %

EPE Capital Partners'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 )
=11.07/( ( (2394.61 - 118.502) + (2056.053 - 29.24) )/ 2 )
=11.07/( ( 2276.108 + 2026.813 )/ 2 )
=11.07/2151.4605
=0.51 %

(1) Note: The EBIT data used here is two times the semi-annual (Dec. 2025) 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 0.51% mean?
EPE Capital Partners (JSE:EPE) has a ROCE % of 0.51% as of Dec. 2025.
Is EPE Capital Partners' ROCE % too high?
EPE Capital Partners' current ROCE % is 0.51%. The Asset Management industry median ROCE % is 4.39. EPE Capital Partners' value of 0.51% is 88.4% below this industry median. Overall, EPE Capital Partners has a GF Score™ of 58/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does EPE Capital Partners' ROCE % compare to BLK and BX?
EPE Capital Partners' ROCE % of 0.51% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.39. EPE Capital Partners' value of 0.51% is 88.4% 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 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. EPE Capital Partners's current ROCE % of 0.51% is 88.4% 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. EPE Capital Partners's current ROCE % is 0.51%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EPE Capital Partners stock overvalued right now?
Based on GuruFocus' analysis, EPE Capital Partners (JSE:EPE) is currently considered Modestly Undervalued. The stock's GF Value™ is R6.20, compared to a current price of R5.24 — trading 15.5% below its estimated fair value. The current ROCE % is 0.51% and 88.4% below the Asset Management industry median of 4.39. EPE Capital Partners' overall GF Score™ is 58/100 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 EPE Capital Partners (JSE:EPE), the current ROCE % is 0.51% 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 EPE Capital Partners (JSE:EPE) Overvalued in 2026?

Based on GuruFocus' analysis, EPE Capital Partners stock appears to be undervalued. The current stock price of R5.24 is trading 15.5% below its estimated GF Value™ of R6.20. GuruFocus considers EPE Capital Partners to be Modestly Undervalued.

Key valuation signals for JSE:EPE:

  • ROCE %: 0.51%
  • GF Value™: R6.20 vs. price of R5.24 (15.5% below fair value)
  • GF Score™: 58/100 with 2 warning signs
  • Industry Position: 88.4% below the Asset Management median

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

EPE Capital Partners Business Description

Address C/o Ocorian Corporate Services (Mauritius) Limited, Wall Street, Level 6, Tower A, 1 Exchange Square, Ebene, MUS
EPE Capital Partners Ltd is an investment holding company that provides shareholders with long-term capital appreciation through investments in a diversified portfolio of unlisted private equity-type assets. The company invests predominantly in South Africa and the broader Sub-Saharan Africa region by participating in funds or co-investments managed by Ethos Private Equity. Its portfolio spans various sectors with a focus on private equity investments. EPE generates revenue through returns on these investments, relying on asset value growth and income from its portfolio companies.
58GF Score

Get the complete analysis for JSE:EPE

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

R5.24
Price
R6.20
GF Value