Inverfal Peru (LIM:INVFALC1) ROCE %: 10.85% (As of Dec. 2022)


What is Inverfal Peru ROCE %?

Inverfal Peru LIM:INVFALC1 ROCE % is 10.85% as of Dec. 2022.

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. Inverfal Peru's annualized ROCE % for the quarter that ended in Dec. 2022 was 10.85%.

Inverfal Peru  (LIM:INVFALC1) 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.

Inverfal Peru ROCE % Related Terms

Inverfal Peru ROCE % Historical Data

* Premium members only.

The historical data trend for Inverfal Peru'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.

Inverfal Peru ROCE % Chart

Inverfal Peru Annual Data
Trend Dec19 Dec20 Dec21 Dec22
ROCE %
0.66 2.11 8.14 7.57

Inverfal Peru Quarterly Data
Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22
ROCE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 11.40 2.49 4.87 11.66 10.85

Inverfal Peru ROCE % Calculation

Inverfal Peru'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 )
=631.696/( ( (13819.01 - 5711.551) + (14972.886 - 6393.99) )/ 2 )
=631.696/( (8107.459+8578.896)/ 2 )
=631.696/8343.1775
=7.57 %

Inverfal Peru'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: Sep. 2022 )(Q: Dec. 2022 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Dec. 2022 )  (Q: Sep. 2022 )(Q: Dec. 2022 )
=932.404/( ( (14752.563 - 6143.307) + (14972.886 - 6393.99) )/ 2 )
=932.404/( ( 8609.256 + 8578.896 )/ 2 )
=932.404/8594.076
=10.85 %

(1) Note: The EBIT data used here is four times the quarterly (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 10.85% mean?
Inverfal Peru (LIM:INVFALC1) has a ROCE % of 10.85% as of Dec. 2022.
Is Inverfal Peru's ROCE % too high?
Inverfal Peru's current ROCE % is 10.85%. The Retail - Cyclical industry median ROCE % is 7.60. Inverfal Peru's value of 10.85% is 42.9% above this industry median.
How does Inverfal Peru's ROCE % compare to CBRE and CSGP?
Inverfal Peru's ROCE % of 10.85% can be compared against companies in the Retail - Cyclical industry. The industry median ROCE % is 7.60. Inverfal Peru's value of 10.85% is 42.9% 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 Retail - Cyclical company?
The median ROCE % among Retail - Cyclical companies is 7.60, based on 1,112 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. Inverfal Peru's current ROCE % of 10.85% is 42.9% 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 Retail - Cyclical industry, the median ROCE % is 7.60 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Inverfal Peru's current ROCE % is 10.85%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Inverfal Peru stock overvalued right now?
Inverfal Peru (LIM:INVFALC1) has a current ROCE % of 10.85%. The current ROCE % is 10.85% and 42.9% above the Retail - Cyclical industry median of 7.60. 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 Inverfal Peru (LIM:INVFALC1), the current ROCE % is 10.85% 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.

Inverfal Peru Business Description

Address Av. Paseo de la Republica No. 3220, San Isidro, Lima, PER
Inverfal Peru SA invests and exploits real estate and commercial activities. The Company mainly maintains three differentiated business segments: Retail, Financial, Real estate and other services. The majority of its revenue is generated from the Retail segment which corresponds to the department stores of Saga Falabella S.A. and Saga Falabella Oriente S.A.C., to the supermarkets Hipermercados Tottus S.A. and Hipermercados Tottus Oriente S.A.C. and the home improvement stores Tiendas del Mejora del Hogar S.A. and Sodimac Peru Oriente S.A.C., located in Lima and provinces.