Heavitree Brewery (LSE:HVTA) ROCE %: 4.54% (As of Apr. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

LSE:HVTA Heavitree Brewery PLC LSE:HVTA
67 GF Score
Price £2.25
GF Value £2.39
Valuation Fairly Valued
! 6 Warning Signs
View Full Analysis

What is Heavitree Brewery ROCE %?

Heavitree Brewery LSE:HVTA 67 ROCE % is 4.54% as of Apr. 2026. GuruFocus rates LSE:HVTA with a GF Score™ of 67/100 and a GF Value™ of £2.39 (Fairly Valued). The stock has 6 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. Heavitree Brewery's annualized ROCE % for the quarter that ended in Apr. 2026 was 4.54%.

Heavitree Brewery  (LSE:HVTA) 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.

Heavitree Brewery ROCE % Related Terms

Heavitree Brewery ROCE % Historical Data

* Premium members only.

The historical data trend for Heavitree Brewery'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.

Heavitree Brewery ROCE % Chart

Heavitree Brewery Annual Data
Trend Oct16 Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23 Oct24 Oct25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.88 12.75 10.91 9.18 14.67

Heavitree Brewery Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
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 8.94 9.04 15.05 14.41 4.54
LSE:HVTA
67GF Score
Heavitree Brewery PLC LSE:HVTA
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Heavitree Brewery ROCE % Calculation

Heavitree Brewery's annualized ROCE % for the fiscal year that ended in Oct. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Oct. 2025 )  (A: Oct. 2024 )(A: Oct. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Oct. 2025 )  (A: Oct. 2024 )(A: Oct. 2025 )
=3.145/( ( (22.572 - 2.106) + (24.056 - 1.648) )/ 2 )
=3.145/( (20.466+22.408)/ 2 )
=3.145/21.437
=14.67 %

Heavitree Brewery's ROCE % of for the quarter that ended in Apr. 2026 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Apr. 2026 )  (Q: Oct. 2025 )(Q: Apr. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Apr. 2026 )  (Q: Oct. 2025 )(Q: Apr. 2026 )
=1.01/( ( (24.056 - 1.648) + (24.313 - 2.212) )/ 2 )
=1.01/( ( 22.408 + 22.101 )/ 2 )
=1.01/22.2545
=4.54 %

(1) Note: The EBIT data used here is two times the semi-annual (Apr. 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 4.54% mean?
Heavitree Brewery (LSE:HVTA) has a ROCE % of 4.54% as of Apr. 2026.
Is Heavitree Brewery's ROCE % too high?
Heavitree Brewery's current ROCE % is 4.54%. The Restaurants industry median ROCE % is 6.11. Heavitree Brewery's value of 4.54% is 25.7% below this industry median. Overall, Heavitree Brewery has a GF Score™ of 67/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Heavitree Brewery's ROCE % compare to MCD and SBUX?
Heavitree Brewery's ROCE % of 4.54% can be compared against companies in the Restaurants industry. The industry median ROCE % is 6.11. Heavitree Brewery's value of 4.54% is 25.7% 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 a Restaurants company?
The median ROCE % among Restaurants companies is 6.11, based on 351 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. Heavitree Brewery's current ROCE % of 4.54% is 25.7% 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 Restaurants industry, the median ROCE % is 6.11 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Heavitree Brewery's current ROCE % is 4.54%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Heavitree Brewery stock overvalued right now?
Based on GuruFocus' analysis, Heavitree Brewery (LSE:HVTA) is currently considered Fairly Valued. The stock's GF Value™ is £2.39, compared to a current price of £2.25 — trading 5.9% below its estimated fair value. The current ROCE % is 4.54% and 25.7% below the Restaurants industry median of 6.11. Heavitree Brewery's overall GF Score™ is 67/100 with 6 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 Heavitree Brewery (LSE:HVTA), the current ROCE % is 4.54% as of Apr. 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 Heavitree Brewery (LSE:HVTA) Overvalued in 2026?

Based on GuruFocus' analysis, Heavitree Brewery stock appears to be undervalued. The current stock price of £2.25 is trading 5.9% below its estimated GF Value™ of £2.39. GuruFocus considers Heavitree Brewery to be Fairly Valued.

Key valuation signals for LSE:HVTA:

  • ROCE %: 4.54%
  • GF Value™: £2.39 vs. price of £2.25 (5.9% below fair value)
  • GF Score™: 67/100 with 6 warning signs
  • Industry Position: 25.7% below the Restaurants median

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

Heavitree Brewery Business Description

Other Exchanges HVT:UK
Address Trood Lane, Matford, Exeter, GBR, EX2 8YP
Heavitree Brewery PLC is a UK-based company engaged in the business of running and developing a leased and tenanted estate in the South West of England. It currently owns several pubs such as The Anchor Inn, The Ashcott Inn, The Atmospheric Railway, The Beach Hotel, The Bell Inn, The Brunswick Arms, and others. These pubs are run by tenants under tenancy agreements or leases. It operates in one business segment: leased estates. Geographically, all of its revenue is generated in, and all assets are held in the United Kingdom.
67GF Score

Get the complete analysis for LSE:HVTA

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

£2.25
Price
£2.39
GF Value