InvestAcc Group (LSE:INAC) ROCE %: -12.44% (As of Jun. 2025)


LSE:INAC InvestAcc Group Ltd LSE:INAC
17 GF Score
Price £1.68
! 1 Warning Sign
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What is InvestAcc Group ROCE %?

InvestAcc Group LSE:INAC 17 ROCE % is -12.44% as of Jun. 2025. GuruFocus rates LSE:INAC with a GF Score™ of 17/100. The stock has 1 warning sign 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. InvestAcc Group's annualized ROCE % for the quarter that ended in Jun. 2025 was -12.44%.

InvestAcc Group  (LSE:INAC) 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.

InvestAcc Group ROCE % Related Terms

InvestAcc Group ROCE % Historical Data

* Premium members only.

The historical data trend for InvestAcc Group'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.

InvestAcc Group ROCE % Chart

InvestAcc Group Annual Data
Trend Jun21 Jun22 Jun23
ROCE %
0.00 -5.65 -23.22

InvestAcc Group Semi-Annual Data
Jun21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25
ROCE % Get a 7-Day Free Trial -37.43 -44.19 -76.01 -12.00 -12.44
LSE:INAC
17GF Score
InvestAcc Group Ltd LSE:INAC
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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InvestAcc Group ROCE % Calculation

InvestAcc Group's annualized ROCE % for the fiscal year that ended in Jun. 2023 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Jun. 2023 )  (A: Jun. 2022 )(A: Jun. 2023 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Jun. 2023 )  (A: Jun. 2022 )(A: Jun. 2023 )
=-1.509/( ( (11.06 - 2.812) + (8.019 - 3.269) )/ 2 )
=-1.509/( (8.248+4.75)/ 2 )
=-1.509/6.499
=-23.22 %

InvestAcc Group's ROCE % of for the quarter that ended in Jun. 2025 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Jun. 2025 )  (Q: Dec. 2024 )(Q: Jun. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Jun. 2025 )  (Q: Dec. 2024 )(Q: Jun. 2025 )
=-5.966/( ( (57.198 - 9.95) + (54.006 - 5.334) )/ 2 )
=-5.966/( ( 47.248 + 48.672 )/ 2 )
=-5.966/47.96
=-12.44 %

(1) Note: The EBIT data used here is two times the semi-annual (Jun. 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 -12.44% mean?
InvestAcc Group (LSE:INAC) has a ROCE % of -12.44% as of Jun. 2025.
Is InvestAcc Group's ROCE % too high?
InvestAcc Group's current ROCE % is -12.44%. Overall, InvestAcc Group has a GF Score™ of 17/100, reflecting its overall financial health beyond just this single metric.
How does InvestAcc Group's ROCE % compare to BLK and BX?
InvestAcc Group's ROCE % of -12.44% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.39. 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. 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. InvestAcc Group's current ROCE % is -12.44%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is InvestAcc Group stock overvalued right now?
InvestAcc Group (LSE:INAC) has a current ROCE % of -12.44%. The current ROCE % is -12.44%. InvestAcc Group's overall GF Score™ is 17/100 with 1 warning sign 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 InvestAcc Group (LSE:INAC), the current ROCE % is -12.44% as of Jun. 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.

InvestAcc Group Business Description

Address Solway House Business Park, Kingstown, Carlisle, GBR, CA6 4BY
InvestAcc Group Ltd is engaged in personal pension schemes SIPP and SSAS provider, working with authorized financial advisers throughout the UK. The group operates in two segments : Pension administration and related services; and Wealth management services. It derives maximum revenue from Pension administration and related services. Geographically, it operates only on United Kingdom.
17GF Score

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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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