Jupiter Fund Management (LSE:JUP) ROCE % : 11.33% (As of Dec. 2024)

View and export this data going back to 2010. Start your Free Trial

What is Jupiter Fund Management ROCE %?

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. Jupiter Fund Management's annualized ROCE % for the quarter that ended in Dec. 2024 was 11.33%.

Jupiter Fund Management ROCE % Historical Data

The historical data trend for Jupiter Fund Management'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.

* Premium members only.

Jupiter Fund Management ROCE % Chart

Jupiter Fund Management Annual Data

Trend

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

ROCE %

Get a 7-Day Free Trial

15.95

18.13

6.27

1.63

10.20

Jupiter Fund Management Semi-Annual Data
	Jun15	Dec15	Jun16	Dec16	Jun17	Dec17	Jun18	Dec18	Jun19	Dec19	Jun20	Dec20	Jun21	Dec21	Jun22	Dec22	Jun23	Dec23	Jun24	Dec24
ROCE %	Get a 7-Day Free Trial															8.44	7.66	-4.75	9.22	11.33

Jupiter Fund Management ROCE % Calculation

Jupiter Fund Management's annualized ROCE % for the fiscal year that ended in Dec. 2024 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Dec. 2024 )		(A: Dec. 2023 )		(A: Dec. 2024 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Dec. 2024 )		(A: Dec. 2023 )		(A: Dec. 2024 )
	=	94.2	/	( ( (1207.6 - 306.4)	+	(1256.5 - 311.1) )	/ 2 )
	=	94.2	/	( (901.2	+	945.4)	/ 2 )
	=	94.2	/	923.3
	=	10.20 %

Jupiter Fund Management's ROCE % of for the quarter that ended in Dec. 2024 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Dec. 2024 )		(Q: Jun. 2024 )		(Q: Dec. 2024 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Dec. 2024 )		(Q: Jun. 2024 )		(Q: Dec. 2024 )
	=	105	/	( ( (1406.7 - 499)	+	(1256.5 - 311.1) )	/ 2 )
	=	105	/	( ( 907.7	+	945.4 )	/ 2 )
	=	105	/	926.55
	=	11.33 %

(1) Note: The EBIT data used here is two times the semi-annual (Dec. 2024) EBIT data.

Jupiter Fund Management (LSE:JUP) 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.

Jupiter Fund Management ROCE % Related Terms

Thank you for viewing the detailed overview of Jupiter Fund Management's ROCE % provided by GuruFocus.com. Please click on the following links to see related term pages.

Jupiter Fund Management Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Jupiter Fund Management PLC (LSE:JUP) » Definitions » ROCE %

Comparable Companies

Traded in Other Exchanges

JFHHF:USA JUPl:UK 4JF:Germany 4JF:Germany

Address

70 Victoria Street, The Zig Zag Building, London, GBR, SW1E 6SQ

Website

https://www.jupiteram.com

Jupiter Fund Management PLC is a provider of mutual funds with operations mostly in the United Kingdom. Jupiter also distributes its products through financial centers in Europe and Asia, either in house or through agency relationships. The group has increasingly focused on offering high-performance, outcome-oriented active strategies to drive organic growth. The company measures performance by monitoring its percentage of assets under management above the median over three years. The Group operates principally in the United Kingdom with international operating subsidiaries in Ireland, Hong Kong, Singapore, the United States, Switzerland and Luxembourg, which has branches across Europe.

Jupiter Fund Management Headlines

No Headlines