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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. Schroder British Opportunities Trust's annualized ROCE % for the quarter that ended in Mar. 2026 was -4.84%.
Schroder British Opportunities Trust (LSE:SBO) 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.
Schroder British Opportunities Trust ROCE % Related Terms
Schroder British Opportunities Trust ROCE % Historical 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.
Schroder British Opportunities Trust ROCE % Chart
Schroder British Opportunities Trust Annual Data
Trend
Mar22
Mar23
Mar24
Mar25
Mar26
ROCE %
-5.50
2.54
2.47
0.44
-2.99
Schroder British Opportunities Trust Semi-Annual Data
(1) Note:
The EBIT data used here is two times the semi-annual (Mar. 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.
Schroder British Opportunities Trust (LSE:SBO) has a ROCE % of -4.84% as of Mar. 2026.
Is Schroder British Opportunities Trust's ROCE % too high?
Schroder British Opportunities Trust's current ROCE % is -4.84%. Overall, Schroder British Opportunities Trust has a GF Score™ of 21/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Schroder British Opportunities Trust's ROCE % compare to BLK and BX?
Schroder British Opportunities Trust's ROCE % of -4.84% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.80. 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 4.80, based on 702 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 4.80 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schroder British Opportunities Trust's current ROCE % is -4.84%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schroder British Opportunities Trust stock overvalued right now?
Based on GuruFocus' analysis, Schroder British Opportunities Trust (LSE:SBO) is currently considered Fairly Valued. The stock's GF Value™ is £0.69, compared to a current price of £0.66 — trading 4.3% below its estimated fair value. The current ROCE % is -4.84%. Schroder British Opportunities Trust's overall GF Score™ is 21/100. 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 Schroder British Opportunities Trust (LSE:SBO), the current ROCE % is -4.84% as of Mar. 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 Schroder British Opportunities Trust (LSE:SBO) Overvalued in 2026?
Based on GuruFocus' analysis, Schroder British Opportunities Trust stock appears to be undervalued.
The current stock price of £0.66 is trading 4.3% below its estimated GF Value™ of £0.69.
GuruFocus considers Schroder British Opportunities Trust to be Fairly Valued.
Key valuation signals for LSE:SBO:
ROCE %: -4.84%
GF Value™: £0.69 vs. price of £0.66 (4.3% below fair value)
No single metric tells the full story. See the LSE:SBO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Schroder British Opportunities Trust PLC is an asset management company. Its investment objective is to deliver long-term total returns throughout the company's life by investing in a diversified public equity and private equity portfolio of predominantly UK companies. Its portfolio predominantly consists of securities of UK companies from different sectors such as Software, IT services, Insurance, Hotels, Restaurants & Leisure, Health Care Technology, and others.
21GF Score
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