Tatton Asset Management (LSE:TAM) ROCE %: 48.89% (As of Mar. 2026)

What is Tatton Asset Management ROCE %?

Tatton Asset Management LSE:TAM +4.49% 93 ROCE % is 48.89% as of Mar. 2026. GuruFocus rates LSE:TAM with a GF Score™ of 93/100 and a GF Value™ of £8.58 (Modestly Undervalued). 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. Tatton Asset Management's annualized ROCE % for the quarter that ended in Mar. 2026 was 48.89%.

Tatton Asset Management (LSE:TAM) 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.

Tatton Asset Management ROCE % Related Terms

Tatton Asset Management ROCE % Historical Data

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The historical data trend for Tatton Asset 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.

Tatton Asset Management ROCE % Chart

Tatton Asset Management Annual Data

Trend

Mar17

Mar18

Mar19

Mar20

Mar21

Mar22

Mar23

Mar24

Mar25

Mar26

ROCE %

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39.59

42.70

38.70

45.46

47.66

Tatton Asset Management Semi-Annual Data
	Sep16	Mar17	Sep17	Mar18	Sep18	Mar19	Sep19	Mar20	Sep20	Mar21	Sep21	Mar22	Sep22	Mar23	Sep23	Mar24	Sep24	Mar25	Sep25	Mar26
ROCE %	Get a 7-Day Free Trial															42.14	43.68	46.57	43.65	48.89

93GF Score

Tatton Asset Management PLC LSE:TAM

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Tatton Asset Management ROCE % Calculation

Tatton Asset Management's annualized ROCE % for the fiscal year that ended in Mar. 2026 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Mar. 2026 )		(A: Mar. 2025 )		(A: Mar. 2026 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Mar. 2026 )		(A: Mar. 2025 )		(A: Mar. 2026 )
	=	25.428	/	( ( (62.441 - 11.232)	+	(68.223 - 12.731) )	/ 2 )
	=	25.428	/	( (51.209	+	55.492)	/ 2 )
	=	25.428	/	53.3505
	=	47.66 %

Tatton Asset Management's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %	=	EBIT ⁽¹⁾	/	( (Capital Employed	+	Capital Employed)	/ count )
		(Q: Mar. 2026 )		(Q: Sep. 2025 )		(Q: Mar. 2026 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Mar. 2026 )		(Q: Sep. 2025 )		(Q: Mar. 2026 )
	=	27.36	/	( ( (66.891 - 10.45)	+	(68.223 - 12.731) )	/ 2 )
	=	27.36	/	( ( 56.441	+	55.492 )	/ 2 )
	=	27.36	/	55.9665
	=	48.89 %

(1) Note: The EBIT data used here is two times the semi-annual (Mar. 2026) EBIT data.

Frequently Asked Questions Learn more about ROCE % →

What does a ROCE % of 48.89% mean?

Tatton Asset Management (LSE:TAM) has a ROCE % of 48.89% as of Mar. 2026.

Is Tatton Asset Management's ROCE % too high?

Tatton Asset Management's current ROCE % is 48.89%. The Asset Management industry median ROCE % is 4.46. Tatton Asset Management's value of 48.89% is 996.2% above this industry median. Overall, Tatton Asset Management has a GF Score™ of 93/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.

How does Tatton Asset Management's ROCE % compare to BLK and BX?

Tatton Asset Management's ROCE % of 48.89% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.46. Tatton Asset Management's value of 48.89% is 996.2% 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 an Asset Management company?

The median ROCE % among Asset Management companies is 4.46, 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. Tatton Asset Management's current ROCE % of 48.89% is 996.2% 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 Asset Management industry, the median ROCE % is 4.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Tatton Asset Management's current ROCE % is 48.89%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.

Is Tatton Asset Management stock overvalued right now?

Based on GuruFocus' analysis, Tatton Asset Management (LSE:TAM) is currently considered Modestly Undervalued. The stock's GF Value™ is £8.58, compared to a current price of £7.44 — trading 13.3% below its estimated fair value. The current ROCE % is 48.89% and 996.2% above the Asset Management industry median of 4.46. Tatton Asset Management's overall GF Score™ is 93/100 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 Tatton Asset Management (LSE:TAM), the current ROCE % is 48.89% 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 Tatton Asset Management (LSE:TAM) Overvalued in 2026?

Based on GuruFocus' analysis, Tatton Asset Management stock appears to be undervalued. The current stock price of £7.44 is trading 13.3% below its estimated GF Value™ of £8.58. GuruFocus considers Tatton Asset Management to be Modestly Undervalued.

Key valuation signals for LSE:TAM:

ROCE %: 48.89%
GF Value™: £8.58 vs. price of £7.44 (13.3% below fair value)
GF Score™: 93/100 with 1 warning sign
Industry Position: 996.2% above the Asset Management median

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

Tatton Asset Management Business Description

Industry Financial Services Asset Management

Comparable Companies LSE:CCJI LSE:DIG LSE:FSFL LSE:JIGI LSE:PCFT LSE:AJOT LSE:FAS LSE:CTPE LSE:LWI LSE:CHRY BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT OSTO:EQT AMP

Other Exchanges TAMl:UK 2T7:Germany

Address Paradigm House, Lower Meadow Road, Brooke Court, Handforth, Wilmslow, Cheshire, GBR, SK9 3ND

Website https://www.tattonassetmanagement.com

Tatton Asset Management PLC offers on-platform only discretionary fund management, regulatory, compliance, and business consulting services, as well as a whole of market mortgage provision, to directly authorized financial advisers across the United Kingdom. The company's business segments include Tatton and Paradigm, with the maximum revenue derived from the Tatton segment.

93GF Score

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£7.44

Price

£8.58

GF Value

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