MTAVF (Meitav Investments House) ROCE %: 25.16% (As of Mar. 2026)


What is Meitav Investments House ROCE %?

Meitav Investments House MTAVF 59 ROCE % is 25.16% as of Mar. 2026. GuruFocus rates MTAVF with a GF Score™ of 59/100. The stock has 4 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. Meitav Investments House's annualized ROCE % for the quarter that ended in Mar. 2026 was 25.16%.


Meitav Investments House  (OTCPK:MTAVF) 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.


Meitav Investments House ROCE % Related Terms


Meitav Investments House ROCE % Historical Data

* Premium members only.

The historical data trend for Meitav Investments House'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.

Meitav Investments House ROCE % Chart

Meitav Investments House Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 13.24 -11.66 11.54 15.66 19.88

Meitav Investments House Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Mar26
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 21.88 24.57 27.16 85.68 25.16

Meitav Investments House ROCE % Calculation

Meitav Investments House'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 )
=150.487/( ( (1648.272 - 931.265) + (1848.022 - 1051.385) )/ 2 )
=150.487/( (717.007+796.637)/ 2 )
=150.487/756.822
=19.88 %

Meitav Investments House'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 )
=295.576/( ( (2085.224 - 995.037) + (2319.728 - 1060.158) )/ 2 )
=295.576/( ( 1090.187 + 1259.57 )/ 2 )
=295.576/1174.8785
=25.16 %

(1) Note: The EBIT data used here is four times the quarterly (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.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 25.16% mean?
Meitav Investments House (MTAVF) has a ROCE % of 25.16% as of Mar. 2026.
Is Meitav Investments House's ROCE % too high?
Meitav Investments House's current ROCE % is 25.16%. The Asset Management industry median ROCE % is 4.39. Meitav Investments House's value of 25.16% is 473.1% above this industry median. Overall, Meitav Investments House has a GF Score™ of 59/100, reflecting its overall financial health beyond just this single metric.
How does Meitav Investments House's ROCE % compare to BLK and BX?
Meitav Investments House's ROCE % of 25.16% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.39. Meitav Investments House's value of 25.16% is 473.1% 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 4.39, 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. Meitav Investments House's current ROCE % of 25.16% is 473.1% 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 4.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Meitav Investments House's current ROCE % is 25.16%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Meitav Investments House stock overvalued right now?
Meitav Investments House (MTAVF) has a current ROCE % of 25.16%. The current ROCE % is 25.16% and 473.1% above the Asset Management industry median of 4.39. Meitav Investments House's overall GF Score™ is 59/100 with 4 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 Meitav Investments House (MTAVF), the current ROCE % is 25.16% 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.

Meitav Investments House Business Description

Other Exchanges MTAV:Israel
Address 1 Jabotinsky Street, Bnei Brak, ISR, 5120261
Meitav Investments House Ltd operates as an investment house managing securities portfolios, ETFs, mutual, provident, & pension funds.