Univa Oak Holdings (TSE:3113) ROCE %: -8.34% (As of Mar. 2026)

What is Univa Oak Holdings ROCE %?

Univa Oak Holdings TSE:3113 +4.11% 50 ROCE % is -8.34% as of Mar. 2026. GuruFocus rates TSE:3113 with a GF Score™ of 50/100 and a GF Value™ of 円58.51 (Modestly Overvalued). The stock has 7 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. Univa Oak Holdings's annualized ROCE % for the quarter that ended in Mar. 2026 was -8.34%.

Univa Oak Holdings (TSE:3113) 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.

Univa Oak Holdings ROCE % Related Terms

Univa Oak Holdings ROCE % Historical Data

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The historical data trend for Univa Oak Holdings'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.

Univa Oak Holdings ROCE % Chart

Univa Oak Holdings Annual Data

Trend

Mar17

Mar18

Mar19

Mar20

Mar21

Mar22

Mar23

Mar24

Mar25

Mar26

ROCE %

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-28.88

-11.41

-33.14

-19.42

-16.23

Univa Oak Holdings 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															-53.46	-10.41	-29.39	-25.79	-8.34

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Univa Oak Holdings Ltd TSE:3113

ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.

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Univa Oak Holdings ROCE % Calculation

Univa Oak Holdings'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 )
	=	-498.233	/	( ( (5007.267 - 2420.418)	+	(5038.754 - 1484.631) )	/ 2 )
	=	-498.233	/	( (2586.849	+	3554.123)	/ 2 )
	=	-498.233	/	3070.486
	=	-16.23 %

Univa Oak Holdings'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 )
	=	-273.898	/	( ( (4733.05 - 1716.576)	+	(5038.754 - 1484.631) )	/ 2 )
	=	-273.898	/	( ( 3016.474	+	3554.123 )	/ 2 )
	=	-273.898	/	3285.2985
	=	-8.34 %

(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 -8.34% mean?

Univa Oak Holdings (TSE:3113) has a ROCE % of -8.34% as of Mar. 2026.

Is Univa Oak Holdings' ROCE % too high?

Univa Oak Holdings' current ROCE % is -8.34%. Overall, Univa Oak Holdings has a GF Score™ of 50/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.

How does Univa Oak Holdings' ROCE % compare to BLK and BX?

Univa Oak Holdings' ROCE % of -8.34% 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 705 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. Univa Oak Holdings's current ROCE % is -8.34%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.

Is Univa Oak Holdings stock overvalued right now?

Based on GuruFocus' analysis, Univa Oak Holdings (TSE:3113) is currently considered Modestly Overvalued. The stock's GF Value™ is 円58.51, compared to a current price of 円76.00 — trading 29.9% above its estimated fair value. The current ROCE % is -8.34%. Univa Oak Holdings' overall GF Score™ is 50/100 with 7 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 Univa Oak Holdings (TSE:3113), the current ROCE % is -8.34% 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 Univa Oak Holdings (TSE:3113) Overvalued in 2026?

Based on GuruFocus' analysis, Univa Oak Holdings stock appears to be overvalued. The current stock price of 円76.00 is trading 29.9% above its estimated GF Value™ of 円58.51. GuruFocus considers Univa Oak Holdings to be Modestly Overvalued.

Key valuation signals for TSE:3113:

ROCE %: -8.34%
GF Value™: 円58.51 vs. price of 円76.00 (29.9% above fair value)
GF Score™: 50/100 with 7 warning signs

No single metric tells the full story. See the TSE:3113 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Univa Oak Holdings Business Description

Industry Financial Services Asset Management

Comparable Companies TSE:3121 TSE:254A TSE:7162 TSE:8783 TSE:8518 TSE:4479 TSE:7345 TSE:3266 TSE:7347 TSE:2134 BLK BX OSTO:INVE A TSX:BN KKR TSX:BAM APO STT AMP LSE:III

Address 8-10-24 Akasaka, Minato-ku, Sumitomo Fudosan Akasaka Bldg. 6F, Tokyo, JPN, 107-0052

Website https://www.univahld.com

Univa Oak Holdings Ltd formerly Oak Capital Corp is a Japan-based company engaged in the investment banking business. The company operates through three business investment bank, business investment and brand investment. Its investment bank business is involved in the investments in the area of merger and acquisition and initial public offerings and other companies. It also invests in various projects through business investment. The company's brand investment business comprises of investments in branded power companies to improve corporate value.

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円76.00

Price

円58.51

GF Value

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