Bulgarian Private Equity Fund AD (XBUL:BPEF) ROCE %: 6.05% (As of Mar. 2026)

What is Bulgarian Private Equity Fund AD ROCE %?

Bulgarian Private Equity Fund AD XBUL:BPEF 61 ROCE % is 6.05% as of Mar. 2026. GuruFocus rates XBUL:BPEF with a GF Score™ of 61/100 and a GF Value™ of €3.76 (Significantly 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. Bulgarian Private Equity Fund AD's annualized ROCE % for the quarter that ended in Mar. 2026 was 6.05%.

Bulgarian Private Equity Fund AD (XBUL:BPEF) 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.

Bulgarian Private Equity Fund AD ROCE % Related Terms

Bulgarian Private Equity Fund AD ROCE % Historical Data

* Premium members only.

The historical data trend for Bulgarian Private Equity Fund AD'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.

Bulgarian Private Equity Fund AD ROCE % Chart

Bulgarian Private Equity Fund AD Annual Data

Trend

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Dec24

Dec25

ROCE %

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-7.58

-0.19

5.41

6.29

4.42

Bulgarian Private Equity Fund AD Quarterly Data
	Jun21	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22	Mar23	Jun23	Sep23	Dec23	Mar24	Jun24	Sep24	Dec24	Mar25	Jun25	Sep25	Dec25	Mar26
ROCE %	Get a 7-Day Free Trial															-1.21	10.38	7.43	1.16	6.05

61GF Score

Bulgarian Private Equity Fund AD XBUL:BPEF

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

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Bulgarian Private Equity Fund AD ROCE % Calculation

Bulgarian Private Equity Fund AD's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %	=	EBIT	/	( (Capital Employed	+	Capital Employed)	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(A: Dec. 2025 )		(A: Dec. 2024 )		(A: Dec. 2025 )
	=	0.724	/	( ( (17.198 - 0.966)	+	(17.501 - 0.948) )	/ 2 )
	=	0.724	/	( (16.232	+	16.553)	/ 2 )
	=	0.724	/	16.3925
	=	4.42 %

Bulgarian Private Equity Fund AD'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: Dec. 2025 )		(Q: Mar. 2026 )
	=	EBIT	/	( ( (Total Assets - Total Current Liabilities)	+	(Total Assets - Total Current Liabilities) )	/ count )
		(Q: Mar. 2026 )		(Q: Dec. 2025 )		(Q: Mar. 2026 )
	=	1.008	/	( ( (17.501 - 0.948)	+	(17.774 - 1.028) )	/ 2 )
	=	1.008	/	( ( 16.553	+	16.746 )	/ 2 )
	=	1.008	/	16.6495
	=	6.05 %

(1) Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

Frequently Asked Questions Learn more about ROCE % →

What does a ROCE % of 6.05% mean?

Bulgarian Private Equity Fund AD (XBUL:BPEF) has a ROCE % of 6.05% as of Mar. 2026.

Is Bulgarian Private Equity Fund AD's ROCE % too high?

Bulgarian Private Equity Fund AD's current ROCE % is 6.05%. The Capital Markets industry median ROCE % is 5.67. Bulgarian Private Equity Fund AD's value of 6.05% is 6.7% above this industry median. Overall, Bulgarian Private Equity Fund AD has a GF Score™ of 61/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.

How does Bulgarian Private Equity Fund AD's ROCE % compare to MS and GS?

Bulgarian Private Equity Fund AD's ROCE % of 6.05% can be compared against companies in the Capital Markets industry. The industry median ROCE % is 5.67. Bulgarian Private Equity Fund AD's value of 6.05% is 6.7% 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 a Capital Markets company?

The median ROCE % among Capital Markets companies is 5.67, based on 692 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. Bulgarian Private Equity Fund AD's current ROCE % of 6.05% is 6.7% 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 Capital Markets industry, the median ROCE % is 5.67 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Bulgarian Private Equity Fund AD's current ROCE % is 6.05%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.

Is Bulgarian Private Equity Fund AD stock overvalued right now?

Based on GuruFocus' analysis, Bulgarian Private Equity Fund AD (XBUL:BPEF) is currently considered Significantly Undervalued. The stock's GF Value™ is €3.76, compared to a current price of €1.26 — trading 66.5% below its estimated fair value. The current ROCE % is 6.05% and 6.7% above the Capital Markets industry median of 5.67. Bulgarian Private Equity Fund AD's overall GF Score™ is 61/100 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 Bulgarian Private Equity Fund AD (XBUL:BPEF), the current ROCE % is 6.05% 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 Bulgarian Private Equity Fund AD (XBUL:BPEF) Overvalued in 2026?

Based on GuruFocus' analysis, Bulgarian Private Equity Fund AD stock appears to be undervalued. The current stock price of €1.26 is trading 66.5% below its estimated GF Value™ of €3.76. GuruFocus considers Bulgarian Private Equity Fund AD to be Significantly Undervalued.

Key valuation signals for XBUL:BPEF:

ROCE %: 6.05%
GF Value™: €3.76 vs. price of €1.26 (66.5% below fair value)
GF Score™: 61/100 with 1 warning sign
Industry Position: 6.7% above the Capital Markets median

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

Bulgarian Private Equity Fund AD Business Description

Industry Financial Services Capital Markets

Comparable Companies XBUL:HIKA XBUL:IMP XBUL:FAVH MS GS SCHW HOOD ASX:MQG SHSE:600030 BSP:BPAC3 SZSE:300059 SHSE:601211 IBKR SHSE:601066 TSE:8604 SHSE:601688 SHSE:600999 IST:DSTKF SZSE:000776 LPLA

Address Street GS Rakovski 132, Apartment 3, vh. A et al. 1, Sofia, BGR

Website https://bg-fdi.com

Bulgarian Private Equity Fund AD Formerly Bulgarian Equity Investment Fund AD is engaged in the acquisition, management & sale of shares in Bulgarian & foreign companies. It also offers commercial mediation & representation, purchase, sale & exchange of real estate, renting & real estate management.

61GF Score

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ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€1.26

Price

€3.76

GF Value

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