Inversiones Union Espanola (XSGO:INVIESPA) ROCE %: 13.94% (As of Jun. 2026)

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XSGO:INVIESPA Inversiones Union Espanola SA XSGO:INVIESPA
73 GF Score
Price CLP1,602.00
GF Value CLP1,303.09
! 4 Warning Signs
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What is Inversiones Union Espanola ROCE %?

Inversiones Union Espanola XSGO:INVIESPA 73 ROCE % is 13.94% as of Jun. 2026. GuruFocus rates XSGO:INVIESPA with a GF Score™ of 73/100 and a GF Value™ of CLP1,303.09. 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. Inversiones Union Espanola's annualized ROCE % for the quarter that ended in Jun. 2026 was 13.94%.

Inversiones Union Espanola  (XSGO:INVIESPA) 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.

Inversiones Union Espanola ROCE % Related Terms

Inversiones Union Espanola ROCE % Historical Data

* Premium members only.

The historical data trend for Inversiones Union Espanola'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.

Inversiones Union Espanola ROCE % Chart

Inversiones Union Espanola Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 18.01 13.94 10.35 9.03 4.98

Inversiones Union Espanola Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
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 16.09 -0.15 4.43 3.54 13.94
XSGO:INVIESPA
73GF Score
Inversiones Union Espanola SA XSGO:INVIESPA
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Inversiones Union Espanola ROCE % Calculation

Inversiones Union Espanola'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 )
=3776.86/( ( (59847.816 - 1232.688) + (94155.03 - 1179.88) )/ 2 )
=3776.86/( (58615.128+92975.15)/ 2 )
=3776.86/75795.139
=4.98 %

Inversiones Union Espanola's ROCE % of for the quarter that ended in Jun. 2026 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Jun. 2026 )  (Q: Mar. 2026 )(Q: Jun. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Jun. 2026 )  (Q: Mar. 2026 )(Q: Jun. 2026 )
=12289.988/( ( (89999.015 - 642.337) + (87929.85 - 909.9) )/ 2 )
=12289.988/( ( 89356.678 + 87019.95 )/ 2 )
=12289.988/88188.314
=13.94 %

(1) Note: The EBIT data used here is four times the quarterly (Jun. 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 13.94% mean?
Inversiones Union Espanola (XSGO:INVIESPA) has a ROCE % of 13.94% as of Jun. 2026.
Is Inversiones Union Espanola's ROCE % too high?
Inversiones Union Espanola's current ROCE % is 13.94%. The Real Estate industry median ROCE % is 4.72. Inversiones Union Espanola's value of 13.94% is 195.3% above this industry median. Overall, Inversiones Union Espanola has a GF Score™ of 73/100, reflecting its overall financial health beyond just this single metric.
How does Inversiones Union Espanola's ROCE % compare to CBRE and BEKE?
Inversiones Union Espanola's ROCE % of 13.94% can be compared against companies in the Real Estate industry. The industry median ROCE % is 4.72. Inversiones Union Espanola's value of 13.94% is 195.3% 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 Real Estate company?
The median ROCE % among Real Estate companies is 4.72, based on 1,763 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. Inversiones Union Espanola's current ROCE % of 13.94% is 195.3% 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 Real Estate industry, the median ROCE % is 4.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Inversiones Union Espanola's current ROCE % is 13.94%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Inversiones Union Espanola stock overvalued right now?
Inversiones Union Espanola (XSGO:INVIESPA) has a current ROCE % of 13.94%. The stock's GF Value™ is CLP1,303.09, compared to a current price of CLP1,602.00 — trading 22.9% above its estimated fair value. The current ROCE % is 13.94% and 195.3% above the Real Estate industry median of 4.72. Inversiones Union Espanola's overall GF Score™ is 73/100 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 Inversiones Union Espanola (XSGO:INVIESPA), the current ROCE % is 13.94% as of Jun. 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 Inversiones Union Espanola (XSGO:INVIESPA) Overvalued in 2026?

Based on GuruFocus' analysis, Inversiones Union Espanola stock appears to be overvalued. The current stock price of CLP1,602.00 is trading 22.9% above its estimated GF Value™ of CLP1,303.09.

Key valuation signals for XSGO:INVIESPA:

  • ROCE %: 13.94%
  • GF Value™: CLP1,303.09 vs. price of CLP1,602.00 (22.9% above fair value)
  • GF Score™: 73/100 with 4 warning signs
  • Industry Position: 195.3% above the Real Estate median

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

Inversiones Union Espanola Business Description

Address Matias Cousino No. 150 of 201, 2nd Floor, P.O.Box : 2397, Santiago, CHL
Inversiones Union Espanola SA is engaged in investing in movable and immovable, tangible and intangible property.
73GF Score

Get the complete analysis for XSGO:INVIESPA

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

CLP1,602.00
Price
CLP1,303.09
GF Value