Analyst I M S Investment Management Services (XTAE:ANLT) ROCE %: 51.63% (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XTAE:ANLT Analyst I M S Investment Management Services Ltd XTAE:ANLT
87 GF Score
Price ₪135.20
GF Value ₪124.52
Valuation Fairly Valued
! 1 Warning Sign
View Full Analysis

What is Analyst I M S Investment Management Services ROCE %?

Analyst I M S Investment Management Services XTAE:ANLT +0.15% 87 ROCE % is 51.63% as of Mar. 2026. GuruFocus rates XTAE:ANLT with a GF Score™ of 87/100 and a GF Value™ of ₪124.52 (Fairly Valued). 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. Analyst I M S Investment Management Services's annualized ROCE % for the quarter that ended in Mar. 2026 was 51.63%.

Analyst I M S Investment Management Services  (XTAE:ANLT) 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.

Analyst I M S Investment Management Services ROCE % Related Terms

Analyst I M S Investment Management Services ROCE % Historical Data

* Premium members only.

The historical data trend for Analyst I M S Investment Management Services'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.

Analyst I M S Investment Management Services ROCE % Chart

Analyst I M S Investment Management Services 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 21.11 -0.61 24.57 43.90 47.02

Analyst I M S Investment Management Services Quarterly Data
Mar21 Jun21 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 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 43.29 68.31 57.79 52.11 51.63
XTAE:ANLT
87GF Score
Analyst I M S Investment Management Services Ltd XTAE:ANLT
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Analyst I M S Investment Management Services ROCE % Calculation

Analyst I M S Investment Management Services'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 )
=181.646/( ( (409.049 - 133.907) + (685.49 - 188.049) )/ 2 )
=181.646/( (275.142+497.441)/ 2 )
=181.646/386.2915
=47.02 %

Analyst I M S Investment Management Services'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 )
=257.696/( ( (685.49 - 188.049) + (627.089 - 126.341) )/ 2 )
=257.696/( ( 497.441 + 500.748 )/ 2 )
=257.696/499.0945
=51.63 %

(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 51.63% mean?
Analyst I M S Investment Management Services (XTAE:ANLT) has a ROCE % of 51.63% as of Mar. 2026.
Is Analyst I M S Investment Management Services' ROCE % too high?
Analyst I M S Investment Management Services' current ROCE % is 51.63%. The Asset Management industry median ROCE % is 4.55. Analyst I M S Investment Management Services' value of 51.63% is 1034.7% above this industry median. Overall, Analyst I M S Investment Management Services has a GF Score™ of 87/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Analyst I M S Investment Management Services' ROCE % compare to BLK and BX?
Analyst I M S Investment Management Services' ROCE % of 51.63% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.55. Analyst I M S Investment Management Services' value of 51.63% is 1034.7% 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 an Asset Management company?
The median ROCE % among Asset Management companies is 4.55, based on 713 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. Analyst I M S Investment Management Services's current ROCE % of 51.63% is 1034.7% 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 Asset Management industry, the median ROCE % is 4.55 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Analyst I M S Investment Management Services's current ROCE % is 51.63%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Analyst I M S Investment Management Services stock overvalued right now?
Based on GuruFocus' analysis, Analyst I M S Investment Management Services (XTAE:ANLT) is currently considered Fairly Valued. The stock's GF Value™ is ₪124.52, compared to a current price of ₪135.20 — trading 8.6% above its estimated fair value. The current ROCE % is 51.63% and 1034.7% above the Asset Management industry median of 4.55. Analyst I M S Investment Management Services' overall GF Score™ is 87/100 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 Analyst I M S Investment Management Services (XTAE:ANLT), the current ROCE % is 51.63% 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 Analyst I M S Investment Management Services (XTAE:ANLT) Overvalued in 2026?

Based on GuruFocus' analysis, Analyst I M S Investment Management Services stock appears to be overvalued. The current stock price of ₪135.20 is trading 8.6% above its estimated GF Value™ of ₪124.52. GuruFocus considers Analyst I M S Investment Management Services to be Fairly Valued.

Key valuation signals for XTAE:ANLT:

  • ROCE %: 51.63%
  • GF Value™: ₪124.52 vs. price of ₪135.20 (8.6% above fair value)
  • GF Score™: 87/100 with 1 warning sign
  • Industry Position: 1034.7% above the Asset Management median

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

Analyst I M S Investment Management Services Business Description

Address Alrov Tower, 46 Rothschild Boulevard, Tel Aviv, ISR, 66883
Analyst I M S Investment Management Services Ltd, through its subsidiaries and affiliates provides capital and trading services. The company offers portfolio management, financial services consulting, and structure trust funds, among others. It is engaged in advising and managing securities portfolios, mutual fund and provident fund management.
87GF Score

Get the complete analysis for XTAE:ANLT

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

₪135.20
Price
₪124.52
GF Value