Mivtach Shamir Holdings (XTAE:MISH) ROCE %: 8.22% (As of Mar. 2026)

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XTAE:MISH Mivtach Shamir Holdings Ltd XTAE:MISH
81 GF Score
Price ₪438.50
GF Value ₪231.31
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Mivtach Shamir Holdings ROCE %?

Mivtach Shamir Holdings XTAE:MISH +0.34% 81 ROCE % is 8.22% as of Mar. 2026. GuruFocus rates XTAE:MISH with a GF Score™ of 81/100 and a GF Value™ of ₪231.31 (Significantly 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. Mivtach Shamir Holdings's annualized ROCE % for the quarter that ended in Mar. 2026 was 8.22%.

Mivtach Shamir Holdings  (XTAE:MISH) 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.

Mivtach Shamir Holdings ROCE % Related Terms

Mivtach Shamir Holdings ROCE % Historical Data

* Premium members only.

The historical data trend for Mivtach Shamir 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.

Mivtach Shamir Holdings ROCE % Chart

Mivtach Shamir Holdings 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 9.29 11.92 12.56 12.12 10.88

Mivtach Shamir Holdings 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 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 10.54 8.21 10.52 10.92 8.22
XTAE:MISH
81GF Score
Mivtach Shamir Holdings Ltd XTAE:MISH
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Mivtach Shamir Holdings ROCE % Calculation

Mivtach Shamir Holdings'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 )
=417.327/( ( (4876.181 - 1286.238) + (5699.447 - 1614.554) )/ 2 )
=417.327/( (3589.943+4084.893)/ 2 )
=417.327/3837.418
=10.88 %

Mivtach Shamir 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: 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 )
=386.668/( ( (5699.447 - 1614.554) + (6540.343 - 1216.158) )/ 2 )
=386.668/( ( 4084.893 + 5324.185 )/ 2 )
=386.668/4704.539
=8.22 %

(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 8.22% mean?
Mivtach Shamir Holdings (XTAE:MISH) has a ROCE % of 8.22% as of Mar. 2026.
Is Mivtach Shamir Holdings' ROCE % too high?
Mivtach Shamir Holdings' current ROCE % is 8.22%. The Asset Management industry median ROCE % is 4.36. Mivtach Shamir Holdings' value of 8.22% is 88.5% above this industry median. Overall, Mivtach Shamir Holdings has a GF Score™ of 81/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Mivtach Shamir Holdings' ROCE % compare to BLK and BX?
Mivtach Shamir Holdings' ROCE % of 8.22% can be compared against companies in the Asset Management industry. The industry median ROCE % is 4.36. Mivtach Shamir Holdings' value of 8.22% is 88.5% 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 4.36, based on 711 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. Mivtach Shamir Holdings's current ROCE % of 8.22% is 88.5% 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 4.36 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Mivtach Shamir Holdings's current ROCE % is 8.22%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Mivtach Shamir Holdings stock overvalued right now?
Based on GuruFocus' analysis, Mivtach Shamir Holdings (XTAE:MISH) is currently considered Significantly Overvalued. The stock's GF Value™ is ₪231.31, compared to a current price of ₪438.50 — trading 89.6% above its estimated fair value. The current ROCE % is 8.22% and 88.5% above the Asset Management industry median of 4.36. Mivtach Shamir Holdings' overall GF Score™ is 81/100 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 Mivtach Shamir Holdings (XTAE:MISH), the current ROCE % is 8.22% 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 Mivtach Shamir Holdings (XTAE:MISH) Overvalued in 2026?

Based on GuruFocus' analysis, Mivtach Shamir Holdings stock appears to be overvalued. The current stock price of ₪438.50 is trading 89.6% above its estimated GF Value™ of ₪231.31. GuruFocus considers Mivtach Shamir Holdings to be Significantly Overvalued.

Key valuation signals for XTAE:MISH:

  • ROCE %: 8.22%
  • GF Value™: ₪231.31 vs. price of ₪438.50 (89.6% above fair value)
  • GF Score™: 81/100 with 7 warning signs
  • Industry Position: 88.5% above the Asset Management median

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

Mivtach Shamir Holdings Business Description

Address Or Torwer A, Habarzel 27, Tel Aviv, ISR, 6971039
Mivtach Shamir Holdings Ltd is an investment company. The company has holdings in four sectors mainly: Energy, Finance, Real Estate, and Technology.
81GF Score

Get the complete analysis for XTAE:MISH

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

₪438.50
Price
₪231.31
GF Value