Pluz Energia PeruA (LIM:PLUZENC1) ROIC %: 6.86% (As of Mar. 2026)


LIM:PLUZENC1 Pluz Energia Peru SAA LIM:PLUZENC1
52 GF Score
Price S/.1.32
GF Value S/.2.96
Valuation Possible Value Trap
! 6 Warning Signs
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What is Pluz Energia PeruA ROIC %?

Pluz Energia PeruA LIM:PLUZENC1 -0.08% 52 ROIC % is 6.86% as of Mar. 2026. GuruFocus rates LIM:PLUZENC1 with a GF Score™ of 52/100 and a GF Value™ of S/.2.96 (Possible Value Trap). The stock has 6 warning signs investors should review.

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. Pluz Energia PeruA's annualized return on invested capital (ROIC %) for the quarter that ended in Mar. 2026 was 6.86%.

As of today (2026-07-08), Pluz Energia PeruA's WACC % is 7.46%. Pluz Energia PeruA's ROIC % is 5.97% (calculated using TTM income statement data). Pluz Energia PeruA earns returns that do not match up to its cost of capital. It will destroy value as it grows.


Pluz Energia PeruA  (LIM:PLUZENC1) ROIC % Explanation

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. The reason book values of debt and equity are used is because the book values are the capital the company received when issuing the debt or receiving the equity investments.

There are four key components to this definition. The first is the use of operating income or EBIT rather than net income in the numerator. The second is the tax adjustment to this operating income or EBIT, computed as a hypothetical tax based on an effective or marginal tax rate. The third is the use of book values for invested capital, rather than market values. The final is the timing difference; the capital invested is from the end of the prior year whereas the operating income or EBIT is the current year's number.

Why is ROIC % important?

Because it costs money to raise capital. A firm that generates higher returns on investment than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.

As of today, Pluz Energia PeruA's WACC % is 7.46%. Pluz Energia PeruA's ROIC % is 5.97% (calculated using TTM income statement data). Pluz Energia PeruA earns returns that do not match up to its cost of capital. It will destroy value as it grows.


Be Aware

Like ROE % and ROA %, ROIC % is calculated with only 12 months of data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.


Pluz Energia PeruA ROIC % Related Terms


Pluz Energia PeruA ROIC % Historical Data

* Premium members only.

The historical data trend for Pluz Energia PeruA's ROIC % 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.

Pluz Energia PeruA ROIC % Chart

Pluz Energia PeruA Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.35 8.87 7.55 6.71 6.06

Pluz Energia PeruA Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROIC % 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 6.70 4.64 5.43 6.95 6.86

LIM:PLUZENC1 vs NEE, SO, DUK: ROIC % Comparison

For the Utilities - Regulated Electric subindustry, Pluz Energia PeruA's ROIC %, along with its competitors' market caps and ROIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Pluz Energia PeruA ROIC % vs Utilities - Regulated Industry

For the Utilities - Regulated industry and Utilities sector, Pluz Energia PeruA's ROIC % distribution charts can be found below:

* The bar in red indicates where Pluz Energia PeruA's ROIC % falls into.


LIM:PLUZENC1
52GF Score
Pluz Energia Peru SAA LIM:PLUZENC1
ROIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Pluz Energia PeruA ROIC % Calculation

Pluz Energia PeruA's annualized Return on Invested Capital (ROIC %) for the fiscal year that ended in Dec. 2025 is calculated as:

ROIC % (A: Dec. 2025 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (A: Dec. 2024 ) + Invested Capital (A: Dec. 2025 ))/ count )
=760.602 * ( 1 - 33.9% )/( (8182.675 + 8411.129)/ 2 )
=502.757922/8296.902
=6.06 %

where

Invested Capital(A: Dec. 2024 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=7264.169 - 789.429 - ( 236.169 - max(0, 2777.574 - 1069.639+236.169))
=8182.675

Invested Capital(A: Dec. 2025 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=7701.16 - 710.882 - ( 90.263 - max(0, 2349.701 - 928.85+90.263))
=8411.129

Pluz Energia PeruA's annualized Return on Invested Capital (ROIC %) for the quarter that ended in Mar. 2026 is calculated as:

ROIC % (Q: Mar. 2026 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (Q: Dec. 2025 ) + Invested Capital (Q: Mar. 2026 ))/ count )
=847.096 * ( 1 - 33.42% )/( (8411.129 + 8023.826)/ 2 )
=563.9965168/8217.4775
=6.86 %

where

Invested Capital(Q: Dec. 2025 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=7701.16 - 710.882 - ( 90.263 - max(0, 2349.701 - 928.85+90.263))
=8411.129

Invested Capital(Q: Mar. 2026 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=8165.848 - 851.13 - ( 305.368 - max(0, 1881.292 - 1172.184+305.368))
=8023.826

Note: The Operating Income data used here is four times the quarterly (Mar. 2026) data. The tax rate is limited to between 0% and 100%.

* 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 ROIC % →
What does a ROIC % of 6.86% mean?
Pluz Energia PeruA (LIM:PLUZENC1) has a ROIC % of 6.86% as of Mar. 2026. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Pluz Energia PeruA and its competitors.
Is Pluz Energia PeruA's ROIC % too high?
Pluz Energia PeruA's current ROIC % is 6.86%. The Utilities - Regulated industry median ROIC % is 4.16. Pluz Energia PeruA's value of 6.86% is 64.9% above this industry median. Overall, Pluz Energia PeruA has a GF Score™ of 52/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Pluz Energia PeruA's ROIC % compare to NEE and SO?
Pluz Energia PeruA's ROIC % of 6.86% can be compared against companies in the Utilities - Regulated industry. The industry median ROIC % is 4.16. Pluz Energia PeruA's value of 6.86% is 64.9% 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 ROIC % for an Utilities - Regulated company?
The median ROIC % among Utilities - Regulated companies is 4.16, based on 502 companies in the industry. Companies in the top quartile (top 25%) have a ROIC % significantly above this median, while those in the bottom quartile fall well below. However, ROIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Pluz Energia PeruA's current ROIC % of 6.86% is 64.9% 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 ROIC % mean?
A high ROIC % can signal that a stock is expensive relative to its fundamentals. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Pluz Energia PeruA and its competitors. For the Utilities - Regulated industry, the median ROIC % is 4.16 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Pluz Energia PeruA's current ROIC % is 6.86%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pluz Energia PeruA stock overvalued right now?
Based on GuruFocus' analysis, Pluz Energia PeruA (LIM:PLUZENC1) is currently considered Possible Value Trap. The stock's GF Value™ is S/.2.96, compared to a current price of S/.1.32 — trading 55.4% below its estimated fair value. The current ROIC % is 6.86% and 64.9% above the Utilities - Regulated industry median of 4.16. Pluz Energia PeruA's overall GF Score™ is 52/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROIC % calculated?
ROIC % is calculated from a company's financial statements. For Pluz Energia PeruA (LIM:PLUZENC1), the current ROIC % is 6.86% 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 Pluz Energia PeruA (LIM:PLUZENC1) Overvalued in 2026?

Based on GuruFocus' analysis, Pluz Energia PeruA stock appears to be undervalued. The current stock price of S/.1.32 is trading 55.4% below its estimated GF Value™ of S/.2.96. GuruFocus considers Pluz Energia PeruA to be Possible Value Trap.

Key valuation signals for LIM:PLUZENC1:

  • ROIC %: 6.86%
  • GF Value™: S/.2.96 vs. price of S/.1.32 (55.4% below fair value)
  • GF Score™: 52/100 with 6 warning signs
  • Industry Position: 64.9% above the Utilities - Regulated median

No single metric tells the full story. See the LIM:PLUZENC1 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Pluz Energia PeruA Business Description

Address Jr. Teniente Cesar Lopez Rojas No. 201, Urb. Maranga, San Miguel, Lima, PER
Pluz Energia Peru SAA formerly Enel Distribucion Peru SAA distributes electricity in the north of Lima, Callao and the provinces of Huaura, Huaral, Barranca and Oyon. The company distributes electricity in more than 50 districts of the department of Lima region. It has an operation in more than 25 countries.
52GF Score

Get the complete analysis for LIM:PLUZENC1

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

S/.1.32
Price
S/.2.96
GF Value