ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. Fastighets AB Balder's annualized return on invested capital (ROIC %) for the quarter that ended in Mar. 2026 was 2.74%.
As of today (2026-06-25), Fastighets AB Balder's WACC % is 4.44%. Fastighets AB Balder's ROIC % is 2.79% (calculated using TTM income statement data).
Fastighets AB Balder earns returns that do not match up to its cost of capital. It will destroy value as it grows.
Fastighets AB Balder (OTCPK:BALDF) 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, Fastighets AB Balder's WACC % is 4.44%. Fastighets AB Balder's ROIC % is 2.79% (calculated using TTM income statement data).
Fastighets AB Balder 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.
* 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.
For the Real Estate - Diversified subindustry, Fastighets AB Balder'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.
Fastighets AB Balder ROIC % vs Real Estate Industry
For the Real Estate industry and Real Estate sector, Fastighets AB Balder's ROIC % distribution charts can be found below:
* The bar in red indicates where Fastighets AB Balder's ROIC % falls into.
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.
Fastighets AB Balder (BALDF) has a ROIC % of 2.74% 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 Fastighets AB Balder and its competitors.
Is Fastighets AB Balder's ROIC % too high?
Fastighets AB Balder's current ROIC % is 2.74%. The Real Estate industry median ROIC % is 2.19. Fastighets AB Balder's value of 2.74% is 25.1% above this industry median. Overall, Fastighets AB Balder has a GF Score™ of 72/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Fastighets AB Balder's ROIC % compare to competitors?
Fastighets AB Balder's ROIC % of 2.74% can be compared against companies in the Real Estate industry. The industry median ROIC % is 2.19. Fastighets AB Balder's value of 2.74% is 25.1% 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 a Real Estate company?
The median ROIC % among Real Estate companies is 2.19, based on 1,757 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. Fastighets AB Balder's current ROIC % of 2.74% is 25.1% 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 Fastighets AB Balder and its competitors. For the Real Estate industry, the median ROIC % is 2.19 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fastighets AB Balder's current ROIC % is 2.74%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fastighets AB Balder stock overvalued right now?
Based on GuruFocus' analysis, Fastighets AB Balder (BALDF) is currently considered Modestly Undervalued. The stock's GF Value™ is $6.78, compared to a current price of $5.42 — trading 20.1% below its estimated fair value. The current ROIC % is 2.74% and 25.1% above the Real Estate industry median of 2.19. Fastighets AB Balder's overall GF Score™ is 72/100 with 8 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 Fastighets AB Balder (BALDF), the current ROIC % is 2.74% 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 Fastighets AB Balder (BALDF) Overvalued in 2026?
Based on GuruFocus' analysis, Fastighets AB Balder stock appears to be undervalued.
The current stock price of $5.42 is trading 20.1% below its estimated GF Value™ of $6.78.
GuruFocus considers Fastighets AB Balder to be Modestly Undervalued.
Key valuation signals for BALDF:
ROIC %: 2.74%
GF Value™: $6.78 vs. price of $5.42 (20.1% below fair value)
Industry Position: 25.1% above the Real Estate median
No single metric tells the full story. See the BALDF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Fastighets AB Balder is engaged in acquiring, developing, and managing residential properties and commercial properties based on local presence and creating customer value by meeting the needs of different customer groups for commercial premises and housing in Sweden, Denmark, Finland, Norway, Germany, and the UK. The company's property portfolio contains a wide variety of commercial space, ranging from office, retail, and warehouse space, out of which Residential properties constitute the majority portion of the company's portfolio. The Group's business segments are; Helsinki, which derives key income, Stockholm, Gothenburg, Copenhagen, South, East, and North. The company generates revenue through income earned on the rents of its properties and on the management of its real estate.
72GF Score
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