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ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. Blue Moon Group Holdings's annualized return on invested capital (ROIC %) for the quarter that ended in Dec. 2025 was 4.33%.
As of today (2026-08-11), Blue Moon Group Holdings's WACC % is 9.78%. Blue Moon Group Holdings's ROIC % is -9.43% (calculated using TTM income statement data).
Blue Moon Group Holdings earns returns that do not match up to its cost of capital. It will destroy value as it grows.
Blue Moon Group Holdings (OTCPK:BLUMY) 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, Blue Moon Group Holdings's WACC % is 9.78%. Blue Moon Group Holdings's ROIC % is -9.43% (calculated using TTM income statement data).
Blue Moon Group Holdings 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 Household & Personal Products subindustry, Blue Moon Group Holdings'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.
Blue Moon Group Holdings ROIC % vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, Blue Moon Group Holdings's ROIC % distribution charts can be found below:
* The bar in red indicates where Blue Moon Group Holdings's ROIC % falls into.
Note:
The Operating Income data used here is two times the semi-annual (Dec. 2025) 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.
Blue Moon Group Holdings (BLUMY) has a ROIC % of 4.33% as of Dec. 2025. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Blue Moon Group Holdings and its competitors.
Is Blue Moon Group Holdings' ROIC % too high?
Blue Moon Group Holdings' current ROIC % is 4.33%. The Consumer Packaged Goods industry median ROIC % is 5.33. Blue Moon Group Holdings' value of 4.33% is 18.8% below this industry median. Overall, Blue Moon Group Holdings has a GF Score™ of 89/100, reflecting its overall financial health beyond just this single metric.
How does Blue Moon Group Holdings' ROIC % compare to PG and CL?
Blue Moon Group Holdings' ROIC % of 4.33% can be compared against companies in the Consumer Packaged Goods industry. The industry median ROIC % is 5.33. Blue Moon Group Holdings' value of 4.33% is 18.8% below 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 Consumer Packaged Goods company?
The median ROIC % among Consumer Packaged Goods companies is 5.33, based on 1,943 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. Blue Moon Group Holdings's current ROIC % of 4.33% is 18.8% below 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 Blue Moon Group Holdings and its competitors. For the Consumer Packaged Goods industry, the median ROIC % is 5.33 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Blue Moon Group Holdings's current ROIC % is 4.33%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Blue Moon Group Holdings stock overvalued right now?
Blue Moon Group Holdings (BLUMY) has a current ROIC % of 4.33%. The stock's GF Value™ is $1.92, compared to a current price of $1.79 — trading 7% below its estimated fair value. The current ROIC % is 4.33% and 18.8% below the Consumer Packaged Goods industry median of 5.33. Blue Moon Group Holdings' overall GF Score™ is 89/100 with 3 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 Blue Moon Group Holdings (BLUMY), the current ROIC % is 4.33% as of Dec. 2025. 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 Blue Moon Group Holdings (BLUMY) Overvalued in 2026?
Based on GuruFocus' analysis, Blue Moon Group Holdings stock appears to be undervalued.
The current stock price of $1.79 is trading 7% below its estimated GF Value™ of $1.92.
Key valuation signals for BLUMY:
ROIC %: 4.33%
GF Value™: $1.92 vs. price of $1.79 (7% below fair value)
Industry Position: 18.8% below the Consumer Packaged Goods median
No single metric tells the full story. See the BLUMY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Blue Moon has a portfolio of market-leading products in three categories: fabric care, personal hygiene, and home care. Fabric care constitutes around 90% of the group,s revenue. As a pioneer in China's household care market, Blue Moon holds a leading market share by value in China's liquid laundry detergent and liquid soap markets as of 2024. Blue Moon is also an early entrant into e-commerce, with the online channel contributing nearly 60% of 2024 sales. Most of Blue Moon's core products are marketed under its namesake brand.
89GF Score
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