FUPEY (Fuchs SE) ROIC %: 16.35% (As of Mar. 2026)


What is Fuchs SE ROIC %?

Fuchs SE FUPEY 91 ROIC % is 16.35% as of Mar. 2026. GuruFocus rates FUPEY with a GF Score™ of 91/100.

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. Fuchs SE's annualized return on invested capital (ROIC %) for the quarter that ended in Mar. 2026 was 16.35%.

As of today (2026-06-25), Fuchs SE's WACC % is 5.06%. Fuchs SE's ROIC % is 15.06% (calculated using TTM income statement data). Fuchs SE generates higher returns on investment than it costs the company to raise the capital needed for that investment. It 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.


Fuchs SE  (OTCPK:FUPEY) 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, Fuchs SE's WACC % is 5.06%. Fuchs SE's ROIC % is 15.06% (calculated using TTM income statement data). Fuchs SE generates higher returns on investment than it costs the company to raise the capital needed for that investment. It 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.


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.


Fuchs SE ROIC % Related Terms


Fuchs SE ROIC % Historical Data

* Premium members only.

The historical data trend for Fuchs SE'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.

Fuchs SE ROIC % Chart

Fuchs SE 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 13.75 12.93 14.69 14.96 15.58

Fuchs SE 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 14.42 14.02 14.50 16.03 16.35

FUPEY vs LIN, SHW, ECL: ROIC % Comparison

For the Specialty Chemicals subindustry, Fuchs SE'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.


Fuchs SE ROIC % vs Chemicals Industry

For the Chemicals industry and Basic Materials sector, Fuchs SE's ROIC % distribution charts can be found below:

* The bar in red indicates where Fuchs SE's ROIC % falls into.



Fuchs SE ROIC % Calculation

Fuchs SE'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 )
=510.539 * ( 1 - 28.5% )/( (2216.753 + 2468.384)/ 2 )
=365.035385/2342.5685
=15.58 %

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))
=2732.984 - 363.351 - ( 152.88 - max(0, 607.33 - 1345.55+152.88))
=2216.753

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))
=3165.105 - 435.597 - ( 261.124 - max(0, 695.55 - 1617.096+261.124))
=2468.384

Fuchs SE'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 )
=573.412 * ( 1 - 28.8% )/( (2468.384 + 2526.012)/ 2 )
=408.269344/2497.198
=16.35 %

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))
=3165.105 - 435.597 - ( 261.124 - max(0, 695.55 - 1617.096+261.124))
=2468.384

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))
=3369.942 - 454.335 - ( 389.595 - max(0, 808.092 - 1826.59+389.595))
=2526.012

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 16.35% mean?
Fuchs SE (FUPEY) has a ROIC % of 16.35% 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 Fuchs SE and its competitors.
Is Fuchs SE's ROIC % too high?
Fuchs SE's current ROIC % is 16.35%. The Chemicals industry median ROIC % is 4.46. Fuchs SE's value of 16.35% is 266.6% above this industry median. Overall, Fuchs SE has a GF Score™ of 91/100, reflecting its overall financial health beyond just this single metric.
How does Fuchs SE's ROIC % compare to LIN and SHW?
Fuchs SE's ROIC % of 16.35% can be compared against companies in the Chemicals industry. The industry median ROIC % is 4.46. Fuchs SE's value of 16.35% is 266.6% 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 Chemicals company?
The median ROIC % among Chemicals companies is 4.46, based on 1,585 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. Fuchs SE's current ROIC % of 16.35% is 266.6% 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 Fuchs SE and its competitors. For the Chemicals industry, the median ROIC % is 4.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fuchs SE's current ROIC % is 16.35%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fuchs SE stock overvalued right now?
Fuchs SE (FUPEY) has a current ROIC % of 16.35%. The current ROIC % is 16.35% and 266.6% above the Chemicals industry median of 4.46. Fuchs SE's overall GF Score™ is 91/100. 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 Fuchs SE (FUPEY), the current ROIC % is 16.35% 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.

Fuchs SE Business Description

Address Einsteinstrasse 11, Mannheim, DEU, 68169
Fuchs SE is a holding company, which through its subsidiaries, manufactures and sells high-grade lubricants and related specialties. The firm's product portfolio includes automotive, industrial lubricants, and other lubricants. The revenue of the company is generated from Processing industry, Off-Highway Vehicles and Transportation, Industrial Equipment and Machinery, Vehicle Components, Primary Industry and Energy, Aftermarket and Trading, and Others Segment. The company itself into three segments based on geography: Europe, the Middle East, Africa (EMEA), Asia-Pacific, and North and South America. The EMEA segment generates the majority of its revenue.