ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. Inverfal Peru's annualized return on invested capital (ROIC %) for the quarter that ended in Dec. 2022 was 5.33%.
As of today (2026-07-09), Inverfal Peru's WACC % is 0.00%. Inverfal Peru's ROIC % is 0.00% (calculated using TTM income statement data).
Inverfal Peru earns returns that do not match up to its cost of capital. It will destroy value as it grows.
Inverfal Peru (LIM:INVFALC1) 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, Inverfal Peru's WACC % is 0.00%. Inverfal Peru's ROIC % is 0.00% (calculated using TTM income statement data).
Inverfal Peru 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.
Inverfal Peru ROIC % Related Terms
Inverfal Peru ROIC % Historical Data
* Premium members only.
The historical data trend for Inverfal Peru'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.
LIM:INVFALC1 vs CBRE, CSGP, BEKE: ROIC % Comparison
For the Department Stores subindustry, Inverfal Peru'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.
Inverfal Peru ROIC % vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, Inverfal Peru's ROIC % distribution charts can be found below:
* The bar in red indicates where Inverfal Peru's ROIC % falls into.
Note:
The Operating Income data used here is four times the quarterly (Dec. 2022) 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.
Inverfal Peru (LIM:INVFALC1) has a ROIC % of 5.33% as of Dec. 2022. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Inverfal Peru and its competitors.
Is Inverfal Peru's ROIC % too high?
Inverfal Peru's current ROIC % is 5.33%. The Retail - Cyclical industry median ROIC % is 4.36. Inverfal Peru's value of 5.33% is 22.2% above this industry median.
How does Inverfal Peru's ROIC % compare to CBRE and CSGP?
Inverfal Peru's ROIC % of 5.33% can be compared against companies in the Retail - Cyclical industry. The industry median ROIC % is 4.36. Inverfal Peru's value of 5.33% is 22.2% 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 Retail - Cyclical company?
The median ROIC % among Retail - Cyclical companies is 4.36, based on 1,104 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. Inverfal Peru's current ROIC % of 5.33% is 22.2% 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 Inverfal Peru and its competitors. For the Retail - Cyclical industry, the median ROIC % is 4.36 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Inverfal Peru's current ROIC % is 5.33%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Inverfal Peru stock overvalued right now?
Inverfal Peru (LIM:INVFALC1) has a current ROIC % of 5.33%. The current ROIC % is 5.33% and 22.2% above the Retail - Cyclical industry median of 4.36. 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 Inverfal Peru (LIM:INVFALC1), the current ROIC % is 5.33% as of Dec. 2022. 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.
Inverfal Peru SA invests and exploits real estate and commercial activities. The Company mainly maintains three differentiated business segments: Retail, Financial, Real estate and other services. The majority of its revenue is generated from the Retail segment which corresponds to the department stores of Saga Falabella S.A. and Saga Falabella Oriente S.A.C., to the supermarkets Hipermercados Tottus S.A. and Hipermercados Tottus Oriente S.A.C. and the home improvement stores Tiendas del Mejora del Hogar S.A. and Sodimac Peru Oriente S.A.C., located in Lima and provinces.
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