Alterna Asesoria InternacionalB De CV (MEX:ALTERNAB) ROIC %: 4.44% (As of Dec. 2025)


MEX:ALTERNAB Alterna Asesoria Internacional SAB De CV MEX:ALTERNAB
59 GF Score
Price MXN1.60
GF Value MXN2.25
Valuation Modestly Undervalued
! 5 Warning Signs
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What is Alterna Asesoria InternacionalB De CV ROIC %?

Alterna Asesoria InternacionalB De CV MEX:ALTERNAB 59 ROIC % is 4.44% as of Dec. 2025. GuruFocus rates MEX:ALTERNAB with a GF Score™ of 59/100 and a GF Value™ of MXN2.25 (Modestly Undervalued). The stock has 5 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 %. Alterna Asesoria InternacionalB De CV's annualized return on invested capital (ROIC %) for the quarter that ended in Dec. 2025 was 4.44%.

As of today (2026-07-01), Alterna Asesoria InternacionalB De CV's WACC % is 7.19%. Alterna Asesoria InternacionalB De CV's ROIC % is 3.61% (calculated using TTM income statement data). Alterna Asesoria InternacionalB De CV earns returns that do not match up to its cost of capital. It will destroy value as it grows.


Alterna Asesoria InternacionalB De CV  (MEX:ALTERNAB) 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, Alterna Asesoria InternacionalB De CV's WACC % is 7.19%. Alterna Asesoria InternacionalB De CV's ROIC % is 3.61% (calculated using TTM income statement data). Alterna Asesoria InternacionalB De CV 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.


Alterna Asesoria InternacionalB De CV ROIC % Related Terms


Alterna Asesoria InternacionalB De CV ROIC % Historical Data

* Premium members only.

The historical data trend for Alterna Asesoria InternacionalB De CV'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.

Alterna Asesoria InternacionalB De CV ROIC % Chart

Alterna Asesoria InternacionalB De CV Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROIC %
Get a 7-Day Free Trial 0.00 5.22 2.74 3.30 4.41

Alterna Asesoria InternacionalB De CV Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25
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 0.00 1.08 6.14 3.38 4.44

MEX:ALTERNAB vs BLK, BX, KKR: ROIC % Comparison

For the Asset Management subindustry, Alterna Asesoria InternacionalB De CV'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.


Alterna Asesoria InternacionalB De CV ROIC % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Alterna Asesoria InternacionalB De CV's ROIC % distribution charts can be found below:

* The bar in red indicates where Alterna Asesoria InternacionalB De CV's ROIC % falls into.


MEX:ALTERNAB
59GF Score
Alterna Asesoria Internacional SAB De CV MEX:ALTERNAB
ROIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Alterna Asesoria InternacionalB De CV ROIC % Calculation

Alterna Asesoria InternacionalB De CV'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 )
=57.702 * ( 1 - 28.86% )/( (990 + 872.123)/ 2 )
=41.0492028/931.0615
=4.41 %

where

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))
=1396.168 - 140.958 - ( 450.939 - max(0, 538.339 - 921.426+450.939))
=872.123

Alterna Asesoria InternacionalB De CV's annualized Return on Invested Capital (ROIC %) for the quarter that ended in Dec. 2025 is calculated as:

ROIC % (Q: Dec. 2025 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (Q: Sep. 2025 ) + Invested Capital (Q: Dec. 2025 ))/ count )
=58.02 * ( 1 - 33.8% )/( (858.349 + 872.123)/ 2 )
=38.40924/865.236
=4.44 %

where

Invested Capital(Q: Sep. 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))
=1371.16 - 128.369 - ( 439.266 - max(0, 516.332 - 900.774+439.266))
=858.349

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))
=1396.168 - 140.958 - ( 450.939 - max(0, 538.339 - 921.426+450.939))
=872.123

Note: The Operating Income data used here is four times the quarterly (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.

Frequently Asked Questions Learn more about ROIC % →
What does a ROIC % of 4.44% mean?
Alterna Asesoria InternacionalB De CV (MEX:ALTERNAB) has a ROIC % of 4.44% 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 Alterna Asesoria InternacionalB De CV and its competitors.
Is Alterna Asesoria InternacionalB De CV's ROIC % too high?
Alterna Asesoria InternacionalB De CV's current ROIC % is 4.44%. The Asset Management industry median ROIC % is 1.17. Alterna Asesoria InternacionalB De CV's value of 4.44% is 279.5% above this industry median. Overall, Alterna Asesoria InternacionalB De CV has a GF Score™ of 59/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Alterna Asesoria InternacionalB De CV's ROIC % compare to BLK and BX?
Alterna Asesoria InternacionalB De CV's ROIC % of 4.44% can be compared against companies in the Asset Management industry. The industry median ROIC % is 1.17. Alterna Asesoria InternacionalB De CV's value of 4.44% is 279.5% 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 Asset Management company?
The median ROIC % among Asset Management companies is 1.17, based on 706 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. Alterna Asesoria InternacionalB De CV's current ROIC % of 4.44% is 279.5% 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 Alterna Asesoria InternacionalB De CV and its competitors. For the Asset Management industry, the median ROIC % is 1.17 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Alterna Asesoria InternacionalB De CV's current ROIC % is 4.44%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alterna Asesoria InternacionalB De CV stock overvalued right now?
Based on GuruFocus' analysis, Alterna Asesoria InternacionalB De CV (MEX:ALTERNAB) is currently considered Modestly Undervalued. The stock's GF Value™ is MXN2.25, compared to a current price of MXN1.60 — trading 28.9% below its estimated fair value. The current ROIC % is 4.44% and 279.5% above the Asset Management industry median of 1.17. Alterna Asesoria InternacionalB De CV's overall GF Score™ is 59/100 with 5 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 Alterna Asesoria InternacionalB De CV (MEX:ALTERNAB), the current ROIC % is 4.44% 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 Alterna Asesoria InternacionalB De CV (MEX:ALTERNAB) Overvalued in 2026?

Based on GuruFocus' analysis, Alterna Asesoria InternacionalB De CV stock appears to be undervalued. The current stock price of MXN1.60 is trading 28.9% below its estimated GF Value™ of MXN2.25. GuruFocus considers Alterna Asesoria InternacionalB De CV to be Modestly Undervalued.

Key valuation signals for MEX:ALTERNAB:

  • ROIC %: 4.44%
  • GF Value™: MXN2.25 vs. price of MXN1.60 (28.9% below fair value)
  • GF Score™: 59/100 with 5 warning signs
  • Industry Position: 279.5% above the Asset Management median

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


Alterna Asesoria InternacionalB De CV Business Description

Address Julio Verne 31, Colonia Polanco IV Seccion, Alcaldia Miguel Hidalgo, Mexico City, MEX, MEX, 11560
Alterna Asesoria Internacional SAB De CV is a holding company of companies principally engaged in the provision of advisory services, asset management, and administration, securities and insurance brokerage, and management of venture capital investments and private equity funds in the United States and other jurisdictions other than Mexico.
59GF Score

Get the complete analysis for MEX:ALTERNAB

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

MXN1.60
Price
MXN2.25
GF Value