Berry Global Group (MEX:BERY) ROIC %: 5.53% (As of Mar. 2025)


MEX:BERY Berry Global Group Inc MEX:BERY
6 GF Score
Price MXN928.20
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What is Berry Global Group ROIC %?

Berry Global Group MEX:BERY 6 ROIC % is 5.53% as of Mar. 2025. GuruFocus rates MEX:BERY with a GF Score™ of 6/100.

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. Berry Global Group's annualized return on invested capital (ROIC %) for the quarter that ended in Mar. 2025 was 5.53%.

As of today (2026-06-28), Berry Global Group's WACC % is 0.00%. Berry Global Group's ROIC % is 0.00% (calculated using TTM income statement data). Berry Global Group earns returns that do not match up to its cost of capital. It will destroy value as it grows.


Berry Global Group  (MEX:BERY) 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, Berry Global Group's WACC % is 0.00%. Berry Global Group's ROIC % is 0.00% (calculated using TTM income statement data). Berry Global Group 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.


Berry Global Group ROIC % Related Terms


Berry Global Group ROIC % Historical Data

* Premium members only.

The historical data trend for Berry Global Group'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.

Berry Global Group ROIC % Chart

Berry Global Group Annual Data
Trend Sep15 Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24
ROIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.08 7.09 7.20 6.52 7.26

Berry Global Group Quarterly Data
Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25
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 6.43 8.08 8.07 4.95 5.53

MEX:BERY vs GPK, SLGN, CCK: ROIC % Comparison

For the Packaging & Containers subindustry, Berry Global Group'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.


Berry Global Group ROIC % vs Packaging & Containers Industry

For the Packaging & Containers industry and Consumer Cyclical sector, Berry Global Group's ROIC % distribution charts can be found below:

* The bar in red indicates where Berry Global Group's ROIC % falls into.


MEX:BERY
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Berry Global Group Inc MEX:BERY
ROIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Berry Global Group ROIC % Calculation

Berry Global Group's annualized Return on Invested Capital (ROIC %) for the fiscal year that ended in Sep. 2024 is calculated as:

ROIC % (A: Sep. 2024 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (A: Sep. 2023 ) + Invested Capital (A: Sep. 2024 ))/ count )
=22190.968 * ( 1 - 15.55% )/( (241356.237 + 274581.234)/ 2 )
=18740.272476/257968.7355
=7.26 %

where

Invested Capital(A: Sep. 2023 )
=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))
=288927.245 - 26616.075 - ( 20954.933 - max(0, 47257.468 - 78959.86+20954.933))
=241356.237

Invested Capital(A: Sep. 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))
=327114.954 - 34773.07 - ( 21560.879 - max(0, 72302.782 - 90063.432+21560.879))
=274581.234

Berry Global Group's annualized Return on Invested Capital (ROIC %) for the quarter that ended in Mar. 2025 is calculated as:

ROIC % (Q: Mar. 2025 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (Q: Dec. 2024 ) + Invested Capital (Q: Mar. 2025 ))/ count )
=21112.864 * ( 1 - 35.95% )/( (240904.191 + 247810.177)/ 2 )
=13522.789392/244357.184
=5.53 %

where

Invested Capital(Q: 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))
=283157.839 - 17623.066 - ( 24630.582 - max(0, 53161.179 - 85487.514+24630.582))
=240904.191

Invested Capital(Q: Mar. 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))
=263542.533 - 22094.856 - ( 9881.311 - max(0, 74140.517 - 67778.017+9881.311))
=247810.177

Note: The Operating Income data used here is four times the quarterly (Mar. 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 5.53% mean?
Berry Global Group (MEX:BERY) has a ROIC % of 5.53% as of Mar. 2025. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Berry Global Group and its competitors.
Is Berry Global Group's ROIC % too high?
Berry Global Group's current ROIC % is 5.53%. The Packaging & Containers industry median ROIC % is 4.19. Berry Global Group's value of 5.53% is 32% above this industry median. Overall, Berry Global Group has a GF Score™ of 6/100, reflecting its overall financial health beyond just this single metric.
How does Berry Global Group's ROIC % compare to GPK and SLGN?
Berry Global Group's ROIC % of 5.53% can be compared against companies in the Packaging & Containers industry. The industry median ROIC % is 4.19. Berry Global Group's value of 5.53% is 32% 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 Packaging & Containers company?
The median ROIC % among Packaging & Containers companies is 4.19, based on 393 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. Berry Global Group's current ROIC % of 5.53% is 32% 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 Berry Global Group and its competitors. For the Packaging & Containers industry, the median ROIC % is 4.19 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Berry Global Group's current ROIC % is 5.53%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Berry Global Group stock overvalued right now?
Berry Global Group (MEX:BERY) has a current ROIC % of 5.53%. The current ROIC % is 5.53% and 32% above the Packaging & Containers industry median of 4.19. Berry Global Group's overall GF Score™ is 6/100. 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 Berry Global Group (MEX:BERY), the current ROIC % is 5.53% as of Mar. 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.

Berry Global Group Business Description

Address 101 Oakley Street, Evansville, IN, USA, 47710
Berry global Group Inc is a supplier of plastic packaging products mainly sold to consumer-oriented end markets. The four business segments are Consumer Packaging International, Consumer Packaging North America, Flexibles, and Health, Hygiene & Specialties. The company uses plastic resin as its raw material, purchased from a variety of suppliers. The majority of revenue comes from consumer packaging international due to the acquisition of RPC, which expanded the geographical areas in which the company operates. The consumer packaging segment consists of closures and dispensing systems, pharmaceutical devices and packaging, bottles and canisters, polythene films, recycling, containers, and technical components.
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