MVO (MV Oil Trust) ROIC %: 699.24% (As of Mar. 2026)


MVO MV Oil Trust MVO
69 GF Score
Price $1.53
GF Value $4.30
Valuation Possible Value Trap
! 3 Warning Signs
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What is MV Oil Trust ROIC %?

MV Oil Trust MVO +5.52% 69 ROIC % is 699.24% as of Mar. 2026. GuruFocus rates MVO with a GF Score™ of 69/100 and a GF Value™ of $4.30 (Possible Value Trap). The stock has 3 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 %. MV Oil Trust's annualized return on invested capital (ROIC %) for the quarter that ended in Mar. 2026 was 699.24%.

As of today (2026-06-25), MV Oil Trust's WACC % is 3.27%. MV Oil Trust's ROIC % is 634.44% (calculated using TTM income statement data). MV Oil Trust 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.


MV Oil Trust  (NYSE:MVO) 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, MV Oil Trust's WACC % is 3.27%. MV Oil Trust's ROIC % is 634.44% (calculated using TTM income statement data). MV Oil Trust 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.


MV Oil Trust ROIC % Related Terms


MV Oil Trust ROIC % Historical Data

* Premium members only.

The historical data trend for MV Oil Trust'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.

MV Oil Trust ROIC % Chart

MV Oil Trust 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 128.07 379.35 334.46 520.97 565.96

MV Oil Trust 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 461.63 629.30 522.69 746.50 699.24

MVO vs CKX, PRT, MXC: ROIC % Comparison

For the Oil & Gas E&P subindustry, MV Oil Trust'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.


MV Oil Trust ROIC % vs Oil & Gas Industry

For the Oil & Gas industry and Energy sector, MV Oil Trust's ROIC % distribution charts can be found below:

* The bar in red indicates where MV Oil Trust's ROIC % falls into.


MVO
69GF Score
MV Oil Trust MVO
ROIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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MV Oil Trust ROIC % Calculation

MV Oil Trust'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 )
=10.408 * ( 1 - 0% )/( (2.585 + 1.093)/ 2 )
=10.408/1.839
=565.96 %

where

MV Oil Trust'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 )
=6.44 * ( 1 - 0% )/( (1.093 + 0.749)/ 2 )
=6.44/0.921
=699.24 %

where

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 699.24% mean?
MV Oil Trust (MVO) has a ROIC % of 699.24% 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 MV Oil Trust and its competitors.
Is MV Oil Trust's ROIC % too high?
MV Oil Trust's current ROIC % is 699.24%. The Oil & Gas industry median ROIC % is 3.63. MV Oil Trust's value of 699.24% is 19162.8% above this industry median. Overall, MV Oil Trust has a GF Score™ of 69/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does MV Oil Trust's ROIC % compare to CKX and PRT?
MV Oil Trust's ROIC % of 699.24% can be compared against companies in the Oil & Gas industry. The industry median ROIC % is 3.63. MV Oil Trust's value of 699.24% is 19162.8% 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 Oil & Gas company?
The median ROIC % among Oil & Gas companies is 3.63, based on 997 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. MV Oil Trust's current ROIC % of 699.24% is 19162.8% 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 MV Oil Trust and its competitors. For the Oil & Gas industry, the median ROIC % is 3.63 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MV Oil Trust's current ROIC % is 699.24%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MV Oil Trust stock overvalued right now?
Based on GuruFocus' analysis, MV Oil Trust (MVO) is currently considered Possible Value Trap. The stock's GF Value™ is $4.30, compared to a current price of $1.53 — trading 64.4% below its estimated fair value. The current ROIC % is 699.24% and 19162.8% above the Oil & Gas industry median of 3.63. MV Oil Trust's overall GF Score™ is 69/100 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 MV Oil Trust (MVO), the current ROIC % is 699.24% 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.

Is MV Oil Trust (MVO) Overvalued in 2026?

Based on GuruFocus' analysis, MV Oil Trust stock appears to be undervalued. The current stock price of $1.53 is trading 64.4% below its estimated GF Value™ of $4.30. GuruFocus considers MV Oil Trust to be Possible Value Trap.

Key valuation signals for MVO:

  • ROIC %: 699.24%
  • GF Value™: $4.30 vs. price of $1.53 (64.4% below fair value)
  • GF Score™: 69/100 with 3 warning signs
  • Industry Position: 19162.8% above the Oil & Gas median

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


MV Oil Trust Business Description

Industry EnergyOil & Gas
Address 601 Travis Street, Floor 16, Houston, TX, USA, 77002
MV Oil Trust is a statutory trust. The trust was created to acquire and hold the net profits interest for the benefit of the Trust unitholders.
69GF Score

Get the complete analysis for MVO

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

$1.53
Price
$4.30
GF Value