Perrot Duval Holding (XSWX:PEDU) ROIC %: 6.50% (As of Apr. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

XSWX:PEDU Perrot Duval Holding SA XSWX:PEDU
62 GF Score
Price CHF80.00
GF Value CHF56.56
Valuation Significantly Overvalued
! 5 Warning Signs
View Full Analysis

What is Perrot Duval Holding ROIC %?

Perrot Duval Holding XSWX:PEDU -0.62% 62 ROIC % is 6.50% as of Apr. 2026. GuruFocus rates XSWX:PEDU with a GF Score™ of 62/100 and a GF Value™ of CHF56.56 (Significantly Overvalued). 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 %. Perrot Duval Holding's annualized return on invested capital (ROIC %) for the quarter that ended in Apr. 2026 was 6.50%.

As of today (2026-08-15), Perrot Duval Holding's WACC % is 2.73%. Perrot Duval Holding's ROIC % is -2.27% (calculated using TTM income statement data). Perrot Duval Holding earns returns that do not match up to its cost of capital. It will destroy value as it grows.


Perrot Duval Holding  (XSWX:PEDU) 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, Perrot Duval Holding's WACC % is 2.73%. Perrot Duval Holding's ROIC % is -2.27% (calculated using TTM income statement data). Perrot Duval Holding 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.


Perrot Duval Holding ROIC % Related Terms


Perrot Duval Holding ROIC % Historical Data

* Premium members only.

The historical data trend for Perrot Duval Holding'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.

Perrot Duval Holding ROIC % Chart

Perrot Duval Holding Annual Data
Trend Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23 Apr24 Apr25 Apr26
ROIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -18.75 -2.95 0.32 -15.09 -2.37

Perrot Duval Holding Semi-Annual Data
Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
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 15.46 -17.03 -12.34 -8.96 6.50

XSWX:PEDU vs GEV, ETN, PH: ROIC % Comparison

For the Specialty Industrial Machinery subindustry, Perrot Duval Holding'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.


Perrot Duval Holding ROIC % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Perrot Duval Holding's ROIC % distribution charts can be found below:

* The bar in red indicates where Perrot Duval Holding's ROIC % falls into.


XSWX:PEDU
62GF Score
Perrot Duval Holding SA XSWX:PEDU
ROIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Perrot Duval Holding ROIC % Calculation

Perrot Duval Holding's annualized Return on Invested Capital (ROIC %) for the fiscal year that ended in Apr. 2026 is calculated as:

ROIC % (A: Apr. 2026 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (A: Apr. 2025 ) + Invested Capital (A: Apr. 2026 ))/ count )
=-0.265 * ( 1 - 0% )/( (12.523 + 9.834)/ 2 )
=-0.265/11.1785
=-2.37 %

where

Perrot Duval Holding's annualized Return on Invested Capital (ROIC %) for the quarter that ended in Apr. 2026 is calculated as:

ROIC % (Q: Apr. 2026 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (Q: Oct. 2025 ) + Invested Capital (Q: Apr. 2026 ))/ count )
=0.73 * ( 1 - 0% )/( (12.622 + 9.834)/ 2 )
=0.73/11.228
=6.50 %

where

Note: The Operating Income data used here is two times the semi-annual (Apr. 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 6.50% mean?
Perrot Duval Holding (XSWX:PEDU) has a ROIC % of 6.50% as of Apr. 2026. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Perrot Duval Holding and its competitors.
Is Perrot Duval Holding's ROIC % too high?
Perrot Duval Holding's current ROIC % is 6.50%. The Industrial Products industry median ROIC % is 5.26. Perrot Duval Holding's value of 6.50% is 23.7% above this industry median. Overall, Perrot Duval Holding has a GF Score™ of 62/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Perrot Duval Holding's ROIC % compare to GEV and ETN?
Perrot Duval Holding's ROIC % of 6.50% can be compared against companies in the Industrial Products industry. The industry median ROIC % is 5.26. Perrot Duval Holding's value of 6.50% is 23.7% 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 Industrial Products company?
The median ROIC % among Industrial Products companies is 5.26, based on 3,030 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. Perrot Duval Holding's current ROIC % of 6.50% is 23.7% 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 Perrot Duval Holding and its competitors. For the Industrial Products industry, the median ROIC % is 5.26 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Perrot Duval Holding's current ROIC % is 6.50%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Perrot Duval Holding stock overvalued right now?
Based on GuruFocus' analysis, Perrot Duval Holding (XSWX:PEDU) is currently considered Significantly Overvalued. The stock's GF Value™ is CHF56.56, compared to a current price of CHF80.00 — trading 41.4% above its estimated fair value. The current ROIC % is 6.50% and 23.7% above the Industrial Products industry median of 5.26. Perrot Duval Holding's overall GF Score™ is 62/100 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 Perrot Duval Holding (XSWX:PEDU), the current ROIC % is 6.50% as of Apr. 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 Perrot Duval Holding (XSWX:PEDU) Overvalued in 2026?

Based on GuruFocus' analysis, Perrot Duval Holding stock appears to be overvalued. The current stock price of CHF80.00 is trading 41.4% above its estimated GF Value™ of CHF56.56. GuruFocus considers Perrot Duval Holding to be Significantly Overvalued.

Key valuation signals for XSWX:PEDU:

  • ROIC %: 6.50%
  • GF Value™: CHF56.56 vs. price of CHF80.00 (41.4% above fair value)
  • GF Score™: 62/100 with 5 warning signs
  • Industry Position: 23.7% above the Industrial Products median

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


Perrot Duval Holding Business Description

Other Exchanges 0R3Q:UK
Address 16, rue De-Candolle, Geneva, CHE, 1205
Perrot Duval Holding SA is a holding company, that invests principally in financial, industrial, or commercial business enterprises. The company pursues its objective by directing its investments toward the creation and acquisition of small or medium-sized companies whose basic activities lie in technologies and, subsequently, the sale of such companies. The company operates in three segments that includes, Automated production processes, Chemical cosmetics activity, and Others.
62GF Score

Get the complete analysis for XSWX:PEDU

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

CHF80.00
Price
CHF56.56
GF Value