OEKOWORLD AG (XTER:VVV3) ROIC %: 115.61% (As of Dec. 2025)


XTER:VVV3 OEKOWORLD AG XTER:VVV3
74 GF Score
Price €28.90
GF Value €26.14
Valuation Modestly Overvalued
! 5 Warning Signs
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What is OEKOWORLD AG ROIC %?

OEKOWORLD AG XTER:VVV3 -1.70% 74 ROIC % is 115.61% as of Dec. 2025. GuruFocus rates XTER:VVV3 with a GF Score™ of 74/100 and a GF Value™ of €26.14 (Modestly 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 %. OEKOWORLD AG's annualized return on invested capital (ROIC %) for the quarter that ended in Dec. 2025 was 115.61%.

As of today (2026-07-05), OEKOWORLD AG's WACC % is 7.98%. OEKOWORLD AG's ROIC % is 121.39% (calculated using TTM income statement data). OEKOWORLD AG 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.


OEKOWORLD AG  (XTER:VVV3) 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, OEKOWORLD AG's WACC % is 7.98%. OEKOWORLD AG's ROIC % is 121.39% (calculated using TTM income statement data). OEKOWORLD AG 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.


OEKOWORLD AG ROIC % Related Terms


OEKOWORLD AG ROIC % Historical Data

* Premium members only.

The historical data trend for OEKOWORLD AG'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.

OEKOWORLD AG ROIC % Chart

OEKOWORLD AG 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 219.14 184.47 233.60 186.83 123.24

OEKOWORLD AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 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 147.58 227.00 160.32 124.93 115.61

XTER:VVV3 vs VOYA, FRHC: ROIC % Comparison

For the Financial Conglomerates subindustry, OEKOWORLD AG'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.


OEKOWORLD AG ROIC % vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, OEKOWORLD AG's ROIC % distribution charts can be found below:

* The bar in red indicates where OEKOWORLD AG's ROIC % falls into.


XTER:VVV3
74GF Score
OEKOWORLD AG XTER:VVV3
ROIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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OEKOWORLD AG ROIC % Calculation

OEKOWORLD AG'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 )
=22.253 * ( 1 - 25.49% )/( (14.553 + 12.354)/ 2 )
=16.5807103/13.4535
=123.24 %

where

OEKOWORLD AG'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: Jun. 2025 ) + Invested Capital (Q: Dec. 2025 ))/ count )
=19.682 * ( 1 - 22.38% )/( (14.074 + 12.354)/ 2 )
=15.2771684/13.214
=115.61 %

where

Note: The Operating Income data used here is two times the semi-annual (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 115.61% mean?
OEKOWORLD AG (XTER:VVV3) has a ROIC % of 115.61% 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 OEKOWORLD AG and its competitors.
Is OEKOWORLD AG's ROIC % too high?
OEKOWORLD AG's current ROIC % is 115.61%. Overall, OEKOWORLD AG has a GF Score™ of 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does OEKOWORLD AG's ROIC % compare to VOYA and FRHC?
OEKOWORLD AG's ROIC % of 115.61% can be compared against companies in the Diversified Financial Services industry. 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 Diversified Financial Services company?
A good ROIC % depends on the Diversified Financial Services industry context. However, ROIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. 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 OEKOWORLD AG and its competitors. OEKOWORLD AG's current ROIC % is 115.61%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is OEKOWORLD AG stock overvalued right now?
Based on GuruFocus' analysis, OEKOWORLD AG (XTER:VVV3) is currently considered Modestly Overvalued. The stock's GF Value™ is €26.14, compared to a current price of €28.90 — trading 10.6% above its estimated fair value. The current ROIC % is 115.61%. OEKOWORLD AG's overall GF Score™ is 74/100 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 OEKOWORLD AG (XTER:VVV3), the current ROIC % is 115.61% 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 OEKOWORLD AG (XTER:VVV3) Overvalued in 2026?

Based on GuruFocus' analysis, OEKOWORLD AG stock appears to be overvalued. The current stock price of €28.90 is trading 10.6% above its estimated GF Value™ of €26.14. GuruFocus considers OEKOWORLD AG to be Modestly Overvalued.

Key valuation signals for XTER:VVV3:

  • ROIC %: 115.61%
  • GF Value™: €26.14 vs. price of €28.90 (10.6% above fair value)
  • GF Score™: 74/100 with 5 warning signs

No single metric tells the full story. See the XTER:VVV3 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


OEKOWORLD AG Business Description

Other Exchanges VVV3:GermanyVVV3:Germany
Address Liebigstr. 11-13, Hilden, DEU, 40721
OEKOWORLD AG is engaged in providing financial services, providing insurance products, money management services and financial consultation to individual and institutional clients.
74GF Score

Get the complete analysis for XTER:VVV3

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

€28.90
Price
€26.14
GF Value