AUB Group (ASX:AUB) 10-Year ROIIC % : 3.96% (As of Jun. 2025)

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ASX:AUB AUB Group Ltd ASX:AUB
84 GF Score
Price A$29.13
GF Value A$49.75
Valuation Possible Value Trap
! 5 Warning Signs
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What is AUB Group 10-Year ROIIC %?

AUB Group ASX:AUB +0.73% 84 10-Year ROIIC % is 3.96 as of Jun. 2025. GuruFocus rates ASX:AUB with a GF Score™ of 84/100 and a GF Value™ of A$49.75 (Possible Value Trap). The stock has 5 warning signs investors should review. Among 265 Insurance companies, AUB Group ranks better than 55.47% on this metric.

10-Year Return on Invested Incremental Capital (10-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 10-year. AUB Group's 10-Year ROIIC % for the quarter that ended in Jun. 2025 was 3.96%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for AUB Group's 10-Year ROIIC % or its related term are showing as below:

ASX:AUB's 10-Year ROIIC % is ranked better than
55.47% of 265 companies
in the Insurance industry
Industry Median: 2.97 vs ASX:AUB: 3.96

AUB Group  (ASX:AUB) 10-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


AUB Group 10-Year ROIIC % Related Terms


AUB Group 10-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for AUB Group's 10-Year ROIIC % 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.

AUB Group 10-Year ROIIC % Chart

AUB Group Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
10-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.68 5.17 2.29 3.88 3.96

AUB Group Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
10-Year ROIIC % 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 3.88 0.00 3.96 0.00

ASX:AUB vs MRSH, AON, AJG: 10-Year ROIIC % Comparison

For the Insurance Brokers subindustry, AUB Group's 10-Year ROIIC %, along with its competitors' market caps and 10-Year ROIIC % 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.


AUB Group 10-Year ROIIC % vs Insurance Industry

For the Insurance industry and Financial Services sector, AUB Group's 10-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where AUB Group's 10-Year ROIIC % falls into.


ASX:AUB
84GF Score
AUB Group Ltd ASX:AUB
10-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

AUB Group 10-Year ROIIC % Calculation

AUB Group's 10-Year ROIIC % for the quarter that ended in Jun. 2025 is calculated as:

10-Year ROIIC %=10-Year Incremental Net Operating Profit After Taxes (NOPAT)**/10-Year Incremental Invested Capital**
=( 138.8072373 (Jun. 2025) - 22.3977129 (Jun. 2015) )/( 3318.962 (Jun. 2025) - 378.447 (Jun. 2015) )
=116.4095244/2940.515
=3.96%***

* 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.

** Annual data of NOPAT and Invested Capital was used to calculate 10-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.

Frequently Asked Questions Learn more about 10-Year ROIIC % →
What does a 10-Year ROIIC % of 3.96 mean?
AUB Group (ASX:AUB) has a 10-Year ROIIC % of 3.96 as of Jun. 2025. 10-Year ROIIC % measures the change in earnings as a percentage of change in investment over 10-year. View historical data on AUB Group and its competitors. According to the industry distribution chart, AUB Group ranks #118 out of 265 companies in the Insurance industry, placing it in the top 44.5%.
Is AUB Group's 10-Year ROIIC % too high?
AUB Group's current 10-Year ROIIC % is 3.96. The Insurance industry median 10-Year ROIIC % is 2.97. AUB Group's value of 3.96 is 33.3% above this industry median. Based on the distribution chart, AUB Group ranks #118 out of 265 companies in the Insurance industry, which is above the industry midpoint. Overall, AUB Group has a GF Score™ of 84/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does AUB Group's 10-Year ROIIC % compare to MRSH and AON?
According to the Insurance industry distribution chart, AUB Group ranks #118 out of 265 companies for 10-Year ROIIC %. This puts AUB Group in the upper half of its industry. The industry median 10-Year ROIIC % is 2.97. AUB Group's value of 3.96 is 33.3% 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 10-Year ROIIC % for an Insurance company?
The median 10-Year ROIIC % among Insurance companies is 2.97, based on 265 companies in the industry. Companies in the top quartile (top 25%) have a 10-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 10-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AUB Group's current 10-Year ROIIC % of 3.96 is 33.3% 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 10-Year ROIIC % mean?
A high 10-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 10-Year ROIIC % measures the change in earnings as a percentage of change in investment over 10-year. View historical data on AUB Group and its competitors. For the Insurance industry, the median 10-Year ROIIC % is 2.97 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AUB Group's current 10-Year ROIIC % is 3.96. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AUB Group stock overvalued right now?
Based on GuruFocus' analysis, AUB Group (ASX:AUB) is currently considered Possible Value Trap. The stock's GF Value™ is A$49.75, compared to a current price of A$29.13 — trading 41.4% below its estimated fair value. The current 10-Year ROIIC % is 3.96 and 33.3% above the Insurance industry median of 2.97. AUB Group's overall GF Score™ is 84/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 10-Year ROIIC % calculated?
10-Year ROIIC % is calculated from a company's financial statements. For AUB Group (ASX:AUB), the current 10-Year ROIIC % is 3.96 as of Jun. 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 AUB Group (ASX:AUB) Overvalued in 2026?

Based on GuruFocus' analysis, AUB Group stock appears to be undervalued. The current stock price of A$29.13 is trading 41.4% below its estimated GF Value™ of A$49.75. GuruFocus considers AUB Group to be Possible Value Trap.

Key valuation signals for ASX:AUB:

  • 10-Year ROIIC %: 3.96
  • GF Value™: A$49.75 vs. price of A$29.13 (41.4% below fair value)
  • GF Score™: 84/100 with 5 warning signs
  • Industry Position: 33.3% above the Insurance median (#118 of 265)

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


AUB Group Business Description

Other Exchanges A5H:Germany
Address 141 Walker Street, Level 14, North Sydney, Sydney, NSW, AUS, 2060
AUB Group is the second-largest general insurance broker network in Australia and New Zealand. It has an ownership in brokerage businesses that collectively write over AUD 5 billion in premiums. It also owns equity stakes in 35 underwriting agencies. AUB derives revenue from commissions (from insurers, ultimately paid for by AUB's customers), based on gross written premium from agencies it owns, and a share of profits from associates and joint ventures. GWP is split among personal (3%), small to medium enterprises (70%), and corporates (27%).
84GF Score

Get the complete analysis for ASX:AUB

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

A$29.13
Price
A$49.75
GF Value