JDC Group AG (CHIX:JDCD) 10-Year ROIIC % : 9.18% (As of Dec. 2025)


CHIX:JDCD JDC Group AG CHIX:JDCD
75 GF Score
Price €24.80
GF Value €36.20
! 4 Warning Signs
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What is JDC Group AG 10-Year ROIIC %?

JDC Group AG CHIX:JDCD 75 10-Year ROIIC % is 9.18 as of Dec. 2025. GuruFocus rates CHIX:JDCD with a GF Score™ of 75/100 and a GF Value™ of €36.20. The stock has 4 warning signs investors should review. Among 120 Diversified Financial Services companies, JDC Group AG ranks better than 72.5% 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. JDC Group AG's 10-Year ROIIC % for the quarter that ended in Dec. 2025 was 9.18%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

CHIX:JDCd's 10-Year ROIIC % is ranked better than
72.5% of 120 companies
in the Diversified Financial Services industry
Industry Median: 1.135 vs CHIX:JDCd: 9.18

JDC Group AG  (CHIX:JDCd) 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.


JDC Group AG 10-Year ROIIC % Related Terms


JDC Group AG 10-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for JDC Group AG'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.

JDC Group AG 10-Year ROIIC % Chart

JDC Group AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
10-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -12.94 74.56 26.93 18.88 9.18

JDC Group AG Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 0.00 0.00 9.18 0.00

CHIX:JDCD vs VOYA, FRHC: 10-Year ROIIC % Comparison

For the Financial Conglomerates subindustry, JDC Group AG'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.


JDC Group AG 10-Year ROIIC % vs Diversified Financial Services Industry

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

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


CHIX:JDCD
75GF Score
JDC Group AG CHIX:JDCD
10-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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JDC Group AG 10-Year ROIIC % Calculation

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

10-Year ROIIC %=10-Year Incremental Net Operating Profit After Taxes (NOPAT)**/10-Year Incremental Invested Capital**
=( 11.2859246 (Dec. 2025) - -0.39 (Dec. 2015) )/( 177.974 (Dec. 2025) - 50.737 (Dec. 2015) )
=11.6759246/127.237
=9.18%***

* 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 9.18 mean?
JDC Group AG (CHIX:JDCD) has a 10-Year ROIIC % of 9.18 as of Dec. 2025. 10-Year ROIIC % measures the change in earnings as a percentage of change in investment over 10-year. View historical data on JDC Group AG and its competitors. According to the industry distribution chart, JDC Group AG ranks #33 out of 120 companies in the Diversified Financial Services industry, placing it in the top 27.5%.
Is JDC Group AG's 10-Year ROIIC % too high?
JDC Group AG's current 10-Year ROIIC % is 9.18. The Diversified Financial Services industry median 10-Year ROIIC % is 1.14. JDC Group AG's value of 9.18 is 708.8% above this industry median. Based on the distribution chart, JDC Group AG ranks #33 out of 120 companies in the Diversified Financial Services industry, which is above the industry midpoint. Overall, JDC Group AG has a GF Score™ of 75/100, reflecting its overall financial health beyond just this single metric.
How does JDC Group AG's 10-Year ROIIC % compare to VOYA and FRHC?
According to the Diversified Financial Services industry distribution chart, JDC Group AG ranks #33 out of 120 companies for 10-Year ROIIC %. This puts JDC Group AG in the upper half of its industry. The industry median 10-Year ROIIC % is 1.14. JDC Group AG's value of 9.18 is 708.8% 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 10-Year ROIIC % for a Diversified Financial Services company?
The median 10-Year ROIIC % among Diversified Financial Services companies is 1.14, based on 120 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. JDC Group AG's current 10-Year ROIIC % of 9.18 is 708.8% 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 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 JDC Group AG and its competitors. For the Diversified Financial Services industry, the median 10-Year ROIIC % is 1.14 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. JDC Group AG's current 10-Year ROIIC % is 9.18. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JDC Group AG stock overvalued right now?
JDC Group AG (CHIX:JDCD) has a current 10-Year ROIIC % of 9.18. The stock's GF Value™ is €36.20, compared to a current price of €24.80 — trading 31.5% below its estimated fair value. The current 10-Year ROIIC % is 9.18 and 708.8% above the Diversified Financial Services industry median of 1.14. JDC Group AG's overall GF Score™ is 75/100 with 4 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 JDC Group AG (CHIX:JDCD), the current 10-Year ROIIC % is 9.18 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 JDC Group AG (CHIX:JDCD) Overvalued in 2026?

Based on GuruFocus' analysis, JDC Group AG stock appears to be undervalued. The current stock price of €24.80 is trading 31.5% below its estimated GF Value™ of €36.20.

Key valuation signals for CHIX:JDCD:

  • 10-Year ROIIC %: 9.18
  • GF Value™: €36.20 vs. price of €24.80 (31.5% below fair value)
  • GF Score™: 75/100 with 4 warning signs
  • Industry Position: 708.8% above the Diversified Financial Services median (#33 of 120)

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


JDC Group AG Business Description

Other Exchanges JDC:Germany
Address Sohnleinstrasse 8, Rheingau-Palais, Wiesbaden, DEU, 65201
JDC Group AG is a financial services company advising its customers and brokers with financial products in Germany and Austria. The company sales platform offers products that cover asset classes such as investment funds and alternative investment funds, structured products, insurance, financing, and real estate. Its brokering financial products include broker pool and technical platforms consisting of Jung, DMS, and Cir.AG. The company's segments include the Advisortech segment, Advisory segment, and Holding segment.
75GF Score

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

€24.80
Price
€36.20
GF Value