Underwood CapitalFRA:2P9 10-Year ROIIC % is -46.64 as of Jun. 2025. The stock has 4 warning signs investors should review. Among 549 Asset Management companies, Underwood Capital ranks worse than 88.52% 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.
Underwood Capital does not have enough data to calculate 10-Year ROIIC %.
Underwood Capital (FRA:2P9) 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.
Underwood Capital 10-Year ROIIC % Related Terms
Underwood Capital 10-Year ROIIC % Historical Data
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The historical data trend for Underwood Capital'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.
FRA:2P9 vs BLK, BX, KKR: 10-Year ROIIC % Comparison
For the Asset Management subindustry, Underwood Capital'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.
Underwood Capital 10-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Underwood Capital's 10-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Underwood Capital's 10-Year ROIIC % falls into.
Underwood Capital'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**
=
( -0.456 (Jun. 2025) - (Jun. 2015) )
/
( 0.28 (Jun. 2025) - (Jun. 2015) )
=
/
=
N/A%***
* 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.
Underwood Capital (FRA:2P9) has a 10-Year ROIIC % of -46.64 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 Underwood Capital and its competitors. According to the industry distribution chart, Underwood Capital ranks #486 out of 549 companies in the Asset Management industry, placing it in the top 88.5%.
Is Underwood Capital's 10-Year ROIIC % too high?
Underwood Capital's current 10-Year ROIIC % is -46.64. Based on the distribution chart, Underwood Capital ranks #486 out of 549 companies in the Asset Management industry, which is in the bottom quartile relative to peers.
How does Underwood Capital's 10-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Underwood Capital ranks #486 out of 549 companies for 10-Year ROIIC %. This places Underwood Capital in the lower half of its industry. The industry median 10-Year ROIIC % is 1.10. 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 Asset Management company?
The median 10-Year ROIIC % among Asset Management companies is 1.10, based on 549 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. 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 Underwood Capital and its competitors. For the Asset Management industry, the median 10-Year ROIIC % is 1.10 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Underwood Capital's current 10-Year ROIIC % is -46.64. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Underwood Capital stock overvalued right now?
Underwood Capital (FRA:2P9) has a current 10-Year ROIIC % of -46.64. The current 10-Year ROIIC % is -46.64. 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 Underwood Capital (FRA:2P9), the current 10-Year ROIIC % is -46.64 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.
Underwood Capital Ltd is a specialist investment company. The company focuses on producing capital growth for shareholders over the medium term from investments in listed and unlisted equities and debt securities.
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