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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.
AUR Portfolio III SE&Co KGaA's 10-Year ROIIC % for the quarter that ended in Dec. 2022 was 0.00%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
HAM:AR4's 10-Year ROIIC % is not ranked *
in the Asset Management industry.
Industry Median: 0.955 * Ranked among companies with meaningful 10-Year ROIIC % only.
AUR Portfolio III SE&Co KGaA (HAM:AR4) 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.
AUR Portfolio III SE&Co KGaA 10-Year ROIIC % Related Terms
AUR Portfolio III SE&Co KGaA 10-Year ROIIC % Historical Data
* 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.
AUR Portfolio III SE&Co KGaA 10-Year ROIIC % Chart
HAM:AR4 vs BLK, BX, KKR: 10-Year ROIIC % Comparison
For the Asset Management subindustry, AUR Portfolio III SE&Co KGaA'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.
AUR Portfolio III SE&Co KGaA 10-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AUR Portfolio III SE&Co KGaA's 10-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where AUR Portfolio III SE&Co KGaA's 10-Year ROIIC % falls into.
10-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
10-Year Incremental Invested Capital**
=
( -58.1 (Dec. 2022) - -99.409 (Dec. 2012) )
/
( 1280.7 (Dec. 2022) - 694.04 (Dec. 2012) )
=
41.309
/
586.66
=
7.04%***
* 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.
AUR Portfolio III SE&Co KGaA (HAM:AR4) has a 10-Year ROIIC % of 0.00 as of Dec. 2022. 10-Year ROIIC % measures the change in earnings as a percentage of change in investment over 10-year. View historical data on AUR Portfolio III SE&Co KGaA and its competitors.
Is AUR Portfolio III SE&Co KGaA's 10-Year ROIIC % too high?
AUR Portfolio III SE&Co KGaA's current 10-Year ROIIC % is 0.00. Overall, AUR Portfolio III SE&Co KGaA has a GF Score™ of 10/100, reflecting its overall financial health beyond just this single metric.
How does AUR Portfolio III SE&Co KGaA's 10-Year ROIIC % compare to BLK and BX?
AUR Portfolio III SE&Co KGaA's 10-Year ROIIC % of 0.00 can be compared against companies in the Asset Management industry. The industry median 10-Year ROIIC % is 0.96. 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 0.96, based on 550 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 AUR Portfolio III SE&Co KGaA and its competitors. For the Asset Management industry, the median 10-Year ROIIC % is 0.96 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AUR Portfolio III SE&Co KGaA's current 10-Year ROIIC % is 0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AUR Portfolio III SE&Co KGaA stock overvalued right now?
AUR Portfolio III SE&Co KGaA (HAM:AR4) has a current 10-Year ROIIC % of 0.00. The current 10-Year ROIIC % is 0.00. AUR Portfolio III SE&Co KGaA's overall GF Score™ is 10/100. 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 AUR Portfolio III SE&Co KGaA (HAM:AR4), the current 10-Year ROIIC % is 0.00 as of Dec. 2022. 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.
AUR Portfolio III SE&Co KGaA is the investment vehicle for the Lower Mid-Market portfolio. Its core element is the operational support for portfolio companies.
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