GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » AJ Bell PLC (LSE:AJB) » Definitions » 10-Year ROIIC %

AJ Bell (LSE:AJB) 10-Year ROIIC % : 60.47% (As of Sep. 2024)


View and export this data going back to 2018. Start your Free Trial

What is AJ Bell 10-Year ROIIC %?

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. AJ Bell does not have enough data to calculate 10-Year ROIIC %.


AJ Bell 10-Year ROIIC % Historical Data

The historical data trend for AJ Bell'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.

* Premium members only.

AJ Bell 10-Year ROIIC % Chart

AJ Bell Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24
10-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only - - - - -

AJ Bell Semi-Annual Data
Sep16 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24
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 - - - - -

Competitive Comparison of AJ Bell's 10-Year ROIIC %

For the Asset Management subindustry, AJ Bell'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.


AJ Bell's 10-Year ROIIC % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, AJ Bell's 10-Year ROIIC % distribution charts can be found below:

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



AJ Bell 10-Year ROIIC % Calculation

AJ Bell's 10-Year ROIIC % for the quarter that ended in Sep. 2024 is calculated as:

10-Year ROIIC %=10-Year Incremental Net Operating Profit After Taxes (NOPAT)**/10-Year Incremental Invested Capital**
=( 79.8255598 (Sep. 2024) - (Sep. 2014) )/( 97.377 (Sep. 2024) - (Sep. 2014) )
=/
=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.


AJ Bell  (LSE:AJB) 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.


AJ Bell 10-Year ROIIC % Related Terms

Thank you for viewing the detailed overview of AJ Bell's 10-Year ROIIC % provided by GuruFocus.com. Please click on the following links to see related term pages.


AJ Bell Business Description

Traded in Other Exchanges
Address
4 Exchange Quay, Salford Quays, Manchester, GBR, M5 3EE
AJ Bell PLC is an investment platform in the United Kingdom. The company's core products are SIPPs, ISAs, and Dealing Accounts. SIPPs and ISAs, Lifetime ISA, and junior products. The company generates revenue from Recurring ad valorem which includes custody fees, interest income and investment management fees; and transactional.

AJ Bell Headlines

From GuruFocus