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.
Patrizia SE's 10-Year ROIIC % for the quarter that ended in Dec. 2025 was 20.17%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Patrizia SE's 10-Year ROIIC % or its related term are showing as below:
XSWX:PAT's 10-Year ROIIC % is ranked better than 89.11% of 1515
companies
in the Real Estate industry
Industry Median: 2.09
vs XSWX:PAT: 20.17
Patrizia SE (XSWX:PAT) 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.
Patrizia SE 10-Year ROIIC % Related Terms
Patrizia SE 10-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Patrizia SE'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.
XSWX:PAT vs CBRE, BEKE: 10-Year ROIIC % Comparison
For the Real Estate Services subindustry, Patrizia SE'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.
Patrizia SE 10-Year ROIIC % vs Real Estate Industry
For the Real Estate industry and Real Estate sector, Patrizia SE's 10-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Patrizia SE's 10-Year ROIIC % falls into.
Patrizia SE'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**
=
( 6.943309 (Dec. 2025) - -8.625848 (Dec. 2015) )
/
( 1396.168 (Dec. 2025) - 1539.114 (Dec. 2015) )
=
15.569157
/
-142.946
=
-10.89%***
* 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.
Patrizia SE (XSWX:PAT) has a 10-Year ROIIC % of 20.17 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 Patrizia SE and its competitors. According to the industry distribution chart, Patrizia SE ranks #165 out of 1515 companies in the Real Estate industry, placing it in the top 10.9%.
Is Patrizia SE's 10-Year ROIIC % too high?
Patrizia SE's current 10-Year ROIIC % is 20.17. The Real Estate industry median 10-Year ROIIC % is 2.09. Patrizia SE's value of 20.17 is 865.1% above this industry median. Based on the distribution chart, Patrizia SE ranks #165 out of 1515 companies in the Real Estate industry, which is in the top quartile — a strong position relative to peers. Overall, Patrizia SE has a GF Score™ of 66/100, reflecting its overall financial health beyond just this single metric.
How does Patrizia SE's 10-Year ROIIC % compare to CBRE and BEKE?
According to the Real Estate industry distribution chart, Patrizia SE ranks #165 out of 1515 companies for 10-Year ROIIC %. This places Patrizia SE in the top 11% of its industry — outperforming the majority of peers. The industry median 10-Year ROIIC % is 2.09. Patrizia SE's value of 20.17 is 865.1% 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 Real Estate company?
The median 10-Year ROIIC % among Real Estate companies is 2.09, based on 1,515 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. Patrizia SE's current 10-Year ROIIC % of 20.17 is 865.1% 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 Patrizia SE and its competitors. For the Real Estate industry, the median 10-Year ROIIC % is 2.09 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Patrizia SE's current 10-Year ROIIC % is 20.17. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Patrizia SE stock overvalued right now?
Patrizia SE (XSWX:PAT) has a current 10-Year ROIIC % of 20.17. The stock's GF Value™ is CHF6.89, compared to a current price of CHF7.16 — trading 3.9% above its estimated fair value. The current 10-Year ROIIC % is 20.17 and 865.1% above the Real Estate industry median of 2.09. Patrizia SE's overall GF Score™ is 66/100 with 6 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 Patrizia SE (XSWX:PAT), the current 10-Year ROIIC % is 20.17 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 Patrizia SE (XSWX:PAT) Overvalued in 2026?
Based on GuruFocus' analysis, Patrizia SE stock appears to be overvalued.
The current stock price of CHF7.16 is trading 3.9% above its estimated GF Value™ of CHF6.89.
Key valuation signals for XSWX:PAT:
10-Year ROIIC %: 20.17
GF Value™: CHF6.89 vs. price of CHF7.16 (3.9% above fair value)
Industry Position: 865.1% above the Real Estate median (#165 of 1515)
No single metric tells the full story. See the XSWX:PAT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
PATRIZIA SE is a European independent real asset investment manager. The company provides investment opportunities in real assets for institutional, semi-professional, and private investors, with a focus on real estate and infrastructure. Its investment activities are aligned with sectors related to digital, urban, energy, and living-related developments and trends.
66GF Score
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