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ALIZY (Allianz SE) 1-Year ROIIC % : -4.28% (As of Sep. 2024)


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What is Allianz SE 1-Year ROIIC %?

1-Year Return on Invested Incremental Capital (1-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 1-year. Allianz SE's 1-Year ROIIC % for the quarter that ended in Sep. 2024 was -4.28%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Allianz SE's 1-Year ROIIC % or its related term are showing as below:

ALIZY's 1-Year ROIIC % is ranked worse than
76.04% of 338 companies
in the Insurance industry
Industry Median: 4.755 vs ALIZY: -4.28

Allianz SE 1-Year ROIIC % Historical Data

The historical data trend for Allianz SE's 1-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.

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Allianz SE 1-Year ROIIC % Chart

Allianz SE Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
1-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.27 1.95 6.16 1.35 -1.14

Allianz SE Quarterly Data
Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24
1-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 -0.96 -1.14 -3.75 -14.64 -4.28

Competitive Comparison of Allianz SE's 1-Year ROIIC %

For the Insurance - Diversified subindustry, Allianz SE's 1-Year ROIIC %, along with its competitors' market caps and 1-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.


Allianz SE's 1-Year ROIIC % Distribution in the Insurance Industry

For the Insurance industry and Financial Services sector, Allianz SE's 1-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Allianz SE's 1-Year ROIIC % falls into.



Allianz SE 1-Year ROIIC % Calculation

Allianz SE's 1-Year ROIIC % for the quarter that ended in Sep. 2024 is calculated as:

1-Year ROIIC %=1-Year Incremental Net Operating Profit After Taxes (NOPAT)**/1-Year Incremental Invested Capital
=( 6066.8403 (Sep. 2024) - 9468.0334 (Sep. 2023) )/( 1106885.2932 (Sep. 2024) - 981635.85945 (Sep. 2023) )
=-3401.1931/125249.43375
=-2.72%***

* 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.

** TTM data of NOPAT and Invested Capital was used to calculate 1-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.


Allianz SE  (OTCPK:ALIZY) 1-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.


Allianz SE 1-Year ROIIC % Related Terms

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Allianz SE Business Description

Address
Koniginstrasse 28, Munich, BY, DEU, 80802
Allianz was founded as a transport and accident insurance firm in 1890 by Carl von Thieme and Wilhelm von Finck, the founders of Munich Re. It took the company five years to expand the business into Europe and North America and subsequently list in Berlin. After World War I, individuals were confronted with the loss of wealth, life, and security and Allianz founded a life business in the 1920s. In the years after World War II, Allianz's foreign assets were seized and it lost its foreign business. By relocating its head office from Berlin to Munich in 1948, Allianz began the long road of rebuilding its domestic business. It took 20 years for Allianz to reacquire its prior foreign interests, starting in Austria. It became the largest European insurer in the postwar boom era.