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.
AXA's 1-Year ROIIC % for the quarter that ended in Dec. 2025 was -0.59%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for AXA's 1-Year ROIIC % or its related term are showing as below:
XSWX:CS's 1-Year ROIIC % is ranked worse than 66.67% of 363
companies
in the Insurance industry
Industry Median: 3.02
vs XSWX:CS: -0.59
AXA (XSWX:CS) 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.
AXA 1-Year ROIIC % Related Terms
AXA 1-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for AXA'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.
XSWX:CS vs BRK.A, AIG, HIG: 1-Year ROIIC % Comparison
For the Insurance - Diversified subindustry, AXA'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.
AXA 1-Year ROIIC % vs Insurance Industry
For the Insurance industry and Financial Services sector, AXA's 1-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where AXA's 1-Year ROIIC % falls into.
* 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.
AXA (XSWX:CS) has a 1-Year ROIIC % of -0.59 as of Dec. 2025. 1-Year ROIIC % measures the change in earnings as a percentage of change in investment over 1-year. View historical data on AXA and its competitors. According to the industry distribution chart, AXA ranks #242 out of 363 companies in the Insurance industry, placing it in the top 66.7%.
Is AXA's 1-Year ROIIC % too high?
AXA's current 1-Year ROIIC % is -0.59. Based on the distribution chart, AXA ranks #242 out of 363 companies in the Insurance industry, which is below the industry midpoint. Overall, AXA has a GF Score™ of 70/100, reflecting its overall financial health beyond just this single metric.
How does AXA's 1-Year ROIIC % compare to BRK.A and AIG?
According to the Insurance industry distribution chart, AXA ranks #242 out of 363 companies for 1-Year ROIIC %. This places AXA in the lower half of its industry. The industry median 1-Year ROIIC % is 3.02. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year ROIIC % for an Insurance company?
The median 1-Year ROIIC % among Insurance companies is 3.02, based on 363 companies in the industry. Companies in the top quartile (top 25%) have a 1-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 1-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 1-Year ROIIC % mean?
A high 1-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 1-Year ROIIC % measures the change in earnings as a percentage of change in investment over 1-year. View historical data on AXA and its competitors. For the Insurance industry, the median 1-Year ROIIC % is 3.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AXA's current 1-Year ROIIC % is -0.59. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AXA stock overvalued right now?
AXA (XSWX:CS) has a current 1-Year ROIIC % of -0.59. The stock's GF Value™ is CHF33.11, compared to a current price of CHF37.96 — trading 14.6% above its estimated fair value. The current 1-Year ROIIC % is -0.59. AXA's overall GF Score™ is 70/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year ROIIC % calculated?
1-Year ROIIC % is calculated from a company's financial statements. For AXA (XSWX:CS), the current 1-Year ROIIC % is -0.59 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 AXA (XSWX:CS) Overvalued in 2026?
Based on GuruFocus' analysis, AXA stock appears to be overvalued.
The current stock price of CHF37.96 is trading 14.6% above its estimated GF Value™ of CHF33.11.
Key valuation signals for XSWX:CS:
1-Year ROIIC %: -0.59
GF Value™: CHF33.11 vs. price of CHF37.96 (14.6% above fair value)
No single metric tells the full story. See the XSWX:CS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
AXA's origins date back to Ancienne Mutuelle, one of the few insurers that remained after the creation of the French social security system. With the threat of nationalization, a merger took place between Drouot and AXA, which was then still known as Mutuelles Unies in 1982, and later Présence. Ten years later, AXA acquired North American life insurer Equitable Holdings. This was a time of expansion as AXA also bought the French insurer UAP. As markets crashed at the turn of the millennium, AXA decided to refocus its business and exited its stake in US investment bank Donaldson, Lufkin & Jenrette. A few years later, the business expanded again with the acquisition of Swiss insurer Winterthur. AXA has reshaped its portfolio to technical risks.
70GF Score
Get the complete analysis for XSWX:CS
1-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
XSWX:CS has been successfully added to your 
