Alaris Equity Partnersome TrustADLRF 85 3-Year ROIIC % is 8.53 as of Dec. 2025, which is 22% below its 10-year median of 10.97. GuruFocus rates ADLRF with a GF Score™ of 85/100 and a GF Value™ of $13.44 (Modestly Overvalued). The stock has 11 warning signs investors should review. Among 650 Asset Management companies, Alaris Equity Partnersome Trust ranks better than 59.08% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Alaris Equity Partnersome Trust's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 8.53%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
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.
Alaris Equity Partnersome Trust 3-Year ROIIC % Related Terms
Alaris Equity Partnersome Trust 3-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.
For the Asset Management subindustry, Alaris Equity Partnersome Trust's 3-Year ROIIC %, along with its competitors' market caps and 3-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.
Alaris Equity Partnersome Trust 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Alaris Equity Partnersome Trust's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Alaris Equity Partnersome Trust's 3-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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-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.
Alaris Equity Partnersome Trust (ADLRF) has a 3-Year ROIIC % of 8.53 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Alaris Equity Partnersome Trust and its competitors. This is 22% below median its historical median of 10.97. According to the industry distribution chart, Alaris Equity Partnersome Trust ranks #266 out of 650 companies in the Asset Management industry, placing it in the top 40.9%.
Is Alaris Equity Partnersome Trust's 3-Year ROIIC % too high?
Alaris Equity Partnersome Trust's current 3-Year ROIIC % of 8.53 is 22% below median its 10-year median of 10.97. The Asset Management industry median 3-Year ROIIC % is 2.30. Alaris Equity Partnersome Trust's value of 8.53 is 271.7% above this industry median. Based on the distribution chart, Alaris Equity Partnersome Trust ranks #266 out of 650 companies in the Asset Management industry, which is above the industry midpoint. Overall, Alaris Equity Partnersome Trust has a GF Score™ of 85/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Alaris Equity Partnersome Trust's 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Alaris Equity Partnersome Trust ranks #266 out of 650 companies for 3-Year ROIIC %. This puts Alaris Equity Partnersome Trust in the upper half of its industry. The industry median 3-Year ROIIC % is 2.30. Alaris Equity Partnersome Trust's value of 8.53 is 271.7% above this benchmark. While the company's 10-year median is 10.97 vs. the industry median of 2.30, Alaris Equity Partnersome Trust has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 2.30, based on 650 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Alaris Equity Partnersome Trust's current 3-Year ROIIC % of 8.53 is 271.7% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Alaris Equity Partnersome Trust and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.30 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Alaris Equity Partnersome Trust's current 3-Year ROIIC % is 8.53, which is 22% below median its own 10-year median of 10.97. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alaris Equity Partnersome Trust stock overvalued right now?
Based on GuruFocus' analysis, Alaris Equity Partnersome Trust (ADLRF) is currently considered Modestly Overvalued. The stock's GF Value™ is $13.44, compared to a current price of $16.70 — trading 24.3% above its estimated fair value. The current 3-Year ROIIC % is 8.53, which is 22% below median its 10-year median of 10.97 and 271.7% above the Asset Management industry median of 2.30. Alaris Equity Partnersome Trust's overall GF Score™ is 85/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Alaris Equity Partnersome Trust (ADLRF), the current 3-Year ROIIC % is 8.53 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 Alaris Equity Partnersome Trust (ADLRF) Overvalued in 2026?
Based on GuruFocus' analysis, Alaris Equity Partnersome Trust stock appears to be overvalued.
The current stock price of $16.70 is trading 24.3% above its estimated GF Value™ of $13.44.
GuruFocus considers Alaris Equity Partnersome Trust to be Modestly Overvalued.
Key valuation signals for ADLRF:
3-Year ROIIC %: 8.53 (22% below median its 10-year median of 10.97)
GF Value™: $13.44 vs. price of $16.70 (24.3% above fair value)
Industry Position: 271.7% above the Asset Management median (#266 of 650)
No single metric tells the full story. See the ADLRF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Alaris Equity Partnersome Trust Business Description
Alaris Equity Partners Income Trust is an open-ended trust. The Trust, through its subsidiaries, indirectly provides alternative financing to private companies (Partners) in exchange for distributions with the principal objective of generating stable and predictable cash flows for payment of distributions to unitholders of the Trust. Distributions from the Partners are adjusted each year based on the percentage change of a top-line financial performance measure, such as gross margin and same-store sales, and rank in priority to the owner's common equity position.
85GF Score
Get the complete analysis for ADLRF
3-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
ADLRF has been successfully added to your 
