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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.
AGBA Group Holding's 3-Year ROIIC % for the quarter that ended in Dec. 2023 was 42.43%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for AGBA Group Holding's 3-Year ROIIC % or its related term are showing as below:
AGBAW's 3-Year ROIIC % is not ranked
in the Asset Management industry.
Industry Median: 1.72
vs AGBAW: 42.43
AGBA Group Holding (NAS:AGBAW) 3-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.
AGBA Group Holding 3-Year ROIIC % Related Terms
AGBA Group Holding 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for AGBA Group Holding's 3-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.
AGBAW vs SDIG, SWIN, BTM: 3-Year ROIIC % Comparison
For the Asset Management subindustry, AGBA Group Holding'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.
AGBA Group Holding 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AGBA Group Holding's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where AGBA Group Holding's 3-Year ROIIC % falls into.
AGBA Group Holding's 3-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:
3-Year ROIIC %
=
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( -49.94 (Dec. 2023) - -13.842 (Dec. 2020) )
/
( 65.821 (Dec. 2023) - 150.145 (Dec. 2020) )
=
-36.098
/
-84.324
=
42.81%***
* 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.
AGBA Group Holding (AGBAW) has a 3-Year ROIIC % of 42.43 as of Dec. 2023. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on AGBA Group Holding and its competitors. This is near median its historical median of 42.43. Over the past decade, AGBA Group Holding's 3-Year ROIIC % has ranged from 42.43 to 42.43.
Is AGBA Group Holding's 3-Year ROIIC % too high?
AGBA Group Holding's current 3-Year ROIIC % of 42.43 is near median its 10-year median of 42.43. Over the past 10 years, this metric has ranged from a low of 42.43 to a high of 42.43. The Asset Management industry median 3-Year ROIIC % is 1.72. AGBA Group Holding's value of 42.43 is 2366.9% above this industry median. Overall, AGBA Group Holding has a GF Score™ of 14/100, reflecting its overall financial health beyond just this single metric.
How does AGBA Group Holding's 3-Year ROIIC % compare to SDIG and SWIN?
AGBA Group Holding's 3-Year ROIIC % of 42.43 can be compared against companies in the Asset Management industry. The industry median 3-Year ROIIC % is 1.72. AGBA Group Holding's value of 42.43 is 2366.9% above this benchmark. Historically, AGBA Group Holding's own 3-Year ROIIC % has ranged from 42.43 to 42.43 over the past decade. While the company's 10-year median is 42.43 vs. the industry median of 1.72, AGBA Group Holding 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 1.72, based on 644 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. AGBA Group Holding's current 3-Year ROIIC % of 42.43 is 2366.9% 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 AGBA Group Holding and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 1.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AGBA Group Holding's current 3-Year ROIIC % is 42.43, which is near median its own 10-year median of 42.43. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AGBA Group Holding stock overvalued right now?
AGBA Group Holding (AGBAW) has a current 3-Year ROIIC % of 42.43. The current 3-Year ROIIC % is 42.43, which is near median its 10-year median of 42.43 and 2366.9% above the Asset Management industry median of 1.72. AGBA Group Holding's overall GF Score™ is 14/100 with 7 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 AGBA Group Holding (AGBAW), the current 3-Year ROIIC % is 42.43 as of Dec. 2023. 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.
AGBA Group Holding Ltd provides healthcare, wellness, financial advisory, and fintech services. The group is organized into four divisions: Platform, Distribution, Healthcare, and Fintech. The AGBA platform helps individual and corporate customers with financial, medical, and healthcare service options. The AGBA is an omnichannel one-stop financial business solution platform that offers financial services, expands business opportunities, and enhances business productivity to licensed financial advisors, licensed brokers, and licensed financial institutions.
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