Sequoia Financial Group (ASX:SEQ) 3-Year ROIIC % : 14.39% (As of Jun. 2025) — 262% Above Median


ASX:SEQ Sequoia Financial Group Ltd ASX:SEQ
44 GF Score
Price A$0.11
GF Value A$0.46
Valuation Significantly Undervalued
! 7 Warning Signs
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What is Sequoia Financial Group 3-Year ROIIC %?

Sequoia Financial Group ASX:SEQ +4.76% 44 3-Year ROIIC % is 14.39 as of Jun. 2025, which is 262% above its 10-year median of 3.98. GuruFocus rates ASX:SEQ with a GF Score™ of 44/100 and a GF Value™ of A$0.46 (Significantly Undervalued). The stock has 7 warning signs investors should review. Among 165 Diversified Financial Services companies, Sequoia Financial Group ranks better than 81.21% 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. Sequoia Financial Group's 3-Year ROIIC % for the quarter that ended in Jun. 2025 was 14.39%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Sequoia Financial Group's 3-Year ROIIC % or its related term are showing as below:

ASX:SEQ's 3-Year ROIIC % is ranked better than
81.21% of 165 companies
in the Diversified Financial Services industry
Industry Median: -0.17 vs ASX:SEQ: 14.39

Sequoia Financial Group  (ASX:SEQ) 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.


Sequoia Financial Group 3-Year ROIIC % Related Terms


Sequoia Financial Group 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Sequoia Financial Group'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.

Sequoia Financial Group 3-Year ROIIC % Chart

Sequoia Financial Group Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -10.96 244.22 -4.60 2.89 14.39

Sequoia Financial Group Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
3-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 0.00 2.89 0.00 14.39 0.00

ASX:SEQ vs VOYA, FRHC: 3-Year ROIIC % Comparison

For the Financial Conglomerates subindustry, Sequoia Financial Group'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.


Sequoia Financial Group 3-Year ROIIC % vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, Sequoia Financial Group's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Sequoia Financial Group's 3-Year ROIIC % falls into.


ASX:SEQ
44GF Score
Sequoia Financial Group Ltd ASX:SEQ
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Sequoia Financial Group 3-Year ROIIC % Calculation

Sequoia Financial Group's 3-Year ROIIC % for the quarter that ended in Jun. 2025 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 0.678591 (Jun. 2025) - 4.805394 (Jun. 2022) )/( 45.969 (Jun. 2025) - 74.647 (Jun. 2022) )
=-4.126803/-28.678
=14.39%***

* 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.

Frequently Asked Questions Learn more about 3-Year ROIIC % →
What does a 3-Year ROIIC % of 14.39 mean?
Sequoia Financial Group (ASX:SEQ) has a 3-Year ROIIC % of 14.39 as of Jun. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Sequoia Financial Group and its competitors. This is 262% above median its historical median of 3.98. According to the industry distribution chart, Sequoia Financial Group ranks #31 out of 165 companies in the Diversified Financial Services industry, placing it in the top 18.8%.
Is Sequoia Financial Group's 3-Year ROIIC % too high?
Sequoia Financial Group's current 3-Year ROIIC % of 14.39 is 262% above median its 10-year median of 3.98. Based on the distribution chart, Sequoia Financial Group ranks #31 out of 165 companies in the Diversified Financial Services industry, which is in the top quartile — a strong position relative to peers. Overall, Sequoia Financial Group has a GF Score™ of 44/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Sequoia Financial Group's 3-Year ROIIC % compare to VOYA and FRHC?
According to the Diversified Financial Services industry distribution chart, Sequoia Financial Group ranks #31 out of 165 companies for 3-Year ROIIC %. This places Sequoia Financial Group in the top 19% of its industry — outperforming the majority of peers. 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 a Diversified Financial Services company?
A good 3-Year ROIIC % depends on the Diversified Financial Services industry context. However, 3-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 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 Sequoia Financial Group and its competitors. Sequoia Financial Group's current 3-Year ROIIC % is 14.39, which is 262% above median its own 10-year median of 3.98. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sequoia Financial Group stock overvalued right now?
Based on GuruFocus' analysis, Sequoia Financial Group (ASX:SEQ) is currently considered Significantly Undervalued. The stock's GF Value™ is A$0.46, compared to a current price of A$0.11 — trading 76.1% below its estimated fair value. The current 3-Year ROIIC % is 14.39, which is 262% above median its 10-year median of 3.98. Sequoia Financial Group's overall GF Score™ is 44/100 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 Sequoia Financial Group (ASX:SEQ), the current 3-Year ROIIC % is 14.39 as of Jun. 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 Sequoia Financial Group (ASX:SEQ) Overvalued in 2026?

Based on GuruFocus' analysis, Sequoia Financial Group stock appears to be undervalued. The current stock price of A$0.11 is trading 76.1% below its estimated GF Value™ of A$0.46. GuruFocus considers Sequoia Financial Group to be Significantly Undervalued.

Key valuation signals for ASX:SEQ:

  • 3-Year ROIIC %: 14.39 (262% above median its 10-year median of 3.98)
  • GF Value™: A$0.46 vs. price of A$0.11 (76.1% below fair value)
  • GF Score™: 44/100 with 7 warning signs

No single metric tells the full story. See the ASX:SEQ stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Sequoia Financial Group Business Description

Address 555 Collins Street, Suite 1, Level 20, Melbourne, VIC, AUS, 3000
Sequoia Financial Group Ltd is a financial services company operating in Australia. Its segments include Licensee and Adviser Services, providing licensee services, financial planning, advice to investors, and corporate support such as equity capital markets, M&A advice, and investor relations. The Legal and Administration Services segment supports accountancy firms, dealer groups, financial planning, law firms, and trustees. The company offers licensing, business support, advice and coaching, compliance, education, legal document services, portfolio management, bespoke investments, and related services. All revenue is generated within Australia.
44GF Score

Get the complete analysis for ASX:SEQ

3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$0.11
Price
A$0.46
GF Value