Universal Store Holdings (ASX:UNI) 3-Year ROIIC % : 9.70% (As of Jun. 2025) — 25% Below Median

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ASX:UNI Universal Store Holdings Ltd ASX:UNI
66 GF Score
Price A$7.50
GF Value A$8.08
Valuation Fairly Valued
! 1 Warning Sign
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What is Universal Store Holdings 3-Year ROIIC %?

Universal Store Holdings ASX:UNI -0.53% 66 3-Year ROIIC % is 9.70 as of Jun. 2025, which is 25% below its 10-year median of 12.99. GuruFocus rates ASX:UNI with a GF Score™ of 66/100 and a GF Value™ of A$8.08 (Fairly Valued). The stock has 1 warning sign investors should review. Among 1,057 Retail - Cyclical companies, Universal Store Holdings ranks better than 58.09% 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. Universal Store Holdings's 3-Year ROIIC % for the quarter that ended in Jun. 2025 was 9.70%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Universal Store Holdings's 3-Year ROIIC % or its related term are showing as below:

ASX:UNI's 3-Year ROIIC % is ranked better than
58.09% of 1057 companies
in the Retail - Cyclical industry
Industry Median: 4.82 vs ASX:UNI: 9.70

Universal Store Holdings  (ASX:UNI) 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.


Universal Store Holdings 3-Year ROIIC % Related Terms


Universal Store Holdings 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Universal Store Holdings'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.

Universal Store Holdings 3-Year ROIIC % Chart

Universal Store Holdings Annual Data
Trend Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
3-Year ROIIC %
Get a 7-Day Free Trial 0.00 0.00 0.00 16.27 9.70

Universal Store Holdings Semi-Annual Data
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 0.00 16.27 0.00 9.70 0.00

ASX:UNI vs TJX, ROST, BURL: 3-Year ROIIC % Comparison

For the Apparel Retail subindustry, Universal Store Holdings'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.


Universal Store Holdings 3-Year ROIIC % vs Retail - Cyclical Industry

For the Retail - Cyclical industry and Consumer Cyclical sector, Universal Store Holdings's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Universal Store Holdings's 3-Year ROIIC % falls into.


ASX:UNI
66GF Score
Universal Store Holdings Ltd ASX:UNI
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Universal Store Holdings 3-Year ROIIC % Calculation

Universal Store Holdings'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**
=( 32.889339 (Jun. 2025) - 22.7606127 (Jun. 2022) )/( 271.576 (Jun. 2025) - 167.119 (Jun. 2022) )
=10.1287263/104.457
=9.70%***

* 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 9.70 mean?
Universal Store Holdings (ASX:UNI) has a 3-Year ROIIC % of 9.70 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 Universal Store Holdings and its competitors. This is 25% below median its historical median of 12.99. Over the past decade, Universal Store Holdings' 3-Year ROIIC % has ranged from 9.70 to 16.27. According to the industry distribution chart, Universal Store Holdings ranks #443 out of 1057 companies in the Retail - Cyclical industry, placing it in the top 41.9%.
Is Universal Store Holdings' 3-Year ROIIC % too high?
Universal Store Holdings' current 3-Year ROIIC % of 9.70 is 25% below median its 10-year median of 12.99. Over the past 10 years, this metric has ranged from a low of 9.70 to a high of 16.27. The Retail - Cyclical industry median 3-Year ROIIC % is 4.82. Universal Store Holdings' value of 9.70 is 101.2% above this industry median. Based on the distribution chart, Universal Store Holdings ranks #443 out of 1057 companies in the Retail - Cyclical industry, which is above the industry midpoint. Overall, Universal Store Holdings has a GF Score™ of 66/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Universal Store Holdings' 3-Year ROIIC % compare to TJX and ROST?
According to the Retail - Cyclical industry distribution chart, Universal Store Holdings ranks #443 out of 1057 companies for 3-Year ROIIC %. This puts Universal Store Holdings in the upper half of its industry. The industry median 3-Year ROIIC % is 4.82. Universal Store Holdings' value of 9.70 is 101.2% above this benchmark. Historically, Universal Store Holdings' own 3-Year ROIIC % has ranged from 9.70 to 16.27 over the past decade. While the company's 10-year median is 12.99 vs. the industry median of 4.82, Universal Store Holdings 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 a Retail - Cyclical company?
The median 3-Year ROIIC % among Retail - Cyclical companies is 4.82, based on 1,057 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. Universal Store Holdings's current 3-Year ROIIC % of 9.70 is 101.2% 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 Universal Store Holdings and its competitors. For the Retail - Cyclical industry, the median 3-Year ROIIC % is 4.82 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Universal Store Holdings's current 3-Year ROIIC % is 9.70, which is 25% below median its own 10-year median of 12.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Universal Store Holdings stock overvalued right now?
Based on GuruFocus' analysis, Universal Store Holdings (ASX:UNI) is currently considered Fairly Valued. The stock's GF Value™ is A$8.08, compared to a current price of A$7.50 — trading 7.2% below its estimated fair value. The current 3-Year ROIIC % is 9.70, which is 25% below median its 10-year median of 12.99 and 101.2% above the Retail - Cyclical industry median of 4.82. Universal Store Holdings' overall GF Score™ is 66/100 with 1 warning sign 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 Universal Store Holdings (ASX:UNI), the current 3-Year ROIIC % is 9.70 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 Universal Store Holdings (ASX:UNI) Overvalued in 2026?

Based on GuruFocus' analysis, Universal Store Holdings stock appears to be undervalued. The current stock price of A$7.50 is trading 7.2% below its estimated GF Value™ of A$8.08. GuruFocus considers Universal Store Holdings to be Fairly Valued.

Key valuation signals for ASX:UNI:

  • 3-Year ROIIC %: 9.70 (25% below median its 10-year median of 12.99)
  • GF Value™: A$8.08 vs. price of A$7.50 (7.2% below fair value)
  • GF Score™: 66/100 with 1 warning sign
  • Industry Position: 101.2% above the Retail - Cyclical median (#443 of 1057)

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


Universal Store Holdings Business Description

Address 42A, William Farrior Place, Eagle Farm, Brisbane, QLD, AUS, 4009
Universal Store Holdings Ltd is a specialty retailer of youth casual apparel. It offers casual apparel, footwear, and accessories to the customers. The company brand portfolio includes Champion, Perfect Stranger, Tommy Jeans, Kiss Chacey, Thrills, Barney Cools, and others. The company has two reportable segments namely, Universal store, and CTC. The majority of revenue is generated from the Universal store.
66GF Score

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

A$7.50
Price
A$8.08
GF Value