WT Financial Group (ASX:WTL) 3-Year ROIIC % : -10.19% (As of Jun. 2025)


ASX:WTL WT Financial Group Ltd ASX:WTL
53 GF Score
Price A$0.14
GF Value A$0.13
Valuation Fairly Valued
! 2 Warning Signs
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What is WT Financial Group 3-Year ROIIC %?

WT Financial Group ASX:WTL 53 3-Year ROIIC % is -10.19 as of Jun. 2025. GuruFocus rates ASX:WTL with a GF Score™ of 53/100 and a GF Value™ of A$0.13 (Fairly Valued). The stock has 2 warning signs investors should review. Among 653 Asset Management companies, WT Financial Group ranks worse than 73.97% 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. WT Financial Group's 3-Year ROIIC % for the quarter that ended in Jun. 2025 was -10.19%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

ASX:WTL's 3-Year ROIIC % is ranked worse than
73.97% of 653 companies
in the Asset Management industry
Industry Median: 2.25 vs ASX:WTL: -10.19

WT Financial Group  (ASX:WTL) 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.


WT Financial Group 3-Year ROIIC % Related Terms


WT Financial Group 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for WT 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.

WT Financial Group 3-Year ROIIC % Chart

WT 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 -109.75 3.33 15.25 18.53 -10.19

WT 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 18.53 0.00 -10.19 0.00

ASX:WTL vs BLK, BX, KKR: 3-Year ROIIC % Comparison

For the Asset Management subindustry, WT 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.


WT Financial Group 3-Year ROIIC % vs Asset Management Industry

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

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


ASX:WTL
53GF Score
WT Financial Group Ltd ASX:WTL
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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WT Financial Group 3-Year ROIIC % Calculation

WT 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**
=( 5.094747 (Jun. 2025) - 1.2060123 (Jun. 2022) )/( 36.716 (Jun. 2025) - 74.891 (Jun. 2022) )
=3.8887347/-38.175
=-10.19%***

* 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 -10.19 mean?
WT Financial Group (ASX:WTL) has a 3-Year ROIIC % of -10.19 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 WT Financial Group and its competitors. According to the industry distribution chart, WT Financial Group ranks #483 out of 653 companies in the Asset Management industry, placing it in the top 74%.
Is WT Financial Group's 3-Year ROIIC % too high?
WT Financial Group's current 3-Year ROIIC % is -10.19. Based on the distribution chart, WT Financial Group ranks #483 out of 653 companies in the Asset Management industry, which is below the industry midpoint. Overall, WT Financial Group has a GF Score™ of 53/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does WT Financial Group's 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, WT Financial Group ranks #483 out of 653 companies for 3-Year ROIIC %. This places WT Financial Group in the lower half of its industry. The industry median 3-Year ROIIC % is 2.25. 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 2.25, based on 653 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. 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 WT Financial Group and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.25 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. WT Financial Group's current 3-Year ROIIC % is -10.19. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WT Financial Group stock overvalued right now?
Based on GuruFocus' analysis, WT Financial Group (ASX:WTL) is currently considered Fairly Valued. The stock's GF Value™ is A$0.13, compared to a current price of A$0.14 — trading 7.7% above its estimated fair value. The current 3-Year ROIIC % is -10.19. WT Financial Group's overall GF Score™ is 53/100 with 2 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 WT Financial Group (ASX:WTL), the current 3-Year ROIIC % is -10.19 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 WT Financial Group (ASX:WTL) Overvalued in 2026?

Based on GuruFocus' analysis, WT Financial Group stock appears to be overvalued. The current stock price of A$0.14 is trading 7.7% above its estimated GF Value™ of A$0.13. GuruFocus considers WT Financial Group to be Fairly Valued.

Key valuation signals for ASX:WTL:

  • 3-Year ROIIC %: -10.19
  • GF Value™: A$0.13 vs. price of A$0.14 (7.7% above fair value)
  • GF Score™: 53/100 with 2 warning signs

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


WT Financial Group Business Description

Address 95 Pitt Street, Level 5, Australia Square Plaza Building, Sydney, NSW, AUS, 2000
WT Financial Group Ltd is a diversified financial services company. The company's operating segment includes Business to Business (B2B), Direct to Consumer (B2C), and All other. It derives a majority of its revenue from the Business to Business (B2B) services segment which includes services like financial planning, investment advice, product sales, licensing services, and product offerings delivered to independently owned financial advice practices through its Wealth today, Sentry, Synchron, and M3 advice divisions. In its Direct to Consumer business segment, the company provides various financial advice, mortgage broking, tax, and accounting services directly to wholesale and retail clients under the Spring Financial Group brand.
53GF 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$0.14
Price
A$0.13
GF Value