Birks GroupBGI -2.15%40 3-Year ROIIC % is 66.15 as of Mar. 2025, which is 275% above its 10-year median of 17.66. GuruFocus rates BGI with a GF Score™ of 40/100 and a GF Value™ of $2.59 (Possible Value Trap). The stock has 6 warning signs investors should review. Among 1,057 Retail - Cyclical companies, Birks Group ranks better than 89.12% 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.
Birks Group's 3-Year ROIIC % for the quarter that ended in Mar. 2025 was 66.15%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Birks Group's 3-Year ROIIC % or its related term are showing as below:
BGI's 3-Year ROIIC % is ranked better than 89.12% of 1057
companies
in the Retail - Cyclical industry
Industry Median: 4.64
vs BGI: 66.15
Birks Group (AMEX:BGI) 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.
Birks Group 3-Year ROIIC % Related Terms
Birks Group 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Birks 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.
For the Luxury Goods subindustry, Birks 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.
Birks Group 3-Year ROIIC % vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, Birks Group's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Birks Group's 3-Year ROIIC % falls into.
Birks Group's 3-Year ROIIC % for the quarter that ended in Mar. 2025 is calculated as:
3-Year ROIIC %
=
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( -0.657 (Mar. 2025) - 3.53 (Mar. 2022) )
/
( 107.992 (Mar. 2025) - 114.322 (Mar. 2022) )
=
-4.187
/
-6.33
=
66.15%***
* 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.
Birks Group (BGI) has a 3-Year ROIIC % of 66.15 as of Mar. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Birks Group and its competitors. This is 275% above median its historical median of 17.66. According to the industry distribution chart, Birks Group ranks #115 out of 1057 companies in the Retail - Cyclical industry, placing it in the top 10.9%.
Is Birks Group's 3-Year ROIIC % too high?
Birks Group's current 3-Year ROIIC % of 66.15 is 275% above median its 10-year median of 17.66. The Retail - Cyclical industry median 3-Year ROIIC % is 4.64. Birks Group's value of 66.15 is 1325.6% above this industry median. Based on the distribution chart, Birks Group ranks #115 out of 1057 companies in the Retail - Cyclical industry, which is in the top quartile — a strong position relative to peers. Overall, Birks Group has a GF Score™ of 40/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Birks Group's 3-Year ROIIC % compare to BRLT and SORA?
According to the Retail - Cyclical industry distribution chart, Birks Group ranks #115 out of 1057 companies for 3-Year ROIIC %. This places Birks Group in the top 11% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 4.64. Birks Group's value of 66.15 is 1325.6% above this benchmark. While the company's 10-year median is 17.66 vs. the industry median of 4.64, Birks Group 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 4.64, 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. Birks Group's current 3-Year ROIIC % of 66.15 is 1325.6% 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 Birks Group and its competitors. For the Retail - Cyclical industry, the median 3-Year ROIIC % is 4.64 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Birks Group's current 3-Year ROIIC % is 66.15, which is 275% above median its own 10-year median of 17.66. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Birks Group stock overvalued right now?
Based on GuruFocus' analysis, Birks Group (BGI) is currently considered Possible Value Trap. The stock's GF Value™ is $2.59, compared to a current price of $0.56 — trading 78.3% below its estimated fair value. The current 3-Year ROIIC % is 66.15, which is 275% above median its 10-year median of 17.66 and 1325.6% above the Retail - Cyclical industry median of 4.64. Birks Group's overall GF Score™ is 40/100 with 6 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 Birks Group (BGI), the current 3-Year ROIIC % is 66.15 as of Mar. 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 Birks Group (BGI) Overvalued in 2026?
Based on GuruFocus' analysis, Birks Group stock appears to be undervalued.
The current stock price of $0.56 is trading 78.3% below its estimated GF Value™ of $2.59.
GuruFocus considers Birks Group to be Possible Value Trap.
Key valuation signals for BGI:
3-Year ROIIC %: 66.15 (275% above median its 10-year median of 17.66)
GF Value™: $2.59 vs. price of $0.56 (78.3% below fair value)
Industry Position: 1325.6% above the Retail - Cyclical median (#115 of 1057)
No single metric tells the full story. See the BGI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Birks Group Inc is a part of the leisure industry. The company designs, develops, produces, and retails fine jewelry, timepieces, and gifts. Its operating segments include Retail and Other. The company generates maximum revenue from the Retail segment. Its retail segment consists of retail operations whereby it operates stores in Canada under the Maison Birks, Brinkhaus, Graff, and Patek Phillippe brands. The other segment consists mainly of wholesale business, e-commerce business, and gold exchange business.
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