Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
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.
Berkeley Group Holdings (The)'s 3-Year ROIIC % for the quarter that ended in Apr. 2026 was 6.55%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
BKGFY's 3-Year ROIIC % is ranked better than 64.44% of 90
companies
in the Homebuilding & Construction industry
Industry Median: -1.83
vs BKGFY: 6.55
Berkeley Group Holdings (The) (OTCPK:BKGFY) 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.
Berkeley Group Holdings (The) 3-Year ROIIC % Related Terms
Berkeley Group Holdings (The) 3-Year ROIIC % Historical Data
* 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.
Berkeley Group Holdings (The) 3-Year ROIIC % Chart
For the Residential Construction subindustry, Berkeley Group Holdings (The)'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.
Berkeley Group Holdings (The) 3-Year ROIIC % vs Homebuilding & Construction Industry
For the Homebuilding & Construction industry and Consumer Cyclical sector, Berkeley Group Holdings (The)'s 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Berkeley Group Holdings (The)'s 3-Year ROIIC % falls into.
* 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.
Berkeley Group Holdings (The) (BKGFY) has a 3-Year ROIIC % of 6.55 as of Apr. 2026. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Berkeley Group Holdings (The) and its competitors. According to the industry distribution chart, Berkeley Group Holdings (The) ranks #32 out of 90 companies in the Homebuilding & Construction industry, placing it in the top 35.6%.
Is Berkeley Group Holdings (The)'s 3-Year ROIIC % too high?
Berkeley Group Holdings (The)'s current 3-Year ROIIC % is 6.55. Based on the distribution chart, Berkeley Group Holdings (The) ranks #32 out of 90 companies in the Homebuilding & Construction industry, which is above the industry midpoint. Overall, Berkeley Group Holdings (The) has a GF Score™ of 77/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Berkeley Group Holdings (The)'s 3-Year ROIIC % compare to DHI and PHM?
According to the Homebuilding & Construction industry distribution chart, Berkeley Group Holdings (The) ranks #32 out of 90 companies for 3-Year ROIIC %. This puts Berkeley Group Holdings (The) in the upper half of its industry. 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 Homebuilding & Construction company?
A good 3-Year ROIIC % depends on the Homebuilding & Construction 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 Berkeley Group Holdings (The) and its competitors. Berkeley Group Holdings (The)'s current 3-Year ROIIC % is 6.55. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Berkeley Group Holdings (The) stock overvalued right now?
Based on GuruFocus' analysis, Berkeley Group Holdings (The) (BKGFY) is currently considered Modestly Undervalued. The stock's GF Value™ is $11.23, compared to a current price of $9.32 — trading 17% below its estimated fair value. The current 3-Year ROIIC % is 6.55. Berkeley Group Holdings (The)'s overall GF Score™ is 77/100 with 4 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 Berkeley Group Holdings (The) (BKGFY), the current 3-Year ROIIC % is 6.55 as of Apr. 2026. 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 Berkeley Group Holdings (The) (BKGFY) Overvalued in 2026?
Based on GuruFocus' analysis, Berkeley Group Holdings (The) stock appears to be undervalued.
The current stock price of $9.32 is trading 17% below its estimated GF Value™ of $11.23.
GuruFocus considers Berkeley Group Holdings (The) to be Modestly Undervalued.
Key valuation signals for BKGFY:
3-Year ROIIC %: 6.55
GF Value™: $11.23 vs. price of $9.32 (17% below fair value)
No single metric tells the full story. See the BKGFY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Berkeley Group Holdings (The) Business Description
Berkeley Group is a UK homebuilder specializing in large-scale brownfield redevelopment projects in and around London. The group is vertically integrated through the land development, construction, and sales and marketing segments of the residential property development value chain. It also has a nascent proprietary built-to-rent platform.
77GF Score
Get the complete analysis for BKGFY
3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
BKGFY has been successfully added to your 
