Siemens (BOM:500550) 3-Year ROIIC % : 27.95% (As of Sep. 2024) — 1470% Above Median

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BOM:500550 Siemens Ltd BOM:500550
76 GF Score
Price ₹4,100.00
GF Value ₹3,675.55
Valuation Modestly Overvalued
! 5 Warning Signs
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What is Siemens 3-Year ROIIC %?

Siemens BOM:500550 +4.50% 76 3-Year ROIIC % is 27.95 as of Sep. 2024, which is 1470% above its 10-year median of 1.78. GuruFocus rates BOM:500550 with a GF Score™ of 76/100 and a GF Value™ of ₹3,675.55 (Modestly Overvalued). The stock has 5 warning signs investors should review. Among 2,930 Industrial Products companies, Siemens ranks better than 79.69% 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. Siemens's 3-Year ROIIC % for the quarter that ended in Sep. 2024 was 27.95%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

BOM:500550's 3-Year ROIIC % is ranked better than
79.69% of 2930 companies
in the Industrial Products industry
Industry Median: 3.49 vs BOM:500550: 27.95

Siemens  (BOM:500550) 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.


Siemens 3-Year ROIIC % Related Terms


Siemens 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Siemens'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.

Siemens 3-Year ROIIC % Chart

Siemens Annual Data
Trend Sep15 Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.11 4.72 17.00 35.77 27.95

Siemens Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
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 -34.93 0.00 0.00 0.00

BOM:500550 vs GEV, ETN, PH: 3-Year ROIIC % Comparison

For the Specialty Industrial Machinery subindustry, Siemens'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.


Siemens 3-Year ROIIC % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Siemens's 3-Year ROIIC % distribution charts can be found below:

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


BOM:500550
76GF Score
Siemens Ltd BOM:500550
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Siemens 3-Year ROIIC % Calculation

Siemens's 3-Year ROIIC % for the quarter that ended in Sep. 2024 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 13458.781 (Sep. 2024) - 8540.8094 (Sep. 2021) )/( 107669 (Sep. 2024) - 90072 (Sep. 2021) )
=4917.9716/17597
=27.95%***

* 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 27.95 mean?
Siemens (BOM:500550) has a 3-Year ROIIC % of 27.95 as of Sep. 2024. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Siemens and its competitors. This is 1470% above median its historical median of 1.78. According to the industry distribution chart, Siemens ranks #595 out of 2930 companies in the Industrial Products industry, placing it in the top 20.3%.
Is Siemens' 3-Year ROIIC % too high?
Siemens' current 3-Year ROIIC % of 27.95 is 1470% above median its 10-year median of 1.78. The Industrial Products industry median 3-Year ROIIC % is 3.49. Siemens' value of 27.95 is 700.9% above this industry median. Based on the distribution chart, Siemens ranks #595 out of 2930 companies in the Industrial Products industry, which is in the top quartile — a strong position relative to peers. Overall, Siemens has a GF Score™ of 76/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Siemens' 3-Year ROIIC % compare to GEV and ETN?
According to the Industrial Products industry distribution chart, Siemens ranks #595 out of 2930 companies for 3-Year ROIIC %. This places Siemens in the top 20% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 3.49. Siemens' value of 27.95 is 700.9% above this benchmark. While the company's 10-year median is 1.78 vs. the industry median of 3.49, Siemens 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 an Industrial Products company?
The median 3-Year ROIIC % among Industrial Products companies is 3.49, based on 2,930 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. Siemens's current 3-Year ROIIC % of 27.95 is 700.9% 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 Siemens and its competitors. For the Industrial Products industry, the median 3-Year ROIIC % is 3.49 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Siemens's current 3-Year ROIIC % is 27.95, which is 1470% above median its own 10-year median of 1.78. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Siemens stock overvalued right now?
Based on GuruFocus' analysis, Siemens (BOM:500550) is currently considered Modestly Overvalued. The stock's GF Value™ is ₹3,675.55, compared to a current price of ₹4,100.00 — trading 11.5% above its estimated fair value. The current 3-Year ROIIC % is 27.95, which is 1470% above median its 10-year median of 1.78 and 700.9% above the Industrial Products industry median of 3.49. Siemens' overall GF Score™ is 76/100 with 5 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 Siemens (BOM:500550), the current 3-Year ROIIC % is 27.95 as of Sep. 2024. 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 Siemens (BOM:500550) Overvalued in 2026?

Based on GuruFocus' analysis, Siemens stock appears to be overvalued. The current stock price of ₹4,100.00 is trading 11.5% above its estimated GF Value™ of ₹3,675.55. GuruFocus considers Siemens to be Modestly Overvalued.

Key valuation signals for BOM:500550:

  • 3-Year ROIIC %: 27.95 (1470% above median its 10-year median of 1.78)
  • GF Value™: ₹3,675.55 vs. price of ₹4,100.00 (11.5% above fair value)
  • GF Score™: 76/100 with 5 warning signs
  • Industry Position: 700.9% above the Industrial Products median (#595 of 2930)

No single metric tells the full story. See the BOM:500550 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Siemens Business Description

Other Exchanges SIEMENS:India
Address Dr. Annie Besant Road, Birla Aurora, Level 21, Plot No. 1080, Worli, Mumbai, MH, IND, 400030
Siemens Ltd produces systems and solutions for electrification, automation, and digitalization. The company's business segments are; Energy, Smart Infrastructure, Mobility, Digital Industries, and others. The Smart Infrastructure segment derives maximum revenue which functions as a supplier of products, systems, solutions, and services for the transmission and distribution of electrical energy for power utilities, industrial companies, and infrastructure segments. The products and services portfolio under this segment includes systems for low and medium-voltage distribution, solutions for smart grids and energy automation, low-voltage power supply systems, provides intelligent and connected infrastructure for grids and buildings. Geographically, it derives maximum revenue from India.
76GF Score

Get the complete analysis for BOM:500550

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

₹4,100.00
Price
₹3,675.55
GF Value