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.
Morgan Ventures's 3-Year ROIIC % for the quarter that ended in Mar. 2026 was -10.75%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Morgan Ventures's 3-Year ROIIC % or its related term are showing as below:
BOM:526237's 3-Year ROIIC % is ranked worse than 74.24% of 656
companies
in the Asset Management industry
Industry Median: 1.915
vs BOM:526237: -10.75
Morgan Ventures (BOM:526237) 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.
Morgan Ventures 3-Year ROIIC % Related Terms
Morgan Ventures 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Morgan Ventures'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.
BOM:526237 vs BLK, BX, KKR: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Morgan Ventures'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.
Morgan Ventures 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Morgan Ventures's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Morgan Ventures'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.
Morgan Ventures (BOM:526237) has a 3-Year ROIIC % of -10.75 as of Mar. 2026. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Morgan Ventures and its competitors. According to the industry distribution chart, Morgan Ventures ranks #487 out of 656 companies in the Asset Management industry, placing it in the top 74.2%.
Is Morgan Ventures' 3-Year ROIIC % too high?
Morgan Ventures' current 3-Year ROIIC % is -10.75. Based on the distribution chart, Morgan Ventures ranks #487 out of 656 companies in the Asset Management industry, which is below the industry midpoint. Overall, Morgan Ventures has a GF Score™ of 63/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Morgan Ventures' 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Morgan Ventures ranks #487 out of 656 companies for 3-Year ROIIC %. This places Morgan Ventures in the lower half of its industry. The industry median 3-Year ROIIC % is 1.92. 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 1.92, based on 656 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 Morgan Ventures and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 1.92 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Morgan Ventures's current 3-Year ROIIC % is -10.75. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Morgan Ventures stock overvalued right now?
Based on GuruFocus' analysis, Morgan Ventures (BOM:526237) is currently considered Modestly Undervalued. The stock's GF Value™ is ₹63.76, compared to a current price of ₹46.50 — trading 27.1% below its estimated fair value. The current 3-Year ROIIC % is -10.75. Morgan Ventures' overall GF Score™ is 63/100 with 8 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 Morgan Ventures (BOM:526237), the current 3-Year ROIIC % is -10.75 as of Mar. 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 Morgan Ventures (BOM:526237) Overvalued in 2026?
Based on GuruFocus' analysis, Morgan Ventures stock appears to be undervalued.
The current stock price of ₹46.50 is trading 27.1% below its estimated GF Value™ of ₹63.76.
GuruFocus considers Morgan Ventures to be Modestly Undervalued.
Key valuation signals for BOM:526237:
3-Year ROIIC %: -10.75
GF Value™: ₹63.76 vs. price of ₹46.50 (27.1% below fair value)
No single metric tells the full story. See the BOM:526237 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Morgan Ventures Ltd is an India-based company. The company is a non-banking finance company. The company is engaged in the business of fund-based and non-fund-based activities.
63GF Score
Get the complete analysis for BOM:526237
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
BOM:526237 has been successfully added to your 
