Oliveira Trust DTVM (BSP:DMAC11) 3-Year ROIIC % : 14.99% (As of Dec. 2024) — 45% Below Median


What is Oliveira Trust DTVM 3-Year ROIIC %?

Oliveira Trust DTVM BSP:DMAC11 3-Year ROIIC % is 14.99 as of Dec. 2024, which is 45% below its 10-year median of 27.30. The stock has 1 warning sign investors should review.

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. Oliveira Trust DTVM's 3-Year ROIIC % for the quarter that ended in Dec. 2024 was 14.99%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

BSP:DMAC11's 3-Year ROIIC % is not ranked
in the Asset Management industry.
Industry Median: 2.21 vs BSP:DMAC11: 14.99

Oliveira Trust DTVM  (BSP:DMAC11) 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.


Oliveira Trust DTVM 3-Year ROIIC % Related Terms


Oliveira Trust DTVM 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Oliveira Trust DTVM'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.

Oliveira Trust DTVM 3-Year ROIIC % Chart

Oliveira Trust DTVM Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
3-Year ROIIC %
Get a 7-Day Free Trial 0.00 99.81 32.65 21.94 14.99

Oliveira Trust DTVM Semi-Annual Data
Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25
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 0.00 21.94 0.00 14.99 0.00

BSP:DMAC11 vs : 3-Year ROIIC % Comparison

For the Asset Management subindustry, Oliveira Trust DTVM'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.


Oliveira Trust DTVM 3-Year ROIIC % vs Asset Management Industry

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

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



Oliveira Trust DTVM 3-Year ROIIC % Calculation

Oliveira Trust DTVM's 3-Year ROIIC % for the quarter that ended in Dec. 2024 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 78.5679714 (Dec. 2024) - 31.1127984 (Dec. 2021) )/( 351.827 (Dec. 2024) - 35.26 (Dec. 2021) )
=47.455173/316.567
=14.99%***

* 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 14.99 mean?
Oliveira Trust DTVM (BSP:DMAC11) has a 3-Year ROIIC % of 14.99 as of Dec. 2024. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Oliveira Trust DTVM and its competitors. This is 45% below median its historical median of 27.30. Over the past decade, Oliveira Trust DTVM's 3-Year ROIIC % has ranged from 14.99 to 99.81.
Is Oliveira Trust DTVM's 3-Year ROIIC % too high?
Oliveira Trust DTVM's current 3-Year ROIIC % of 14.99 is 45% below median its 10-year median of 27.30. Over the past 10 years, this metric has ranged from a low of 14.99 to a high of 99.81. The Asset Management industry median 3-Year ROIIC % is 2.21. Oliveira Trust DTVM's value of 14.99 is 578.3% above this industry median.
How does Oliveira Trust DTVM's 3-Year ROIIC % compare to ?
Oliveira Trust DTVM's 3-Year ROIIC % of 14.99 can be compared against companies in the Asset Management industry. The industry median 3-Year ROIIC % is 2.21. Oliveira Trust DTVM's value of 14.99 is 578.3% above this benchmark. Historically, Oliveira Trust DTVM's own 3-Year ROIIC % has ranged from 14.99 to 99.81 over the past decade. While the company's 10-year median is 27.30 vs. the industry median of 2.21, Oliveira Trust DTVM 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 Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 2.21, 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. Oliveira Trust DTVM's current 3-Year ROIIC % of 14.99 is 578.3% 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 Oliveira Trust DTVM and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oliveira Trust DTVM's current 3-Year ROIIC % is 14.99, which is 45% below median its own 10-year median of 27.30. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oliveira Trust DTVM stock overvalued right now?
Oliveira Trust DTVM (BSP:DMAC11) has a current 3-Year ROIIC % of 14.99. The current 3-Year ROIIC % is 14.99, which is 45% below median its 10-year median of 27.30 and 578.3% above the Asset Management industry median of 2.21. 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 Oliveira Trust DTVM (BSP:DMAC11), the current 3-Year ROIIC % is 14.99 as of Dec. 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.

Oliveira Trust DTVM Business Description

Comparable Companies
Address Avendia Of The Americas, 3434, block 7, 2nd floor, Barra da Tijuca, Rio de Janeiro, RJ, BRA, 22640-102
Oliveira Trust DTVM SA operates as a trust. The company provides services such as fund administration, title registration, fiduciary services, CRIs (Real Estate Receivables Certificates), trustee in structured receivables securitization operations, investment funds, Securities Custodian and administrator, FII - Real Estate Investment Fund, FIP - Equity Investment Fund, FI 409 (Investment Funds regulated by CVM Instruction 409) and FMIEE - Mutual Fund for Emerging Companies Investment, among others.