Opportunity Balassiano Fundo De Investimento Imobiliario (BSP:OBAL11) 3-Year ROIIC % : 47.36% (As of Dec. 2025) — 66% Above Median

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BSP:OBAL11 Opportunity Balassiano Fundo De Investimento Imobiliario BSP:OBAL11
14 GF Score
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! 2 Warning Signs
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What is Opportunity Balassiano Fundo De Investimento Imobiliario 3-Year ROIIC %?

Opportunity Balassiano Fundo De Investimento Imobiliario BSP:OBAL11 14 3-Year ROIIC % is 47.36 as of Dec. 2025, which is 66% above its 10-year median of 28.57. GuruFocus rates BSP:OBAL11 with a GF Score™ of 14/100. The stock has 2 warning signs 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. Opportunity Balassiano Fundo De Investimento Imobiliario's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 47.36%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Opportunity Balassiano Fundo De Investimento Imobiliario's 3-Year ROIIC % or its related term are showing as below:

BSP:OBAL11's 3-Year ROIIC % is not ranked
in the REITs industry.
Industry Median: 3.52 vs BSP:OBAL11: 47.36

Opportunity Balassiano Fundo De Investimento Imobiliario  (BSP:OBAL11) 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.


Opportunity Balassiano Fundo De Investimento Imobiliario 3-Year ROIIC % Related Terms


Opportunity Balassiano Fundo De Investimento Imobiliario 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Opportunity Balassiano Fundo De Investimento Imobiliario'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.

Opportunity Balassiano Fundo De Investimento Imobiliario 3-Year ROIIC % Chart

Opportunity Balassiano Fundo De Investimento Imobiliario Annual Data
Trend Dec21 Dec22 Dec23 Dec24 Dec25
3-Year ROIIC %
0.00 0.00 0.00 9.78 47.36

Opportunity Balassiano Fundo De Investimento Imobiliario Semi-Annual Data
Dec21 Dec22 Dec23 Dec24 Dec25
3-Year ROIIC % 0.00 0.00 0.00 9.78 47.36

BSP:OBAL11 vs VICI, WPC: 3-Year ROIIC % Comparison

For the REIT - Diversified subindustry, Opportunity Balassiano Fundo De Investimento Imobiliario'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.


Opportunity Balassiano Fundo De Investimento Imobiliario 3-Year ROIIC % vs REITs Industry

For the REITs industry and Real Estate sector, Opportunity Balassiano Fundo De Investimento Imobiliario's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Opportunity Balassiano Fundo De Investimento Imobiliario's 3-Year ROIIC % falls into.


BSP:OBAL11
14GF Score
Opportunity Balassiano Fundo De Investimento Imobiliario BSP:OBAL11
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Opportunity Balassiano Fundo De Investimento Imobiliario 3-Year ROIIC % Calculation

Opportunity Balassiano Fundo De Investimento Imobiliario's 3-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 79.545 (Dec. 2025) - -1.097 (Dec. 2022) )/( 259.747 (Dec. 2025) - 89.459 (Dec. 2022) )
=80.642/170.288
=47.36%***

* 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 47.36 mean?
Opportunity Balassiano Fundo De Investimento Imobiliario (BSP:OBAL11) has a 3-Year ROIIC % of 47.36 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Opportunity Balassiano Fundo De Investimento Imobiliario and its competitors. This is 66% above median its historical median of 28.57. Over the past decade, Opportunity Balassiano Fundo De Investimento Imobiliario's 3-Year ROIIC % has ranged from 9.78 to 47.36.
Is Opportunity Balassiano Fundo De Investimento Imobiliario's 3-Year ROIIC % too high?
Opportunity Balassiano Fundo De Investimento Imobiliario's current 3-Year ROIIC % of 47.36 is 66% above median its 10-year median of 28.57. Over the past 10 years, this metric has ranged from a low of 9.78 to a high of 47.36. The REITs industry median 3-Year ROIIC % is 3.52. Opportunity Balassiano Fundo De Investimento Imobiliario's value of 47.36 is 1245.5% above this industry median. Overall, Opportunity Balassiano Fundo De Investimento Imobiliario has a GF Score™ of 14/100, reflecting its overall financial health beyond just this single metric.
How does Opportunity Balassiano Fundo De Investimento Imobiliario's 3-Year ROIIC % compare to VICI and WPC?
Opportunity Balassiano Fundo De Investimento Imobiliario's 3-Year ROIIC % of 47.36 can be compared against companies in the REITs industry. The industry median 3-Year ROIIC % is 3.52. Opportunity Balassiano Fundo De Investimento Imobiliario's value of 47.36 is 1245.5% above this benchmark. Historically, Opportunity Balassiano Fundo De Investimento Imobiliario's own 3-Year ROIIC % has ranged from 9.78 to 47.36 over the past decade. While the company's 10-year median is 28.57 vs. the industry median of 3.52, Opportunity Balassiano Fundo De Investimento Imobiliario 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 REITs company?
The median 3-Year ROIIC % among REITs companies is 3.52, based on 693 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. Opportunity Balassiano Fundo De Investimento Imobiliario's current 3-Year ROIIC % of 47.36 is 1245.5% 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 Opportunity Balassiano Fundo De Investimento Imobiliario and its competitors. For the REITs industry, the median 3-Year ROIIC % is 3.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Opportunity Balassiano Fundo De Investimento Imobiliario's current 3-Year ROIIC % is 47.36, which is 66% above median its own 10-year median of 28.57. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Opportunity Balassiano Fundo De Investimento Imobiliario stock overvalued right now?
Opportunity Balassiano Fundo De Investimento Imobiliario (BSP:OBAL11) has a current 3-Year ROIIC % of 47.36. The current 3-Year ROIIC % is 47.36, which is 66% above median its 10-year median of 28.57 and 1245.5% above the REITs industry median of 3.52. Opportunity Balassiano Fundo De Investimento Imobiliario's overall GF Score™ is 14/100 with 2 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 Opportunity Balassiano Fundo De Investimento Imobiliario (BSP:OBAL11), the current 3-Year ROIIC % is 47.36 as of Dec. 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.

Opportunity Balassiano Fundo De Investimento Imobiliario Business Description

Industry Real EstateREITs
Address Alves Guimaraes Street No.1212, Sao Paulo, SP, BRA, 5410002
Opportunity Balassiano Fundo De Investimento Imobiliario is a Real estate investment fund whose objective is to provide shareholders with the appreciation and profitability of their shares, predominantly through investments in the acquisition of target properties, in the development of real estate projects in general and in investing in other assets, aiming to make the investments made by unitholders.
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