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Blue Cap AGCHIX:B7ED 65 3-Year ROIIC % is 2.35 as of Dec. 2024, which is 2838% above its 10-year median of 0.08. GuruFocus rates CHIX:B7ED with a GF Score™ of 65/100 and a GF Value™ of €15.56. The stock has 3 warning signs investors should review. Among 655 Asset Management companies, Blue Cap AG ranks better than 50.53% 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.
Blue Cap AG's 3-Year ROIIC % for the quarter that ended in Dec. 2024 was 2.35%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Blue Cap AG's 3-Year ROIIC % or its related term are showing as below:
CHIX:B7Ed's 3-Year ROIIC % is ranked better than 50.53% of 655
companies
in the Asset Management industry
Industry Median: 2.21
vs CHIX:B7Ed: 2.35
Blue Cap AG (CHIX:B7Ed) 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.
Blue Cap AG 3-Year ROIIC % Related Terms
Blue Cap AG 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Blue Cap AG'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.
CHIX:B7ED vs BLK, BX, KKR: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Blue Cap AG'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.
Blue Cap AG 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Blue Cap AG's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Blue Cap AG's 3-Year ROIIC % falls into.
Blue Cap AG'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**
=
( 0.3341052 (Dec. 2024) - 1.4499296 (Dec. 2021) )
/
( 157.56 (Dec. 2024) - 205.001 (Dec. 2021) )
=
-1.1158244
/
-47.441
=
2.35%***
* 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.
Blue Cap AG (CHIX:B7ED) has a 3-Year ROIIC % of 2.35 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 Blue Cap AG and its competitors. This is 2838% above median its historical median of 0.08. According to the industry distribution chart, Blue Cap AG ranks #324 out of 655 companies in the Asset Management industry, placing it in the top 49.5%.
Is Blue Cap AG's 3-Year ROIIC % too high?
Blue Cap AG's current 3-Year ROIIC % of 2.35 is 2838% above median its 10-year median of 0.08. The Asset Management industry median 3-Year ROIIC % is 2.21. Blue Cap AG's value of 2.35 is 6.3% above this industry median. Based on the distribution chart, Blue Cap AG ranks #324 out of 655 companies in the Asset Management industry, which is above the industry midpoint. Overall, Blue Cap AG has a GF Score™ of 65/100, reflecting its overall financial health beyond just this single metric.
How does Blue Cap AG's 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Blue Cap AG ranks #324 out of 655 companies for 3-Year ROIIC %. This puts Blue Cap AG in the upper half of its industry. The industry median 3-Year ROIIC % is 2.21. Blue Cap AG's value of 2.35 is 6.3% above this benchmark. While the company's 10-year median is 0.08 vs. the industry median of 2.21, Blue Cap AG 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 655 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. Blue Cap AG's current 3-Year ROIIC % of 2.35 is 6.3% 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 Blue Cap AG 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. Blue Cap AG's current 3-Year ROIIC % is 2.35, which is 2838% above median its own 10-year median of 0.08. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Blue Cap AG stock overvalued right now?
Blue Cap AG (CHIX:B7ED) has a current 3-Year ROIIC % of 2.35. The stock's GF Value™ is €15.56, compared to a current price of €17.00 — trading 9.3% above its estimated fair value. The current 3-Year ROIIC % is 2.35, which is 2838% above median its 10-year median of 0.08 and 6.3% above the Asset Management industry median of 2.21. Blue Cap AG's overall GF Score™ is 65/100 with 3 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 Blue Cap AG (CHIX:B7ED), the current 3-Year ROIIC % is 2.35 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.
Is Blue Cap AG (CHIX:B7ED) Overvalued in 2026?
Based on GuruFocus' analysis, Blue Cap AG stock appears to be overvalued.
The current stock price of €17.00 is trading 9.3% above its estimated GF Value™ of €15.56.
Key valuation signals for CHIX:B7ED:
3-Year ROIIC %: 2.35 (2838% above median its 10-year median of 0.08)
GF Value™: €15.56 vs. price of €17.00 (9.3% above fair value)
Industry Position: 6.3% above the Asset Management median (#324 of 655)
No single metric tells the full story. See the CHIX:B7ED stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Blue Cap AG is a publicly traded investment company based in Munich investing in medium-sized niche companies.The investment idea is to develop technology-led company founders or more and yet still retain the corporate identity.
65GF Score
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