City of London Investment Group (CHIX:CLIGL) 3-Year ROIIC % : 30.40% (As of Jun. 2025) — 698% Above Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
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.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
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.

CHIX:CLIGL City of London Investment Group PLC CHIX:CLIGL
86 GF Score
Price £4.59
GF Value £5.12
Valuation Modestly Undervalued
! 8 Warning Signs
View Full Analysis

What is City of London Investment Group 3-Year ROIIC %?

City of London Investment Group CHIX:CLIGL 86 3-Year ROIIC % is 30.40 as of Jun. 2025, which is 698% above its 10-year median of 3.81. GuruFocus rates CHIX:CLIGL with a GF Score™ of 86/100 and a GF Value™ of £5.12 (Modestly Undervalued). The stock has 8 warning signs investors should review. Among 653 Asset Management companies, City of London Investment Group ranks better than 75.5% 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. City of London Investment Group's 3-Year ROIIC % for the quarter that ended in Jun. 2025 was 30.40%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for City of London Investment Group's 3-Year ROIIC % or its related term are showing as below:

CHIX:CLIGl's 3-Year ROIIC % is ranked better than
75.5% of 653 companies
in the Asset Management industry
Industry Median: 2.09 vs CHIX:CLIGl: 30.40

City of London Investment Group  (CHIX:CLIGl) 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.


City of London Investment Group 3-Year ROIIC % Related Terms


City of London Investment Group 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for City of London Investment Group'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.

City of London Investment Group 3-Year ROIIC % Chart

City of London Investment Group Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.35 9.51 3.81 -5,023.73 30.40

City of London Investment Group Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 -5,023.73 0.00 30.40 0.00

CHIX:CLIGL vs BLK, BX, KKR: 3-Year ROIIC % Comparison

For the Asset Management subindustry, City of London Investment Group'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.


City of London Investment Group 3-Year ROIIC % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, City of London Investment Group's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where City of London Investment Group's 3-Year ROIIC % falls into.


CHIX:CLIGL
86GF Score
City of London Investment Group PLC CHIX:CLIGL
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

City of London Investment Group 3-Year ROIIC % Calculation

City of London Investment Group's 3-Year ROIIC % for the quarter that ended in Jun. 2025 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 13.4663086 (Jun. 2025) - 18.416713 (Jun. 2022) )/( 104.156 (Jun. 2025) - 120.439 (Jun. 2022) )
=-4.9504044/-16.283
=30.40%***

* 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 30.40 mean?
City of London Investment Group (CHIX:CLIGL) has a 3-Year ROIIC % of 30.40 as of Jun. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on City of London Investment Group and its competitors. This is 698% above median its historical median of 3.81. According to the industry distribution chart, City of London Investment Group ranks #160 out of 653 companies in the Asset Management industry, placing it in the top 24.5%.
Is City of London Investment Group's 3-Year ROIIC % too high?
City of London Investment Group's current 3-Year ROIIC % of 30.40 is 698% above median its 10-year median of 3.81. The Asset Management industry median 3-Year ROIIC % is 2.09. City of London Investment Group's value of 30.40 is 1354.5% above this industry median. Based on the distribution chart, City of London Investment Group ranks #160 out of 653 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, City of London Investment Group has a GF Score™ of 86/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does City of London Investment Group's 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, City of London Investment Group ranks #160 out of 653 companies for 3-Year ROIIC %. This places City of London Investment Group in the top 25% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 2.09. City of London Investment Group's value of 30.40 is 1354.5% above this benchmark. While the company's 10-year median is 3.81 vs. the industry median of 2.09, City of London Investment Group 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 2.09, 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. City of London Investment Group's current 3-Year ROIIC % of 30.40 is 1354.5% 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 City of London Investment Group and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.09 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. City of London Investment Group's current 3-Year ROIIC % is 30.40, which is 698% above median its own 10-year median of 3.81. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is City of London Investment Group stock overvalued right now?
Based on GuruFocus' analysis, City of London Investment Group (CHIX:CLIGL) is currently considered Modestly Undervalued. The stock's GF Value™ is £5.12, compared to a current price of £4.59 — trading 10.4% below its estimated fair value. The current 3-Year ROIIC % is 30.40, which is 698% above median its 10-year median of 3.81 and 1354.5% above the Asset Management industry median of 2.09. City of London Investment Group's overall GF Score™ is 86/100 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 City of London Investment Group (CHIX:CLIGL), the current 3-Year ROIIC % is 30.40 as of Jun. 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.

Is City of London Investment Group (CHIX:CLIGL) Overvalued in 2026?

Based on GuruFocus' analysis, City of London Investment Group stock appears to be undervalued. The current stock price of £4.59 is trading 10.4% below its estimated GF Value™ of £5.12. GuruFocus considers City of London Investment Group to be Modestly Undervalued.

Key valuation signals for CHIX:CLIGL:

  • 3-Year ROIIC %: 30.40 (698% above median its 10-year median of 3.81)
  • GF Value™: £5.12 vs. price of £4.59 (10.4% below fair value)
  • GF Score™: 86/100 with 8 warning signs
  • Industry Position: 1354.5% above the Asset Management median (#160 of 653)

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


City of London Investment Group Business Description

Other Exchanges CLIUF:USACLIG:UKW8T:Germany
Address 77 Gracechurch Street, London, GBR, EC3V 0AS
City of London Investment Group PLC is a United Kingdom-based asset management company. The company through its subsidiaries offers products of emerging markets and closed-end funds. Its principal operating subsidiary acts as an investment adviser for the company. It has operations in the United States, Canada, the United Kingdom, and Europe.
86GF Score

Get the complete analysis for CHIX:CLIGL

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

£4.59
Price
£5.12
GF Value