CHLSY (Chocoladefabriken Lindt & Spruengli AG) 3-Year ROIIC % : 12.94% (As of Dec. 2025) — Near Median


CHLSY Chocoladefabriken Lindt & Spruengli AG CHLSY
82 GF Score
Price $11.90
GF Value $15.67
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Chocoladefabriken Lindt & Spruengli AG 3-Year ROIIC %?

Chocoladefabriken Lindt & Spruengli AG CHLSY -0.92% 82 3-Year ROIIC % is 12.94 as of Dec. 2025, which is 8% above its 10-year median of 12.01. GuruFocus rates CHLSY with a GF Score™ of 82/100 and a GF Value™ of $15.67 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,830 Consumer Packaged Goods companies, Chocoladefabriken Lindt & Spruengli AG ranks better than 65.25% 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. Chocoladefabriken Lindt & Spruengli AG's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 12.94%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Chocoladefabriken Lindt & Spruengli AG's 3-Year ROIIC % or its related term are showing as below:

CHLSY's 3-Year ROIIC % is ranked better than
65.25% of 1830 companies
in the Consumer Packaged Goods industry
Industry Median: 2.89 vs CHLSY: 12.94

Chocoladefabriken Lindt & Spruengli AG  (OTCPK:CHLSY) 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.


Chocoladefabriken Lindt & Spruengli AG 3-Year ROIIC % Related Terms


Chocoladefabriken Lindt & Spruengli AG 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Chocoladefabriken Lindt & Spruengli 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.

Chocoladefabriken Lindt & Spruengli AG 3-Year ROIIC % Chart

Chocoladefabriken Lindt & Spruengli AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.66 -130.40 79.67 568.85 12.94

Chocoladefabriken Lindt & Spruengli AG 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 79.67 0.00 568.85 0.00 12.94

CHLSY vs MDLZ, HSY, TR: 3-Year ROIIC % Comparison

For the Confectioners subindustry, Chocoladefabriken Lindt & Spruengli 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.


Chocoladefabriken Lindt & Spruengli AG 3-Year ROIIC % vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Chocoladefabriken Lindt & Spruengli AG's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Chocoladefabriken Lindt & Spruengli AG's 3-Year ROIIC % falls into.


CHLSY
82GF Score
Chocoladefabriken Lindt & Spruengli AG CHLSY
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Chocoladefabriken Lindt & Spruengli AG 3-Year ROIIC % Calculation

Chocoladefabriken Lindt & Spruengli AG'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**
=( 958.8156168 (Dec. 2025) - 631.103592 (Dec. 2022) )/( 9929.853 (Dec. 2025) - 7033.383 (Dec. 2022) )
=327.7120248/2896.47
=11.31%***

* 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 12.94 mean?
Chocoladefabriken Lindt & Spruengli AG (CHLSY) has a 3-Year ROIIC % of 12.94 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 Chocoladefabriken Lindt & Spruengli AG and its competitors. This is near median its historical median of 12.01. According to the industry distribution chart, Chocoladefabriken Lindt & Spruengli AG ranks #636 out of 1830 companies in the Consumer Packaged Goods industry, placing it in the top 34.8%.
Is Chocoladefabriken Lindt & Spruengli AG's 3-Year ROIIC % too high?
Chocoladefabriken Lindt & Spruengli AG's current 3-Year ROIIC % of 12.94 is near median its 10-year median of 12.01. The Consumer Packaged Goods industry median 3-Year ROIIC % is 2.89. Chocoladefabriken Lindt & Spruengli AG's value of 12.94 is 347.8% above this industry median. Based on the distribution chart, Chocoladefabriken Lindt & Spruengli AG ranks #636 out of 1830 companies in the Consumer Packaged Goods industry, which is above the industry midpoint. Overall, Chocoladefabriken Lindt & Spruengli AG has a GF Score™ of 82/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Chocoladefabriken Lindt & Spruengli AG's 3-Year ROIIC % compare to MDLZ and HSY?
According to the Consumer Packaged Goods industry distribution chart, Chocoladefabriken Lindt & Spruengli AG ranks #636 out of 1830 companies for 3-Year ROIIC %. This puts Chocoladefabriken Lindt & Spruengli AG in the upper half of its industry. The industry median 3-Year ROIIC % is 2.89. Chocoladefabriken Lindt & Spruengli AG's value of 12.94 is 347.8% above this benchmark. While the company's 10-year median is 12.01 vs. the industry median of 2.89, Chocoladefabriken Lindt & Spruengli 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 a Consumer Packaged Goods company?
The median 3-Year ROIIC % among Consumer Packaged Goods companies is 2.89, based on 1,830 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. Chocoladefabriken Lindt & Spruengli AG's current 3-Year ROIIC % of 12.94 is 347.8% 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 Chocoladefabriken Lindt & Spruengli AG and its competitors. For the Consumer Packaged Goods industry, the median 3-Year ROIIC % is 2.89 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Chocoladefabriken Lindt & Spruengli AG's current 3-Year ROIIC % is 12.94, which is near median its own 10-year median of 12.01. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Chocoladefabriken Lindt & Spruengli AG stock overvalued right now?
Based on GuruFocus' analysis, Chocoladefabriken Lindt & Spruengli AG (CHLSY) is currently considered Modestly Undervalued. The stock's GF Value™ is $15.67, compared to a current price of $11.90 — trading 24.1% below its estimated fair value. The current 3-Year ROIIC % is 12.94, which is near median its 10-year median of 12.01 and 347.8% above the Consumer Packaged Goods industry median of 2.89. Chocoladefabriken Lindt & Spruengli AG's overall GF Score™ is 82/100 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 Chocoladefabriken Lindt & Spruengli AG (CHLSY), the current 3-Year ROIIC % is 12.94 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.

Is Chocoladefabriken Lindt & Spruengli AG (CHLSY) Overvalued in 2026?

Based on GuruFocus' analysis, Chocoladefabriken Lindt & Spruengli AG stock appears to be undervalued. The current stock price of $11.90 is trading 24.1% below its estimated GF Value™ of $15.67. GuruFocus considers Chocoladefabriken Lindt & Spruengli AG to be Modestly Undervalued.

Key valuation signals for CHLSY:

  • 3-Year ROIIC %: 12.94 (near median its 10-year median of 12.01)
  • GF Value™: $15.67 vs. price of $11.90 (24.1% below fair value)
  • GF Score™: 82/100 with 2 warning signs
  • Industry Position: 347.8% above the Consumer Packaged Goods median (#636 of 1830)

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


Chocoladefabriken Lindt & Spruengli AG Business Description

Address Seestrasse 204, Kilchberg, CHE, CH-8802
Swiss-based Chocoladefabriken Lindt & Spruengli is a manufacturer of premium chocolate. Key brands include Lindt, Lindor, Ghirardelli, Russell Stover, Whitman's, and Caffarel. The company bought US-based Russell Stover, its largest-ever acquisition, in 2014. It derives the bulk of its sales from Europe (47% of its consolidated base) but also competes in North America (40%) and the rest of the world (13%). The company operates 11 manufacturing plants in Europe and the United States. Its distribution network includes more than 620 own stores.
82GF Score

Get the complete analysis for CHLSY

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

$11.90
Price
$15.67
GF Value