Blue Zones Holdings Co (FRA:5FV) 3-Year ROIIC % : 7.42% (As of Mar. 2026) — Near Median

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FRA:5FV Blue Zones Holdings Co Ltd FRA:5FV
88 GF Score
Price €54.50
GF Value €69.08
! 1 Warning Sign
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What is Blue Zones Holdings Co 3-Year ROIIC %?

Blue Zones Holdings Co FRA:5FV 88 3-Year ROIIC % is 7.42 as of Mar. 2026, which is 5% below its 10-year median of 7.82. GuruFocus rates FRA:5FV with a GF Score™ of 88/100 and a GF Value™ of €69.08. The stock has 1 warning sign investors should review. Among 295 Retail - Defensive companies, Blue Zones Holdings Co ranks better than 53.22% 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 Zones Holdings Co's 3-Year ROIIC % for the quarter that ended in Mar. 2026 was 7.42%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Blue Zones Holdings Co's 3-Year ROIIC % or its related term are showing as below:

FRA:5FV's 3-Year ROIIC % is ranked better than
53.22% of 295 companies
in the Retail - Defensive industry
Industry Median: 6.07 vs FRA:5FV: 7.42

Blue Zones Holdings Co  (FRA:5FV) 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 Zones Holdings Co 3-Year ROIIC % Related Terms


Blue Zones Holdings Co 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Blue Zones Holdings Co'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.

Blue Zones Holdings Co 3-Year ROIIC % Chart

Blue Zones Holdings Co Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 8.21 9.90 10.54 14.55 7.42

Blue Zones Holdings Co Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 14.55 0.00 0.00 0.00 7.42

FRA:5FV vs KR: 3-Year ROIIC % Comparison

For the Grocery Stores subindustry, Blue Zones Holdings Co'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 Zones Holdings Co 3-Year ROIIC % vs Retail - Defensive Industry

For the Retail - Defensive industry and Consumer Defensive sector, Blue Zones Holdings Co's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Blue Zones Holdings Co's 3-Year ROIIC % falls into.


FRA:5FV
88GF Score
Blue Zones Holdings Co Ltd FRA:5FV
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Blue Zones Holdings Co 3-Year ROIIC % Calculation

Blue Zones Holdings Co's 3-Year ROIIC % for the quarter that ended in Mar. 2026 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 144.9310808 (Mar. 2026) - 123.779475 (Mar. 2023) )/( 2117.998 (Mar. 2026) - 1879.022 (Mar. 2023) )
=21.1516058/238.976
=8.85%***

* 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 7.42 mean?
Blue Zones Holdings Co (FRA:5FV) has a 3-Year ROIIC % of 7.42 as of Mar. 2026. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Blue Zones Holdings Co and its competitors. This is near median its historical median of 7.82. Over the past decade, Blue Zones Holdings Co's 3-Year ROIIC % has ranged from 3.64 to 14.55. According to the industry distribution chart, Blue Zones Holdings Co ranks #138 out of 295 companies in the Retail - Defensive industry, placing it in the top 46.8%.
Is Blue Zones Holdings Co's 3-Year ROIIC % too high?
Blue Zones Holdings Co's current 3-Year ROIIC % of 7.42 is near median its 10-year median of 7.82. Over the past 10 years, this metric has ranged from a low of 3.64 to a high of 14.55. The Retail - Defensive industry median 3-Year ROIIC % is 6.07. Blue Zones Holdings Co's value of 7.42 is 22.2% above this industry median. Based on the distribution chart, Blue Zones Holdings Co ranks #138 out of 295 companies in the Retail - Defensive industry, which is above the industry midpoint. Overall, Blue Zones Holdings Co has a GF Score™ of 88/100, reflecting its overall financial health beyond just this single metric.
How does Blue Zones Holdings Co's 3-Year ROIIC % compare to KR?
According to the Retail - Defensive industry distribution chart, Blue Zones Holdings Co ranks #138 out of 295 companies for 3-Year ROIIC %. This puts Blue Zones Holdings Co in the upper half of its industry. The industry median 3-Year ROIIC % is 6.07. Blue Zones Holdings Co's value of 7.42 is 22.2% above this benchmark. Historically, Blue Zones Holdings Co's own 3-Year ROIIC % has ranged from 3.64 to 14.55 over the past decade. While the company's 10-year median is 7.82 vs. the industry median of 6.07, Blue Zones Holdings Co 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 Retail - Defensive company?
The median 3-Year ROIIC % among Retail - Defensive companies is 6.07, based on 295 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 Zones Holdings Co's current 3-Year ROIIC % of 7.42 is 22.2% 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 Zones Holdings Co and its competitors. For the Retail - Defensive industry, the median 3-Year ROIIC % is 6.07 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Blue Zones Holdings Co's current 3-Year ROIIC % is 7.42, which is near median its own 10-year median of 7.82. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Blue Zones Holdings Co stock overvalued right now?
Blue Zones Holdings Co (FRA:5FV) has a current 3-Year ROIIC % of 7.42. The stock's GF Value™ is €69.08, compared to a current price of €54.50 — trading 21.1% below its estimated fair value. The current 3-Year ROIIC % is 7.42, which is near median its 10-year median of 7.82 and 22.2% above the Retail - Defensive industry median of 6.07. Blue Zones Holdings Co's overall GF Score™ is 88/100 with 1 warning sign 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 Zones Holdings Co (FRA:5FV), the current 3-Year ROIIC % is 7.42 as of Mar. 2026. 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 Zones Holdings Co (FRA:5FV) Overvalued in 2026?

Based on GuruFocus' analysis, Blue Zones Holdings Co stock appears to be undervalued. The current stock price of €54.50 is trading 21.1% below its estimated GF Value™ of €69.08.

Key valuation signals for FRA:5FV:

  • 3-Year ROIIC %: 7.42 (near median its 10-year median of 7.82)
  • GF Value™: €69.08 vs. price of €54.50 (21.1% below fair value)
  • GF Score™: 88/100 with 1 warning sign
  • Industry Position: 22.2% above the Retail - Defensive median (#138 of 295)

No single metric tells the full story. See the FRA:5FV stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Blue Zones Holdings Co Business Description

Other Exchanges 417A:Japan
Address 1-10-1, Arajukumachi, Saitama Prefecture, Kawagoe-shi, JPN, 350-1124
Blue Zones Holdings Co Ltd is a supermarket operator. The company is headquartered in Japan and generates all revenue domestically. The company is engaged in managing and operating the Group companies focused on food supermarket operations, trading, and other related businesses.
88GF Score

Get the complete analysis for FRA:5FV

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

€54.50
Price
€69.08
GF Value