AdCapital AGFRA:ADC 3-Year ROIIC % is 206.01 as of Dec. 2024, which is 3288% above its 10-year median of 6.08. The stock has 5 warning signs investors should review. Among 654 Asset Management companies, AdCapital AG ranks better than 94.8% 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.
AdCapital AG's 3-Year ROIIC % for the quarter that ended in Dec. 2024 was 206.01%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for AdCapital AG's 3-Year ROIIC % or its related term are showing as below:
FRA:ADC's 3-Year ROIIC % is ranked better than 94.8% of 654
companies
in the Asset Management industry
Industry Median: 2.15
vs FRA:ADC: 206.01
AdCapital AG (FRA:ADC) 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.
AdCapital AG 3-Year ROIIC % Related Terms
AdCapital AG 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for AdCapital 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.
FRA:ADC vs BLK, BX, KKR: 3-Year ROIIC % Comparison
For the Asset Management subindustry, AdCapital 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.
AdCapital AG 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, AdCapital AG's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where AdCapital AG's 3-Year ROIIC % falls into.
AdCapital 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**
=
( -0.52 (Dec. 2024) - 3.0644982 (Dec. 2021) )
/
( 82.001 (Dec. 2024) - 83.741 (Dec. 2021) )
=
-3.5844982
/
-1.74
=
206.01%***
* 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.
AdCapital AG (FRA:ADC) has a 3-Year ROIIC % of 206.01 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 AdCapital AG and its competitors. This is 3288% above median its historical median of 6.08. According to the industry distribution chart, AdCapital AG ranks #34 out of 654 companies in the Asset Management industry, placing it in the top 5.2%.
Is AdCapital AG's 3-Year ROIIC % too high?
AdCapital AG's current 3-Year ROIIC % of 206.01 is 3288% above median its 10-year median of 6.08. The Asset Management industry median 3-Year ROIIC % is 2.15. AdCapital AG's value of 206.01 is 9481.9% above this industry median. Based on the distribution chart, AdCapital AG ranks #34 out of 654 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers.
How does AdCapital AG's 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, AdCapital AG ranks #34 out of 654 companies for 3-Year ROIIC %. This places AdCapital AG in the top 5% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 2.15. AdCapital AG's value of 206.01 is 9481.9% above this benchmark. While the company's 10-year median is 6.08 vs. the industry median of 2.15, AdCapital 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 2.15, based on 654 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. AdCapital AG's current 3-Year ROIIC % of 206.01 is 9481.9% 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 AdCapital AG and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.15 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AdCapital AG's current 3-Year ROIIC % is 206.01, which is 3288% above median its own 10-year median of 6.08. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AdCapital AG stock overvalued right now?
Based on GuruFocus' analysis, AdCapital AG (FRA:ADC) is currently considered Significantly Undervalued. The stock's GF Value™ is €1.47, compared to a current price of €0.00 — trading 99.8% below its estimated fair value. The current 3-Year ROIIC % is 206.01, which is 3288% above median its 10-year median of 6.08 and 9481.9% above the Asset Management industry median of 2.15. 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 AdCapital AG (FRA:ADC), the current 3-Year ROIIC % is 206.01 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.
AdCapital AG is an industrial holding company that invests in and manages companies in industries including electrical engineering, metal and plastic processing, machinery and tool manufacturing, and automotive sectors. Its portfolio includes subsidiaries: BDT Bavaria Digital Technik GmbH, Erich Jaeger GmbH + Co. KG, EW Hof Drives and Systems GmbH, FRAKO Kondensatoren- und Anlagenbau GmbH, KTS Kunststoff Technik Schmölln GmbH and Taller GmbH. The company generates maximum revenue through its subsidiary in the automotive industry. AdCapital's operations are geographically centered in Europe, particularly Germany.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
FRA:ADC has been successfully added to your 