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Washington H Soul Pattinson (FRA:WD3) 3-Year ROIIC % : -3.54% (As of Jul. 2024)


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What is Washington H Soul Pattinson 3-Year ROIIC %?

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. Washington H Soul Pattinson's 3-Year ROIIC % for the quarter that ended in Jul. 2024 was -3.54%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Washington H Soul Pattinson's 3-Year ROIIC % or its related term are showing as below:

FRA:WD3's 3-Year ROIIC % is ranked worse than
65.59% of 651 companies
in the Capital Markets industry
Industry Median: 1.81 vs FRA:WD3: -3.54

Washington H Soul Pattinson 3-Year ROIIC % Historical Data

The historical data trend for Washington H Soul Pattinson'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.

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Washington H Soul Pattinson 3-Year ROIIC % Chart

Washington H Soul Pattinson Annual Data
Trend Jul15 Jul16 Jul17 Jul18 Jul19 Jul20 Jul21 Jul22 Jul23 Jul24
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -16.61 -9.06 11.15 15.01 -3.54

Washington H Soul Pattinson Semi-Annual Data
Jan15 Jul15 Jan16 Jul16 Jan17 Jul17 Jan18 Jul18 Jan19 Jul19 Jan20 Jul20 Jan21 Jul21 Jan22 Jul22 Jan23 Jul23 Jan24 Jul24
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 11.15 - 15.01 - -3.54

Competitive Comparison of Washington H Soul Pattinson's 3-Year ROIIC %

For the Capital Markets subindustry, Washington H Soul Pattinson'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.


Washington H Soul Pattinson's 3-Year ROIIC % Distribution in the Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Washington H Soul Pattinson's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Washington H Soul Pattinson's 3-Year ROIIC % falls into.



Washington H Soul Pattinson 3-Year ROIIC % Calculation

Washington H Soul Pattinson's 3-Year ROIIC % for the quarter that ended in Jul. 2024 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( -89.8051896 (Jul. 2024) - -16.081002 (Jul. 2021) )/( 6151.259 (Jul. 2024) - 4140.193 (Jul. 2021) )
=-73.7241876/2011.066
=-3.67%***

* 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.


Washington H Soul Pattinson  (FRA:WD3) 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.


Washington H Soul Pattinson 3-Year ROIIC % Related Terms

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Washington H Soul Pattinson Business Description

Traded in Other Exchanges
Address
151 Clarence Street, Level 14, Sydney, NSW, AUS, 2000
Washington H. Soul Pattinson, or Soul Patts, is a value-oriented investment house that invests in both public and private markets. As an investor, Soul Patts allocates capital to take long-term positions in its investments on a passive basis. Long-term holdings in the group's three key investments-TPG Telecom, Brickworks, and New Hope Corporation-contribute more than half of the group's approximately AUD 12 billion investment net asset value. A cross-shareholding between Soul Patts and Brickworks was established in the 1960s.

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