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GEG (Great Elm Group) 3-Year ROIIC % : 6.26% (As of Jun. 2024)


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What is Great Elm Group 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. Great Elm Group's 3-Year ROIIC % for the quarter that ended in Jun. 2024 was 6.26%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Great Elm Group's 3-Year ROIIC % or its related term are showing as below:

GEG's 3-Year ROIIC % is ranked better than
61.8% of 610 companies
in the Asset Management industry
Industry Median: 1.045 vs GEG: 6.26

Great Elm Group 3-Year ROIIC % Historical Data

The historical data trend for Great Elm 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.

* Premium members only.

Great Elm Group 3-Year ROIIC % Chart

Great Elm Group Annual Data
Trend Jun15 Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.50 96.36 11.20 6.25 6.26

Great Elm Group Quarterly Data
Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24
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 - - 6.26 - -

Competitive Comparison of Great Elm Group's 3-Year ROIIC %

For the Asset Management subindustry, Great Elm 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.


Great Elm Group's 3-Year ROIIC % Distribution in the Asset Management Industry

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

* The bar in red indicates where Great Elm Group's 3-Year ROIIC % falls into.



Great Elm Group 3-Year ROIIC % Calculation

Great Elm Group's 3-Year ROIIC % for the quarter that ended in Jun. 2024 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( -8.7793438 (Jun. 2024) - -4.6514439 (Jun. 2021) )/( 15.743 (Jun. 2024) - 81.667 (Jun. 2021) )
=-4.1278999/-65.924
=6.26%***

* 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.


Great Elm Group  (NAS:GEG) 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.


Great Elm Group 3-Year ROIIC % Related Terms

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Great Elm Group Business Description

Traded in Other Exchanges
Address
3801 PGA Boulevard, Suite 603, Palm Beach Gardens, FL, USA, 33410
Great Elm Group Inc operates as an alternative asset manager focused on growing a scalable and diversified portfolio of long-duration and permanent capital vehicles across credit, real estate, specialty finance, and other alternative strategies. Along with its subsidiaries, it manages Great Elm Capital Corp, a publicly traded business development company, and Monomoy Properties REIT, LLC, an industrial-focused real estate investment trust, in addition to other investments.
Executives
Jason W. Reese director, 10 percent owner C/O IMPERIAL CAPITAL ASSET MANAGEMENT, L, 10100 SANTA MONICA BLVD. SUITE 2400, LOS ANGELES CA 90067
Matthew A Drapkin director 10 CORBIN DRIVE, 3RD FLOOR, DARIEN CT 06820
Northern Right Capital Management, L.p. 10 percent owner, other: Member of 13D 10% Group 9 OLD KINGS HWY. S., 4TH FLOOR, DARIEN CT 06820
James H Hugar director C/O VITESSE SEMICONDUCTOR CORPORATION, 4721 CALLE CARGA, CAMARILLO CA 93012
Keri Davis officer: Chief Financial Officer 800 SOUTH STREET, SUITE 230, WALTHAM MA 02453
Imperial Capital Group Holdings Ii, Llc 10 percent owner 3801 PGA BOULEVARD, SUITE 603, PALM BEACH GARDENS FL 33410
Adam M Kleinman officer: President 800 SOUTH STREET, SUITE 230, WALTHAM MA 02453
Peter A Reed officer: Chief Executive Officer C/O UNWIRED PLANET, INC., 170 S. VIRGINIA STREET SUITE 201, RENO NV 89501
Nichole Milz officer: Chief Operating Officer 800 SOUTH STREET, SUITE 230, WALTHAM MA 02453
Nrc Partners I, Lp 10 percent owner 9 OLD KINGS HIGHWAY SOUTH, 4TH FLOOR, DARIEN CT 06820
Northern Right Capital (qp), L.p. 10 percent owner 9 OLD KINGS HWY. S., 4TH FLOOR, DARIEN CT 06820
Bc Advisors Llc 10 percent owner 500 CRESCENT COURT, SUITE 230, DALLAS TX 75201
David Matter director 800 SOUTH STREET, SUITE 230, WALTHAM MA 02453
Thomas S Harbin director SOURCE CAPITAL, LLC, 75 FOURTEENTH STREET, SUITE 2700, ATLANTA GA 30309
James P Parmelee director 100 UNION SQUARE DRIVE, NEW HOPE PA 18938