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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.
Henderson Investment's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 24.32%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Henderson Investment's 3-Year ROIIC % or its related term are showing as below:
HDVTY's 3-Year ROIIC % is ranked better than 76.44% of 1057
companies
in the Retail - Cyclical industry
Industry Median: 4.82
vs HDVTY: 24.32
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.
Henderson Investment 3-Year ROIIC % Related Terms
Henderson Investment 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Henderson Investment'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.
For the Department Stores subindustry, Henderson Investment'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.
Henderson Investment 3-Year ROIIC % vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, Henderson Investment's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Henderson Investment's 3-Year ROIIC % falls into.
Henderson Investment'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**
=
( -6.9104288 (Dec. 2025) - 3.34 (Dec. 2022) )
/
( 263.212 (Dec. 2025) - 305.187 (Dec. 2022) )
=
-10.2504288
/
-41.975
=
24.42%***
* 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.
Henderson Investment (HDVTY) has a 3-Year ROIIC % of 24.32 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 Henderson Investment and its competitors. According to the industry distribution chart, Henderson Investment ranks #249 out of 1057 companies in the Retail - Cyclical industry, placing it in the top 23.6%.
Is Henderson Investment's 3-Year ROIIC % too high?
Henderson Investment's current 3-Year ROIIC % is 24.32. The Retail - Cyclical industry median 3-Year ROIIC % is 4.82. Henderson Investment's value of 24.32 is 404.6% above this industry median. Based on the distribution chart, Henderson Investment ranks #249 out of 1057 companies in the Retail - Cyclical industry, which is in the top quartile — a strong position relative to peers. Overall, Henderson Investment has a GF Score™ of 46/100, reflecting its overall financial health beyond just this single metric.
How does Henderson Investment's 3-Year ROIIC % compare to DDS?
According to the Retail - Cyclical industry distribution chart, Henderson Investment ranks #249 out of 1057 companies for 3-Year ROIIC %. This places Henderson Investment in the top 24% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 4.82. Henderson Investment's value of 24.32 is 404.6% above this benchmark. 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 - Cyclical company?
The median 3-Year ROIIC % among Retail - Cyclical companies is 4.82, based on 1,057 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. Henderson Investment's current 3-Year ROIIC % of 24.32 is 404.6% 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 Henderson Investment and its competitors. For the Retail - Cyclical industry, the median 3-Year ROIIC % is 4.82 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Henderson Investment's current 3-Year ROIIC % is 24.32. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Henderson Investment stock overvalued right now?
Henderson Investment (HDVTY) has a current 3-Year ROIIC % of 24.32. The stock's GF Value™ is $0.14, compared to a current price of $0.16 — trading 15.8% above its estimated fair value. The current 3-Year ROIIC % is 24.32 and 404.6% above the Retail - Cyclical industry median of 4.82. Henderson Investment's overall GF Score™ is 46/100 with 3 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 Henderson Investment (HDVTY), the current 3-Year ROIIC % is 24.32 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 Henderson Investment (HDVTY) Overvalued in 2026?
Based on GuruFocus' analysis, Henderson Investment stock appears to be overvalued.
The current stock price of $0.16 is trading 15.8% above its estimated GF Value™ of $0.14.
Key valuation signals for HDVTY:
3-Year ROIIC %: 24.32
GF Value™: $0.14 vs. price of $0.16 (15.8% above fair value)
Industry Position: 404.6% above the Retail - Cyclical median (#249 of 1057)
No single metric tells the full story. See the HDVTY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Henderson Investment Ltd is a Hong Kong-based is an investment holding company and the principal activities of its subsidiaries during the year were investment holding, and supermarket, department store and household specialty store operation. The company operates Citistore department stores, such as specialty stores and needle and line specialty stores. The company generates revenue from the sale of goods from its departmental and specialty stores. The company generates the majority of its revenue in Hong Kong.
46GF Score
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