I B I Investment HouseIBXVF 90 3-Year ROIIC % is 15.42 as of Dec. 2025, which is 33% below its 10-year median of 23.04. GuruFocus rates IBXVF with a GF Score™ of 90/100. The stock has 3 warning signs investors should review. Among 654 Asset Management companies, I B I Investment House ranks better than 65.44% 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.
I B I Investment House's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 15.42%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for I B I Investment House's 3-Year ROIIC % or its related term are showing as below:
IBXVF's 3-Year ROIIC % is ranked better than 65.44% of 654
companies
in the Asset Management industry
Industry Median: 2.15
vs IBXVF: 15.42
I B I Investment House (OTCPK:IBXVF) 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.
I B I Investment House 3-Year ROIIC % Related Terms
I B I Investment House 3-Year ROIIC % Historical Data
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The historical data trend for I B I Investment House'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 Asset Management subindustry, I B I Investment House'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.
I B I Investment House 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, I B I Investment House's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where I B I Investment House's 3-Year ROIIC % falls into.
* 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.
I B I Investment House (IBXVF) has a 3-Year ROIIC % of 15.42 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 I B I Investment House and its competitors. This is 33% below median its historical median of 23.04. According to the industry distribution chart, I B I Investment House ranks #226 out of 654 companies in the Asset Management industry, placing it in the top 34.6%.
Is I B I Investment House's 3-Year ROIIC % too high?
I B I Investment House's current 3-Year ROIIC % of 15.42 is 33% below median its 10-year median of 23.04. The Asset Management industry median 3-Year ROIIC % is 2.15. I B I Investment House's value of 15.42 is 617.2% above this industry median. Based on the distribution chart, I B I Investment House ranks #226 out of 654 companies in the Asset Management industry, which is above the industry midpoint. Overall, I B I Investment House has a GF Score™ of 90/100, reflecting its overall financial health beyond just this single metric.
How does I B I Investment House's 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, I B I Investment House ranks #226 out of 654 companies for 3-Year ROIIC %. This puts I B I Investment House in the upper half of its industry. The industry median 3-Year ROIIC % is 2.15. I B I Investment House's value of 15.42 is 617.2% above this benchmark. While the company's 10-year median is 23.04 vs. the industry median of 2.15, I B I Investment House 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. I B I Investment House's current 3-Year ROIIC % of 15.42 is 617.2% 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 I B I Investment House 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. I B I Investment House's current 3-Year ROIIC % is 15.42, which is 33% below median its own 10-year median of 23.04. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is I B I Investment House stock overvalued right now?
I B I Investment House (IBXVF) has a current 3-Year ROIIC % of 15.42. The current 3-Year ROIIC % is 15.42, which is 33% below median its 10-year median of 23.04 and 617.2% above the Asset Management industry median of 2.15. I B I Investment House's overall GF Score™ is 90/100 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 I B I Investment House (IBXVF), the current 3-Year ROIIC % is 15.42 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.
I B I Investment House Ltd is an investment company. It offers investment management & trading services from mutual fund, & provident fund, to trading and execution services on portfolio management, investment banking, & foreign currency, among others.
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