INV (Innventure) 3-Year ROIIC % : -16.16% (As of Dec. 2025)

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INV Innventure Inc INV
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What is Innventure 3-Year ROIIC %?

Innventure INV +1.79% 10 3-Year ROIIC % is -16.16 as of Dec. 2025. GuruFocus rates INV with a GF Score™ of 10/100. The stock has 7 warning signs investors should review. Among 653 Asset Management companies, Innventure ranks worse than 76.88% 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. Innventure's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was -16.16%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

INV's 3-Year ROIIC % is ranked worse than
76.88% of 653 companies
in the Asset Management industry
Industry Median: 2.09 vs INV: -16.16

Innventure  (NAS:INV) 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.


Innventure 3-Year ROIIC % Related Terms


Innventure 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Innventure'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.

Innventure 3-Year ROIIC % Chart

Innventure Annual Data
Trend Dec21 Dec22 Dec23 Dec24 Dec25
3-Year ROIIC %
0.00 0.00 0.00 -7.85 -16.16

Innventure Quarterly Data
Dec21 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 0.00 0.00 0.00 -16.16 0.00

INV vs CCAP, LEO, VKI: 3-Year ROIIC % Comparison

For the Asset Management subindustry, Innventure'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.


Innventure 3-Year ROIIC % vs Asset Management Industry

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

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


INV
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Innventure Inc INV
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Innventure 3-Year ROIIC % Calculation

Innventure'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**
=( -114.8812808 (Dec. 2025) - -24.669 (Dec. 2022) )/( 581.649 (Dec. 2025) - 23.278 (Dec. 2022) )
=-90.2122808/558.371
=-16.16%***

* 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.

Frequently Asked Questions Learn more about 3-Year ROIIC % →
What does a 3-Year ROIIC % of -16.16 mean?
Innventure (INV) has a 3-Year ROIIC % of -16.16 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 Innventure and its competitors. According to the industry distribution chart, Innventure ranks #502 out of 653 companies in the Asset Management industry, placing it in the top 76.9%.
Is Innventure's 3-Year ROIIC % too high?
Innventure's current 3-Year ROIIC % is -16.16. Based on the distribution chart, Innventure ranks #502 out of 653 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Innventure has a GF Score™ of 10/100, reflecting its overall financial health beyond just this single metric.
How does Innventure's 3-Year ROIIC % compare to CCAP and LEO?
According to the Asset Management industry distribution chart, Innventure ranks #502 out of 653 companies for 3-Year ROIIC %. This places Innventure in the lower half of its industry. The industry median 3-Year ROIIC % is 2.09. 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 2.09, based on 653 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. 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 Innventure and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.09 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Innventure's current 3-Year ROIIC % is -16.16. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Innventure stock overvalued right now?
Innventure (INV) has a current 3-Year ROIIC % of -16.16. The current 3-Year ROIIC % is -16.16. Innventure's overall GF Score™ is 10/100 with 7 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 Innventure (INV), the current 3-Year ROIIC % is -16.16 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.

Innventure Business Description

Address 6900 Tavistock Lakes boulevard, Suite 400, Orlando, FL, USA, 32827
Innventure Inc creates, funds, operates, and rapidly scales companies in strategic collaboration with MNCs. It provides company creation, corporate strategies, technology optimization, operations, commercialization, and funding. It has one reportable segment: Technology. The Technology segment includes the business activities of Accelsius, a consolidated subsidiary focused on development and manufacture of data center cooling products.
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