Otto Holding AS (IST:OTTO) 3-Year ROIIC % : 16.10% (As of Dec. 2022) — Near Median

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IST:OTTO Otto Holding AS IST:OTTO
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What is Otto Holding AS 3-Year ROIIC %?

Otto Holding AS IST:OTTO -6.63% 30 3-Year ROIIC % is 16.10 as of Dec. 2022, which is 2% above its 10-year median of 15.75. GuruFocus rates IST:OTTO with a GF Score™ of 30/100. The stock has 6 warning signs investors should review. Among 653 Asset Management companies, Otto Holding AS ranks better than 66.77% 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. Otto Holding AS's 3-Year ROIIC % for the quarter that ended in Dec. 2022 was 16.10%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

IST:OTTO's 3-Year ROIIC % is ranked better than
66.77% of 653 companies
in the Asset Management industry
Industry Median: 2.09 vs IST:OTTO: 16.10

Otto Holding AS  (IST:OTTO) 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.


Otto Holding AS 3-Year ROIIC % Related Terms


Otto Holding AS 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Otto Holding AS'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.

Otto Holding AS 3-Year ROIIC % Chart

Otto Holding AS Annual Data
Trend Dec13 Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 92.49 20.92 15.40 0.00 16.10

Otto Holding AS Quarterly Data
Dec18 Dec19 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Mar24 Jun24 Sep24 Mar25 Jun25 Sep25
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 0.00 0.00 0.00 0.00 0.00

IST:OTTO vs BLK, BX, KKR: 3-Year ROIIC % Comparison

For the Asset Management subindustry, Otto Holding AS'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.


Otto Holding AS 3-Year ROIIC % vs Asset Management Industry

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

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


IST:OTTO
30GF Score
Otto Holding AS IST:OTTO
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Otto Holding AS 3-Year ROIIC % Calculation

Otto Holding AS's 3-Year ROIIC % for the quarter that ended in Dec. 2022 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 23.460297 (Dec. 2022) - -2.9925379 (Dec. 2019) )/( 194.659 (Dec. 2022) - 30.343 (Dec. 2019) )
=26.4528349/164.316
=16.10%***

* 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 16.10 mean?
Otto Holding AS (IST:OTTO) has a 3-Year ROIIC % of 16.10 as of Dec. 2022. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Otto Holding AS and its competitors. This is near median its historical median of 15.75. Over the past decade, Otto Holding AS's 3-Year ROIIC % has ranged from 3.99 to 92.49. According to the industry distribution chart, Otto Holding AS ranks #217 out of 653 companies in the Asset Management industry, placing it in the top 33.2%.
Is Otto Holding AS's 3-Year ROIIC % too high?
Otto Holding AS's current 3-Year ROIIC % of 16.10 is near median its 10-year median of 15.75. Over the past 10 years, this metric has ranged from a low of 3.99 to a high of 92.49. The Asset Management industry median 3-Year ROIIC % is 2.09. Otto Holding AS's value of 16.10 is 670.3% above this industry median. Based on the distribution chart, Otto Holding AS ranks #217 out of 653 companies in the Asset Management industry, which is above the industry midpoint. Overall, Otto Holding AS has a GF Score™ of 30/100, reflecting its overall financial health beyond just this single metric.
How does Otto Holding AS's 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Otto Holding AS ranks #217 out of 653 companies for 3-Year ROIIC %. This puts Otto Holding AS in the upper half of its industry. The industry median 3-Year ROIIC % is 2.09. Otto Holding AS's value of 16.10 is 670.3% above this benchmark. Historically, Otto Holding AS's own 3-Year ROIIC % has ranged from 3.99 to 92.49 over the past decade. While the company's 10-year median is 15.75 vs. the industry median of 2.09, Otto Holding AS 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 2.09, 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. Otto Holding AS's current 3-Year ROIIC % of 16.10 is 670.3% 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 Otto Holding AS 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. Otto Holding AS's current 3-Year ROIIC % is 16.10, which is near median its own 10-year median of 15.75. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Otto Holding AS stock overvalued right now?
Otto Holding AS (IST:OTTO) has a current 3-Year ROIIC % of 16.10. The current 3-Year ROIIC % is 16.10, which is near median its 10-year median of 15.75 and 670.3% above the Asset Management industry median of 2.09. Otto Holding AS's overall GF Score™ is 30/100 with 6 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 Otto Holding AS (IST:OTTO), the current 3-Year ROIIC % is 16.10 as of Dec. 2022. 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.

Otto Holding AS Business Description

Address Levent Neighbourhood Yosun Street No.8, Besiktas, Istanbul, TUR
Otto Holding AS is an investment company that brings traditional markets together with new-generation investments, It undertakes the responsibility of making investments that will benefit our shareholders while protecting the securities and transparency of the markets. The company transforms its experience in media, entertainment and other sectors into measurable financial values with technology-oriented investments in fields of activity such as artificial intelligence (AI), augmented reality (AR), financial technologies (Fintech), gaming (Gaming), and electric vehicles (Electrification).
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