IVT (InvenTrust Properties) 3-Year ROIIC % : 3.94% (As of Dec. 2025) — 28% Below Median


IVT InvenTrust Properties Corp IVT
74 GF Score
Price $35.57
GF Value $29.02
Valuation Modestly Overvalued
! 10 Warning Signs
View Full Analysis

What is InvenTrust Properties 3-Year ROIIC %?

InvenTrust Properties IVT +1.83% 74 3-Year ROIIC % is 3.94 as of Dec. 2025, which is 28% below its 10-year median of 5.45. GuruFocus rates IVT with a GF Score™ of 74/100 and a GF Value™ of $29.02 (Modestly Overvalued). The stock has 10 warning signs investors should review. Among 695 REITs companies, InvenTrust Properties ranks better than 51.8% 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. InvenTrust Properties's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 3.94%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

IVT's 3-Year ROIIC % is ranked better than
51.8% of 695 companies
in the REITs industry
Industry Median: 3.49 vs IVT: 3.94

InvenTrust Properties  (NYSE:IVT) 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.


InvenTrust Properties 3-Year ROIIC % Related Terms


InvenTrust Properties 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for InvenTrust Properties'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.

InvenTrust Properties 3-Year ROIIC % Chart

InvenTrust Properties Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 31.90 9.70 8.92 11.92 3.94

InvenTrust Properties Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 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 Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 3.94 0.00

IVT vs FCPT, AKR, UE: 3-Year ROIIC % Comparison

For the REIT - Retail subindustry, InvenTrust Properties'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.


InvenTrust Properties 3-Year ROIIC % vs REITs Industry

For the REITs industry and Real Estate sector, InvenTrust Properties's 3-Year ROIIC % distribution charts can be found below:

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


IVT
74GF Score
InvenTrust Properties Corp IVT
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

InvenTrust Properties 3-Year ROIIC % Calculation

InvenTrust Properties'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**
=( 51.404 (Dec. 2025) - 35.249 (Dec. 2022) )/( 2710.658 (Dec. 2025) - 2300.744 (Dec. 2022) )
=16.155/409.914
=3.94%***

* 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 3.94 mean?
InvenTrust Properties (IVT) has a 3-Year ROIIC % of 3.94 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 InvenTrust Properties and its competitors. This is 28% below median its historical median of 5.45. According to the industry distribution chart, InvenTrust Properties ranks #335 out of 695 companies in the REITs industry, placing it in the top 48.2%.
Is InvenTrust Properties' 3-Year ROIIC % too high?
InvenTrust Properties' current 3-Year ROIIC % of 3.94 is 28% below median its 10-year median of 5.45. The REITs industry median 3-Year ROIIC % is 3.49. InvenTrust Properties' value of 3.94 is 12.9% above this industry median. Based on the distribution chart, InvenTrust Properties ranks #335 out of 695 companies in the REITs industry, which is above the industry midpoint. Overall, InvenTrust Properties has a GF Score™ of 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does InvenTrust Properties' 3-Year ROIIC % compare to FCPT and AKR?
According to the REITs industry distribution chart, InvenTrust Properties ranks #335 out of 695 companies for 3-Year ROIIC %. This puts InvenTrust Properties in the upper half of its industry. The industry median 3-Year ROIIC % is 3.49. InvenTrust Properties' value of 3.94 is 12.9% above this benchmark. While the company's 10-year median is 5.45 vs. the industry median of 3.49, InvenTrust Properties 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 a REITs company?
The median 3-Year ROIIC % among REITs companies is 3.49, based on 695 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. InvenTrust Properties's current 3-Year ROIIC % of 3.94 is 12.9% 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 InvenTrust Properties and its competitors. For the REITs industry, the median 3-Year ROIIC % is 3.49 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. InvenTrust Properties's current 3-Year ROIIC % is 3.94, which is 28% below median its own 10-year median of 5.45. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is InvenTrust Properties stock overvalued right now?
Based on GuruFocus' analysis, InvenTrust Properties (IVT) is currently considered Modestly Overvalued. The stock's GF Value™ is $29.02, compared to a current price of $35.57 — trading 22.6% above its estimated fair value. The current 3-Year ROIIC % is 3.94, which is 28% below median its 10-year median of 5.45 and 12.9% above the REITs industry median of 3.49. InvenTrust Properties' overall GF Score™ is 74/100 with 10 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 InvenTrust Properties (IVT), the current 3-Year ROIIC % is 3.94 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 InvenTrust Properties (IVT) Overvalued in 2026?

Based on GuruFocus' analysis, InvenTrust Properties stock appears to be overvalued. The current stock price of $35.57 is trading 22.6% above its estimated GF Value™ of $29.02. GuruFocus considers InvenTrust Properties to be Modestly Overvalued.

Key valuation signals for IVT:

  • 3-Year ROIIC %: 3.94 (28% below median its 10-year median of 5.45)
  • GF Value™: $29.02 vs. price of $35.57 (22.6% above fair value)
  • GF Score™: 74/100 with 10 warning signs
  • Industry Position: 12.9% above the REITs median (#335 of 695)

No single metric tells the full story. See the IVT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


InvenTrust Properties Business Description

Industry Real EstateREITs
Address 3025 Highland Parkway, Suite 350, Downers Grove, IL, USA, 60515
InvenTrust Properties Corp is the United States of America based company qualified as a REIT (Real Estate Investment Trust). It is focused on owning, leasing, redeveloping, acquiring and managing a multi-tenant retail platform. The company's wholly-owned and managed retail properties include grocery-anchored community and neighborhood centers and power centers, including those classified as necessity-based. InvenTrust operates through a single segment i.e. multi-tenant retail.
74GF Score

Get the complete analysis for IVT

3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$35.57
Price
$29.02
GF Value