Balwin Properties (JSE:BWN) 3-Year ROIIC % : -11.07% (As of Feb. 2026)


JSE:BWN Balwin Properties Ltd JSE:BWN
49 GF Score
Price R4.18
GF Value R2.31
Valuation Significantly Overvalued
! 9 Warning Signs
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What is Balwin Properties 3-Year ROIIC %?

Balwin Properties JSE:BWN -0.48% 49 3-Year ROIIC % is -11.07 as of Feb. 2026. GuruFocus rates JSE:BWN with a GF Score™ of 49/100 and a GF Value™ of R2.31 (Significantly Overvalued). The stock has 9 warning signs investors should review. Among 1,666 Real Estate companies, Balwin Properties ranks worse than 80.37% 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. Balwin Properties's 3-Year ROIIC % for the quarter that ended in Feb. 2026 was -11.07%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

JSE:BWN's 3-Year ROIIC % is ranked worse than
80.37% of 1666 companies
in the Real Estate industry
Industry Median: 2.35 vs JSE:BWN: -11.07

Balwin Properties  (JSE:BWN) 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.


Balwin Properties 3-Year ROIIC % Related Terms


Balwin Properties 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Balwin 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.

Balwin Properties 3-Year ROIIC % Chart

Balwin Properties Annual Data
Trend Feb17 Feb18 Feb19 Feb20 Feb21 Feb22 Feb23 Feb24 Feb25 Feb26
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -5.08 0.93 -4.72 -5.77 -11.07

Balwin Properties Semi-Annual Data
Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25 Feb26
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 -4.72 0.00 -5.77 0.00 -11.07

Balwin Properties 3-Year ROIIC % Competitor Comparison

For the Real Estate - Development subindustry, Balwin 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.


Balwin Properties 3-Year ROIIC % vs Real Estate Industry

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

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


JSE:BWN
49GF Score
Balwin Properties Ltd JSE:BWN
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Balwin Properties 3-Year ROIIC % Calculation

Balwin Properties's 3-Year ROIIC % for the quarter that ended in Feb. 2026 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 254.4753186 (Feb. 2026) - 415.323624 (Feb. 2023) )/( 8020.171 (Feb. 2026) - 6566.669 (Feb. 2023) )
=-160.8483054/1453.502
=-11.07%***

* 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 -11.07 mean?
Balwin Properties (JSE:BWN) has a 3-Year ROIIC % of -11.07 as of Feb. 2026. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Balwin Properties and its competitors. According to the industry distribution chart, Balwin Properties ranks #1339 out of 1666 companies in the Real Estate industry, placing it in the top 80.4%.
Is Balwin Properties' 3-Year ROIIC % too high?
Balwin Properties' current 3-Year ROIIC % is -11.07. Based on the distribution chart, Balwin Properties ranks #1339 out of 1666 companies in the Real Estate industry, which is in the bottom quartile relative to peers. Overall, Balwin Properties has a GF Score™ of 49/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Balwin Properties' 3-Year ROIIC % compare to competitors?
According to the Real Estate industry distribution chart, Balwin Properties ranks #1339 out of 1666 companies for 3-Year ROIIC %. This places Balwin Properties in the lower half of its industry. The industry median 3-Year ROIIC % is 2.35. 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 Real Estate company?
The median 3-Year ROIIC % among Real Estate companies is 2.35, based on 1,666 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 Balwin Properties and its competitors. For the Real Estate industry, the median 3-Year ROIIC % is 2.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Balwin Properties's current 3-Year ROIIC % is -11.07. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Balwin Properties stock overvalued right now?
Based on GuruFocus' analysis, Balwin Properties (JSE:BWN) is currently considered Significantly Overvalued. The stock's GF Value™ is R2.31, compared to a current price of R4.18 — trading 81% above its estimated fair value. The current 3-Year ROIIC % is -11.07. Balwin Properties' overall GF Score™ is 49/100 with 9 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 Balwin Properties (JSE:BWN), the current 3-Year ROIIC % is -11.07 as of Feb. 2026. 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 Balwin Properties (JSE:BWN) Overvalued in 2026?

Based on GuruFocus' analysis, Balwin Properties stock appears to be overvalued. The current stock price of R4.18 is trading 81% above its estimated GF Value™ of R2.31. GuruFocus considers Balwin Properties to be Significantly Overvalued.

Key valuation signals for JSE:BWN:

  • 3-Year ROIIC %: -11.07
  • GF Value™: R2.31 vs. price of R4.18 (81% above fair value)
  • GF Score™: 49/100 with 9 warning signs

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


Balwin Properties Business Description

Address 105 Corlett Drive, Melrose, Johannesburg, GT, ZAF, 2196
Balwin Properties Ltd is engaged in residential property development and sale of sectional title estates, bond origination, information and communication technology services, rental of commercial property and other annuity based services provided to the residential developments. Its operating segments include Sale of apartments and land; Provision of services to residential estates; Bond commission; property rental; and Balwin Foundation. It derives majority of the revenue from Residential and commercial property rental segment.
49GF Score

Get the complete analysis for JSE:BWN

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

R4.18
Price
R2.31
GF Value