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Osoul Investment CoKUW:OSOUL -5.02%23 3-Year ROIIC % is 1.36 as of Dec. 2025, which is 88% below its 10-year median of 11.14. GuruFocus rates KUW:OSOUL with a GF Score™ of 23/100 and a GF Value™ of KWD0.21 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 653 Asset Management companies, Osoul Investment Co ranks worse than 51.61% 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.
Osoul Investment Co's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 1.36%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Osoul Investment Co's 3-Year ROIIC % or its related term are showing as below:
KUW:OSOUL's 3-Year ROIIC % is ranked worse than 51.61% of 653
companies
in the Asset Management industry
Industry Median: 2.09
vs KUW:OSOUL: 1.36
Osoul Investment Co (KUW:OSOUL) 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.
Osoul Investment Co 3-Year ROIIC % Related Terms
Osoul Investment Co 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Osoul Investment Co'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.
KUW:OSOUL vs BLK, BX, KKR: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Osoul Investment Co'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.
Osoul Investment Co 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Osoul Investment Co's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Osoul Investment Co's 3-Year ROIIC % falls into.
Osoul Investment Co'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**
=
( 0.512487 (Dec. 2025) - 0.4148733 (Dec. 2022) )
/
( 13.484 (Dec. 2025) - 6.288 (Dec. 2022) )
=
0.0976137
/
7.196
=
1.36%***
* 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.
Osoul Investment Co (KUW:OSOUL) has a 3-Year ROIIC % of 1.36 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 Osoul Investment Co and its competitors. This is 88% below median its historical median of 11.14. According to the industry distribution chart, Osoul Investment Co ranks #337 out of 653 companies in the Asset Management industry, placing it in the top 51.6%.
Is Osoul Investment Co's 3-Year ROIIC % too high?
Osoul Investment Co's current 3-Year ROIIC % of 1.36 is 88% below median its 10-year median of 11.14. The Asset Management industry median 3-Year ROIIC % is 2.09. Osoul Investment Co's value of 1.36 is 34.9% below this industry median. Based on the distribution chart, Osoul Investment Co ranks #337 out of 653 companies in the Asset Management industry, which is below the industry midpoint. Overall, Osoul Investment Co has a GF Score™ of 23/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Osoul Investment Co's 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Osoul Investment Co ranks #337 out of 653 companies for 3-Year ROIIC %. This places Osoul Investment Co in the lower half of its industry. The industry median 3-Year ROIIC % is 2.09. Osoul Investment Co's value of 1.36 is 34.9% below this benchmark. While the company's 10-year median is 11.14 vs. the industry median of 2.09, Osoul Investment Co has consistently been below 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. Osoul Investment Co's current 3-Year ROIIC % of 1.36 is 34.9% below 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 Osoul Investment Co 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. Osoul Investment Co's current 3-Year ROIIC % is 1.36, which is 88% below median its own 10-year median of 11.14. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Osoul Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Osoul Investment Co (KUW:OSOUL) is currently considered Modestly Overvalued. The stock's GF Value™ is KWD0.21, compared to a current price of KWD0.27 — trading 26.2% above its estimated fair value. The current 3-Year ROIIC % is 1.36, which is 88% below median its 10-year median of 11.14 and 34.9% below the Asset Management industry median of 2.09. Osoul Investment Co's overall GF Score™ is 23/100 with 2 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 Osoul Investment Co (KUW:OSOUL), the current 3-Year ROIIC % is 1.36 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 Osoul Investment Co (KUW:OSOUL) Overvalued in 2026?
Based on GuruFocus' analysis, Osoul Investment Co stock appears to be overvalued.
The current stock price of KWD0.27 is trading 26.2% above its estimated GF Value™ of KWD0.21.
GuruFocus considers Osoul Investment Co to be Modestly Overvalued.
Key valuation signals for KUW:OSOUL:
3-Year ROIIC %: 1.36 (88% below median its 10-year median of 11.14)
GF Value™: KWD0.21 vs. price of KWD0.27 (26.2% above fair value)
Industry Position: 34.9% below the Asset Management median (#337 of 653)
No single metric tells the full story. See the KUW:OSOUL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Osoul Investment Co is a Kuwait-based company involved in financing and investment activities such as Investment portfolio management. Its activity includes investing in the real estate, industrial, agricultural, and other economic sectors, Securities trading operations such as buying and selling shares and bonds of companies, Dealing and trading in the foreign exchange market, and the precious metals market. The company's segment includes: Finance Segment, Investment Segment, and Real Estate Segment. The company generates all of its revenue from the Investment Segment.
23GF Score
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