Bloomsbury Publishing (LSE:BMY) 3-Year ROIIC % : 13.86% (As of Feb. 2026) — Near Median

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LSE:BMY Bloomsbury Publishing PLC LSE:BMY
84 GF Score
Price £6.42
GF Value £5.55
Valuation Modestly Overvalued
! 7 Warning Signs
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What is Bloomsbury Publishing 3-Year ROIIC %?

Bloomsbury Publishing LSE:BMY +1.42% 84 3-Year ROIIC % is 13.86 as of Feb. 2026, which is 1% below its 10-year median of 14.05. GuruFocus rates LSE:BMY with a GF Score™ of 84/100 and a GF Value™ of £5.55 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 947 Media - Diversified companies, Bloomsbury Publishing ranks better than 69.69% 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. Bloomsbury Publishing's 3-Year ROIIC % for the quarter that ended in Feb. 2026 was 13.86%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

LSE:BMY's 3-Year ROIIC % is ranked better than
69.69% of 947 companies
in the Media - Diversified industry
Industry Median: 1.36 vs LSE:BMY: 13.86

Bloomsbury Publishing  (LSE:BMY) 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.


Bloomsbury Publishing 3-Year ROIIC % Related Terms


Bloomsbury Publishing 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Bloomsbury Publishing'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.

Bloomsbury Publishing 3-Year ROIIC % Chart

Bloomsbury Publishing 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 14.23 19.15 24.54 9.85 13.86

Bloomsbury Publishing 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 24.54 0.00 9.85 0.00 13.86

LSE:BMY vs NYT, WLY: 3-Year ROIIC % Comparison

For the Publishing subindustry, Bloomsbury Publishing'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.


Bloomsbury Publishing 3-Year ROIIC % vs Media - Diversified Industry

For the Media - Diversified industry and Communication Services sector, Bloomsbury Publishing's 3-Year ROIIC % distribution charts can be found below:

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


LSE:BMY
84GF Score
Bloomsbury Publishing PLC LSE:BMY
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Bloomsbury Publishing 3-Year ROIIC % Calculation

Bloomsbury Publishing'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**
=( 28.5678 (Feb. 2026) - 20.5743915 (Feb. 2023) )/( 277.6 (Feb. 2026) - 219.943 (Feb. 2023) )
=7.9934085/57.657
=13.86%***

* 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 13.86 mean?
Bloomsbury Publishing (LSE:BMY) has a 3-Year ROIIC % of 13.86 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 Bloomsbury Publishing and its competitors. This is near median its historical median of 14.05. According to the industry distribution chart, Bloomsbury Publishing ranks #287 out of 947 companies in the Media - Diversified industry, placing it in the top 30.3%.
Is Bloomsbury Publishing's 3-Year ROIIC % too high?
Bloomsbury Publishing's current 3-Year ROIIC % of 13.86 is near median its 10-year median of 14.05. The Media - Diversified industry median 3-Year ROIIC % is 1.36. Bloomsbury Publishing's value of 13.86 is 919.1% above this industry median. Based on the distribution chart, Bloomsbury Publishing ranks #287 out of 947 companies in the Media - Diversified industry, which is above the industry midpoint. Overall, Bloomsbury Publishing has a GF Score™ of 84/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Bloomsbury Publishing's 3-Year ROIIC % compare to NYT and WLY?
According to the Media - Diversified industry distribution chart, Bloomsbury Publishing ranks #287 out of 947 companies for 3-Year ROIIC %. This puts Bloomsbury Publishing in the upper half of its industry. The industry median 3-Year ROIIC % is 1.36. Bloomsbury Publishing's value of 13.86 is 919.1% above this benchmark. While the company's 10-year median is 14.05 vs. the industry median of 1.36, Bloomsbury Publishing 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 Media - Diversified company?
The median 3-Year ROIIC % among Media - Diversified companies is 1.36, based on 947 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. Bloomsbury Publishing's current 3-Year ROIIC % of 13.86 is 919.1% 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 Bloomsbury Publishing and its competitors. For the Media - Diversified industry, the median 3-Year ROIIC % is 1.36 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Bloomsbury Publishing's current 3-Year ROIIC % is 13.86, which is near median its own 10-year median of 14.05. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Bloomsbury Publishing stock overvalued right now?
Based on GuruFocus' analysis, Bloomsbury Publishing (LSE:BMY) is currently considered Modestly Overvalued. The stock's GF Value™ is £5.55, compared to a current price of £6.42 — trading 15.7% above its estimated fair value. The current 3-Year ROIIC % is 13.86, which is near median its 10-year median of 14.05 and 919.1% above the Media - Diversified industry median of 1.36. Bloomsbury Publishing's overall GF Score™ is 84/100 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 Bloomsbury Publishing (LSE:BMY), the current 3-Year ROIIC % is 13.86 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 Bloomsbury Publishing (LSE:BMY) Overvalued in 2026?

Based on GuruFocus' analysis, Bloomsbury Publishing stock appears to be overvalued. The current stock price of £6.42 is trading 15.7% above its estimated GF Value™ of £5.55. GuruFocus considers Bloomsbury Publishing to be Modestly Overvalued.

Key valuation signals for LSE:BMY:

  • 3-Year ROIIC %: 13.86 (near median its 10-year median of 14.05)
  • GF Value™: £5.55 vs. price of £6.42 (15.7% above fair value)
  • GF Score™: 84/100 with 7 warning signs
  • Industry Position: 919.1% above the Media - Diversified median (#287 of 947)

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


Bloomsbury Publishing Business Description

Other Exchanges BMYl:UK5JZ:Germany
Address 50 Bedford Square, London, GBR, WC1B 3DP
Bloomsbury Publishing PLC is a publisher of books and other media for general readers, children, students, researchers, and professionals. It offers authors access to these multiple markets in multiple formats throughout the world in print, through e-books, digital downloads, and apps in schools, libraries, universities, and in terrestrial and internet bookshops. The company divisions are Consumer and Non-Consumer. Consumer division is split out into Children's Trade and Adult Trade; and Non-Consumer split between Academic and Professional, Education, Special Interest, and Content Services. It derives maximum revenue from the Consumer division segment. The company operates in the UK, North America, and other countries.
84GF Score

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

£6.42
Price
£5.55
GF Value