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Caledonian HoldingsLSE:CHP 3-Year ROIIC % is 79.75 as of Mar. 2025. The stock has 3 warning signs investors should review. Among 655 Asset Management companies, Caledonian Holdings ranks better than 87.63% 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.
Caledonian Holdings's 3-Year ROIIC % for the quarter that ended in Mar. 2025 was 79.75%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Caledonian Holdings's 3-Year ROIIC % or its related term are showing as below:
LSE:CHP's 3-Year ROIIC % is ranked better than 87.63% of 655
companies
in the Asset Management industry
Industry Median: 2.21
vs LSE:CHP: 79.75
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.
Caledonian Holdings 3-Year ROIIC % Related Terms
Caledonian Holdings 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Caledonian Holdings'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.
LSE:CHP vs BLK, BX, KKR: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Caledonian Holdings'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.
Caledonian Holdings 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Caledonian Holdings's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Caledonian Holdings's 3-Year ROIIC % falls into.
Caledonian Holdings's 3-Year ROIIC % for the quarter that ended in Mar. 2025 is calculated as:
3-Year ROIIC %
=
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( -4.434 (Mar. 2025) - -1.032 (Mar. 2022) )
/
( 2.174 (Mar. 2025) - 6.44 (Mar. 2022) )
=
-3.402
/
-4.266
=
79.75%***
* 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.
Caledonian Holdings (LSE:CHP) has a 3-Year ROIIC % of 79.75 as of Mar. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Caledonian Holdings and its competitors. According to the industry distribution chart, Caledonian Holdings ranks #81 out of 655 companies in the Asset Management industry, placing it in the top 12.4%.
Is Caledonian Holdings' 3-Year ROIIC % too high?
Caledonian Holdings' current 3-Year ROIIC % is 79.75. The Asset Management industry median 3-Year ROIIC % is 2.21. Caledonian Holdings' value of 79.75 is 3508.6% above this industry median. Based on the distribution chart, Caledonian Holdings ranks #81 out of 655 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers.
How does Caledonian Holdings' 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Caledonian Holdings ranks #81 out of 655 companies for 3-Year ROIIC %. This places Caledonian Holdings in the top 12% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 2.21. Caledonian Holdings' value of 79.75 is 3508.6% above this benchmark. 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 2.21, based on 655 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. Caledonian Holdings's current 3-Year ROIIC % of 79.75 is 3508.6% 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 Caledonian Holdings and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Caledonian Holdings's current 3-Year ROIIC % is 79.75. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caledonian Holdings stock overvalued right now?
Caledonian Holdings (LSE:CHP) has a current 3-Year ROIIC % of 79.75. The current 3-Year ROIIC % is 79.75 and 3508.6% above the Asset Management industry median of 2.21. 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 Caledonian Holdings (LSE:CHP), the current 3-Year ROIIC % is 79.75 as of Mar. 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.
Caledonian Holdings PLC is an investment company based in the United Kingdom. It is focused on investing in companies operating within the financial services and associated markets. The company targets businesses that demonstrate growth potential, financial solutions, and scalable business models. Its primary areas of interest include fintech, asset management, insurance, and banking, with an emphasis on companies that leverage technology to enhance efficiency, accessibility, and financial inclusion. The company focuses on having a mix of private and publicly traded investments. It has only one identifiable operating segment, being the purchase, holding, and sale of investments. Geographically, the company operates only in the United Kingdom.
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