EFG HoldingELSE:EFGD 90 3-Year ROIIC % is 16.31 as of Dec. 2025, which is 49% above its 10-year median of 10.98. GuruFocus rates LSE:EFGD with a GF Score™ of 90/100 and a GF Value™ of $1.44 (Possible Value Trap). The stock has 6 warning signs investors should review. Among 659 Capital Markets companies, EFG HoldingE ranks better than 72.99% 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.
EFG HoldingE's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 16.31%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for EFG HoldingE's 3-Year ROIIC % or its related term are showing as below:
LSE:EFGD's 3-Year ROIIC % is ranked better than 72.99% of 659
companies
in the Capital Markets industry
Industry Median: 2.6
vs LSE:EFGD: 16.31
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.
EFG HoldingE 3-Year ROIIC % Related Terms
EFG HoldingE 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for EFG HoldingE'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:EFGD vs MS, GS, SCHW: 3-Year ROIIC % Comparison
For the Capital Markets subindustry, EFG HoldingE'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.
EFG HoldingE 3-Year ROIIC % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, EFG HoldingE's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where EFG HoldingE's 3-Year ROIIC % falls into.
* 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.
EFG HoldingE (LSE:EFGD) has a 3-Year ROIIC % of 16.31 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 EFG HoldingE and its competitors. This is 49% above median its historical median of 10.98. According to the industry distribution chart, EFG HoldingE ranks #178 out of 659 companies in the Capital Markets industry, placing it in the top 27%.
Is EFG HoldingE's 3-Year ROIIC % too high?
EFG HoldingE's current 3-Year ROIIC % of 16.31 is 49% above median its 10-year median of 10.98. The Capital Markets industry median 3-Year ROIIC % is 2.60. EFG HoldingE's value of 16.31 is 527.3% above this industry median. Based on the distribution chart, EFG HoldingE ranks #178 out of 659 companies in the Capital Markets industry, which is above the industry midpoint. Overall, EFG HoldingE has a GF Score™ of 90/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does EFG HoldingE's 3-Year ROIIC % compare to MS and GS?
According to the Capital Markets industry distribution chart, EFG HoldingE ranks #178 out of 659 companies for 3-Year ROIIC %. This puts EFG HoldingE in the upper half of its industry. The industry median 3-Year ROIIC % is 2.60. EFG HoldingE's value of 16.31 is 527.3% above this benchmark. While the company's 10-year median is 10.98 vs. the industry median of 2.60, EFG HoldingE 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 Capital Markets company?
The median 3-Year ROIIC % among Capital Markets companies is 2.60, based on 659 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. EFG HoldingE's current 3-Year ROIIC % of 16.31 is 527.3% 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 EFG HoldingE and its competitors. For the Capital Markets industry, the median 3-Year ROIIC % is 2.60 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. EFG HoldingE's current 3-Year ROIIC % is 16.31, which is 49% above median its own 10-year median of 10.98. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is EFG HoldingE stock overvalued right now?
Based on GuruFocus' analysis, EFG HoldingE (LSE:EFGD) is currently considered Possible Value Trap. The stock's GF Value™ is $1.44, compared to a current price of $1.00 — trading 30.6% below its estimated fair value. The current 3-Year ROIIC % is 16.31, which is 49% above median its 10-year median of 10.98 and 527.3% above the Capital Markets industry median of 2.60. EFG HoldingE's overall GF Score™ is 90/100 with 6 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 EFG HoldingE (LSE:EFGD), the current 3-Year ROIIC % is 16.31 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 EFG HoldingE (LSE:EFGD) Overvalued in 2026?
Based on GuruFocus' analysis, EFG HoldingE stock appears to be undervalued.
The current stock price of $1.00 is trading 30.6% below its estimated GF Value™ of $1.44.
GuruFocus considers EFG HoldingE to be Possible Value Trap.
Key valuation signals for LSE:EFGD:
3-Year ROIIC %: 16.31 (49% above median its 10-year median of 10.98)
GF Value™: $1.44 vs. price of $1.00 (30.6% below fair value)
Industry Position: 527.3% above the Capital Markets median (#178 of 659)
No single metric tells the full story. See the LSE:EFGD stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
EFG Holding SAE is a provider of investment banking products and services in the Middle East. The company is headquartered in Egypt and conducts the majority of its business domestically. The bank also has operations in Gulf countries and Lebanon. The company generates the majority of its revenue through brokerage services. In addition, the bank generates revenue through asset-management products, such as traditional and alternative investments, fixed-income, money market, equity, and Shariah-compliant mandates. The bank also engages in equity research, and macroeconomic forecasts, industrial research, and private equity services for its clients.
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