Liontrust Asset ManagementLSE:LIO +1.96%74 3-Year ROIIC % is 75.10 as of Mar. 2026, which is 58% above its 10-year median of 47.51. GuruFocus rates LSE:LIO with a GF Score™ of 74/100 and a GF Value™ of £3.30 (Fairly Valued). The stock has 8 warning signs investors should review. Among 654 Asset Management companies, Liontrust Asset Management ranks better than 86.85% 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.
Liontrust Asset Management's 3-Year ROIIC % for the quarter that ended in Mar. 2026 was 75.10%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Liontrust Asset Management's 3-Year ROIIC % or its related term are showing as below:
LSE:LIO's 3-Year ROIIC % is ranked better than 86.85% of 654
companies
in the Asset Management industry
Industry Median: 2.15
vs LSE:LIO: 75.10
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.
Liontrust Asset Management 3-Year ROIIC % Related Terms
Liontrust Asset Management 3-Year ROIIC % Historical Data
* 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:LIO vs BLK, BX, KKR: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Liontrust Asset Management'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.
Liontrust Asset Management 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Liontrust Asset Management's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Liontrust Asset Management'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.
Liontrust Asset Management (LSE:LIO) has a 3-Year ROIIC % of 75.10 as of Mar. 2026. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Liontrust Asset Management and its competitors. This is 58% above median its historical median of 47.51. According to the industry distribution chart, Liontrust Asset Management ranks #86 out of 654 companies in the Asset Management industry, placing it in the top 13.1%.
Is Liontrust Asset Management's 3-Year ROIIC % too high?
Liontrust Asset Management's current 3-Year ROIIC % of 75.10 is 58% above median its 10-year median of 47.51. The Asset Management industry median 3-Year ROIIC % is 2.15. Liontrust Asset Management's value of 75.10 is 3393% above this industry median. Based on the distribution chart, Liontrust Asset Management ranks #86 out of 654 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Liontrust Asset Management has a GF Score™ of 74/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Liontrust Asset Management's 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Liontrust Asset Management ranks #86 out of 654 companies for 3-Year ROIIC %. This places Liontrust Asset Management in the top 13% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 2.15. Liontrust Asset Management's value of 75.10 is 3393% above this benchmark. While the company's 10-year median is 47.51 vs. the industry median of 2.15, Liontrust Asset Management 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 an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 2.15, based on 654 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. Liontrust Asset Management's current 3-Year ROIIC % of 75.10 is 3393% 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 Liontrust Asset Management and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.15 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Liontrust Asset Management's current 3-Year ROIIC % is 75.10, which is 58% above median its own 10-year median of 47.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Liontrust Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Liontrust Asset Management (LSE:LIO) is currently considered Fairly Valued. The stock's GF Value™ is £3.30, compared to a current price of £3.39 — trading 2.6% above its estimated fair value. The current 3-Year ROIIC % is 75.10, which is 58% above median its 10-year median of 47.51 and 3393% above the Asset Management industry median of 2.15. Liontrust Asset Management's overall GF Score™ is 74/100 with 8 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 Liontrust Asset Management (LSE:LIO), the current 3-Year ROIIC % is 75.10 as of Mar. 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 Liontrust Asset Management (LSE:LIO) Overvalued in 2026?
Based on GuruFocus' analysis, Liontrust Asset Management stock appears to be overvalued.
The current stock price of £3.39 is trading 2.6% above its estimated GF Value™ of £3.30.
GuruFocus considers Liontrust Asset Management to be Fairly Valued.
Key valuation signals for LSE:LIO:
3-Year ROIIC %: 75.10 (58% above median its 10-year median of 47.51)
GF Value™: £3.30 vs. price of £3.39 (2.6% above fair value)
Industry Position: 3393% above the Asset Management median (#86 of 654)
No single metric tells the full story. See the LSE:LIO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Liontrust Asset Management PLC operates as an investment management company. It offers products such as Unit Trusts, Offshore funds, Segregated Mandates, and Discretionary Portfolio Management Services. It markets its fund internationally to institutional investors, wealth managers, financial advisers, private investors, and wholesale markets such as family offices, private banks, wealth managers, and multi-managers. The company's geographical segments are the United Kingdom, Europe (excluding the UK), Canada, and Australia.
74GF Score
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