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Pacific Global HoldingsLSE:PCH 3-Year ROIIC % is 17.11 as of Jan. 2025, which is 98% above its 10-year median of 8.63. The stock has 2 warning signs investors should review. Among 657 Asset Management companies, Pacific Global Holdings ranks better than 67.88% 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.
Pacific Global Holdings's 3-Year ROIIC % for the quarter that ended in Jan. 2025 was 17.11%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Pacific Global Holdings's 3-Year ROIIC % or its related term are showing as below:
LSE:PCH's 3-Year ROIIC % is ranked better than 67.88% of 657
companies
in the Asset Management industry
Industry Median: 1.94
vs LSE:PCH: 17.11
Pacific Global Holdings (LSE:PCH) 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.
Pacific Global Holdings 3-Year ROIIC % Related Terms
Pacific Global Holdings 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:PCH vs BLK, BX, KKR: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Pacific Global 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.
Pacific Global Holdings 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Pacific Global Holdings's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Pacific Global Holdings's 3-Year ROIIC % falls into.
Pacific Global Holdings 3-Year ROIIC % Calculation
Pacific Global Holdings's 3-Year ROIIC % for the quarter that ended in Jan. 2025 is calculated as:
3-Year ROIIC %
=
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( -0.459 (Jan. 2025) - -0.388 (Jan. 2022) )
/
( 1.154 (Jan. 2025) - 1.569 (Jan. 2022) )
=
-0.071
/
-0.415
=
17.11%***
* 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.
Pacific Global Holdings (LSE:PCH) has a 3-Year ROIIC % of 17.11 as of Jan. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Pacific Global Holdings and its competitors. This is 98% above median its historical median of 8.63. According to the industry distribution chart, Pacific Global Holdings ranks #211 out of 657 companies in the Asset Management industry, placing it in the top 32.1%.
Is Pacific Global Holdings' 3-Year ROIIC % too high?
Pacific Global Holdings' current 3-Year ROIIC % of 17.11 is 98% above median its 10-year median of 8.63. The Asset Management industry median 3-Year ROIIC % is 1.94. Pacific Global Holdings' value of 17.11 is 782% above this industry median. Based on the distribution chart, Pacific Global Holdings ranks #211 out of 657 companies in the Asset Management industry, which is above the industry midpoint.
How does Pacific Global Holdings' 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Pacific Global Holdings ranks #211 out of 657 companies for 3-Year ROIIC %. This puts Pacific Global Holdings in the upper half of its industry. The industry median 3-Year ROIIC % is 1.94. Pacific Global Holdings' value of 17.11 is 782% above this benchmark. While the company's 10-year median is 8.63 vs. the industry median of 1.94, Pacific Global Holdings 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 1.94, based on 657 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. Pacific Global Holdings's current 3-Year ROIIC % of 17.11 is 782% 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 Pacific Global Holdings and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 1.94 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Pacific Global Holdings's current 3-Year ROIIC % is 17.11, which is 98% above median its own 10-year median of 8.63. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pacific Global Holdings stock overvalued right now?
Pacific Global Holdings (LSE:PCH) has a current 3-Year ROIIC % of 17.11. The current 3-Year ROIIC % is 17.11, which is 98% above median its 10-year median of 8.63 and 782% above the Asset Management industry median of 1.94. 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 Pacific Global Holdings (LSE:PCH), the current 3-Year ROIIC % is 17.11 as of Jan. 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.
Pacific Global Holdings PLC is a rapidly expanding investment company focused on building a diverse portfolio of companies operating within sectors poised to benefit from demographic change. The company believes that demographic shifts, such as population growth, an aging population, the emergence of new middle classes, and changing consumption habits and lifestyles, have a substantial impact on the long-term earnings potential of numerous sectors.
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