Tatton Asset ManagementLSE:TAM -1.64%92 3-Year ROIIC % is 48.28 as of Mar. 2026, which is at its 10-year median of 48.28. GuruFocus rates LSE:TAM with a GF Score™ of 92/100 and a GF Value™ of £8.64 (Modestly Undervalued). The stock has 1 warning sign investors should review. Among 654 Asset Management companies, Tatton Asset Management ranks better than 81.35% 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.
Tatton Asset Management's 3-Year ROIIC % for the quarter that ended in Mar. 2026 was 48.28%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Tatton Asset Management's 3-Year ROIIC % or its related term are showing as below:
LSE:TAM's 3-Year ROIIC % is ranked better than 81.35% of 654
companies
in the Asset Management industry
Industry Median: 2.15
vs LSE:TAM: 48.28
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.
Tatton Asset Management 3-Year ROIIC % Related Terms
Tatton 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:TAM vs BLK, BX, KKR: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Tatton 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.
Tatton Asset Management 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Tatton Asset Management's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Tatton Asset Management's 3-Year ROIIC % falls into.
Tatton Asset Management's 3-Year ROIIC % for the quarter that ended in Mar. 2026 is calculated as:
3-Year ROIIC %
=
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( 17.989077 (Mar. 2026) - 13.7522 (Mar. 2023) )
/
( 33.857 (Mar. 2026) - 25.081 (Mar. 2023) )
=
4.236877
/
8.776
=
48.28%***
* 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.
Tatton Asset Management (LSE:TAM) has a 3-Year ROIIC % of 48.28 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 Tatton Asset Management and its competitors. This is near median its historical median of 48.28. According to the industry distribution chart, Tatton Asset Management ranks #122 out of 654 companies in the Asset Management industry, placing it in the top 18.7%.
Is Tatton Asset Management's 3-Year ROIIC % too high?
Tatton Asset Management's current 3-Year ROIIC % of 48.28 is near median its 10-year median of 48.28. The Asset Management industry median 3-Year ROIIC % is 2.15. Tatton Asset Management's value of 48.28 is 2145.6% above this industry median. Based on the distribution chart, Tatton Asset Management ranks #122 out of 654 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Tatton Asset Management has a GF Score™ of 92/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Tatton Asset Management's 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Tatton Asset Management ranks #122 out of 654 companies for 3-Year ROIIC %. This places Tatton Asset Management in the top 19% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 2.15. Tatton Asset Management's value of 48.28 is 2145.6% above this benchmark. While the company's 10-year median is 48.28 vs. the industry median of 2.15, Tatton 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. Tatton Asset Management's current 3-Year ROIIC % of 48.28 is 2145.6% 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 Tatton 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. Tatton Asset Management's current 3-Year ROIIC % is 48.28, which is near median its own 10-year median of 48.28. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Tatton Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Tatton Asset Management (LSE:TAM) is currently considered Modestly Undervalued. The stock's GF Value™ is £8.64, compared to a current price of £7.20 — trading 16.7% below its estimated fair value. The current 3-Year ROIIC % is 48.28, which is near median its 10-year median of 48.28 and 2145.6% above the Asset Management industry median of 2.15. Tatton Asset Management's overall GF Score™ is 92/100 with 1 warning sign 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 Tatton Asset Management (LSE:TAM), the current 3-Year ROIIC % is 48.28 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 Tatton Asset Management (LSE:TAM) Overvalued in 2026?
Based on GuruFocus' analysis, Tatton Asset Management stock appears to be undervalued.
The current stock price of £7.20 is trading 16.7% below its estimated GF Value™ of £8.64.
GuruFocus considers Tatton Asset Management to be Modestly Undervalued.
Key valuation signals for LSE:TAM:
3-Year ROIIC %: 48.28 (near median its 10-year median of 48.28)
GF Value™: £8.64 vs. price of £7.20 (16.7% below fair value)
Industry Position: 2145.6% above the Asset Management median (#122 of 654)
No single metric tells the full story. See the LSE:TAM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Tatton Asset Management PLC offers on-platform only discretionary fund management, regulatory, compliance, and business consulting services, as well as a whole of market mortgage provision, to directly authorized financial advisers across the United Kingdom. The company's business segments include Tatton and Paradigm, with the maximum revenue derived from the Tatton segment.
92GF Score
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