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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.
McDowell Holdings's 3-Year ROIIC % for the quarter that ended in Mar. 2025 was 0.05%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for McDowell Holdings's 3-Year ROIIC % or its related term are showing as below:
NSE:MCDHOLDING's 3-Year ROIIC % is not ranked
in the Capital Markets industry.
Industry Median: 2.55
vs NSE:MCDHOLDING: 0.05
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.
McDowell Holdings 3-Year ROIIC % Related Terms
McDowell Holdings 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for McDowell 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.
NSE:MCDHOLDING vs SCHW, MS, GS: 3-Year ROIIC % Comparison
For the Capital Markets subindustry, McDowell 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.
McDowell Holdings 3-Year ROIIC % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, McDowell Holdings's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where McDowell Holdings's 3-Year ROIIC % falls into.
McDowell 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**
=
( -14.671 (Mar. 2025) - -9.747 (Mar. 2022) )
/
( 267.478 (Mar. 2025) - 9578.985 (Mar. 2022) )
=
-4.924
/
-9311.507
=
0.05%***
* 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.
McDowell Holdings (NSE:MCDHOLDING) has a 3-Year ROIIC % of 0.05 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 McDowell Holdings and its competitors. This is 85% below median its historical median of 0.33.
Is McDowell Holdings' 3-Year ROIIC % too high?
McDowell Holdings' current 3-Year ROIIC % of 0.05 is 85% below median its 10-year median of 0.33. The Capital Markets industry median 3-Year ROIIC % is 2.55. McDowell Holdings' value of 0.05 is 98% below this industry median. Overall, McDowell Holdings has a GF Score™ of 4/100, reflecting its overall financial health beyond just this single metric.
How does McDowell Holdings' 3-Year ROIIC % compare to SCHW and MS?
McDowell Holdings' 3-Year ROIIC % of 0.05 can be compared against companies in the Capital Markets industry. The industry median 3-Year ROIIC % is 2.55. McDowell Holdings' value of 0.05 is 98% below this benchmark. While the company's 10-year median is 0.33 vs. the industry median of 2.55, McDowell Holdings has consistently been below 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 2.55, based on 660 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. McDowell Holdings's current 3-Year ROIIC % of 0.05 is 98% below 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 McDowell Holdings and its competitors. For the Capital Markets industry, the median 3-Year ROIIC % is 2.55 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. McDowell Holdings's current 3-Year ROIIC % is 0.05, which is 85% below median its own 10-year median of 0.33. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is McDowell Holdings stock overvalued right now?
McDowell Holdings (NSE:MCDHOLDING) has a current 3-Year ROIIC % of 0.05. The current 3-Year ROIIC % is 0.05, which is 85% below median its 10-year median of 0.33 and 98% below the Capital Markets industry median of 2.55. McDowell Holdings' overall GF Score™ is 4/100 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 McDowell Holdings (NSE:MCDHOLDING), the current 3-Year ROIIC % is 0.05 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.
McDowell Holdings Ltd is an investment holding company. The company is organized into two operating segments, NBFC (CIC) and Unregistered CIC. The NBFC (CIC) business segment includes long-term investments through which the company earns dividends. Its operations are majorly concentrated in India.
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