Motilal Oswal Financial Services (NSE:MOTILALOFS) 3-Year ROIIC % : 5.75% (As of Mar. 2026) — 23% Below Median

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NSE:MOTILALOFS Motilal Oswal Financial Services Ltd NSE:MOTILALOFS
92 GF Score
Price ₹973.15
GF Value ₹947.88
Valuation Fairly Valued
! 8 Warning Signs
View Full Analysis

What is Motilal Oswal Financial Services 3-Year ROIIC %?

Motilal Oswal Financial Services NSE:MOTILALOFS +0.63% 92 3-Year ROIIC % is 5.75 as of Mar. 2026, which is 23% below its 10-year median of 7.44. GuruFocus rates NSE:MOTILALOFS with a GF Score™ of 92/100 and a GF Value™ of ₹947.88 (Fairly Valued). The stock has 8 warning signs investors should review. Among 660 Capital Markets companies, Motilal Oswal Financial Services ranks better than 57.27% 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. Motilal Oswal Financial Services's 3-Year ROIIC % for the quarter that ended in Mar. 2026 was 5.75%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Motilal Oswal Financial Services's 3-Year ROIIC % or its related term are showing as below:

NSE:MOTILALOFS's 3-Year ROIIC % is ranked better than
57.27% of 660 companies
in the Capital Markets industry
Industry Median: 2.55 vs NSE:MOTILALOFS: 5.75

Motilal Oswal Financial Services  (NSE:MOTILALOFS) 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.


Motilal Oswal Financial Services 3-Year ROIIC % Related Terms


Motilal Oswal Financial Services 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Motilal Oswal Financial Services'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.

Motilal Oswal Financial Services 3-Year ROIIC % Chart

Motilal Oswal Financial Services Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 11.53 3.54 8.54 7.31 5.75

Motilal Oswal Financial Services Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.31 0.00 0.00 0.00 5.75

NSE:MOTILALOFS vs MS, GS, SCHW: 3-Year ROIIC % Comparison

For the Capital Markets subindustry, Motilal Oswal Financial Services'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.


Motilal Oswal Financial Services 3-Year ROIIC % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Motilal Oswal Financial Services's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Motilal Oswal Financial Services's 3-Year ROIIC % falls into.


NSE:MOTILALOFS
92GF Score
Motilal Oswal Financial Services Ltd NSE:MOTILALOFS
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Motilal Oswal Financial Services 3-Year ROIIC % Calculation

Motilal Oswal Financial Services'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**
=( 19632.9056 (Mar. 2026) - 10955.85627 (Mar. 2023) )/( 338119.2 (Mar. 2026) - 187280.4 (Mar. 2023) )
=8677.04933/150838.8
=5.75%***

* 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.

Frequently Asked Questions Learn more about 3-Year ROIIC % →
What does a 3-Year ROIIC % of 5.75 mean?
Motilal Oswal Financial Services (NSE:MOTILALOFS) has a 3-Year ROIIC % of 5.75 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 Motilal Oswal Financial Services and its competitors. This is 23% below median its historical median of 7.44. According to the industry distribution chart, Motilal Oswal Financial Services ranks #282 out of 660 companies in the Capital Markets industry, placing it in the top 42.7%.
Is Motilal Oswal Financial Services' 3-Year ROIIC % too high?
Motilal Oswal Financial Services' current 3-Year ROIIC % of 5.75 is 23% below median its 10-year median of 7.44. The Capital Markets industry median 3-Year ROIIC % is 2.55. Motilal Oswal Financial Services' value of 5.75 is 125.5% above this industry median. Based on the distribution chart, Motilal Oswal Financial Services ranks #282 out of 660 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Motilal Oswal Financial Services has a GF Score™ of 92/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Motilal Oswal Financial Services' 3-Year ROIIC % compare to MS and GS?
According to the Capital Markets industry distribution chart, Motilal Oswal Financial Services ranks #282 out of 660 companies for 3-Year ROIIC %. This puts Motilal Oswal Financial Services in the upper half of its industry. The industry median 3-Year ROIIC % is 2.55. Motilal Oswal Financial Services' value of 5.75 is 125.5% above this benchmark. While the company's 10-year median is 7.44 vs. the industry median of 2.55, Motilal Oswal Financial Services 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 2.55, 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. Motilal Oswal Financial Services's current 3-Year ROIIC % of 5.75 is 125.5% 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 Motilal Oswal Financial Services 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. Motilal Oswal Financial Services's current 3-Year ROIIC % is 5.75, which is 23% below median its own 10-year median of 7.44. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Motilal Oswal Financial Services stock overvalued right now?
Based on GuruFocus' analysis, Motilal Oswal Financial Services (NSE:MOTILALOFS) is currently considered Fairly Valued. The stock's GF Value™ is ₹947.88, compared to a current price of ₹973.15 — trading 2.7% above its estimated fair value. The current 3-Year ROIIC % is 5.75, which is 23% below median its 10-year median of 7.44 and 125.5% above the Capital Markets industry median of 2.55. Motilal Oswal Financial Services' overall GF Score™ is 92/100 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 Motilal Oswal Financial Services (NSE:MOTILALOFS), the current 3-Year ROIIC % is 5.75 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 Motilal Oswal Financial Services (NSE:MOTILALOFS) Overvalued in 2026?

Based on GuruFocus' analysis, Motilal Oswal Financial Services stock appears to be overvalued. The current stock price of ₹973.15 is trading 2.7% above its estimated GF Value™ of ₹947.88. GuruFocus considers Motilal Oswal Financial Services to be Fairly Valued.

Key valuation signals for NSE:MOTILALOFS:

  • 3-Year ROIIC %: 5.75 (23% below median its 10-year median of 7.44)
  • GF Value™: ₹947.88 vs. price of ₹973.15 (2.7% above fair value)
  • GF Score™: 92/100 with 8 warning signs
  • Industry Position: 125.5% above the Capital Markets median (#282 of 660)

No single metric tells the full story. See the NSE:MOTILALOFS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Motilal Oswal Financial Services Business Description

Other Exchanges 532892:India
Address Rahimtullah Sayani Road, Motilal Oswal Tower, Opposite Parel ST Depot, Prabhadevi, Mumbai, MH, IND, 400025
Motilal Oswal Financial Services Ltd provides a range of financial services, including private wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking, and home finance. The group majorly generates revenue through its broking operations. Its broking and distribution segment offers research-based advisory services to help retail customers across India make investment decisions. The services cover various asset classes and investment types, such as mutual funds and insurance products.
92GF Score

Get the complete analysis for NSE:MOTILALOFS

3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

₹973.15
Price
₹947.88
GF Value