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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.
Wealth First Portfolio Managers's 3-Year ROIIC % for the quarter that ended in Mar. 2026 was 22.50%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Wealth First Portfolio Managers (NSE:WEALTH) 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.
Wealth First Portfolio Managers 3-Year ROIIC % Related Terms
Wealth First Portfolio Managers 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.
Wealth First Portfolio Managers 3-Year ROIIC % Chart
NSE:WEALTH vs MS, GS, SCHW: 3-Year ROIIC % Comparison
For the Capital Markets subindustry, Wealth First Portfolio Managers'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.
Wealth First Portfolio Managers 3-Year ROIIC % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Wealth First Portfolio Managers's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Wealth First Portfolio Managers'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.
Wealth First Portfolio Managers (NSE:WEALTH) has a 3-Year ROIIC % of 22.50 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 Wealth First Portfolio Managers and its competitors. This is 25% below median its historical median of 30.00. According to the industry distribution chart, Wealth First Portfolio Managers ranks #145 out of 660 companies in the Capital Markets industry, placing it in the top 22%.
Is Wealth First Portfolio Managers' 3-Year ROIIC % too high?
Wealth First Portfolio Managers' current 3-Year ROIIC % of 22.50 is 25% below median its 10-year median of 30.00. The Capital Markets industry median 3-Year ROIIC % is 2.32. Wealth First Portfolio Managers' value of 22.50 is 871.9% above this industry median. Based on the distribution chart, Wealth First Portfolio Managers ranks #145 out of 660 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Wealth First Portfolio Managers has a GF Score™ of 57/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Wealth First Portfolio Managers' 3-Year ROIIC % compare to MS and GS?
According to the Capital Markets industry distribution chart, Wealth First Portfolio Managers ranks #145 out of 660 companies for 3-Year ROIIC %. This places Wealth First Portfolio Managers in the top 22% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 2.32. Wealth First Portfolio Managers' value of 22.50 is 871.9% above this benchmark. While the company's 10-year median is 30.00 vs. the industry median of 2.32, Wealth First Portfolio Managers 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 2.32, 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. Wealth First Portfolio Managers's current 3-Year ROIIC % of 22.50 is 871.9% 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 Wealth First Portfolio Managers and its competitors. For the Capital Markets industry, the median 3-Year ROIIC % is 2.32 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Wealth First Portfolio Managers's current 3-Year ROIIC % is 22.50, which is 25% below median its own 10-year median of 30.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wealth First Portfolio Managers stock overvalued right now?
Based on GuruFocus' analysis, Wealth First Portfolio Managers (NSE:WEALTH) is currently considered Significantly Overvalued. The stock's GF Value™ is ₹126.89, compared to a current price of ₹862.45 — trading 579.7% above its estimated fair value. The current 3-Year ROIIC % is 22.50, which is 25% below median its 10-year median of 30.00 and 871.9% above the Capital Markets industry median of 2.32. Wealth First Portfolio Managers' overall GF Score™ is 57/100 with 3 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 Wealth First Portfolio Managers (NSE:WEALTH), the current 3-Year ROIIC % is 22.50 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 Wealth First Portfolio Managers (NSE:WEALTH) Overvalued in 2026?
Based on GuruFocus' analysis, Wealth First Portfolio Managers stock appears to be overvalued.
The current stock price of ₹862.45 is trading 579.7% above its estimated GF Value™ of ₹126.89.
GuruFocus considers Wealth First Portfolio Managers to be Significantly Overvalued.
Key valuation signals for NSE:WEALTH:
3-Year ROIIC %: 22.50 (25% below median its 10-year median of 30.00)
GF Value™: ₹126.89 vs. price of ₹862.45 (579.7% above fair value)
Industry Position: 871.9% above the Capital Markets median (#145 of 660)
No single metric tells the full story. See the NSE:WEALTH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Wealth First Portfolio Managers Ltd is a financial service provider for various types of financial products available in the Indian market. The company offers research for products that deliver compatible performance in terms of yield. The product portfolio of the company consists of government bonds and securities, direct equity, cash management services, derivative products, mutual funds, insurance products, commodities, and market-making services. The mutual fund brokerage generates maximum revenue for the company. It offers its services only to the Indian market.
57GF Score
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