House of Investments (PHS:HI) 3-Year ROIIC % : 2.19% (As of Dec. 2025)


PHS:HI House of Investments Inc PHS:HI
71 GF Score
Price ₱4.60
GF Value ₱5.73
Valuation Modestly Undervalued
! 4 Warning Signs
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What is House of Investments 3-Year ROIIC %?

House of Investments PHS:HI 71 3-Year ROIIC % is 2.19 as of Dec. 2025. GuruFocus rates PHS:HI with a GF Score™ of 71/100 and a GF Value™ of ₱5.73 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 527 Conglomerates companies, House of Investments ranks better than 52.56% 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. House of Investments's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 2.19%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for House of Investments's 3-Year ROIIC % or its related term are showing as below:

PHS:HI's 3-Year ROIIC % is ranked better than
52.56% of 527 companies
in the Conglomerates industry
Industry Median: 1.59 vs PHS:HI: 2.19

House of Investments  (PHS:HI) 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.


House of Investments 3-Year ROIIC % Related Terms


House of Investments 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for House of Investments'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.

House of Investments 3-Year ROIIC % Chart

House of Investments Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -4.88 -2.98 2.94 1.76 2.19

House of Investments 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 0.00 0.00 0.00 2.19 0.00

PHS:HI vs HON, MMM: 3-Year ROIIC % Comparison

For the Conglomerates subindustry, House of Investments'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.


House of Investments 3-Year ROIIC % vs Conglomerates Industry

For the Conglomerates industry and Industrials sector, House of Investments's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where House of Investments's 3-Year ROIIC % falls into.


PHS:HI
71GF Score
House of Investments Inc PHS:HI
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

House of Investments 3-Year ROIIC % Calculation

House of Investments's 3-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 3667.179076 (Dec. 2025) - 1003.5031554 (Dec. 2022) )/( 181867.025 (Dec. 2025) - 60249.385 (Dec. 2022) )
=2663.6759206/121617.64
=2.19%***

* 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 2.19 mean?
House of Investments (PHS:HI) has a 3-Year ROIIC % of 2.19 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on House of Investments and its competitors. According to the industry distribution chart, House of Investments ranks #250 out of 527 companies in the Conglomerates industry, placing it in the top 47.4%.
Is House of Investments' 3-Year ROIIC % too high?
House of Investments' current 3-Year ROIIC % is 2.19. The Conglomerates industry median 3-Year ROIIC % is 1.59. House of Investments' value of 2.19 is 37.7% above this industry median. Based on the distribution chart, House of Investments ranks #250 out of 527 companies in the Conglomerates industry, which is above the industry midpoint. Overall, House of Investments has a GF Score™ of 71/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does House of Investments' 3-Year ROIIC % compare to HON and MMM?
According to the Conglomerates industry distribution chart, House of Investments ranks #250 out of 527 companies for 3-Year ROIIC %. This puts House of Investments in the upper half of its industry. The industry median 3-Year ROIIC % is 1.59. House of Investments' value of 2.19 is 37.7% above this benchmark. 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 Conglomerates company?
The median 3-Year ROIIC % among Conglomerates companies is 1.59, based on 527 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. House of Investments's current 3-Year ROIIC % of 2.19 is 37.7% 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 House of Investments and its competitors. For the Conglomerates industry, the median 3-Year ROIIC % is 1.59 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. House of Investments's current 3-Year ROIIC % is 2.19. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is House of Investments stock overvalued right now?
Based on GuruFocus' analysis, House of Investments (PHS:HI) is currently considered Modestly Undervalued. The stock's GF Value™ is ₱5.73, compared to a current price of ₱4.60 — trading 19.7% below its estimated fair value. The current 3-Year ROIIC % is 2.19 and 37.7% above the Conglomerates industry median of 1.59. House of Investments' overall GF Score™ is 71/100 with 4 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 House of Investments (PHS:HI), the current 3-Year ROIIC % is 2.19 as of Dec. 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.

Is House of Investments (PHS:HI) Overvalued in 2026?

Based on GuruFocus' analysis, House of Investments stock appears to be undervalued. The current stock price of ₱4.60 is trading 19.7% below its estimated GF Value™ of ₱5.73. GuruFocus considers House of Investments to be Modestly Undervalued.

Key valuation signals for PHS:HI:

  • 3-Year ROIIC %: 2.19
  • GF Value™: ₱5.73 vs. price of ₱4.60 (19.7% below fair value)
  • GF Score™: 71/100 with 4 warning signs
  • Industry Position: 37.7% above the Conglomerates median (#250 of 527)

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


House of Investments Business Description

Address 221 Sen. Gil J. Puyat Avenue, 9th Floor, Grepalife Building, Metro Manila, Makati, PHL, 1200
House of Investments Inc is an investment holding and management company. The investments of the company are organized into four segments: Financial Services consists of non-life and life insurance arm of the Group and trust and asset management, Property and Property Services represents property and project management services of the Group, Education consists of revenues from IPO and subsidiaries in education and other related support services, and Automotive represents automotive dealerships of the Group, and other services segment consists of other support services. The company's portfolio investments are in Energy, Healthcare, Deathcare and Construction.
71GF Score

Get the complete analysis for PHS:HI

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

₱4.60
Price
₱5.73
GF Value