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.
Polar Capital Holdings's 3-Year ROIIC % for the quarter that ended in Mar. 2026 was -45.23%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Polar Capital Holdings's 3-Year ROIIC % or its related term are showing as below:
PLRRF's 3-Year ROIIC % is ranked worse than 84.46% of 650
companies
in the Asset Management industry
Industry Median: 2.27
vs PLRRF: -45.23
Polar Capital Holdings (OTCPK:PLRRF) 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.
Polar Capital Holdings 3-Year ROIIC % Related Terms
Polar Capital Holdings 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Polar Capital 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.
For the Asset Management subindustry, Polar Capital 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.
Polar Capital Holdings 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Polar Capital Holdings's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Polar Capital Holdings'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.
Polar Capital Holdings (PLRRF) has a 3-Year ROIIC % of -45.23 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 Polar Capital Holdings and its competitors. According to the industry distribution chart, Polar Capital Holdings ranks #549 out of 650 companies in the Asset Management industry, placing it in the top 84.5%.
Is Polar Capital Holdings' 3-Year ROIIC % too high?
Polar Capital Holdings' current 3-Year ROIIC % is -45.23. Based on the distribution chart, Polar Capital Holdings ranks #549 out of 650 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Polar Capital Holdings has a GF Score™ of 82/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Polar Capital Holdings' 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Polar Capital Holdings ranks #549 out of 650 companies for 3-Year ROIIC %. This places Polar Capital Holdings in the lower half of its industry. The industry median 3-Year ROIIC % is 2.27. 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 2.27, based on 650 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. 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 Polar Capital Holdings and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.27 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Polar Capital Holdings's current 3-Year ROIIC % is -45.23. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Polar Capital Holdings stock overvalued right now?
Based on GuruFocus' analysis, Polar Capital Holdings (PLRRF) is currently considered Significantly Overvalued. The stock's GF Value™ is $7.64, compared to a current price of $10.76 — trading 40.8% above its estimated fair value. The current 3-Year ROIIC % is -45.23. Polar Capital Holdings' overall GF Score™ is 82/100 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 Polar Capital Holdings (PLRRF), the current 3-Year ROIIC % is -45.23 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 Polar Capital Holdings (PLRRF) Overvalued in 2026?
Based on GuruFocus' analysis, Polar Capital Holdings stock appears to be overvalued.
The current stock price of $10.76 is trading 40.8% above its estimated GF Value™ of $7.64.
GuruFocus considers Polar Capital Holdings to be Significantly Overvalued.
Key valuation signals for PLRRF:
3-Year ROIIC %: -45.23
GF Value™: $7.64 vs. price of $10.76 (40.8% above fair value)
No single metric tells the full story. See the PLRRF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Polar Capital Holdings PLC is a specialist investment management company. It offers professional and institutional investors a range of geographical and sector funds. The company has long-only and absolute return funds in its product range. The company offers fundamental funds that are diversified by asset class, geography, sector, and structure. The company has one operating segment, which is investment management. It operates in the United Kingdom, Ireland, Cayman Islands, Rest of Europe, United States of America, and Rest of the world. The group's revenue-generating operations are in London and Zurich.
82GF Score
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