Pershing SquarePS +2.40%10 3-Year ROIIC % is 0.00 as of Dec. 2025. GuruFocus rates PS with a GF Score™ of 10/100. The stock has 1 warning sign investors should review. Among 648 Asset Management companies, Pershing Square ranks worse than 154320.83% 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.
Pershing Square does not have enough data to calculate 3-Year ROIIC %.
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.
Pershing Square 3-Year ROIIC % Related Terms
Pershing Square 3-Year ROIIC % Historical Data
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The historical data trend for Pershing Square'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.
Pershing Square 3-Year ROIIC % Chart
Pershing Square Annual Data
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Pershing Square Semi-Annual Data
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PS vs CRBG, ARCC, EQH: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Pershing Square'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.
Pershing Square 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Pershing Square's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Pershing Square's 3-Year ROIIC % falls into.
Pershing Square's 3-Year ROIIC % for the quarter that ended in is calculated as:
3-Year ROIIC %
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3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
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3-Year Incremental Invested Capital**
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( () - () )
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N/A%***
* 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.
Pershing Square (PS) has a 3-Year ROIIC % of 0.00 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 Pershing Square and its competitors. According to the industry distribution chart, Pershing Square ranks #999999 out of 648 companies in the Asset Management industry.
Is Pershing Square's 3-Year ROIIC % too high?
Pershing Square's current 3-Year ROIIC % is 0.00. Based on the distribution chart, Pershing Square ranks #999999 out of 648 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Pershing Square has a GF Score™ of 10/100, reflecting its overall financial health beyond just this single metric.
How does Pershing Square's 3-Year ROIIC % compare to CRBG and ARCC?
According to the Asset Management industry distribution chart, Pershing Square ranks #999999 out of 648 companies for 3-Year ROIIC %. This places Pershing Square in the lower half of its industry. The industry median 3-Year ROIIC % is 2.30. 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 2.30, based on 648 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 Pershing Square and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.30 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Pershing Square's current 3-Year ROIIC % is 0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pershing Square stock overvalued right now?
Pershing Square (PS) has a current 3-Year ROIIC % of 0.00. The current 3-Year ROIIC % is 0.00. Pershing Square's overall GF Score™ is 10/100 with 1 warning sign 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 Pershing Square (PS), the current 3-Year ROIIC % is 0.00 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.
Address787 Eleventh Avenue, 9th Floor, New York, NY, USA, 10019
Pershing Square Inc is a main alternative asset manager. It employs a disciplined, research-intensive approach to fundamental value investing to preserve and grow its permanent capital at high rates of return using a set of core investment principles and opportunistic asymmetric hedges. The group generates all of its revenue from management fees and performance fees. It conductbusiness and generates all of its revenues in the United States.
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