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.
Safeguard Scientifics's 3-Year ROIIC % for the quarter that ended in Dec. 2023 was 0.00%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Safeguard Scientifics's 3-Year ROIIC % or its related term are showing as below:
SFES's 3-Year ROIIC % is not ranked *
in the Asset Management industry.
Industry Median: 2.25 * Ranked among companies with meaningful 3-Year ROIIC % only.
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.
Safeguard Scientifics 3-Year ROIIC % Related Terms
Safeguard Scientifics 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Safeguard Scientifics'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.
SFES vs PIAC, EQS, RMCO: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Safeguard Scientifics'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.
Safeguard Scientifics 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Safeguard Scientifics's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Safeguard Scientifics's 3-Year ROIIC % falls into.
Safeguard Scientifics's 3-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:
3-Year ROIIC %
=
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( -5.683 (Dec. 2023) - -9.466 (Dec. 2020) )
/
( 14.268 (Dec. 2023) - 55.976 (Dec. 2020) )
=
3.783
/
-41.708
=
-9.07%***
* 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.
Safeguard Scientifics (SFES) has a 3-Year ROIIC % of 0.00 as of Dec. 2023. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Safeguard Scientifics and its competitors.
Is Safeguard Scientifics' 3-Year ROIIC % too high?
Safeguard Scientifics' current 3-Year ROIIC % is 0.00. Overall, Safeguard Scientifics has a GF Score™ of 12/100, reflecting its overall financial health beyond just this single metric.
How does Safeguard Scientifics' 3-Year ROIIC % compare to PIAC and EQS?
Safeguard Scientifics' 3-Year ROIIC % of 0.00 can be compared against companies in the Asset Management industry. The industry median 3-Year ROIIC % is 2.25. 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 2.25, based on 649 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 Safeguard Scientifics and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.25 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Safeguard Scientifics'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 Safeguard Scientifics stock overvalued right now?
Safeguard Scientifics (SFES) has a current 3-Year ROIIC % of 0.00. The current 3-Year ROIIC % is 0.00. Safeguard Scientifics' overall GF Score™ is 12/100. 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 Safeguard Scientifics (SFES), the current 3-Year ROIIC % is 0.00 as of Dec. 2023. 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.
Safeguard Scientifics Inc is a holding/investment monetization company managing legacy portfolio investments, rather than an actively growing venture investor. The firm offers strategic, operational, and management support to certain of its ownership interests. Representatives of the firm serve on the boards of directors of certain of its holding/investment companies, working with them to develop and implement strategic and operating plans.
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