Stack Capital GroupSTCGF -9.63%53 3-Year ROIIC % is 40.88 as of Dec. 2025, which is at its 10-year median of 40.88. GuruFocus rates STCGF with a GF Score™ of 53/100 and a GF Value™ of $60.35 (Possible Value Trap). The stock has 2 warning signs investors should review. Among 650 Asset Management companies, Stack Capital Group ranks better than 79.69% 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.
Stack Capital Group's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 40.88%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Stack Capital Group's 3-Year ROIIC % or its related term are showing as below:
STCGF's 3-Year ROIIC % is ranked better than 79.69% of 650
companies
in the Asset Management industry
Industry Median: 2.295
vs STCGF: 40.88
Stack Capital Group (OTCPK:STCGF) 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.
Stack Capital Group 3-Year ROIIC % Related Terms
Stack Capital Group 3-Year ROIIC % Historical Data
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The historical data trend for Stack Capital Group'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, Stack Capital Group'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.
Stack Capital Group 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Stack Capital Group's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Stack Capital Group's 3-Year ROIIC % falls into.
Stack Capital Group'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**
=
( 32.807 (Dec. 2025) - -3.25 (Dec. 2022) )
/
( 140.384 (Dec. 2025) - 53.123 (Dec. 2022) )
=
36.057
/
87.261
=
41.32%***
* 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.
Stack Capital Group (STCGF) has a 3-Year ROIIC % of 40.88 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 Stack Capital Group and its competitors. This is near median its historical median of 40.88. Over the past decade, Stack Capital Group's 3-Year ROIIC % has ranged from 40.88 to 40.88. According to the industry distribution chart, Stack Capital Group ranks #132 out of 650 companies in the Asset Management industry, placing it in the top 20.3%.
Is Stack Capital Group's 3-Year ROIIC % too high?
Stack Capital Group's current 3-Year ROIIC % of 40.88 is near median its 10-year median of 40.88. Over the past 10 years, this metric has ranged from a low of 40.88 to a high of 40.88. The Asset Management industry median 3-Year ROIIC % is 2.30. Stack Capital Group's value of 40.88 is 1681.3% above this industry median. Based on the distribution chart, Stack Capital Group ranks #132 out of 650 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Stack Capital Group has a GF Score™ of 53/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Stack Capital Group's 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Stack Capital Group ranks #132 out of 650 companies for 3-Year ROIIC %. This places Stack Capital Group in the top 20% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 2.30. Stack Capital Group's value of 40.88 is 1681.3% above this benchmark. Historically, Stack Capital Group's own 3-Year ROIIC % has ranged from 40.88 to 40.88 over the past decade. While the company's 10-year median is 40.88 vs. the industry median of 2.30, Stack Capital Group 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 an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 2.30, 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. Stack Capital Group's current 3-Year ROIIC % of 40.88 is 1681.3% 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 Stack Capital Group 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. Stack Capital Group's current 3-Year ROIIC % is 40.88, which is near median its own 10-year median of 40.88. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Stack Capital Group stock overvalued right now?
Based on GuruFocus' analysis, Stack Capital Group (STCGF) is currently considered Possible Value Trap. The stock's GF Value™ is $60.35, compared to a current price of $13.80 — trading 77.1% below its estimated fair value. The current 3-Year ROIIC % is 40.88, which is near median its 10-year median of 40.88 and 1681.3% above the Asset Management industry median of 2.30. Stack Capital Group's overall GF Score™ is 53/100 with 2 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 Stack Capital Group (STCGF), the current 3-Year ROIIC % is 40.88 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 Stack Capital Group (STCGF) Overvalued in 2026?
Based on GuruFocus' analysis, Stack Capital Group stock appears to be undervalued.
The current stock price of $13.80 is trading 77.1% below its estimated GF Value™ of $60.35.
GuruFocus considers Stack Capital Group to be Possible Value Trap.
Key valuation signals for STCGF:
3-Year ROIIC %: 40.88 (near median its 10-year median of 40.88)
GF Value™: $60.35 vs. price of $13.80 (77.1% below fair value)
Industry Position: 1681.3% above the Asset Management median (#132 of 650)
No single metric tells the full story. See the STCGF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Stack Capital Group Inc is a newly formed investment holding company. Its business objective is to invest in equity, debt, and other securities of growth-to-late-stage private businesses. United States. Its business objective is to maximize its long-term capital appreciation by seeking to achieve superior risk-adjusted investment performance.
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