Otsuka Holdings Co (STU:OS1) 3-Year ROIIC % : 22.71% (As of Dec. 2025) — 82% Above Median


STU:OS1 Otsuka Holdings Co Ltd STU:OS1
86 GF Score
Price €60.50
GF Value €45.14
Valuation Significantly Overvalued
! 6 Warning Signs
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What is Otsuka Holdings Co 3-Year ROIIC %?

Otsuka Holdings Co STU:OS1 +0.83% 86 3-Year ROIIC % is 22.71 as of Dec. 2025, which is 82% above its 10-year median of 12.50. GuruFocus rates STU:OS1 with a GF Score™ of 86/100 and a GF Value™ of €45.14 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 944 Drug Manufacturers companies, Otsuka Holdings Co ranks better than 72.88% 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. Otsuka Holdings Co's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 22.71%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Otsuka Holdings Co's 3-Year ROIIC % or its related term are showing as below:

STU:OS1's 3-Year ROIIC % is ranked better than
72.88% of 944 companies
in the Drug Manufacturers industry
Industry Median: 3.635 vs STU:OS1: 22.71

Otsuka Holdings Co  (STU:OS1) 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.


Otsuka Holdings Co 3-Year ROIIC % Related Terms


Otsuka Holdings Co 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Otsuka Holdings Co'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.

Otsuka Holdings Co 3-Year ROIIC % Chart

Otsuka Holdings Co 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 8.29 4.14 16.71 35.95 22.71

Otsuka Holdings Co 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 22.71 0.00

STU:OS1 vs LLY, JNJ, ABBV: 3-Year ROIIC % Comparison

For the Drug Manufacturers - General subindustry, Otsuka Holdings Co'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.


Otsuka Holdings Co 3-Year ROIIC % vs Drug Manufacturers Industry

For the Drug Manufacturers industry and Healthcare sector, Otsuka Holdings Co's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Otsuka Holdings Co's 3-Year ROIIC % falls into.


STU:OS1
86GF Score
Otsuka Holdings Co Ltd STU:OS1
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Otsuka Holdings Co 3-Year ROIIC % Calculation

Otsuka Holdings Co'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**
=( 2023.4565775 (Dec. 2025) - 1033.3108867 (Dec. 2022) )/( 18420.887 (Dec. 2025) - 16700.648 (Dec. 2022) )
=990.1456908/1720.239
=57.56%***

* 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 22.71 mean?
Otsuka Holdings Co (STU:OS1) has a 3-Year ROIIC % of 22.71 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 Otsuka Holdings Co and its competitors. This is 82% above median its historical median of 12.50. According to the industry distribution chart, Otsuka Holdings Co ranks #256 out of 944 companies in the Drug Manufacturers industry, placing it in the top 27.1%.
Is Otsuka Holdings Co's 3-Year ROIIC % too high?
Otsuka Holdings Co's current 3-Year ROIIC % of 22.71 is 82% above median its 10-year median of 12.50. The Drug Manufacturers industry median 3-Year ROIIC % is 3.64. Otsuka Holdings Co's value of 22.71 is 524.8% above this industry median. Based on the distribution chart, Otsuka Holdings Co ranks #256 out of 944 companies in the Drug Manufacturers industry, which is above the industry midpoint. Overall, Otsuka Holdings Co has a GF Score™ of 86/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Otsuka Holdings Co's 3-Year ROIIC % compare to LLY and JNJ?
According to the Drug Manufacturers industry distribution chart, Otsuka Holdings Co ranks #256 out of 944 companies for 3-Year ROIIC %. This puts Otsuka Holdings Co in the upper half of its industry. The industry median 3-Year ROIIC % is 3.64. Otsuka Holdings Co's value of 22.71 is 524.8% above this benchmark. While the company's 10-year median is 12.50 vs. the industry median of 3.64, Otsuka Holdings Co 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 a Drug Manufacturers company?
The median 3-Year ROIIC % among Drug Manufacturers companies is 3.64, based on 944 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. Otsuka Holdings Co's current 3-Year ROIIC % of 22.71 is 524.8% 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 Otsuka Holdings Co and its competitors. For the Drug Manufacturers industry, the median 3-Year ROIIC % is 3.64 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Otsuka Holdings Co's current 3-Year ROIIC % is 22.71, which is 82% above median its own 10-year median of 12.50. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Otsuka Holdings Co stock overvalued right now?
Based on GuruFocus' analysis, Otsuka Holdings Co (STU:OS1) is currently considered Significantly Overvalued. The stock's GF Value™ is €45.14, compared to a current price of €60.50 — trading 34% above its estimated fair value. The current 3-Year ROIIC % is 22.71, which is 82% above median its 10-year median of 12.50 and 524.8% above the Drug Manufacturers industry median of 3.64. Otsuka Holdings Co's overall GF Score™ is 86/100 with 6 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 Otsuka Holdings Co (STU:OS1), the current 3-Year ROIIC % is 22.71 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 Otsuka Holdings Co (STU:OS1) Overvalued in 2026?

Based on GuruFocus' analysis, Otsuka Holdings Co stock appears to be overvalued. The current stock price of €60.50 is trading 34% above its estimated GF Value™ of €45.14. GuruFocus considers Otsuka Holdings Co to be Significantly Overvalued.

Key valuation signals for STU:OS1:

  • 3-Year ROIIC %: 22.71 (82% above median its 10-year median of 12.50)
  • GF Value™: €45.14 vs. price of €60.50 (34% above fair value)
  • GF Score™: 86/100 with 6 warning signs
  • Industry Position: 524.8% above the Drug Manufacturers median (#256 of 944)

No single metric tells the full story. See the STU:OS1 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Otsuka Holdings Co Business Description

Address 2-16-4 Konan, Shinagawa Grand Central Tower, Minato-ku, Tokyo, JPN, 108-8241
Otsuka Holdings Co Ltd is a Japan-based company that operates in pharmaceuticals, nutraceuticals, and consumer products. It operates through four reportable segments: Medical-related Business, Nutraceutical-related Business, Consumer-related Business, and Other Business. The Medical Business manufactures and sells therapeutic drugs and infusions, the Nutraceutical Business produces functional foods, beverages, and nutritional supplements, the Consumer Business offers mineral water, beverages, and foods, while the Other Business provides storage services and manufactures chemicals and analytical equipment. It generates the majority of its revenue from the medical-related business segment.
86GF Score

Get the complete analysis for STU:OS1

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

€60.50
Price
€45.14
GF Value