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SM InvestmentsSVTMF 79 3-Year ROIIC % is 6.60 as of Dec. 2025, which is 6% above its 10-year median of 6.23. GuruFocus rates SVTMF with a GF Score™ of 79/100 and a GF Value™ of $16.38 (Possible Value Trap). The stock has 4 warning signs investors should review. Among 1,057 Retail - Cyclical companies, SM Investments ranks better than 52.89% 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.
SM Investments's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 6.60%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for SM Investments's 3-Year ROIIC % or its related term are showing as below:
SVTMF's 3-Year ROIIC % is ranked better than 52.89% of 1057
companies
in the Retail - Cyclical industry
Industry Median: 4.82
vs SVTMF: 6.60
SM Investments (OTCPK:SVTMF) 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.
SM Investments 3-Year ROIIC % Related Terms
SM Investments 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for SM Investments'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 Department Stores subindustry, SM Investments'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.
SM Investments 3-Year ROIIC % vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, SM Investments's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where SM Investments'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.
SM Investments (SVTMF) has a 3-Year ROIIC % of 6.60 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 SM Investments and its competitors. This is near median its historical median of 6.23. According to the industry distribution chart, SM Investments ranks #498 out of 1057 companies in the Retail - Cyclical industry, placing it in the top 47.1%.
Is SM Investments' 3-Year ROIIC % too high?
SM Investments' current 3-Year ROIIC % of 6.60 is near median its 10-year median of 6.23. The Retail - Cyclical industry median 3-Year ROIIC % is 4.82. SM Investments' value of 6.60 is 36.9% above this industry median. Based on the distribution chart, SM Investments ranks #498 out of 1057 companies in the Retail - Cyclical industry, which is above the industry midpoint. Overall, SM Investments has a GF Score™ of 79/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does SM Investments' 3-Year ROIIC % compare to DDS and M?
According to the Retail - Cyclical industry distribution chart, SM Investments ranks #498 out of 1057 companies for 3-Year ROIIC %. This puts SM Investments in the upper half of its industry. The industry median 3-Year ROIIC % is 4.82. SM Investments' value of 6.60 is 36.9% above this benchmark. While the company's 10-year median is 6.23 vs. the industry median of 4.82, SM Investments 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 Retail - Cyclical company?
The median 3-Year ROIIC % among Retail - Cyclical companies is 4.82, based on 1,057 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. SM Investments's current 3-Year ROIIC % of 6.60 is 36.9% 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 SM Investments and its competitors. For the Retail - Cyclical industry, the median 3-Year ROIIC % is 4.82 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SM Investments's current 3-Year ROIIC % is 6.60, which is near median its own 10-year median of 6.23. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SM Investments stock overvalued right now?
Based on GuruFocus' analysis, SM Investments (SVTMF) is currently considered Possible Value Trap. The stock's GF Value™ is $16.38, compared to a current price of $10.15 — trading 38% below its estimated fair value. The current 3-Year ROIIC % is 6.60, which is near median its 10-year median of 6.23 and 36.9% above the Retail - Cyclical industry median of 4.82. SM Investments' overall GF Score™ is 79/100 with 4 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 SM Investments (SVTMF), the current 3-Year ROIIC % is 6.60 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 SM Investments (SVTMF) Overvalued in 2026?
Based on GuruFocus' analysis, SM Investments stock appears to be undervalued.
The current stock price of $10.15 is trading 38% below its estimated GF Value™ of $16.38.
GuruFocus considers SM Investments to be Possible Value Trap.
Key valuation signals for SVTMF:
3-Year ROIIC %: 6.60 (near median its 10-year median of 6.23)
GF Value™: $16.38 vs. price of $10.15 (38% below fair value)
Industry Position: 36.9% above the Retail - Cyclical median (#498 of 1057)
No single metric tells the full story. See the SVTMF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
SM Investments Corp is a Philippines conglomerate with operations in retail, banking, property, and Portfolio investments. The retail division operates department stores and food retail stores. The property division is mainly present in Southeast Asia and is focused on malls, residences, office buildings, resorts, hotels, and convention centers. SM Banking provides financial services through BDO Unibank and China Banking Corporation. China Banking Corporation is servicing emerging companies and small- and medium-scale enterprises. BDO has diverse operations from credit cards, insurance, and leasing to investment banking, and asset management. The majority of its revenue comes from the retail segment that engages in the trading of merchandise such as dry goods, wearing apparel, and others.
79GF Score
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3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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