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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.
Univa Oak Holdings's 3-Year ROIIC % for the quarter that ended in Mar. 2026 was -7.43%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Univa Oak Holdings's 3-Year ROIIC % or its related term are showing as below:
TSE:3113's 3-Year ROIIC % is ranked worse than 70.62% of 657
companies
in the Asset Management industry
Industry Median: 1.89
vs TSE:3113: -7.43
Univa Oak Holdings (TSE:3113) 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.
Univa Oak Holdings 3-Year ROIIC % Related Terms
Univa Oak Holdings 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Univa Oak Holdings'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.
TSE:3113 vs BLK, BX, KKR: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Univa Oak Holdings'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.
Univa Oak Holdings 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Univa Oak Holdings's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Univa Oak Holdings's 3-Year ROIIC % falls into.
Univa Oak Holdings's 3-Year ROIIC % for the quarter that ended in Mar. 2026 is calculated as:
3-Year ROIIC %
=
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( -687.36 (Mar. 2026) - -771.574 (Mar. 2023) )
/
( 4078.863 (Mar. 2026) - 5211.726 (Mar. 2023) )
=
84.214
/
-1132.863
=
-7.43%***
* 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.
Univa Oak Holdings (TSE:3113) has a 3-Year ROIIC % of -7.43 as of Mar. 2026. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Univa Oak Holdings and its competitors. According to the industry distribution chart, Univa Oak Holdings ranks #464 out of 657 companies in the Asset Management industry, placing it in the top 70.6%.
Is Univa Oak Holdings' 3-Year ROIIC % too high?
Univa Oak Holdings' current 3-Year ROIIC % is -7.43. Based on the distribution chart, Univa Oak Holdings ranks #464 out of 657 companies in the Asset Management industry, which is below the industry midpoint. Overall, Univa Oak Holdings has a GF Score™ of 50/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Univa Oak Holdings' 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Univa Oak Holdings ranks #464 out of 657 companies for 3-Year ROIIC %. This places Univa Oak Holdings in the lower half of its industry. The industry median 3-Year ROIIC % is 1.89. 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 1.89, based on 657 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 Univa Oak Holdings and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 1.89 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Univa Oak Holdings's current 3-Year ROIIC % is -7.43. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Univa Oak Holdings stock overvalued right now?
Based on GuruFocus' analysis, Univa Oak Holdings (TSE:3113) is currently considered Modestly Overvalued. The stock's GF Value™ is 円58.60, compared to a current price of 円72.00 — trading 22.9% above its estimated fair value. The current 3-Year ROIIC % is -7.43. Univa Oak Holdings' overall GF Score™ is 50/100 with 7 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 Univa Oak Holdings (TSE:3113), the current 3-Year ROIIC % is -7.43 as of Mar. 2026. 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 Univa Oak Holdings (TSE:3113) Overvalued in 2026?
Based on GuruFocus' analysis, Univa Oak Holdings stock appears to be overvalued.
The current stock price of 円72.00 is trading 22.9% above its estimated GF Value™ of 円58.60.
GuruFocus considers Univa Oak Holdings to be Modestly Overvalued.
Key valuation signals for TSE:3113:
3-Year ROIIC %: -7.43
GF Value™: 円58.60 vs. price of 円72.00 (22.9% above fair value)
No single metric tells the full story. See the TSE:3113 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Univa Oak Holdings Ltd formerly Oak Capital Corp is a Japan-based company engaged in the investment banking business. The company operates through three business investment bank, business investment and brand investment. Its investment bank business is involved in the investments in the area of merger and acquisition and initial public offerings and other companies. It also invests in various projects through business investment. The company's brand investment business comprises of investments in branded power companies to improve corporate value.
50GF 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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