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Sherpa II HoldingsTSXV:SHRP 36 3-Year ROIIC % is 5.23 as of Jun. 2025, which is 64% below its 10-year median of 14.73. GuruFocus rates TSXV:SHRP with a GF Score™ of 36/100. The stock has 1 warning sign investors should review. Among 160 Diversified Financial Services companies, Sherpa II Holdings ranks better than 73.12% 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.
Sherpa II Holdings's 3-Year ROIIC % for the quarter that ended in Jun. 2025 was 5.23%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Sherpa II Holdings's 3-Year ROIIC % or its related term are showing as below:
TSXV:SHRP's 3-Year ROIIC % is ranked better than 73.12% of 160
companies
in the Diversified Financial Services industry
Industry Median: 0.11
vs TSXV:SHRP: 5.23
Sherpa II Holdings (TSXV:SHRP) 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.
Sherpa II Holdings 3-Year ROIIC % Related Terms
Sherpa II Holdings 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Sherpa II 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.
TSXV:SHRP vs XXI, CCXI, DMII: 3-Year ROIIC % Comparison
For the Shell Companies subindustry, Sherpa II 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.
Sherpa II Holdings 3-Year ROIIC % vs Diversified Financial Services Industry
For the Diversified Financial Services industry and Financial Services sector, Sherpa II Holdings's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Sherpa II Holdings's 3-Year ROIIC % falls into.
Sherpa II Holdings's 3-Year ROIIC % for the quarter that ended in Jun. 2025 is calculated as:
3-Year ROIIC %
=
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( -0.143 (Jun. 2025) - -0.161 (Jun. 2022) )
/
( 0.779 (Jun. 2025) - 0.435 (Jun. 2022) )
=
0.018
/
0.344
=
5.23%***
* 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.
Sherpa II Holdings (TSXV:SHRP) has a 3-Year ROIIC % of 5.23 as of Jun. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Sherpa II Holdings and its competitors. This is 64% below median its historical median of 14.73. Over the past decade, Sherpa II Holdings' 3-Year ROIIC % has ranged from 5.23 to 24.22. According to the industry distribution chart, Sherpa II Holdings ranks #43 out of 160 companies in the Diversified Financial Services industry, placing it in the top 26.9%.
Is Sherpa II Holdings' 3-Year ROIIC % too high?
Sherpa II Holdings' current 3-Year ROIIC % of 5.23 is 64% below median its 10-year median of 14.73. Over the past 10 years, this metric has ranged from a low of 5.23 to a high of 24.22. The Diversified Financial Services industry median 3-Year ROIIC % is 0.11. Sherpa II Holdings' value of 5.23 is 4654.5% above this industry median. Based on the distribution chart, Sherpa II Holdings ranks #43 out of 160 companies in the Diversified Financial Services industry, which is above the industry midpoint. Overall, Sherpa II Holdings has a GF Score™ of 36/100, reflecting its overall financial health beyond just this single metric.
How does Sherpa II Holdings' 3-Year ROIIC % compare to XXI and CCXI?
According to the Diversified Financial Services industry distribution chart, Sherpa II Holdings ranks #43 out of 160 companies for 3-Year ROIIC %. This puts Sherpa II Holdings in the upper half of its industry. The industry median 3-Year ROIIC % is 0.11. Sherpa II Holdings' value of 5.23 is 4654.5% above this benchmark. Historically, Sherpa II Holdings' own 3-Year ROIIC % has ranged from 5.23 to 24.22 over the past decade. While the company's 10-year median is 14.73 vs. the industry median of 0.11, Sherpa II Holdings 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 Diversified Financial Services company?
The median 3-Year ROIIC % among Diversified Financial Services companies is 0.11, based on 160 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. Sherpa II Holdings's current 3-Year ROIIC % of 5.23 is 4654.5% 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 Sherpa II Holdings and its competitors. For the Diversified Financial Services industry, the median 3-Year ROIIC % is 0.11 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sherpa II Holdings's current 3-Year ROIIC % is 5.23, which is 64% below median its own 10-year median of 14.73. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sherpa II Holdings stock overvalued right now?
Sherpa II Holdings (TSXV:SHRP) has a current 3-Year ROIIC % of 5.23. The current 3-Year ROIIC % is 5.23, which is 64% below median its 10-year median of 14.73 and 4654.5% above the Diversified Financial Services industry median of 0.11. Sherpa II Holdings' overall GF Score™ is 36/100 with 1 warning sign 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 Sherpa II Holdings (TSXV:SHRP), the current 3-Year ROIIC % is 5.23 as of Jun. 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.
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