Belimo Holding AG (XSWX:BEAN) 3-Year ROIIC % : 38.48% (As of Dec. 2025) — Near Median

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XSWX:BEAN Belimo Holding AG XSWX:BEAN
99 GF Score
Price CHF829.00
GF Value CHF705.82
Valuation Modestly Overvalued
! 2 Warning Signs
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What is Belimo Holding AG 3-Year ROIIC %?

Belimo Holding AG XSWX:BEAN +1.84% 99 3-Year ROIIC % is 38.48 as of Dec. 2025, which is 9% above its 10-year median of 35.23. GuruFocus rates XSWX:BEAN with a GF Score™ of 99/100 and a GF Value™ of CHF705.82 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 1,684 Construction companies, Belimo Holding AG ranks better than 85.27% 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. Belimo Holding AG's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 38.48%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Belimo Holding AG's 3-Year ROIIC % or its related term are showing as below:

XSWX:BEAN's 3-Year ROIIC % is ranked better than
85.27% of 1684 companies
in the Construction industry
Industry Median: 4.715 vs XSWX:BEAN: 38.48

Belimo Holding AG  (XSWX:BEAN) 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.


Belimo Holding AG 3-Year ROIIC % Related Terms


Belimo Holding AG 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Belimo Holding AG'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.

Belimo Holding AG 3-Year ROIIC % Chart

Belimo Holding AG 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 31.97 2.74 44.69 26.11 38.48

Belimo Holding AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 44.69 0.00 26.11 0.00 38.48

XSWX:BEAN vs TT, JCI, CARR: 3-Year ROIIC % Comparison

For the Building Products & Equipment subindustry, Belimo Holding AG'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.


Belimo Holding AG 3-Year ROIIC % vs Construction Industry

For the Construction industry and Industrials sector, Belimo Holding AG's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Belimo Holding AG's 3-Year ROIIC % falls into.


XSWX:BEAN
99GF Score
Belimo Holding AG XSWX:BEAN
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Belimo Holding AG 3-Year ROIIC % Calculation

Belimo Holding AG'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**
=( 189.4949576 (Dec. 2025) - 126.7347116 (Dec. 2022) )/( 668.785 (Dec. 2025) - 505.692 (Dec. 2022) )
=62.760246/163.093
=38.48%***

* 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 38.48 mean?
Belimo Holding AG (XSWX:BEAN) has a 3-Year ROIIC % of 38.48 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 Belimo Holding AG and its competitors. This is near median its historical median of 35.23. Over the past decade, Belimo Holding AG's 3-Year ROIIC % has ranged from 2.74 to 106.12. According to the industry distribution chart, Belimo Holding AG ranks #248 out of 1684 companies in the Construction industry, placing it in the top 14.7%.
Is Belimo Holding AG's 3-Year ROIIC % too high?
Belimo Holding AG's current 3-Year ROIIC % of 38.48 is near median its 10-year median of 35.23. Over the past 10 years, this metric has ranged from a low of 2.74 to a high of 106.12. The Construction industry median 3-Year ROIIC % is 4.72. Belimo Holding AG's value of 38.48 is 716.1% above this industry median. Based on the distribution chart, Belimo Holding AG ranks #248 out of 1684 companies in the Construction industry, which is in the top quartile — a strong position relative to peers. Overall, Belimo Holding AG has a GF Score™ of 99/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Belimo Holding AG's 3-Year ROIIC % compare to TT and JCI?
According to the Construction industry distribution chart, Belimo Holding AG ranks #248 out of 1684 companies for 3-Year ROIIC %. This places Belimo Holding AG in the top 15% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 4.72. Belimo Holding AG's value of 38.48 is 716.1% above this benchmark. Historically, Belimo Holding AG's own 3-Year ROIIC % has ranged from 2.74 to 106.12 over the past decade. While the company's 10-year median is 35.23 vs. the industry median of 4.72, Belimo Holding AG 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 Construction company?
The median 3-Year ROIIC % among Construction companies is 4.72, based on 1,684 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. Belimo Holding AG's current 3-Year ROIIC % of 38.48 is 716.1% 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 Belimo Holding AG and its competitors. For the Construction industry, the median 3-Year ROIIC % is 4.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Belimo Holding AG's current 3-Year ROIIC % is 38.48, which is near median its own 10-year median of 35.23. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Belimo Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Belimo Holding AG (XSWX:BEAN) is currently considered Modestly Overvalued. The stock's GF Value™ is CHF705.82, compared to a current price of CHF829.00 — trading 17.5% above its estimated fair value. The current 3-Year ROIIC % is 38.48, which is near median its 10-year median of 35.23 and 716.1% above the Construction industry median of 4.72. Belimo Holding AG's overall GF Score™ is 99/100 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 Belimo Holding AG (XSWX:BEAN), the current 3-Year ROIIC % is 38.48 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 Belimo Holding AG (XSWX:BEAN) Overvalued in 2026?

Based on GuruFocus' analysis, Belimo Holding AG stock appears to be overvalued. The current stock price of CHF829.00 is trading 17.5% above its estimated GF Value™ of CHF705.82. GuruFocus considers Belimo Holding AG to be Modestly Overvalued.

Key valuation signals for XSWX:BEAN:

  • 3-Year ROIIC %: 38.48 (near median its 10-year median of 35.23)
  • GF Value™: CHF705.82 vs. price of CHF829.00 (17.5% above fair value)
  • GF Score™: 99/100 with 2 warning signs
  • Industry Position: 716.1% above the Construction median (#248 of 1684)

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


Belimo Holding AG Business Description

Address Brunnenbachstrasse 1, Hinwil, CHE, 8340
Belimo Holding AG is engaged in the development, production, and sales of field devices for the energy-efficient control of heating, ventilation, and air-conditioning system. The focus of the core business is on damper actuators, control valves, sensors, and meters, such as fire damper actuators, valve actuators, globe valves, throttle valves, duct sensors (air), and outdoor sensors (air), among others. The company, along with its subsidiaries, has four reportable operating segments: EMEA, Americas, Asia Pacific, and Shared Services. Maximum revenue for the company is generated from the Americas.
99GF Score

Get the complete analysis for XSWX:BEAN

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

CHF829.00
Price
CHF705.82
GF Value