Plazza AG (XSWX:PLAN) 3-Year ROIIC % : 3.20% (As of Dec. 2025) — 16% Above Median

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XSWX:PLAN Plazza AG XSWX:PLAN
74 GF Score
Price CHF435.00
GF Value CHF371.29
Valuation Modestly Overvalued
! 6 Warning Signs
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What is Plazza AG 3-Year ROIIC %?

Plazza AG XSWX:PLAN +1.16% 74 3-Year ROIIC % is 3.20 as of Dec. 2025, which is 16% above its 10-year median of 2.75. GuruFocus rates XSWX:PLAN with a GF Score™ of 74/100 and a GF Value™ of CHF371.29 (Modestly Overvalued). The stock has 6 warning signs investors should review. Among 1,666 Real Estate companies, Plazza AG ranks better than 53.3% 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. Plazza AG's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 3.20%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

XSWX:PLAN's 3-Year ROIIC % is ranked better than
53.3% of 1666 companies
in the Real Estate industry
Industry Median: 2.35 vs XSWX:PLAN: 3.20

Plazza AG  (XSWX:PLAN) 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.


Plazza AG 3-Year ROIIC % Related Terms


Plazza AG 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Plazza 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.

Plazza AG 3-Year ROIIC % Chart

Plazza 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 1.13 0.23 1.01 3.87 3.20

Plazza 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 1.01 0.00 3.87 0.00 3.20

Plazza AG 3-Year ROIIC % Competitor Comparison

For the Real Estate - Diversified subindustry, Plazza 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.


Plazza AG 3-Year ROIIC % vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Plazza AG's 3-Year ROIIC % distribution charts can be found below:

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


XSWX:PLAN
74GF Score
Plazza AG XSWX:PLAN
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Plazza AG 3-Year ROIIC % Calculation

Plazza 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**
=( 26.7139276 (Dec. 2025) - 16.5224598 (Dec. 2022) )/( 1366.099 (Dec. 2025) - 1047.385 (Dec. 2022) )
=10.1914678/318.714
=3.20%***

* 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 3.20 mean?
Plazza AG (XSWX:PLAN) has a 3-Year ROIIC % of 3.20 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 Plazza AG and its competitors. This is 16% above median its historical median of 2.75. According to the industry distribution chart, Plazza AG ranks #778 out of 1666 companies in the Real Estate industry, placing it in the top 46.7%.
Is Plazza AG's 3-Year ROIIC % too high?
Plazza AG's current 3-Year ROIIC % of 3.20 is 16% above median its 10-year median of 2.75. The Real Estate industry median 3-Year ROIIC % is 2.35. Plazza AG's value of 3.20 is 36.2% above this industry median. Based on the distribution chart, Plazza AG ranks #778 out of 1666 companies in the Real Estate industry, which is above the industry midpoint. Overall, Plazza AG has a GF Score™ of 74/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Plazza AG's 3-Year ROIIC % compare to competitors?
According to the Real Estate industry distribution chart, Plazza AG ranks #778 out of 1666 companies for 3-Year ROIIC %. This puts Plazza AG in the upper half of its industry. The industry median 3-Year ROIIC % is 2.35. Plazza AG's value of 3.20 is 36.2% above this benchmark. While the company's 10-year median is 2.75 vs. the industry median of 2.35, Plazza 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 Real Estate company?
The median 3-Year ROIIC % among Real Estate companies is 2.35, based on 1,666 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. Plazza AG's current 3-Year ROIIC % of 3.20 is 36.2% 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 Plazza AG and its competitors. For the Real Estate industry, the median 3-Year ROIIC % is 2.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Plazza AG's current 3-Year ROIIC % is 3.20, which is 16% above median its own 10-year median of 2.75. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Plazza AG stock overvalued right now?
Based on GuruFocus' analysis, Plazza AG (XSWX:PLAN) is currently considered Modestly Overvalued. The stock's GF Value™ is CHF371.29, compared to a current price of CHF435.00 — trading 17.2% above its estimated fair value. The current 3-Year ROIIC % is 3.20, which is 16% above median its 10-year median of 2.75 and 36.2% above the Real Estate industry median of 2.35. Plazza AG's overall GF Score™ is 74/100 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 Plazza AG (XSWX:PLAN), the current 3-Year ROIIC % is 3.20 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 Plazza AG (XSWX:PLAN) Overvalued in 2026?

Based on GuruFocus' analysis, Plazza AG stock appears to be overvalued. The current stock price of CHF435.00 is trading 17.2% above its estimated GF Value™ of CHF371.29. GuruFocus considers Plazza AG to be Modestly Overvalued.

Key valuation signals for XSWX:PLAN:

  • 3-Year ROIIC %: 3.20 (16% above median its 10-year median of 2.75)
  • GF Value™: CHF371.29 vs. price of CHF435.00 (17.2% above fair value)
  • GF Score™: 74/100 with 6 warning signs
  • Industry Position: 36.2% above the Real Estate median (#778 of 1666)

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


Plazza AG Business Description

Other Exchanges PLANz:UK0R8X:UK2PZ:Germany
Address Sieberstrasse 5, Zurich, CHE, 8055
Plazza AG is engaged in planning, building, managing and sell of real estate projects in Switzerland. The Company's portfolio include residential, commercial and office properties. Real estate investment business is engaged in buying and selling of all properties. It has projects in the economic centers of Zurich and Lausanne.
74GF Score

Get the complete analysis for XSWX:PLAN

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

CHF435.00
Price
CHF371.29
GF Value