Deutsche Effecten- und Wechsel- Beteiligungsges AG (XTER:EFF0) 3-Year ROIIC % : -9.22% (As of Dec. 2025)

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XTER:EFF0 Deutsche Effecten- und Wechsel- Beteiligungsges AG XTER:EFF0
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What is Deutsche Effecten- und Wechsel- Beteiligungsges AG 3-Year ROIIC %?

Deutsche Effecten- und Wechsel- Beteiligungsges AG XTER:EFF0 -1.61% 43 3-Year ROIIC % is -9.22 as of Dec. 2025. GuruFocus rates XTER:EFF0 with a GF Score™ of 43/100. The stock has 1 warning sign investors should review. Among 653 Asset Management companies, Deutsche Effecten- und Wechsel- Beteiligungsges AG ranks worse than 72.59% 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. Deutsche Effecten- und Wechsel- Beteiligungsges AG's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was -9.22%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Deutsche Effecten- und Wechsel- Beteiligungsges AG's 3-Year ROIIC % or its related term are showing as below:

XTER:EFF0's 3-Year ROIIC % is ranked worse than
72.59% of 653 companies
in the Asset Management industry
Industry Median: 2.09 vs XTER:EFF0: -9.22

Deutsche Effecten- und Wechsel- Beteiligungsges AG  (XTER:EFF0) 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.


Deutsche Effecten- und Wechsel- Beteiligungsges AG 3-Year ROIIC % Related Terms


Deutsche Effecten- und Wechsel- Beteiligungsges AG 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Deutsche Effecten- und Wechsel- Beteiligungsges 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.

Deutsche Effecten- und Wechsel- Beteiligungsges AG 3-Year ROIIC % Chart

Deutsche Effecten- und Wechsel- Beteiligungsges 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 54.82 -41.94 -44.34 -220.39 -9.22

Deutsche Effecten- und Wechsel- Beteiligungsges 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 -44.34 0.00 -220.39 0.00 -9.22

XTER:EFF0 vs BLK, BX, KKR: 3-Year ROIIC % Comparison

For the Asset Management subindustry, Deutsche Effecten- und Wechsel- Beteiligungsges 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.


Deutsche Effecten- und Wechsel- Beteiligungsges AG 3-Year ROIIC % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Deutsche Effecten- und Wechsel- Beteiligungsges AG's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Deutsche Effecten- und Wechsel- Beteiligungsges AG's 3-Year ROIIC % falls into.


XTER:EFF0
43GF Score
Deutsche Effecten- und Wechsel- Beteiligungsges AG XTER:EFF0
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Deutsche Effecten- und Wechsel- Beteiligungsges AG 3-Year ROIIC % Calculation

Deutsche Effecten- und Wechsel- Beteiligungsges 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**
=( -0.62 (Dec. 2025) - -0.884 (Dec. 2022) )/( 32.891 (Dec. 2025) - 35.753 (Dec. 2022) )
=0.264/-2.862
=-9.22%***

* 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 -9.22 mean?
Deutsche Effecten- und Wechsel- Beteiligungsges AG (XTER:EFF0) has a 3-Year ROIIC % of -9.22 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 Deutsche Effecten- und Wechsel- Beteiligungsges AG and its competitors. According to the industry distribution chart, Deutsche Effecten- und Wechsel- Beteiligungsges AG ranks #474 out of 653 companies in the Asset Management industry, placing it in the top 72.6%.
Is Deutsche Effecten- und Wechsel- Beteiligungsges AG's 3-Year ROIIC % too high?
Deutsche Effecten- und Wechsel- Beteiligungsges AG's current 3-Year ROIIC % is -9.22. Based on the distribution chart, Deutsche Effecten- und Wechsel- Beteiligungsges AG ranks #474 out of 653 companies in the Asset Management industry, which is below the industry midpoint. Overall, Deutsche Effecten- und Wechsel- Beteiligungsges AG has a GF Score™ of 43/100, reflecting its overall financial health beyond just this single metric.
How does Deutsche Effecten- und Wechsel- Beteiligungsges AG's 3-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Deutsche Effecten- und Wechsel- Beteiligungsges AG ranks #474 out of 653 companies for 3-Year ROIIC %. This places Deutsche Effecten- und Wechsel- Beteiligungsges AG in the lower half of its industry. The industry median 3-Year ROIIC % is 2.09. 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 2.09, based on 653 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 Deutsche Effecten- und Wechsel- Beteiligungsges AG and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.09 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Deutsche Effecten- und Wechsel- Beteiligungsges AG's current 3-Year ROIIC % is -9.22. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Deutsche Effecten- und Wechsel- Beteiligungsges AG stock overvalued right now?
Deutsche Effecten- und Wechsel- Beteiligungsges AG (XTER:EFF0) has a current 3-Year ROIIC % of -9.22. The current 3-Year ROIIC % is -9.22. Deutsche Effecten- und Wechsel- Beteiligungsges AG's overall GF Score™ is 43/100 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 Deutsche Effecten- und Wechsel- Beteiligungsges AG (XTER:EFF0), the current 3-Year ROIIC % is -9.22 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.

Deutsche Effecten- und Wechsel- Beteiligungsges AG Business Description

Address Semmelweisstrasse 4, Jena, TH, DEU, 07743
Deutsche Effecten- und Wechsel- Beteiligungsges AG is a Germany-based listed investment company that specializes in the selection, acquisition, development, and sale of tech companies. It focuses on asset management and companies whose technologies and business models have an impact on the future development of the financial industry. The company supports its portfolio companies with capital, expertise in corporate development, and its extensive network of experts.
43GF Score

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