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5-Year Return on Invested Incremental Capital (5-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 5-year.
HomeCo Daily Needs REIT does not have enough data to calculate 5-Year ROIIC %.
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.
HomeCo Daily Needs REIT 5-Year ROIIC % Related Terms
HomeCo Daily Needs REIT 5-Year ROIIC % Historical Data
* 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.
For the REIT - Retail subindustry, HomeCo Daily Needs REIT's 5-Year ROIIC %, along with its competitors' market caps and 5-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.
HomeCo Daily Needs REIT 5-Year ROIIC % vs REITs Industry
For the REITs industry and Real Estate sector, HomeCo Daily Needs REIT's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where HomeCo Daily Needs REIT's 5-Year ROIIC % falls into.
HomeCo Daily Needs REIT's 5-Year ROIIC % for the quarter that ended in Jun. 2025 is calculated as:
5-Year ROIIC %
=
5-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
5-Year Incremental Invested Capital**
=
( 246.9 (Jun. 2025) - (Jun. 2020) )
/
( 4889.6 (Jun. 2025) - (Jun. 2020) )
=
/
=
N/A%***
* 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 5-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.
HomeCo Daily Needs REIT (ASX:HDN) has a 5-Year ROIIC % of 0.00 as of Jun. 2025. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on HomeCo Daily Needs REIT and its competitors. According to the industry distribution chart, HomeCo Daily Needs REIT ranks #999999 out of 629 companies in the REITs industry.
Is HomeCo Daily Needs REIT's 5-Year ROIIC % too high?
HomeCo Daily Needs REIT's current 5-Year ROIIC % is 0.00. Based on the distribution chart, HomeCo Daily Needs REIT ranks #999999 out of 629 companies in the REITs industry, which is in the bottom quartile relative to peers. Overall, HomeCo Daily Needs REIT has a GF Score™ of 59/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does HomeCo Daily Needs REIT's 5-Year ROIIC % compare to SPG and O?
According to the REITs industry distribution chart, HomeCo Daily Needs REIT ranks #999999 out of 629 companies for 5-Year ROIIC %. This places HomeCo Daily Needs REIT in the lower half of its industry. The industry median 5-Year ROIIC % is 4.13. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year ROIIC % for a REITs company?
The median 5-Year ROIIC % among REITs companies is 4.13, based on 629 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 5-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 5-Year ROIIC % mean?
A high 5-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on HomeCo Daily Needs REIT and its competitors. For the REITs industry, the median 5-Year ROIIC % is 4.13 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. HomeCo Daily Needs REIT's current 5-Year ROIIC % is 0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is HomeCo Daily Needs REIT stock overvalued right now?
Based on GuruFocus' analysis, HomeCo Daily Needs REIT (ASX:HDN) is currently considered Fairly Valued. The stock's GF Value™ is A$1.20, compared to a current price of A$1.27 — trading 5.4% above its estimated fair value. The current 5-Year ROIIC % is 0.00. HomeCo Daily Needs REIT's overall GF Score™ is 59/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year ROIIC % calculated?
5-Year ROIIC % is calculated from a company's financial statements. For HomeCo Daily Needs REIT (ASX:HDN), the current 5-Year ROIIC % is 0.00 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.
Is HomeCo Daily Needs REIT (ASX:HDN) Overvalued in 2026?
Based on GuruFocus' analysis, HomeCo Daily Needs REIT stock appears to be overvalued.
The current stock price of A$1.27 is trading 5.4% above its estimated GF Value™ of A$1.20.
GuruFocus considers HomeCo Daily Needs REIT to be Fairly Valued.
Key valuation signals for ASX:HDN:
5-Year ROIIC %: 0.00
GF Value™: A$1.20 vs. price of A$1.27 (5.4% above fair value)
No single metric tells the full story. See the ASX:HDN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
HomeCo Daily Needs REIT is a listed investment trust established and managed by HMC Capital, an ASX-listed alternative asset manager. HMC receives fees from HomeCo in exchange for property, investment, and development management services, and retains a minority interest in the REIT. HomeCo focuses on convenience-based assets that offer everyday goods and services, such as supermarkets, liquor stores, pharmacies, childcare, government and general services. Its portfolio also has a significant weighting to large format retail—a subsector that specializes in furniture, electrical appliances, and other homemaker offerings. Majority of HomeCo's leases has fixed annual rate increases, and a smaller proportion are inflation-linked, with the rest commensurate with supermarket turnover.
59GF Score
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