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Navigator Global Investments (ASX:NGI) 5-Year ROIIC % : -1.86% (As of Jun. 2024)


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What is Navigator Global Investments 5-Year ROIIC %?

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. Navigator Global Investments's 5-Year ROIIC % for the quarter that ended in Jun. 2024 was -1.86%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Navigator Global Investments's 5-Year ROIIC % or its related term are showing as below:

ASX:NGI's 5-Year ROIIC % is ranked worse than
63.57% of 571 companies
in the Asset Management industry
Industry Median: 1.54 vs ASX:NGI: -1.86

Navigator Global Investments 5-Year ROIIC % Historical Data

The historical data trend for Navigator Global Investments's 5-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.

* Premium members only.

Navigator Global Investments 5-Year ROIIC % Chart

Navigator Global Investments Annual Data
Trend Jun15 Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24
5-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 375.53 2.79 -0.34 3.70 -1.86

Navigator Global Investments Semi-Annual Data
Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24
5-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 -0.34 - 3.70 - -1.86

Competitive Comparison of Navigator Global Investments's 5-Year ROIIC %

For the Asset Management subindustry, Navigator Global Investments'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.


Navigator Global Investments's 5-Year ROIIC % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Navigator Global Investments's 5-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Navigator Global Investments's 5-Year ROIIC % falls into.



Navigator Global Investments 5-Year ROIIC % Calculation

Navigator Global Investments's 5-Year ROIIC % for the quarter that ended in Jun. 2024 is calculated as:

5-Year ROIIC %=5-Year Incremental Net Operating Profit After Taxes (NOPAT)**/5-Year Incremental Invested Capital**
=( 21.47958 (Jun. 2024) - 38.3659872 (Jun. 2019) )/( 1181.319 (Jun. 2024) - 271.42 (Jun. 2019) )
=-16.8864072/909.899
=-1.86%***

* 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.


Navigator Global Investments  (ASX:NGI) 5-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.


Navigator Global Investments 5-Year ROIIC % Related Terms

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Navigator Global Investments Business Description

Traded in Other Exchanges
Address
9 Sherwood Road, Toowong, Toowong Tower, Level 3, Toowong, Brisbane, QLD, AUS, 4066
Navigator Global Investments Ltd is a holding company. The company is engaged in the provision of investment management products and services to investors. Its operating segment includes Lighthouse and NGI Strategic. The company generates maximum revenue from the Lighthouse segment, which operates as a global absolute return funds manager for investment vehicles. The company has invested into diversified alternative asset management companies. The NGI Strategic segment holds several strategic investments on a minority basis. Including the strategic portfolio, Marble Capital and Invictus Capital investments.

Navigator Global Investments Headlines

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