Steadfast Group (ASX:SDF) 5-Year ROIIC % : 0.00% (As of Jun. 2025)


ASX:SDF Steadfast Group Ltd ASX:SDF
83 GF Score
Price A$5.07
GF Value A$6.56
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Steadfast Group 5-Year ROIIC %?

Steadfast Group ASX:SDF -0.59% 83 5-Year ROIIC % is 0.00 as of Jun. 2025. GuruFocus rates ASX:SDF with a GF Score™ of 83/100 and a GF Value™ of A$6.56 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 308 Insurance companies, Steadfast Group ranks worse than 324675% on this metric.

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. Steadfast Group's 5-Year ROIIC % for the quarter that ended in Jun. 2025 was 0.00%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

ASX:SDF's 5-Year ROIIC % is not ranked *
in the Insurance industry.
Industry Median: 3.435
* Ranked among companies with meaningful 5-Year ROIIC % only.

Steadfast Group  (ASX:SDF) 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.


Steadfast Group 5-Year ROIIC % Related Terms


Steadfast Group 5-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Steadfast Group'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.

Steadfast Group 5-Year ROIIC % Chart

Steadfast Group Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
5-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.07 10.61 9.77 9.00 0.00

Steadfast Group Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 0.00 9.00 0.00 0.00 0.00

ASX:SDF vs MRSH, AON, AJG: 5-Year ROIIC % Comparison

For the Insurance Brokers subindustry, Steadfast Group'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.


Steadfast Group 5-Year ROIIC % vs Insurance Industry

For the Insurance industry and Financial Services sector, Steadfast Group's 5-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Steadfast Group's 5-Year ROIIC % falls into.


ASX:SDF
83GF Score
Steadfast Group Ltd ASX:SDF
5-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Steadfast Group 5-Year ROIIC % Calculation

Steadfast Group'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**
=( 432.55095 (Jun. 2025) - 0 (Jun. 2020) )/( 3288.61 (Jun. 2025) - 1446.3092 (Jun. 2020) )
=/1842.3008
=0.00%***

* 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.

Frequently Asked Questions Learn more about 5-Year ROIIC % →
What does a 5-Year ROIIC % of 0.00 mean?
Steadfast Group (ASX:SDF) 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 Steadfast Group and its competitors. According to the industry distribution chart, Steadfast Group ranks #999999 out of 308 companies in the Insurance industry.
Is Steadfast Group's 5-Year ROIIC % too high?
Steadfast Group's current 5-Year ROIIC % is 0.00. Based on the distribution chart, Steadfast Group ranks #999999 out of 308 companies in the Insurance industry, which is in the bottom quartile relative to peers. Overall, Steadfast Group has a GF Score™ of 83/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Steadfast Group's 5-Year ROIIC % compare to MRSH and AON?
According to the Insurance industry distribution chart, Steadfast Group ranks #999999 out of 308 companies for 5-Year ROIIC %. This places Steadfast Group in the lower half of its industry. The industry median 5-Year ROIIC % is 3.44. 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 an Insurance company?
The median 5-Year ROIIC % among Insurance companies is 3.44, based on 308 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 Steadfast Group and its competitors. For the Insurance industry, the median 5-Year ROIIC % is 3.44 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Steadfast Group'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 Steadfast Group stock overvalued right now?
Based on GuruFocus' analysis, Steadfast Group (ASX:SDF) is currently considered Modestly Undervalued. The stock's GF Value™ is A$6.56, compared to a current price of A$5.07 — trading 22.7% below its estimated fair value. The current 5-Year ROIIC % is 0.00. Steadfast Group's overall GF Score™ is 83/100 with 2 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 Steadfast Group (ASX:SDF), 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 Steadfast Group (ASX:SDF) Overvalued in 2026?

Based on GuruFocus' analysis, Steadfast Group stock appears to be undervalued. The current stock price of A$5.07 is trading 22.7% below its estimated GF Value™ of A$6.56. GuruFocus considers Steadfast Group to be Modestly Undervalued.

Key valuation signals for ASX:SDF:

  • 5-Year ROIIC %: 0.00
  • GF Value™: A$6.56 vs. price of A$5.07 (22.7% below fair value)
  • GF Score™: 83/100 with 2 warning signs

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


Steadfast Group Business Description

Other Exchanges SFGLF:USA
Address 99 Bathurst Street, Level 4, Sydney, NSW, AUS, 2000
Steadfast Group is the largest general insurance broker network in Australia and New Zealand, with over 400 brokers and around 1,800 offices in Australia, New Zealand, Singapore, and London. Steadfast operates as both a broker and a consolidator via equity interests in insurance broker businesses, generating over AUD 12 billion of network broker gross written premium annually. Steadfast also co-owns and consolidates underwriting agencies and other complementary businesses.
83GF Score

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

A$5.07
Price
A$6.56
GF Value