Birks GroupBGI -2.15%34 5-Year ROIIC % is -39.90 as of Mar. 2025. GuruFocus rates BGI with a GF Score™ of 34/100 and a GF Value™ of $2.59 (Possible Value Trap). The stock has 6 warning signs investors should review. Among 970 Retail - Cyclical companies, Birks Group ranks worse than 85.98% 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.
Birks Group's 5-Year ROIIC % for the quarter that ended in Mar. 2025 was -39.90%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Birks Group's 5-Year ROIIC % or its related term are showing as below:
BGI's 5-Year ROIIC % is ranked worse than 85.98% of 970
companies
in the Retail - Cyclical industry
Industry Median: 4.45
vs BGI: -39.90
Birks Group (AMEX:BGI) 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.
Birks Group 5-Year ROIIC % Related Terms
Birks Group 5-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Birks 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.
For the Luxury Goods subindustry, Birks 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.
Birks Group 5-Year ROIIC % vs Retail - Cyclical Industry
For the Retail - Cyclical industry and Consumer Cyclical sector, Birks Group's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Birks Group's 5-Year ROIIC % falls into.
Birks Group's 5-Year ROIIC % for the quarter that ended in Mar. 2025 is calculated as:
5-Year ROIIC %
=
5-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
5-Year Incremental Invested Capital**
=
( -0.657 (Mar. 2025) - -4.466 (Mar. 2020) )
/
( 107.992 (Mar. 2025) - 117.538 (Mar. 2020) )
=
3.809
/
-9.546
=
-39.90%***
* 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.
Birks Group (BGI) has a 5-Year ROIIC % of -39.90 as of Mar. 2025. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Birks Group and its competitors. According to the industry distribution chart, Birks Group ranks #834 out of 970 companies in the Retail - Cyclical industry, placing it in the top 86%.
Is Birks Group's 5-Year ROIIC % too high?
Birks Group's current 5-Year ROIIC % is -39.90. Based on the distribution chart, Birks Group ranks #834 out of 970 companies in the Retail - Cyclical industry, which is in the bottom quartile relative to peers. Overall, Birks Group has a GF Score™ of 34/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Birks Group's 5-Year ROIIC % compare to BRLT and SORA?
According to the Retail - Cyclical industry distribution chart, Birks Group ranks #834 out of 970 companies for 5-Year ROIIC %. This places Birks Group in the lower half of its industry. The industry median 5-Year ROIIC % is 4.45. 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 Retail - Cyclical company?
The median 5-Year ROIIC % among Retail - Cyclical companies is 4.45, based on 970 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 Birks Group and its competitors. For the Retail - Cyclical industry, the median 5-Year ROIIC % is 4.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Birks Group's current 5-Year ROIIC % is -39.90. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Birks Group stock overvalued right now?
Based on GuruFocus' analysis, Birks Group (BGI) is currently considered Possible Value Trap. The stock's GF Value™ is $2.59, compared to a current price of $0.56 — trading 78.3% below its estimated fair value. The current 5-Year ROIIC % is -39.90. Birks Group's overall GF Score™ is 34/100 with 6 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 Birks Group (BGI), the current 5-Year ROIIC % is -39.90 as of Mar. 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 Birks Group (BGI) Overvalued in 2026?
Based on GuruFocus' analysis, Birks Group stock appears to be undervalued.
The current stock price of $0.56 is trading 78.3% below its estimated GF Value™ of $2.59.
GuruFocus considers Birks Group to be Possible Value Trap.
Key valuation signals for BGI:
5-Year ROIIC %: -39.90
GF Value™: $2.59 vs. price of $0.56 (78.3% below fair value)
No single metric tells the full story. See the BGI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Birks Group Inc is a part of the leisure industry. The company designs, develops, produces, and retails fine jewelry, timepieces, and gifts. Its operating segments include Retail and Other. The company generates maximum revenue from the Retail segment. Its retail segment consists of retail operations whereby it operates stores in Canada under the Maison Birks, Brinkhaus, Graff, and Patek Phillippe brands. The other segment consists mainly of wholesale business, e-commerce business, and gold exchange business.
34GF Score
Get the complete analysis for BGI
5-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
BGI has been successfully added to your 
