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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.
Chartered Capital & Investment's 5-Year ROIIC % for the quarter that ended in Mar. 2026 was 1.07%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
BOM:511696's 5-Year ROIIC % is ranked worse than 54.52% of 620
companies
in the Capital Markets industry
Industry Median: 2.32
vs BOM:511696: 1.07
Chartered Capital & Investment (BOM:511696) 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.
Chartered Capital & Investment 5-Year ROIIC % Related Terms
Chartered Capital & Investment 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.
Chartered Capital & Investment 5-Year ROIIC % Chart
BOM:511696 vs MS, GS, SCHW: 5-Year ROIIC % Comparison
For the Capital Markets subindustry, Chartered Capital & Investment'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.
Chartered Capital & Investment 5-Year ROIIC % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Chartered Capital & Investment's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Chartered Capital & Investment's 5-Year ROIIC % falls into.
* 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.
Chartered Capital & Investment (BOM:511696) has a 5-Year ROIIC % of 1.07 as of Mar. 2026. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Chartered Capital & Investment and its competitors. According to the industry distribution chart, Chartered Capital & Investment ranks #338 out of 620 companies in the Capital Markets industry, placing it in the top 54.5%.
Is Chartered Capital & Investment's 5-Year ROIIC % too high?
Chartered Capital & Investment's current 5-Year ROIIC % is 1.07. The Capital Markets industry median 5-Year ROIIC % is 2.32. Chartered Capital & Investment's value of 1.07 is 53.9% below this industry median. Based on the distribution chart, Chartered Capital & Investment ranks #338 out of 620 companies in the Capital Markets industry, which is below the industry midpoint. Overall, Chartered Capital & Investment has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Chartered Capital & Investment's 5-Year ROIIC % compare to MS and GS?
According to the Capital Markets industry distribution chart, Chartered Capital & Investment ranks #338 out of 620 companies for 5-Year ROIIC %. This places Chartered Capital & Investment in the lower half of its industry. The industry median 5-Year ROIIC % is 2.32. Chartered Capital & Investment's value of 1.07 is 53.9% below this benchmark. 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 Capital Markets company?
The median 5-Year ROIIC % among Capital Markets companies is 2.32, based on 620 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. Chartered Capital & Investment's current 5-Year ROIIC % of 1.07 is 53.9% below the industry median. 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 Chartered Capital & Investment and its competitors. For the Capital Markets industry, the median 5-Year ROIIC % is 2.32 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Chartered Capital & Investment's current 5-Year ROIIC % is 1.07. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Chartered Capital & Investment stock overvalued right now?
Chartered Capital & Investment (BOM:511696) has a current 5-Year ROIIC % of 1.07. The current 5-Year ROIIC % is 1.07 and 53.9% below the Capital Markets industry median of 2.32. Chartered Capital & Investment's overall GF Score™ is 37/100 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 Chartered Capital & Investment (BOM:511696), the current 5-Year ROIIC % is 1.07 as of Mar. 2026. 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.
Chartered Capital & Investment Business Description
Chartered Capital & Investment Ltd is engaged in merchant banking activities in India. The company provides services such as managing public issues, rights issues, qualified institutional placements, buybacks, takeovers, and delisting of securities. It also offers valuation and corporate advisory services, including mergers, amalgamations, financial restructuring, project management, and loan syndication. Chartered Capital generates the majority of its revenue in the form of professional fees. Its operations focus on supporting corporate finance transactions and capital market activities.
37GF Score
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