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.
Ashmore Group's 5-Year ROIIC % for the quarter that ended in Jun. 2025 was 558.21%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Ashmore Group's 5-Year ROIIC % or its related term are showing as below:
CHIX:ASHMl's 5-Year ROIIC % is ranked better than 97.8% of 592
companies
in the Asset Management industry
Industry Median: 1.4
vs CHIX:ASHMl: 558.21
Ashmore Group (CHIX:ASHMl) 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.
Ashmore Group 5-Year ROIIC % Related Terms
Ashmore Group 5-Year ROIIC % Historical Data
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The historical data trend for Ashmore 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.
CHIX:ASHML vs BLK, BX, KKR: 5-Year ROIIC % Comparison
For the Asset Management subindustry, Ashmore 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.
Ashmore Group 5-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Ashmore Group's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Ashmore Group's 5-Year ROIIC % falls into.
Ashmore 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**
=
( 34.24332 (Jun. 2025) - 184.95902 (Jun. 2020) )
/
( 259.2 (Jun. 2025) - 286.2 (Jun. 2020) )
=
-150.7157
/
-27
=
558.21%***
* 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.
Ashmore Group (CHIX:ASHML) has a 5-Year ROIIC % of 558.21 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 Ashmore Group and its competitors. According to the industry distribution chart, Ashmore Group ranks #13 out of 592 companies in the Asset Management industry, placing it in the top 2.2%.
Is Ashmore Group's 5-Year ROIIC % too high?
Ashmore Group's current 5-Year ROIIC % is 558.21. The Asset Management industry median 5-Year ROIIC % is 1.40. Ashmore Group's value of 558.21 is 39772.1% above this industry median. Based on the distribution chart, Ashmore Group ranks #13 out of 592 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Ashmore Group has a GF Score™ of 76/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Ashmore Group's 5-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Ashmore Group ranks #13 out of 592 companies for 5-Year ROIIC %. This places Ashmore Group in the top 2% of its industry — outperforming the majority of peers. The industry median 5-Year ROIIC % is 1.40. Ashmore Group's value of 558.21 is 39772.1% above 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 an Asset Management company?
The median 5-Year ROIIC % among Asset Management companies is 1.40, based on 592 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. Ashmore Group's current 5-Year ROIIC % of 558.21 is 39772.1% above 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 Ashmore Group and its competitors. For the Asset Management industry, the median 5-Year ROIIC % is 1.40 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Ashmore Group's current 5-Year ROIIC % is 558.21. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ashmore Group stock overvalued right now?
Based on GuruFocus' analysis, Ashmore Group (CHIX:ASHML) is currently considered Significantly Overvalued. The stock's GF Value™ is £1.44, compared to a current price of £2.11 — trading 46.8% above its estimated fair value. The current 5-Year ROIIC % is 558.21 and 39772.1% above the Asset Management industry median of 1.40. Ashmore Group's overall GF Score™ is 76/100 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 Ashmore Group (CHIX:ASHML), the current 5-Year ROIIC % is 558.21 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 Ashmore Group (CHIX:ASHML) Overvalued in 2026?
Based on GuruFocus' analysis, Ashmore Group stock appears to be overvalued.
The current stock price of £2.11 is trading 46.8% above its estimated GF Value™ of £1.44.
GuruFocus considers Ashmore Group to be Significantly Overvalued.
Key valuation signals for CHIX:ASHML:
5-Year ROIIC %: 558.21
GF Value™: £1.44 vs. price of £2.11 (46.8% above fair value)
Industry Position: 39772.1% above the Asset Management median (#13 of 592)
No single metric tells the full story. See the CHIX:ASHML stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Ashmore Group PLC is a value-oriented asset management firm that focuses its investments on emerging markets. It offers a diverse range of both traditional and alternative investment strategies to its client base globally, including both institutional and retail investors. The company invests in sovereign debt instruments, currencies, corporate debt, equities, derivatives, private equity, real estate, distressed debt, and other special situations. The firm reports on changes in assets under management as the majority of its revenue is derived from management fees. The company also benefits from performance fees on its investments. Geographically, the group derives maximum revenue from the United Kingdom and Ireland, followed by the Americas, and Asia and the Middle East.
76GF Score
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