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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.
Alexander Forbes Group Holdings's 5-Year ROIIC % for the quarter that ended in Mar. 2026 was 0.18%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
JSE:AFH's 5-Year ROIIC % is ranked worse than 50.4% of 125
companies
in the Diversified Financial Services industry
Industry Median: 0.18
vs JSE:AFH: 0.18
Alexander Forbes Group Holdings (JSE:AFH) 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.
Alexander Forbes Group Holdings 5-Year ROIIC % Related Terms
Alexander Forbes Group Holdings 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.
Alexander Forbes Group Holdings 5-Year ROIIC % Chart
For the Financial Conglomerates subindustry, Alexander Forbes Group Holdings'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.
Alexander Forbes Group Holdings 5-Year ROIIC % vs Diversified Financial Services Industry
For the Diversified Financial Services industry and Financial Services sector, Alexander Forbes Group Holdings's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Alexander Forbes Group Holdings's 5-Year ROIIC % falls into.
5-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
5-Year Incremental Invested Capital**
=
( 694.5555 (Mar. 2026) - 285.5182 (Mar. 2021) )
/
( 564815 (Mar. 2026) - 332108 (Mar. 2021) )
=
409.0373
/
232707
=
0.18%***
* 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.
Alexander Forbes Group Holdings (JSE:AFH) has a 5-Year ROIIC % of 0.18 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 Alexander Forbes Group Holdings and its competitors. According to the industry distribution chart, Alexander Forbes Group Holdings ranks #63 out of 125 companies in the Diversified Financial Services industry, placing it in the top 50.4%.
Is Alexander Forbes Group Holdings' 5-Year ROIIC % too high?
Alexander Forbes Group Holdings' current 5-Year ROIIC % is 0.18. The Diversified Financial Services industry median 5-Year ROIIC % is 0.18. Alexander Forbes Group Holdings' value of 0.18 is 0% at this industry median. Based on the distribution chart, Alexander Forbes Group Holdings ranks #63 out of 125 companies in the Diversified Financial Services industry, which is below the industry midpoint. Overall, Alexander Forbes Group Holdings has a GF Score™ of 68/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Alexander Forbes Group Holdings' 5-Year ROIIC % compare to VOYA and FRHC?
According to the Diversified Financial Services industry distribution chart, Alexander Forbes Group Holdings ranks #63 out of 125 companies for 5-Year ROIIC %. This places Alexander Forbes Group Holdings in the lower half of its industry. The industry median 5-Year ROIIC % is 0.18. Alexander Forbes Group Holdings' value of 0.18 is 0% at 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 Diversified Financial Services company?
The median 5-Year ROIIC % among Diversified Financial Services companies is 0.18, based on 125 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. Alexander Forbes Group Holdings's current 5-Year ROIIC % of 0.18 is 0% at 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 Alexander Forbes Group Holdings and its competitors. For the Diversified Financial Services industry, the median 5-Year ROIIC % is 0.18 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Alexander Forbes Group Holdings's current 5-Year ROIIC % is 0.18. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Alexander Forbes Group Holdings stock overvalued right now?
Based on GuruFocus' analysis, Alexander Forbes Group Holdings (JSE:AFH) is currently considered Modestly Undervalued. The stock's GF Value™ is R8.67, compared to a current price of R7.25 — trading 16.4% below its estimated fair value. The current 5-Year ROIIC % is 0.18 and 0% at the Diversified Financial Services industry median of 0.18. Alexander Forbes Group Holdings' overall GF Score™ is 68/100 with 4 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 Alexander Forbes Group Holdings (JSE:AFH), the current 5-Year ROIIC % is 0.18 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.
Is Alexander Forbes Group Holdings (JSE:AFH) Overvalued in 2026?
Based on GuruFocus' analysis, Alexander Forbes Group Holdings stock appears to be undervalued.
The current stock price of R7.25 is trading 16.4% below its estimated GF Value™ of R8.67.
GuruFocus considers Alexander Forbes Group Holdings to be Modestly Undervalued.
Key valuation signals for JSE:AFH:
5-Year ROIIC %: 0.18
GF Value™: R8.67 vs. price of R7.25 (16.4% below fair value)
Industry Position: 0% at the Diversified Financial Services median (#63 of 125)
No single metric tells the full story. See the JSE:AFH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Alexander Forbes Group Holdings Business Description
Alexander Forbes Group Holdings Ltd is a South Africa-based diversified financial services company. The company operates through seven segments: Retirement consulting, Healthcare consulting, Investments, Individual consulting, Multinational consulting, Solutions & Enablement, and Client Services & Business Optimization. Its services include Retirement consulting, Investments, Healthcare, Preservation funds, and Others. The company also offers online services.
68GF Score
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