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PensionBee Group (LSE:PBEE) 5-Year ROIIC % : 61.69% (As of Dec. 2024)


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What is PensionBee Group 5-Year ROIIC %?

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. PensionBee Group's 5-Year ROIIC % for the quarter that ended in Dec. 2024 was 61.69%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

LSE:PBEE's 5-Year ROIIC % is ranked better than
86.65% of 629 companies
in the Capital Markets industry
Industry Median: 4.47 vs LSE:PBEE: 61.69

PensionBee Group 5-Year ROIIC % Historical Data

The historical data trend for PensionBee 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.

* Premium members only.

PensionBee Group 5-Year ROIIC % Chart

PensionBee Group Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
5-Year ROIIC %
Get a 7-Day Free Trial - - - -170.05 61.69

PensionBee Group Semi-Annual Data
Dec18 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24
5-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only - - -170.05 - 61.69

Competitive Comparison of PensionBee Group's 5-Year ROIIC %

For the Capital Markets subindustry, PensionBee 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.


PensionBee Group's 5-Year ROIIC % Distribution in the Capital Markets Industry

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

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


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PensionBee Group 5-Year ROIIC % Calculation

PensionBee Group's 5-Year ROIIC % for the quarter that ended in Dec. 2024 is calculated as:

5-Year ROIIC %=5-Year Incremental Net Operating Profit After Taxes (NOPAT)**/5-Year Incremental Invested Capital**
=( -2.9904965 (Dec. 2024) - -6.7582329 (Dec. 2019) )/( 7.608 (Dec. 2024) - 1.5 (Dec. 2019) )
=3.7677364/6.108
=61.69%***

* 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.


PensionBee Group  (LSE:PBEE) 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.


PensionBee Group 5-Year ROIIC % Related Terms

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PensionBee Group Business Description

Traded in Other Exchanges
Address
209 Blackfriars Road, London, GBR, SE1 8NL
PensionBee Group PLC is engaged in the provision of direct-to-consumer online pensions. The company helps its customers combine their old pension pots, make flexible contributions, invest in line with their goals and values, and make withdrawals after attaining a certain age. It offers a range of investment plans, including fossil fuel-free and impact investing options, from various asset managers. The firm generates a vast majority of its revenue in the form of fees it charges for fund administration. These fees are earned for administering the customer pension schemes and are charged based on a fixed percentage of the value of a customer's assets held by the pension scheme. It operates in a single geographical location, being the United Kingdom.

PensionBee Group Headlines

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