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Polar Capital Holdings (LSE:POLR) 5-Year ROIIC % : 6.95% (As of Mar. 2023)


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What is Polar Capital Holdings 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. Polar Capital Holdings's 5-Year ROIIC % for the quarter that ended in Mar. 2023 was 6.95%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

LSE:POLR's 5-Year ROIIC % is ranked better than
62.59% of 588 companies
in the Asset Management industry
Industry Median: 2.13 vs LSE:POLR: 6.95

Polar Capital Holdings 5-Year ROIIC % Historical Data

The historical data trend for Polar Capital Holdings'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.

Polar Capital Holdings 5-Year ROIIC % Chart

Polar Capital Holdings Annual Data
Trend Mar14 Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23
5-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 244.20 128.96 64.17 78.89 6.95

Polar Capital Holdings Semi-Annual Data
Mar14 Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23
5-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only - 78.89 - 6.95 -

Competitive Comparison of Polar Capital Holdings's 5-Year ROIIC %

For the Asset Management subindustry, Polar Capital 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.


Polar Capital Holdings's 5-Year ROIIC % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Polar Capital Holdings's 5-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Polar Capital Holdings's 5-Year ROIIC % falls into.



Polar Capital Holdings 5-Year ROIIC % Calculation

Polar Capital Holdings's 5-Year ROIIC % for the quarter that ended in Mar. 2023 is calculated as:

5-Year ROIIC %=5-Year Incremental Net Operating Profit After Taxes (NOPAT)**/5-Year Incremental Invested Capital**
=( 33.71784 (Mar. 2023) - 30.1367942 (Mar. 2018) )/( 72.291 (Mar. 2023) - 20.801 (Mar. 2018) )
=3.5810458/51.49
=6.95%***

* 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.


Polar Capital Holdings  (LSE:POLR) 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.


Polar Capital Holdings 5-Year ROIIC % Related Terms

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Polar Capital Holdings (LSE:POLR) Business Description

Traded in Other Exchanges
Address
16 Palace Street, London, GBR, SW1E 5JD
Polar Capital Holdings PLC is a specialist investment management company. It offers professional and institutional investors a range of geographical and sector funds. The company has long-only and absolute return funds in its product range. The company offers fundamental funds diversified by asset class, geographical, sectoral specialization, and structure. It operates in the United Kingdom, Ireland, Cayman, and Europe. The group's revenue-generating operations are in London.

Polar Capital Holdings (LSE:POLR) Headlines

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