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.
Monster Beverage's 5-Year ROIIC % for the quarter that ended in Dec. 2025 was 18.05%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Monster Beverage's 5-Year ROIIC % or its related term are showing as below:
MEX:MNST's 5-Year ROIIC % is ranked better than 64.08% of 103
companies
in the Beverages - Non-Alcoholic industry
Industry Median: 11.58
vs MEX:MNST: 18.05
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.
Monster Beverage 5-Year ROIIC % Related Terms
Monster Beverage 5-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Monster Beverage'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.
MEX:MNST vs KDP, COCSF, COKE: 5-Year ROIIC % Comparison
For the Beverages - Non-Alcoholic subindustry, Monster Beverage'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.
Monster Beverage 5-Year ROIIC % vs Beverages - Non-Alcoholic Industry
For the Beverages - Non-Alcoholic industry and Consumer Defensive sector, Monster Beverage's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Monster Beverage'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.
Monster Beverage (MEX:MNST) has a 5-Year ROIIC % of 18.05 as of Dec. 2025. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Monster Beverage and its competitors. According to the industry distribution chart, Monster Beverage ranks #37 out of 103 companies in the Beverages - Non-Alcoholic industry, placing it in the top 35.9%.
Is Monster Beverage's 5-Year ROIIC % too high?
Monster Beverage's current 5-Year ROIIC % is 18.05. The Beverages - Non-Alcoholic industry median 5-Year ROIIC % is 11.58. Monster Beverage's value of 18.05 is 55.9% above this industry median. Based on the distribution chart, Monster Beverage ranks #37 out of 103 companies in the Beverages - Non-Alcoholic industry, which is above the industry midpoint. Overall, Monster Beverage has a GF Score™ of 98/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Monster Beverage's 5-Year ROIIC % compare to KDP and COCSF?
According to the Beverages - Non-Alcoholic industry distribution chart, Monster Beverage ranks #37 out of 103 companies for 5-Year ROIIC %. This puts Monster Beverage in the upper half of its industry. The industry median 5-Year ROIIC % is 11.58. Monster Beverage's value of 18.05 is 55.9% 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 a Beverages - Non-Alcoholic company?
The median 5-Year ROIIC % among Beverages - Non-Alcoholic companies is 11.58, based on 103 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. Monster Beverage's current 5-Year ROIIC % of 18.05 is 55.9% 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 Monster Beverage and its competitors. For the Beverages - Non-Alcoholic industry, the median 5-Year ROIIC % is 11.58 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Monster Beverage's current 5-Year ROIIC % is 18.05. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Monster Beverage stock overvalued right now?
Based on GuruFocus' analysis, Monster Beverage (MEX:MNST) is currently considered Modestly Overvalued. The stock's GF Value™ is MXN1,445.25, compared to a current price of MXN1,720.00 — trading 19% above its estimated fair value. The current 5-Year ROIIC % is 18.05 and 55.9% above the Beverages - Non-Alcoholic industry median of 11.58. Monster Beverage's overall GF Score™ is 98/100 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 Monster Beverage (MEX:MNST), the current 5-Year ROIIC % is 18.05 as of Dec. 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 Monster Beverage (MEX:MNST) Overvalued in 2026?
Based on GuruFocus' analysis, Monster Beverage stock appears to be overvalued.
The current stock price of MXN1,720.00 is trading 19% above its estimated GF Value™ of MXN1,445.25.
GuruFocus considers Monster Beverage to be Modestly Overvalued.
Key valuation signals for MEX:MNST:
5-Year ROIIC %: 18.05
GF Value™: MXN1,445.25 vs. price of MXN1,720.00 (19% above fair value)
Industry Position: 55.9% above the Beverages - Non-Alcoholic median (#37 of 103)
No single metric tells the full story. See the MEX:MNST stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Monster Beverage is a leader in the energy drink category within the nonalcoholic ready-to-drink beverage market, generating two-thirds of revenue in the US and Canada. The well-known Monster trademark includes brands such as Monster Energy, Monster Ultra, Java Monster, and Juice Monster. The firm also owns other energy drink brands, such as Reign, NOS, Burn, Bang, and Mother, and brews and distributes beers and flavored malt beverages following the acquisition of a craft brewer in 2022. Monster controls branding and innovation but outsources beverage manufacturing and packaging to co-packers and finished goods distribution to bottlers in the global Coca-Cola system (pursuant to a 20-year agreement inked in 2015). Coke is the largest shareholder of Monster, owning a 20% stake.
98GF Score
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