Montfort CapitalMONTF 5-Year ROIIC % is 3.54 as of Dec. 2024. The stock has 7 warning signs investors should review. Among 596 Asset Management companies, Montfort Capital ranks better than 55.37% on this metric.
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.
Montfort Capital's 5-Year ROIIC % for the quarter that ended in Dec. 2024 was 3.54%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Montfort Capital's 5-Year ROIIC % or its related term are showing as below:
MONTF's 5-Year ROIIC % is ranked better than 55.37% of 596
companies
in the Asset Management industry
Industry Median: 1.435
vs MONTF: 3.54
Montfort Capital (OTCPK:MONTF) 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.
Montfort Capital 5-Year ROIIC % Related Terms
Montfort Capital 5-Year ROIIC % Historical Data
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The historical data trend for Montfort Capital'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.
For the Asset Management subindustry, Montfort Capital'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.
Montfort Capital 5-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Montfort Capital's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Montfort Capital's 5-Year ROIIC % falls into.
Montfort Capital'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**
=
( 10.273 (Dec. 2024) - 0.613 (Nov. 2019) )
/
( 289.345 (Dec. 2024) - 16.681 (Nov. 2019) )
=
9.66
/
272.664
=
3.54%***
* 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.
Montfort Capital (MONTF) has a 5-Year ROIIC % of 3.54 as of Dec. 2024. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Montfort Capital and its competitors. According to the industry distribution chart, Montfort Capital ranks #266 out of 596 companies in the Asset Management industry, placing it in the top 44.6%.
Is Montfort Capital's 5-Year ROIIC % too high?
Montfort Capital's current 5-Year ROIIC % is 3.54. The Asset Management industry median 5-Year ROIIC % is 1.44. Montfort Capital's value of 3.54 is 146.7% above this industry median. Based on the distribution chart, Montfort Capital ranks #266 out of 596 companies in the Asset Management industry, which is above the industry midpoint.
How does Montfort Capital's 5-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Montfort Capital ranks #266 out of 596 companies for 5-Year ROIIC %. This puts Montfort Capital in the upper half of its industry. The industry median 5-Year ROIIC % is 1.44. Montfort Capital's value of 3.54 is 146.7% 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 1.44, based on 596 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. Montfort Capital's current 5-Year ROIIC % of 3.54 is 146.7% 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 Montfort Capital and its competitors. For the Asset Management industry, the median 5-Year ROIIC % is 1.44 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Montfort Capital's current 5-Year ROIIC % is 3.54. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Montfort Capital stock overvalued right now?
Montfort Capital (MONTF) has a current 5-Year ROIIC % of 3.54. The stock's GF Value™ is $0.07, compared to a current price of $0.00 — trading 95% below its estimated fair value. The current 5-Year ROIIC % is 3.54 and 146.7% above the Asset Management industry median of 1.44. 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 Montfort Capital (MONTF), the current 5-Year ROIIC % is 3.54 as of Dec. 2024. 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.
Montfort Capital Corp manages a diversified family of specialized private credit brands that utilize focused strategies and experienced management teams combined with advanced technology to improve fee-related performance. Montfort facilitates transparency for all its investors through public company reporting. Its mission is to create value for shareholders by leveraging a tech-enabled lending platform to provide private debt capital to growing businesses through its group of specialty finance companies.
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