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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.
Okasan Securities Group does not have enough data to calculate 5-Year ROIIC %.
Okasan Securities Group (NGO:8609) 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.
Okasan Securities Group 5-Year ROIIC % Related Terms
Okasan Securities Group 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.
NGO:8609 vs MS, GS, SCHW: 5-Year ROIIC % Comparison
For the Capital Markets subindustry, Okasan Securities 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.
Okasan Securities Group 5-Year ROIIC % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Okasan Securities Group's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Okasan Securities Group's 5-Year ROIIC % falls into.
Okasan Securities Group 5-Year ROIIC % Calculation
Okasan Securities Group's 5-Year ROIIC % for the quarter that ended in Mar. 2026 is calculated as:
5-Year ROIIC %
=
5-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
5-Year Incremental Invested Capital**
=
( (Mar. 2026) - (Mar. 2021) )
/
( (Mar. 2026) - (Mar. 2021) )
=
/
=
N/A%***
* 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.
Okasan Securities Group (NGO:8609) has a 5-Year ROIIC % of 0.00 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 Okasan Securities Group and its competitors. According to the industry distribution chart, Okasan Securities Group ranks #999999 out of 619 companies in the Capital Markets industry.
Is Okasan Securities Group's 5-Year ROIIC % too high?
Okasan Securities Group's current 5-Year ROIIC % is 0.00. Based on the distribution chart, Okasan Securities Group ranks #999999 out of 619 companies in the Capital Markets industry, which is in the bottom quartile relative to peers. Overall, Okasan Securities Group has a GF Score™ of 56/100, reflecting its overall financial health beyond just this single metric.
How does Okasan Securities Group's 5-Year ROIIC % compare to MS and GS?
According to the Capital Markets industry distribution chart, Okasan Securities Group ranks #999999 out of 619 companies for 5-Year ROIIC %. This places Okasan Securities Group in the lower half of its industry. The industry median 5-Year ROIIC % is 2.16. 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 Capital Markets company?
The median 5-Year ROIIC % among Capital Markets companies is 2.16, based on 619 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. 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 Okasan Securities Group and its competitors. For the Capital Markets industry, the median 5-Year ROIIC % is 2.16 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Okasan Securities Group's current 5-Year ROIIC % is 0.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Okasan Securities Group stock overvalued right now?
Okasan Securities Group (NGO:8609) has a current 5-Year ROIIC % of 0.00. The stock's GF Value™ is 円738.08, compared to a current price of 円980.00 — trading 32.8% above its estimated fair value. The current 5-Year ROIIC % is 0.00. Okasan Securities Group's overall GF Score™ is 56/100 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 Okasan Securities Group (NGO:8609), the current 5-Year ROIIC % is 0.00 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 Okasan Securities Group (NGO:8609) Overvalued in 2026?
Based on GuruFocus' analysis, Okasan Securities Group stock appears to be overvalued.
The current stock price of 円980.00 is trading 32.8% above its estimated GF Value™ of 円738.08.
Key valuation signals for NGO:8609:
5-Year ROIIC %: 0.00
GF Value™: 円738.08 vs. price of 円980.00 (32.8% above fair value)
No single metric tells the full story. See the NGO:8609 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Okasan Securities Group Inc. is a Japanese financial holding company whose principal subsidiary, Okasan Securities Co., Ltd., provides retail and institutional securities services. Its core securities business covers brokerage and trading of equities, bonds, investment trusts, and other securities, as well as underwriting, public offerings, and distribution of financial products. The group also operates asset-management and investment-advisory services, and a support segment handling information processing, administrative and back-office services, custodianship, and staffing. Its customer base is primarily individual investors in Japan, served through a nationwide branch network, alongside corporate and institutional clients. The company also maintains overseas operations, including in Hong Kong and other Asian markets, though the substantial majority of revenue is generated domestically in Japan. Revenue derives mainly from brokerage commissions, fees and commissions on distribution of investment products, trading income, and asset-management fees.
56GF Score
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5-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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