DDM Holding AG (OSTO:DDM) 5-Year ROIIC % : 6.38% (As of Dec. 2025)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

OSTO:DDM DDM Holding AG OSTO:DDM
12 GF Score
Price kr23.00
GF Value kr25.89
! 8 Warning Signs
View Full Analysis

What is DDM Holding AG 5-Year ROIIC %?

DDM Holding AG OSTO:DDM 12 5-Year ROIIC % is 6.38 as of Dec. 2025. GuruFocus rates OSTO:DDM with a GF Score™ of 12/100 and a GF Value™ of kr25.89. The stock has 8 warning signs investors should review.

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. DDM Holding AG's 5-Year ROIIC % for the quarter that ended in Dec. 2025 was 6.38%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

OSTO:DDM's 5-Year ROIIC % is not ranked
in the Asset Management industry.
Industry Median: 1.32 vs OSTO:DDM: 6.38

DDM Holding AG  (OSTO:DDM) 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.


DDM Holding AG 5-Year ROIIC % Related Terms


DDM Holding AG 5-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for DDM Holding AG'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.

DDM Holding AG 5-Year ROIIC % Chart

DDM Holding AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
5-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -0.14 1.09 -7.08 -9.51 6.38

DDM Holding AG Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25
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 -9.51 0.00 0.00 0.00 6.38

OSTO:DDM vs BLK, BX, KKR: 5-Year ROIIC % Comparison

For the Asset Management subindustry, DDM Holding AG'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.


DDM Holding AG 5-Year ROIIC % vs Asset Management Industry

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

* The bar in red indicates where DDM Holding AG's 5-Year ROIIC % falls into.


OSTO:DDM
12GF Score
DDM Holding AG OSTO:DDM
5-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

DDM Holding AG 5-Year ROIIC % Calculation

DDM Holding AG's 5-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:

5-Year ROIIC %=5-Year Incremental Net Operating Profit After Taxes (NOPAT)**/5-Year Incremental Invested Capital**
=( 554.606712 (Dec. 2025) - 261.2510365 (Dec. 2020) )/( 6600.191 (Dec. 2025) - 1999.045 (Dec. 2020) )
=293.3556755/4601.146
=6.38%***

* 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.

Frequently Asked Questions Learn more about 5-Year ROIIC % →
What does a 5-Year ROIIC % of 6.38 mean?
DDM Holding AG (OSTO:DDM) has a 5-Year ROIIC % of 6.38 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 DDM Holding AG and its competitors.
Is DDM Holding AG's 5-Year ROIIC % too high?
DDM Holding AG's current 5-Year ROIIC % is 6.38. The Asset Management industry median 5-Year ROIIC % is 1.32. DDM Holding AG's value of 6.38 is 383.3% above this industry median. Overall, DDM Holding AG has a GF Score™ of 12/100, reflecting its overall financial health beyond just this single metric.
How does DDM Holding AG's 5-Year ROIIC % compare to BLK and BX?
DDM Holding AG's 5-Year ROIIC % of 6.38 can be compared against companies in the Asset Management industry. The industry median 5-Year ROIIC % is 1.32. DDM Holding AG's value of 6.38 is 383.3% 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 1.32, based on 587 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. DDM Holding AG's current 5-Year ROIIC % of 6.38 is 383.3% 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 DDM Holding AG and its competitors. For the Asset Management industry, the median 5-Year ROIIC % is 1.32 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. DDM Holding AG's current 5-Year ROIIC % is 6.38. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is DDM Holding AG stock overvalued right now?
DDM Holding AG (OSTO:DDM) has a current 5-Year ROIIC % of 6.38. The stock's GF Value™ is kr25.89, compared to a current price of kr23.00 — trading 11.2% below its estimated fair value. The current 5-Year ROIIC % is 6.38 and 383.3% above the Asset Management industry median of 1.32. DDM Holding AG's overall GF Score™ is 12/100 with 8 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 DDM Holding AG (OSTO:DDM), the current 5-Year ROIIC % is 6.38 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 DDM Holding AG (OSTO:DDM) Overvalued in 2026?

Based on GuruFocus' analysis, DDM Holding AG stock appears to be undervalued. The current stock price of kr23.00 is trading 11.2% below its estimated GF Value™ of kr25.89.

Key valuation signals for OSTO:DDM:

  • 5-Year ROIIC %: 6.38
  • GF Value™: kr25.89 vs. price of kr23.00 (11.2% below fair value)
  • GF Score™: 12/100 with 8 warning signs
  • Industry Position: 383.3% above the Asset Management median

No single metric tells the full story. See the OSTO:DDM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


DDM Holding AG Business Description

Address Landis & Gyr Strasse 1, Zug, CHE, 6300
DDM Holding AG is a Swiss company investing and managing non-performing loans and special situations. It invests in corporate and consumer-secured portfolios in Southern, Central, and Eastern Europe, and also unsecured portfolios. It has invested in assets originating from Greece, Croatia, Serbia, Bosnia, Romania, Hungary, Russia, the Czech Republic, Slovakia, and Slovenia.
12GF Score

Get the complete analysis for OSTO:DDM

5-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

kr23.00
Price
kr25.89
GF Value