Vantage EquitiesPHS:V 65 5-Year ROIIC % is -39.30 as of Dec. 2025. GuruFocus rates PHS:V with a GF Score™ of 65/100 and a GF Value™ of ₱0.57 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 621 Capital Markets companies, Vantage Equities ranks worse than 88.89% 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.
Vantage Equities's 5-Year ROIIC % for the quarter that ended in Dec. 2025 was -39.30%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Vantage Equities's 5-Year ROIIC % or its related term are showing as below:
PHS:V's 5-Year ROIIC % is ranked worse than 88.89% of 621
companies
in the Capital Markets industry
Industry Median: 2.32
vs PHS:V: -39.30
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.
Vantage Equities 5-Year ROIIC % Related Terms
Vantage Equities 5-Year ROIIC % Historical Data
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The historical data trend for Vantage Equities'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 Capital Markets subindustry, Vantage Equities'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.
Vantage Equities 5-Year ROIIC % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Vantage Equities's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Vantage Equities'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.
Vantage Equities (PHS:V) has a 5-Year ROIIC % of -39.30 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 Vantage Equities and its competitors. According to the industry distribution chart, Vantage Equities ranks #552 out of 621 companies in the Capital Markets industry, placing it in the top 88.9%.
Is Vantage Equities' 5-Year ROIIC % too high?
Vantage Equities' current 5-Year ROIIC % is -39.30. Based on the distribution chart, Vantage Equities ranks #552 out of 621 companies in the Capital Markets industry, which is in the bottom quartile relative to peers. Overall, Vantage Equities has a GF Score™ of 65/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Vantage Equities' 5-Year ROIIC % compare to MS and GS?
According to the Capital Markets industry distribution chart, Vantage Equities ranks #552 out of 621 companies for 5-Year ROIIC %. This places Vantage Equities in the lower half of its industry. The industry median 5-Year ROIIC % is 2.32. 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 2.32, based on 621 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 Vantage Equities and its competitors. For the Capital Markets industry, the median 5-Year ROIIC % is 2.32 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Vantage Equities's current 5-Year ROIIC % is -39.30. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Vantage Equities stock overvalued right now?
Based on GuruFocus' analysis, Vantage Equities (PHS:V) is currently considered Significantly Overvalued. The stock's GF Value™ is ₱0.57, compared to a current price of ₱0.84 — trading 47.4% above its estimated fair value. The current 5-Year ROIIC % is -39.30. Vantage Equities' overall GF Score™ is 65/100 with 3 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 Vantage Equities (PHS:V), the current 5-Year ROIIC % is -39.30 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 Vantage Equities (PHS:V) Overvalued in 2026?
Based on GuruFocus' analysis, Vantage Equities stock appears to be overvalued.
The current stock price of ₱0.84 is trading 47.4% above its estimated GF Value™ of ₱0.57.
GuruFocus considers Vantage Equities to be Significantly Overvalued.
Key valuation signals for PHS:V:
5-Year ROIIC %: -39.30
GF Value™: ₱0.57 vs. price of ₱0.84 (47.4% above fair value)
No single metric tells the full story. See the PHS:V stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Vantage Equities Inc is a Philippines-based investment and financial holding company. The company operates business into three segments as follows: Investment holdings segment deals in the acquisition and sale of financial instruments; Remittance services segment provides the infrastructure and services as the direct agent for money transfer of Overseas Filipino Workers; and Mutual fund management segment deals in the management of mutual funds. Subject to the management agreements with the respective funds, PEMI shall manage the resources and operations of the funds. Key revenue is generated from Investment Holdings segment.
65GF Score
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