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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.
Wealth Management's 5-Year ROIIC % for the quarter that ended in Mar. 2026 was 0.71%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Wealth Management's 5-Year ROIIC % or its related term are showing as below:
TSE:3772's 5-Year ROIIC % is ranked worse than 59.33% of 1613
companies
in the Real Estate industry
Industry Median: 2.53
vs TSE:3772: 0.71
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.
Wealth Management 5-Year ROIIC % Related Terms
Wealth Management 5-Year ROIIC % Historical Data
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The historical data trend for Wealth Management'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 Real Estate - Diversified subindustry, Wealth Management'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.
Wealth Management 5-Year ROIIC % vs Real Estate Industry
For the Real Estate industry and Real Estate sector, Wealth Management's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Wealth Management'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.
Wealth Management (TSE:3772) has a 5-Year ROIIC % of 0.71 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 Wealth Management and its competitors. According to the industry distribution chart, Wealth Management ranks #957 out of 1613 companies in the Real Estate industry, placing it in the top 59.3%.
Is Wealth Management's 5-Year ROIIC % too high?
Wealth Management's current 5-Year ROIIC % is 0.71. The Real Estate industry median 5-Year ROIIC % is 2.53. Wealth Management's value of 0.71 is 71.9% below this industry median. Based on the distribution chart, Wealth Management ranks #957 out of 1613 companies in the Real Estate industry, which is below the industry midpoint. Overall, Wealth Management has a GF Score™ of 57/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Wealth Management's 5-Year ROIIC % compare to competitors?
According to the Real Estate industry distribution chart, Wealth Management ranks #957 out of 1613 companies for 5-Year ROIIC %. This places Wealth Management in the lower half of its industry. The industry median 5-Year ROIIC % is 2.53. Wealth Management's value of 0.71 is 71.9% below 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 Real Estate company?
The median 5-Year ROIIC % among Real Estate companies is 2.53, based on 1,613 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. Wealth Management's current 5-Year ROIIC % of 0.71 is 71.9% below 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 Wealth Management and its competitors. For the Real Estate industry, the median 5-Year ROIIC % is 2.53 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Wealth Management's current 5-Year ROIIC % is 0.71. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wealth Management stock overvalued right now?
Based on GuruFocus' analysis, Wealth Management (TSE:3772) is currently considered Modestly Overvalued. The stock's GF Value™ is 円843.67, compared to a current price of 円1,049.00 — trading 24.3% above its estimated fair value. The current 5-Year ROIIC % is 0.71 and 71.9% below the Real Estate industry median of 2.53. Wealth Management's overall GF Score™ is 57/100 with 14 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 Wealth Management (TSE:3772), the current 5-Year ROIIC % is 0.71 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 Wealth Management (TSE:3772) Overvalued in 2026?
Based on GuruFocus' analysis, Wealth Management stock appears to be overvalued.
The current stock price of 円1,049.00 is trading 24.3% above its estimated GF Value™ of 円843.67.
GuruFocus considers Wealth Management to be Modestly Overvalued.
Key valuation signals for TSE:3772:
5-Year ROIIC %: 0.71
GF Value™: 円843.67 vs. price of 円1,049.00 (24.3% above fair value)
Industry Position: 71.9% below the Real Estate median (#957 of 1613)
No single metric tells the full story. See the TSE:3772 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Wealth Management Inc, along with its subsidiaries, operates in the following reportable segments: Asset management business, Real Estate business, and Hotel operation business. The majority of its revenue is generated from the Real Estate business, which is engaged in the acquisition, development, ownership, sale, and rental (master lease), etc., of real estate. The Asset management business is engaged in the operation and management of real estate and also provides investment advice on the acquisition, sale, and management of real estate. The Hotel operation business provides various services related to hotel operation, such as revenue management, on-site management of hotels, and consulting on hotel opening and operation.
57GF Score
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