Japan Metropolitan Fund Investment (TSE:8953) 5-Year ROIIC % : 2.06% (As of Aug. 2024)

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.

TSE:8953 Japan Metropolitan Fund Investment Corp TSE:8953
69 GF Score
Price 円114,900.00
GF Value 円115,090.13
Valuation Fairly Valued
! 8 Warning Signs
View Full Analysis

What is Japan Metropolitan Fund Investment 5-Year ROIIC %?

Japan Metropolitan Fund Investment TSE:8953 69 5-Year ROIIC % is 2.06 as of Aug. 2024. GuruFocus rates TSE:8953 with a GF Score™ of 69/100 and a GF Value™ of 円115,090.13 (Fairly Valued). The stock has 8 warning signs investors should review. Among 622 REITs companies, Japan Metropolitan Fund Investment ranks worse than 66.56% 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. Japan Metropolitan Fund Investment's 5-Year ROIIC % for the quarter that ended in Aug. 2024 was 2.06%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Japan Metropolitan Fund Investment's 5-Year ROIIC % or its related term are showing as below:

TSE:8953's 5-Year ROIIC % is ranked worse than
66.56% of 622 companies
in the REITs industry
Industry Median: 4.115 vs TSE:8953: 2.06

Japan Metropolitan Fund Investment  (TSE:8953) 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.


Japan Metropolitan Fund Investment 5-Year ROIIC % Related Terms


Japan Metropolitan Fund Investment 5-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Japan Metropolitan Fund Investment'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.

Japan Metropolitan Fund Investment 5-Year ROIIC % Chart

Japan Metropolitan Fund Investment Annual Data
Trend Aug15 Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24
5-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.64 0.55 2.46 2.08 2.06

Japan Metropolitan Fund Investment Semi-Annual Data
Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25 Feb26
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 0.00 2.06 0.00 4.13 0.00

TSE:8953 vs SPG, O, KIM: 5-Year ROIIC % Comparison

For the REIT - Retail subindustry, Japan Metropolitan Fund Investment'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.


Japan Metropolitan Fund Investment 5-Year ROIIC % vs REITs Industry

For the REITs industry and Real Estate sector, Japan Metropolitan Fund Investment's 5-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Japan Metropolitan Fund Investment's 5-Year ROIIC % falls into.


TSE:8953
69GF Score
Japan Metropolitan Fund Investment Corp TSE:8953
5-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Japan Metropolitan Fund Investment 5-Year ROIIC % Calculation

Japan Metropolitan Fund Investment's 5-Year ROIIC % for the quarter that ended in Aug. 2024 is calculated as:

5-Year ROIIC %=5-Year Incremental Net Operating Profit After Taxes (NOPAT)**/5-Year Incremental Invested Capital**
=( 35825.27 (Aug. 2024) - 27819.9427275 (Aug. 2019) )/( 1286553.286 (Aug. 2024) - 898044.402 (Aug. 2019) )
=8005.3272725/388508.884
=2.06%***

* 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 2.06 mean?
Japan Metropolitan Fund Investment (TSE:8953) has a 5-Year ROIIC % of 2.06 as of Aug. 2024. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Japan Metropolitan Fund Investment and its competitors. According to the industry distribution chart, Japan Metropolitan Fund Investment ranks #414 out of 622 companies in the REITs industry, placing it in the top 66.6%.
Is Japan Metropolitan Fund Investment's 5-Year ROIIC % too high?
Japan Metropolitan Fund Investment's current 5-Year ROIIC % is 2.06. The REITs industry median 5-Year ROIIC % is 4.12. Japan Metropolitan Fund Investment's value of 2.06 is 49.9% below this industry median. Based on the distribution chart, Japan Metropolitan Fund Investment ranks #414 out of 622 companies in the REITs industry, which is below the industry midpoint. Overall, Japan Metropolitan Fund Investment has a GF Score™ of 69/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Japan Metropolitan Fund Investment's 5-Year ROIIC % compare to SPG and O?
According to the REITs industry distribution chart, Japan Metropolitan Fund Investment ranks #414 out of 622 companies for 5-Year ROIIC %. This places Japan Metropolitan Fund Investment in the lower half of its industry. The industry median 5-Year ROIIC % is 4.12. Japan Metropolitan Fund Investment's value of 2.06 is 49.9% 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 REITs company?
The median 5-Year ROIIC % among REITs companies is 4.12, based on 622 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. Japan Metropolitan Fund Investment's current 5-Year ROIIC % of 2.06 is 49.9% 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 Japan Metropolitan Fund Investment and its competitors. For the REITs industry, the median 5-Year ROIIC % is 4.12 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Japan Metropolitan Fund Investment's current 5-Year ROIIC % is 2.06. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Japan Metropolitan Fund Investment stock overvalued right now?
Based on GuruFocus' analysis, Japan Metropolitan Fund Investment (TSE:8953) is currently considered Fairly Valued. The stock's GF Value™ is 円115,090.13, compared to a current price of 円114,900.00 — trading 0.2% below its estimated fair value. The current 5-Year ROIIC % is 2.06 and 49.9% below the REITs industry median of 4.12. Japan Metropolitan Fund Investment's overall GF Score™ is 69/100 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 Japan Metropolitan Fund Investment (TSE:8953), the current 5-Year ROIIC % is 2.06 as of Aug. 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.

Is Japan Metropolitan Fund Investment (TSE:8953) Overvalued in 2026?

Based on GuruFocus' analysis, Japan Metropolitan Fund Investment stock appears to be undervalued. The current stock price of 円114,900.00 is trading 0.2% below its estimated GF Value™ of 円115,090.13. GuruFocus considers Japan Metropolitan Fund Investment to be Fairly Valued.

Key valuation signals for TSE:8953:

  • 5-Year ROIIC %: 2.06
  • GF Value™: 円115,090.13 vs. price of 円114,900.00 (0.2% below fair value)
  • GF Score™: 69/100 with 8 warning signs
  • Industry Position: 49.9% below the REITs median (#414 of 622)

No single metric tells the full story. See the TSE:8953 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Japan Metropolitan Fund Investment Business Description

Industry Real EstateREITs
Other Exchanges 59JA:Germany
Address Tokyo Building 7-3, Marunouchi 2-chome, Chiyoda-ku, Tokyo, JPN, 100-6420
Japan Metropolitan Fund Investment Corp is a diversified REIT investing in real estate properties serving as a foundation of urban lives. Its portfolio includes urban retail, mixed-use, office, residence, hotel and suburban retail.
69GF Score

Get the complete analysis for TSE:8953

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

円114,900.00
Price
円115,090.13
GF Value