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.
Washington H Soul Pattinson and Co's 5-Year ROIIC % for the quarter that ended in Jul. 2025 was 3.37%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
WSOUF's 5-Year ROIIC % is ranked better than 53.86% of 622
companies
in the Capital Markets industry
Industry Median: 2.32
vs WSOUF: 3.37
Washington H Soul Pattinson and Co (OTCPK:WSOUF) 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.
Washington H Soul Pattinson and Co 5-Year ROIIC % Related Terms
Washington H Soul Pattinson and Co 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.
Washington H Soul Pattinson and Co 5-Year ROIIC % Chart
For the Capital Markets subindustry, Washington H Soul Pattinson and Co'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.
Washington H Soul Pattinson and Co 5-Year ROIIC % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Washington H Soul Pattinson and Co's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Washington H Soul Pattinson and Co'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.
Washington H Soul Pattinson and Co (WSOUF) has a 5-Year ROIIC % of 3.37 as of Jul. 2025. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Washington H Soul Pattinson and Co and its competitors. According to the industry distribution chart, Washington H Soul Pattinson and Co ranks #287 out of 622 companies in the Capital Markets industry, placing it in the top 46.1%.
Is Washington H Soul Pattinson and Co's 5-Year ROIIC % too high?
Washington H Soul Pattinson and Co's current 5-Year ROIIC % is 3.37. The Capital Markets industry median 5-Year ROIIC % is 2.32. Washington H Soul Pattinson and Co's value of 3.37 is 45.3% above this industry median. Based on the distribution chart, Washington H Soul Pattinson and Co ranks #287 out of 622 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Washington H Soul Pattinson and Co has a GF Score™ of 69/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Washington H Soul Pattinson and Co's 5-Year ROIIC % compare to MS and GS?
According to the Capital Markets industry distribution chart, Washington H Soul Pattinson and Co ranks #287 out of 622 companies for 5-Year ROIIC %. This puts Washington H Soul Pattinson and Co in the upper half of its industry. The industry median 5-Year ROIIC % is 2.32. Washington H Soul Pattinson and Co's value of 3.37 is 45.3% 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 a Capital Markets company?
The median 5-Year ROIIC % among Capital Markets companies is 2.32, 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. Washington H Soul Pattinson and Co's current 5-Year ROIIC % of 3.37 is 45.3% 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 Washington H Soul Pattinson and Co 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. Washington H Soul Pattinson and Co's current 5-Year ROIIC % is 3.37. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Washington H Soul Pattinson and Co stock overvalued right now?
Based on GuruFocus' analysis, Washington H Soul Pattinson and Co (WSOUF) is currently considered Modestly Undervalued. The stock's GF Value™ is $37.90, compared to a current price of $30.95 — trading 18.3% below its estimated fair value. The current 5-Year ROIIC % is 3.37 and 45.3% above the Capital Markets industry median of 2.32. Washington H Soul Pattinson and Co's overall GF Score™ is 69/100 with 10 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 Washington H Soul Pattinson and Co (WSOUF), the current 5-Year ROIIC % is 3.37 as of Jul. 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 Washington H Soul Pattinson and Co (WSOUF) Overvalued in 2026?
Based on GuruFocus' analysis, Washington H Soul Pattinson and Co stock appears to be undervalued.
The current stock price of $30.95 is trading 18.3% below its estimated GF Value™ of $37.90.
GuruFocus considers Washington H Soul Pattinson and Co to be Modestly Undervalued.
Key valuation signals for WSOUF:
5-Year ROIIC %: 3.37
GF Value™: $37.90 vs. price of $30.95 (18.3% below fair value)
Industry Position: 45.3% above the Capital Markets median (#287 of 622)
No single metric tells the full story. See the WSOUF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Washington H Soul Pattinson and Co Business Description
Soul Patts, is a value-oriented investment house that invests in both public and private markets. As an investor, Soul Patts allocates capital with a view toward taking a long-term position in its investments and on a passive basis. Long-term holdings in the group's largest investments, TPG Telecom, and New Hope Corporation, contribute about one-fourth of the group's approximately AUD 14.5 billion investment's net asset value.
69GF 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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