Beiersdorf AG (XSWX:BEI) 5-Year ROIIC % : 58.10% (As of Dec. 2025)


XSWX:BEI Beiersdorf AG XSWX:BEI
71 GF Score
Price CHF70.20
GF Value CHF119.76
! 1 Warning Sign
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What is Beiersdorf AG 5-Year ROIIC %?

Beiersdorf AG XSWX:BEI 71 5-Year ROIIC % is 58.10 as of Dec. 2025. GuruFocus rates XSWX:BEI with a GF Score™ of 71/100 and a GF Value™ of CHF119.76. The stock has 1 warning sign investors should review. Among 1,708 Consumer Packaged Goods companies, Beiersdorf AG ranks better than 89.4% 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. Beiersdorf AG's 5-Year ROIIC % for the quarter that ended in Dec. 2025 was 58.10%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

XSWX:BEI's 5-Year ROIIC % is ranked better than
89.4% of 1708 companies
in the Consumer Packaged Goods industry
Industry Median: 3.555 vs XSWX:BEI: 58.10

Beiersdorf AG  (XSWX:BEI) 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.


Beiersdorf AG 5-Year ROIIC % Related Terms


Beiersdorf AG 5-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Beiersdorf 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.

Beiersdorf AG 5-Year ROIIC % Chart

Beiersdorf 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 -0.57 3.49 1.29 11.90 58.10

Beiersdorf AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 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 1.29 0.00 11.90 0.00 58.10

XSWX:BEI vs PG, CL, KVUE: 5-Year ROIIC % Comparison

For the Household & Personal Products subindustry, Beiersdorf 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.


Beiersdorf AG 5-Year ROIIC % vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Beiersdorf AG's 5-Year ROIIC % distribution charts can be found below:

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


XSWX:BEI
71GF Score
Beiersdorf AG XSWX:BEI
5-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Beiersdorf AG 5-Year ROIIC % Calculation

Beiersdorf 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**
=( 901.7788 (Dec. 2025) - 671.4607424 (Dec. 2020) )/( 6903.356 (Dec. 2025) - 7353.617 (Dec. 2020) )
=230.3180576/-450.261
=-51.15%***

* 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 58.10 mean?
Beiersdorf AG (XSWX:BEI) has a 5-Year ROIIC % of 58.10 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 Beiersdorf AG and its competitors. According to the industry distribution chart, Beiersdorf AG ranks #181 out of 1708 companies in the Consumer Packaged Goods industry, placing it in the top 10.6%.
Is Beiersdorf AG's 5-Year ROIIC % too high?
Beiersdorf AG's current 5-Year ROIIC % is 58.10. The Consumer Packaged Goods industry median 5-Year ROIIC % is 3.56. Beiersdorf AG's value of 58.10 is 1534.3% above this industry median. Based on the distribution chart, Beiersdorf AG ranks #181 out of 1708 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, Beiersdorf AG has a GF Score™ of 71/100, reflecting its overall financial health beyond just this single metric.
How does Beiersdorf AG's 5-Year ROIIC % compare to PG and CL?
According to the Consumer Packaged Goods industry distribution chart, Beiersdorf AG ranks #181 out of 1708 companies for 5-Year ROIIC %. This places Beiersdorf AG in the top 11% of its industry — outperforming the majority of peers. The industry median 5-Year ROIIC % is 3.56. Beiersdorf AG's value of 58.10 is 1534.3% 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 Consumer Packaged Goods company?
The median 5-Year ROIIC % among Consumer Packaged Goods companies is 3.56, based on 1,708 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. Beiersdorf AG's current 5-Year ROIIC % of 58.10 is 1534.3% 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 Beiersdorf AG and its competitors. For the Consumer Packaged Goods industry, the median 5-Year ROIIC % is 3.56 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Beiersdorf AG's current 5-Year ROIIC % is 58.10. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Beiersdorf AG stock overvalued right now?
Beiersdorf AG (XSWX:BEI) has a current 5-Year ROIIC % of 58.10. The stock's GF Value™ is CHF119.76, compared to a current price of CHF70.20 — trading 41.4% below its estimated fair value. The current 5-Year ROIIC % is 58.10 and 1534.3% above the Consumer Packaged Goods industry median of 3.56. Beiersdorf AG's overall GF Score™ is 71/100 with 1 warning sign 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 Beiersdorf AG (XSWX:BEI), the current 5-Year ROIIC % is 58.10 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 Beiersdorf AG (XSWX:BEI) Overvalued in 2026?

Based on GuruFocus' analysis, Beiersdorf AG stock appears to be undervalued. The current stock price of CHF70.20 is trading 41.4% below its estimated GF Value™ of CHF119.76.

Key valuation signals for XSWX:BEI:

  • 5-Year ROIIC %: 58.10
  • GF Value™: CHF119.76 vs. price of CHF70.20 (41.4% below fair value)
  • GF Score™: 71/100 with 1 warning sign
  • Industry Position: 1534.3% above the Consumer Packaged Goods median (#181 of 1708)

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


Beiersdorf AG Business Description

Address Beiersdorfstrasse 1-9, Hamburg, DEU, 22529
Beiersdorf is a Germany-based company that produces personal care products, with a focus on manufacturing cosmetic products. The company operates through two business segments. The consumer segment concentrates on skincare and beautycare products and operates portfolio brands such as Nivea, Eucerin, La Prairie, Labello, Hansaplast, Elastoplast, and Florena. The other business segment markets self-adhesive systems and product solutions, primarily for industrial customers, under the Tesa brand. Beiersdorf is majority-owned by Maxingvest.
71GF Score

Get the complete analysis for XSWX:BEI

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

CHF70.20
Price
CHF119.76
GF Value