MLP SE (XSWX:MLP) 5-Year ROIIC % : 1.37% (As of Dec. 2025)


XSWX:MLP MLP SE XSWX:MLP
86 GF Score
Price CHF7.33
GF Value CHF6.79
! 5 Warning Signs
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What is MLP SE 5-Year ROIIC %?

MLP SE XSWX:MLP 86 5-Year ROIIC % is 1.37 as of Dec. 2025. GuruFocus rates XSWX:MLP with a GF Score™ of 86/100 and a GF Value™ of CHF6.79. The stock has 5 warning signs investors should review. Among 591 Asset Management companies, MLP SE ranks worse than 50.42% 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. MLP SE's 5-Year ROIIC % for the quarter that ended in Dec. 2025 was 1.37%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

XSWX:MLP's 5-Year ROIIC % is ranked worse than
50.42% of 591 companies
in the Asset Management industry
Industry Median: 1.44 vs XSWX:MLP: 1.37

MLP SE  (XSWX:MLP) 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.


MLP SE 5-Year ROIIC % Related Terms


MLP SE 5-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for MLP SE'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.

MLP SE 5-Year ROIIC % Chart

MLP SE 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 1.95 1.58 0.97 2.06 1.37

MLP SE Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 0.00 0.00 1.37 0.00

XSWX:MLP vs BLK, BX, KKR: 5-Year ROIIC % Comparison

For the Asset Management subindustry, MLP SE'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.


MLP SE 5-Year ROIIC % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, MLP SE's 5-Year ROIIC % distribution charts can be found below:

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


XSWX:MLP
86GF Score
MLP SE XSWX:MLP
5-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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MLP SE 5-Year ROIIC % Calculation

MLP SE'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**
=( 58.3423776 (Dec. 2025) - 45.9239728 (Dec. 2020) )/( 4889.724 (Dec. 2025) - 4086.38 (Dec. 2020) )
=12.4184048/803.344
=1.55%***

* 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 1.37 mean?
MLP SE (XSWX:MLP) has a 5-Year ROIIC % of 1.37 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 MLP SE and its competitors. According to the industry distribution chart, MLP SE ranks #298 out of 591 companies in the Asset Management industry, placing it in the top 50.4%.
Is MLP SE's 5-Year ROIIC % too high?
MLP SE's current 5-Year ROIIC % is 1.37. The Asset Management industry median 5-Year ROIIC % is 1.44. MLP SE's value of 1.37 is 4.9% below this industry median. Based on the distribution chart, MLP SE ranks #298 out of 591 companies in the Asset Management industry, which is below the industry midpoint. Overall, MLP SE has a GF Score™ of 86/100, reflecting its overall financial health beyond just this single metric.
How does MLP SE's 5-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, MLP SE ranks #298 out of 591 companies for 5-Year ROIIC %. This places MLP SE in the lower half of its industry. The industry median 5-Year ROIIC % is 1.44. MLP SE's value of 1.37 is 4.9% 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 an Asset Management company?
The median 5-Year ROIIC % among Asset Management companies is 1.44, based on 591 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. MLP SE's current 5-Year ROIIC % of 1.37 is 4.9% 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 MLP SE and its competitors. For the Asset Management industry, the median 5-Year ROIIC % is 1.44 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MLP SE's current 5-Year ROIIC % is 1.37. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MLP SE stock overvalued right now?
MLP SE (XSWX:MLP) has a current 5-Year ROIIC % of 1.37. The stock's GF Value™ is CHF6.79, compared to a current price of CHF7.33 — trading 8% above its estimated fair value. The current 5-Year ROIIC % is 1.37 and 4.9% below the Asset Management industry median of 1.44. MLP SE's overall GF Score™ is 86/100 with 5 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 MLP SE (XSWX:MLP), the current 5-Year ROIIC % is 1.37 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 MLP SE (XSWX:MLP) Overvalued in 2026?

Based on GuruFocus' analysis, MLP SE stock appears to be overvalued. The current stock price of CHF7.33 is trading 8% above its estimated GF Value™ of CHF6.79.

Key valuation signals for XSWX:MLP:

  • 5-Year ROIIC %: 1.37
  • GF Value™: CHF6.79 vs. price of CHF7.33 (8% above fair value)
  • GF Score™: 86/100 with 5 warning signs
  • Industry Position: 4.9% below the Asset Management median (#298 of 591)

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


MLP SE Business Description

Address Alte Heerstrasse 40, Wiesloch, BW, DEU, 69168
MLP SE is a holding company providing financial and economic consulting services to private, corporate, and institutional clients, covering retirement provision, wealth management, insurance, loans, and banking. It operates through segments, including the Financial Consulting segment, which generates the majority of revenue, driven by retirement planning, health and non-life insurance, loans and mortgages, and wealth management. The Banking segment includes services such as accounts, cards, and interest rate business, while the FERI segment contributes through wealth management consulting. The DOMCURA and Industrial Broker segments mainly generate revenue from insurance brokerage and administration, particularly in non-life insurance for private and commercial clients.
86GF Score

Get the complete analysis for XSWX:MLP

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

CHF7.33
Price
CHF6.79
GF Value