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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.
Zug Estates Holding AG's 5-Year ROIIC % for the quarter that ended in Dec. 2025 was 2.42%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Zug Estates Holding AG's 5-Year ROIIC % or its related term are showing as below:
XSWX:ZUGN's 5-Year ROIIC % is ranked worse than 50.46% of 1615
companies
in the Real Estate industry
Industry Median: 2.48
vs XSWX:ZUGN: 2.42
Zug Estates Holding AG (XSWX:ZUGN) 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.
Zug Estates Holding AG 5-Year ROIIC % Related Terms
Zug Estates Holding AG 5-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Zug Estates Holding 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.
Zug Estates Holding AG 5-Year ROIIC % Competitor Comparison
For the Real Estate - Diversified subindustry, Zug Estates Holding 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.
Zug Estates Holding AG 5-Year ROIIC % vs Real Estate Industry
For the Real Estate industry and Real Estate sector, Zug Estates Holding AG's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Zug Estates Holding AG'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.
Zug Estates Holding AG (XSWX:ZUGN) has a 5-Year ROIIC % of 2.42 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 Zug Estates Holding AG and its competitors. According to the industry distribution chart, Zug Estates Holding AG ranks #815 out of 1615 companies in the Real Estate industry, placing it in the top 50.5%.
Is Zug Estates Holding AG's 5-Year ROIIC % too high?
Zug Estates Holding AG's current 5-Year ROIIC % is 2.42. The Real Estate industry median 5-Year ROIIC % is 2.48. Zug Estates Holding AG's value of 2.42 is 2.4% below this industry median. Based on the distribution chart, Zug Estates Holding AG ranks #815 out of 1615 companies in the Real Estate industry, which is below the industry midpoint. Overall, Zug Estates Holding AG has a GF Score™ of 65/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Zug Estates Holding AG's 5-Year ROIIC % compare to competitors?
According to the Real Estate industry distribution chart, Zug Estates Holding AG ranks #815 out of 1615 companies for 5-Year ROIIC %. This places Zug Estates Holding AG in the lower half of its industry. The industry median 5-Year ROIIC % is 2.48. Zug Estates Holding AG's value of 2.42 is 2.4% 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 2.48, based on 1,615 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. Zug Estates Holding AG's current 5-Year ROIIC % of 2.42 is 2.4% 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 Zug Estates Holding AG and its competitors. For the Real Estate industry, the median 5-Year ROIIC % is 2.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Zug Estates Holding AG's current 5-Year ROIIC % is 2.42. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Zug Estates Holding AG stock overvalued right now?
Based on GuruFocus' analysis, Zug Estates Holding AG (XSWX:ZUGN) is currently considered Fairly Valued. The stock's GF Value™ is CHF1,989.06, compared to a current price of CHF2,150.00 — trading 8.1% above its estimated fair value. The current 5-Year ROIIC % is 2.42 and 2.4% below the Real Estate industry median of 2.48. Zug Estates Holding AG's overall GF Score™ is 65/100 with 3 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 Zug Estates Holding AG (XSWX:ZUGN), the current 5-Year ROIIC % is 2.42 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 Zug Estates Holding AG (XSWX:ZUGN) Overvalued in 2026?
Based on GuruFocus' analysis, Zug Estates Holding AG stock appears to be overvalued.
The current stock price of CHF2,150.00 is trading 8.1% above its estimated GF Value™ of CHF1,989.06.
GuruFocus considers Zug Estates Holding AG to be Fairly Valued.
Key valuation signals for XSWX:ZUGN:
5-Year ROIIC %: 2.42
GF Value™: CHF1,989.06 vs. price of CHF2,150.00 (8.1% above fair value)
Industry Position: 2.4% below the Real Estate median (#815 of 1615)
No single metric tells the full story. See the XSWX:ZUGN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Zug Estates Holding AG develops, markets and manages properties in the Zug region. The business activities are functioned through Real Estate and hotel and catering segments. It generates maximum revenue from the Real Estate segment. The real estate segment operates primarily in the areas of product development and management. The project development department develops and oversees its own construction projects, mainly for the Group portfolio. Its management department provides property management services for third parties and the Group portfolio.
65GF Score
Get the complete analysis for XSWX:ZUGN
5-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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