IES Holdings (XTAE:IES) 5-Year ROIIC % : 2.05% (As of Dec. 2025)

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XTAE:IES IES Holdings Ltd XTAE:IES
63 GF Score
Price ₪652.80
GF Value ₪319.94
Valuation Significantly Overvalued
! 2 Warning Signs
View Full Analysis

What is IES Holdings 5-Year ROIIC %?

IES Holdings XTAE:IES -0.21% 63 5-Year ROIIC % is 2.05 as of Dec. 2025. GuruFocus rates XTAE:IES with a GF Score™ of 63/100 and a GF Value™ of ₪319.94 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 1,609 Real Estate companies, IES Holdings ranks worse than 53.26% 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. IES Holdings's 5-Year ROIIC % for the quarter that ended in Dec. 2025 was 2.05%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

XTAE:IES's 5-Year ROIIC % is ranked worse than
53.26% of 1609 companies
in the Real Estate industry
Industry Median: 2.59 vs XTAE:IES: 2.05

IES Holdings  (XTAE:IES) 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.


IES Holdings 5-Year ROIIC % Related Terms


IES Holdings 5-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for IES Holdings'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.

IES Holdings 5-Year ROIIC % Chart

IES Holdings 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 0.73 1.42 1.61 1.56 2.05

IES Holdings 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 2.05 0.00

XTAE:IES vs CBRE, BEKE, JLL: 5-Year ROIIC % Comparison

For the Real Estate Services subindustry, IES Holdings'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.


IES Holdings 5-Year ROIIC % vs Real Estate Industry

For the Real Estate industry and Real Estate sector, IES Holdings's 5-Year ROIIC % distribution charts can be found below:

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


XTAE:IES
63GF Score
IES Holdings Ltd XTAE:IES
5-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

IES Holdings 5-Year ROIIC % Calculation

IES Holdings'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**
=( 40.2990984 (Dec. 2025) - 21.032126 (Dec. 2020) )/( 1642.946 (Dec. 2025) - 702.327 (Dec. 2020) )
=19.2669724/940.619
=2.05%***

* 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 2.05 mean?
IES Holdings (XTAE:IES) has a 5-Year ROIIC % of 2.05 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 IES Holdings and its competitors. According to the industry distribution chart, IES Holdings ranks #857 out of 1609 companies in the Real Estate industry, placing it in the top 53.3%.
Is IES Holdings' 5-Year ROIIC % too high?
IES Holdings' current 5-Year ROIIC % is 2.05. The Real Estate industry median 5-Year ROIIC % is 2.59. IES Holdings' value of 2.05 is 20.8% below this industry median. Based on the distribution chart, IES Holdings ranks #857 out of 1609 companies in the Real Estate industry, which is below the industry midpoint. Overall, IES Holdings has a GF Score™ of 63/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does IES Holdings' 5-Year ROIIC % compare to CBRE and BEKE?
According to the Real Estate industry distribution chart, IES Holdings ranks #857 out of 1609 companies for 5-Year ROIIC %. This places IES Holdings in the lower half of its industry. The industry median 5-Year ROIIC % is 2.59. IES Holdings' value of 2.05 is 20.8% 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 2.59, based on 1,609 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. IES Holdings's current 5-Year ROIIC % of 2.05 is 20.8% 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 IES Holdings and its competitors. For the Real Estate industry, the median 5-Year ROIIC % is 2.59 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. IES Holdings's current 5-Year ROIIC % is 2.05. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is IES Holdings stock overvalued right now?
Based on GuruFocus' analysis, IES Holdings (XTAE:IES) is currently considered Significantly Overvalued. The stock's GF Value™ is ₪319.94, compared to a current price of ₪652.80 — trading 104% above its estimated fair value. The current 5-Year ROIIC % is 2.05 and 20.8% below the Real Estate industry median of 2.59. IES Holdings' overall GF Score™ is 63/100 with 2 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 IES Holdings (XTAE:IES), the current 5-Year ROIIC % is 2.05 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 IES Holdings (XTAE:IES) Overvalued in 2026?

Based on GuruFocus' analysis, IES Holdings stock appears to be overvalued. The current stock price of ₪652.80 is trading 104% above its estimated GF Value™ of ₪319.94. GuruFocus considers IES Holdings to be Significantly Overvalued.

Key valuation signals for XTAE:IES:

  • 5-Year ROIIC %: 2.05
  • GF Value™: ₪319.94 vs. price of ₪652.80 (104% above fair value)
  • GF Score™: 63/100 with 2 warning signs
  • Industry Position: 20.8% below the Real Estate median (#857 of 1609)

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


IES Holdings Business Description

Address 33 Montefiore Street, Tel Aviv, ISR, 65201
IES Holdings Ltd is an investment and holding group principally engaged in real estate investment and leasing, including key projects such as the Palmachim Industrial Park in Israel and international real estate like Aloha Royal in Marbella, Spain.
63GF Score

Get the complete analysis for XTAE:IES

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

₪652.80
Price
₪319.94
GF Value