Matador Secondary Private Equity AG (XTER:SQL) 5-Year ROIIC % : 2.48% (As of Dec. 2025)


XTER:SQL Matador Secondary Private Equity AG XTER:SQL
39 GF Score
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What is Matador Secondary Private Equity AG 5-Year ROIIC %?

Matador Secondary Private Equity AG XTER:SQL -1.34% 39 5-Year ROIIC % is 2.48 as of Dec. 2025. GuruFocus rates XTER:SQL with a GF Score™ of 39/100. The stock has 3 warning signs investors should review. Among 591 Asset Management companies, Matador Secondary Private Equity AG ranks better than 52.28% 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. Matador Secondary Private Equity AG's 5-Year ROIIC % for the quarter that ended in Dec. 2025 was 2.48%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

XTER:SQL's 5-Year ROIIC % is ranked better than
52.28% of 591 companies
in the Asset Management industry
Industry Median: 1.44 vs XTER:SQL: 2.48

Matador Secondary Private Equity AG  (XTER:SQL) 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.


Matador Secondary Private Equity AG 5-Year ROIIC % Related Terms


Matador Secondary Private Equity AG 5-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Matador Secondary Private Equity 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.

Matador Secondary Private Equity AG 5-Year ROIIC % Chart

Matador Secondary Private Equity AG Annual Data
Trend Jun16 Jun17 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
5-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only 12.47 8.23 0.00 5.93 2.48

Matador Secondary Private Equity AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 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 0.00 0.00 5.93 0.00 2.48

XTER:SQL vs BLK, BX, KKR: 5-Year ROIIC % Comparison

For the Asset Management subindustry, Matador Secondary Private Equity 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.


Matador Secondary Private Equity AG 5-Year ROIIC % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Matador Secondary Private Equity AG's 5-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Matador Secondary Private Equity AG's 5-Year ROIIC % falls into.


XTER:SQL
39GF Score
Matador Secondary Private Equity AG XTER:SQL
5-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Matador Secondary Private Equity AG 5-Year ROIIC % Calculation

Matador Secondary Private Equity 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**
=( 3.1152258 (Dec. 2025) - 2.0308925 (Dec. 2020) )/( 90.762 (Dec. 2025) - 47.089 (Dec. 2020) )
=1.0843333/43.673
=2.48%***

* 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 2.48 mean?
Matador Secondary Private Equity AG (XTER:SQL) has a 5-Year ROIIC % of 2.48 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 Matador Secondary Private Equity AG and its competitors. According to the industry distribution chart, Matador Secondary Private Equity AG ranks #282 out of 591 companies in the Asset Management industry, placing it in the top 47.7%.
Is Matador Secondary Private Equity AG's 5-Year ROIIC % too high?
Matador Secondary Private Equity AG's current 5-Year ROIIC % is 2.48. The Asset Management industry median 5-Year ROIIC % is 1.44. Matador Secondary Private Equity AG's value of 2.48 is 72.2% above this industry median. Based on the distribution chart, Matador Secondary Private Equity AG ranks #282 out of 591 companies in the Asset Management industry, which is above the industry midpoint. Overall, Matador Secondary Private Equity AG has a GF Score™ of 39/100, reflecting its overall financial health beyond just this single metric.
How does Matador Secondary Private Equity AG's 5-Year ROIIC % compare to BLK and BX?
According to the Asset Management industry distribution chart, Matador Secondary Private Equity AG ranks #282 out of 591 companies for 5-Year ROIIC %. This puts Matador Secondary Private Equity AG in the upper half of its industry. The industry median 5-Year ROIIC % is 1.44. Matador Secondary Private Equity AG's value of 2.48 is 72.2% 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 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. Matador Secondary Private Equity AG's current 5-Year ROIIC % of 2.48 is 72.2% 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 Matador Secondary Private Equity AG 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. Matador Secondary Private Equity AG's current 5-Year ROIIC % is 2.48. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Matador Secondary Private Equity AG stock overvalued right now?
Matador Secondary Private Equity AG (XTER:SQL) has a current 5-Year ROIIC % of 2.48. The current 5-Year ROIIC % is 2.48 and 72.2% above the Asset Management industry median of 1.44. Matador Secondary Private Equity AG's overall GF Score™ is 39/100 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 Matador Secondary Private Equity AG (XTER:SQL), the current 5-Year ROIIC % is 2.48 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.

Matador Secondary Private Equity AG Business Description

Other Exchanges SQL:GermanySQL:Germany
Address Grundacher 5, Sarnen, CHE, CH-6060
Matador Secondary Private Equity AG provides consulting services for the alternative investments sector. It supports and consults in the development and expansion of the investment portfolio; and placement of investment offerings. The company offers mergers and acquisition advisory services, investor relations, and research services.
39GF Score

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