GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » Amundi SA (OTCPK:AMDUF) » Definitions » 10-Year ROIIC %

Amundi (Amundi) 10-Year ROIIC % : 2.37% (As of Dec. 2023)


View and export this data going back to 2020. Start your Free Trial

What is Amundi 10-Year ROIIC %?

10-Year Return on Invested Incremental Capital (10-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 10-year. Amundi's 10-Year ROIIC % for the quarter that ended in Dec. 2023 was 2.37%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Amundi's 10-Year ROIIC % or its related term are showing as below:

AMDUF's 10-Year ROIIC % is ranked better than
50.18% of 570 companies
in the Asset Management industry
Industry Median: 2.31 vs AMDUF: 2.37

Amundi 10-Year ROIIC % Historical Data

The historical data trend for Amundi's 10-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.

* Premium members only.

Amundi 10-Year ROIIC % Chart

Amundi Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
10-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only - - - 3.57 2.37

Amundi Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
10-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 - - 3.57 - 2.37

Competitive Comparison of Amundi's 10-Year ROIIC %

For the Asset Management subindustry, Amundi's 10-Year ROIIC %, along with its competitors' market caps and 10-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.


Amundi's 10-Year ROIIC % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Amundi's 10-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Amundi's 10-Year ROIIC % falls into.



Amundi 10-Year ROIIC % Calculation

Amundi's 10-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:

10-Year ROIIC %=10-Year Incremental Net Operating Profit After Taxes (NOPAT)**/10-Year Incremental Invested Capital**
=( 1004.6686034 (Dec. 2023) - 554.15633 (Dec. 2013) )/( 36751.443 (Dec. 2023) - 16286.488 (Dec. 2013) )
=450.5122734/20464.955
=2.20%***

* 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 10-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.


Amundi  (OTCPK:AMDUF) 10-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.


Amundi 10-Year ROIIC % Related Terms

Thank you for viewing the detailed overview of Amundi's 10-Year ROIIC % provided by GuruFocus.com. Please click on the following links to see related term pages.


Amundi (Amundi) Business Description

Address
91-93, boulevard Pasteur, Paris, FRA, 75015
Amundi is the result of the merger of the asset manager businesses of French banks Credit Agricole and Societe Generale in 2010. In 2017 it expanded into Italy, Germany, and Austria by acquiring Pioneer Investments, previously the asset manager of UniCredit. France accounts for just under half of assets under management, while Italy and the rest of Europe contribute about 30% combined. Assets from Asia are growing rapidly and contribute just shy of 20%. Amundi is the largest European asset manager and a top 10 manager globally.

Amundi (Amundi) Headlines

From GuruFocus

Q4 2020 Amundi SA Earnings Call Transcript

By GuruFocus Research 02-12-2024

Q4 2018 Amundi SA Earnings Call Transcript

By GuruFocus Research 02-12-2024