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Montfort Capital (Montfort Capital) 5-Year ROIIC % : 6.64% (As of Dec. 2023)


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What is Montfort Capital 5-Year ROIIC %?

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. Montfort Capital's 5-Year ROIIC % for the quarter that ended in Dec. 2023 was 6.64%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

MONTF's 5-Year ROIIC % is ranked better than
61.02% of 590 companies
in the Asset Management industry
Industry Median: 2.37 vs MONTF: 6.64

Montfort Capital 5-Year ROIIC % Historical Data

The historical data trend for Montfort Capital'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.

* Premium members only.

Montfort Capital 5-Year ROIIC % Chart

Montfort Capital Annual Data
Trend Nov14 Nov15 Nov16 Nov17 Nov18 Nov19 Nov20 Dec21 Dec22 Dec23
5-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.26 13.20 - 4.53 6.64

Montfort Capital Quarterly Data
Feb19 May19 Aug19 Nov19 Feb20 May20 Aug20 Nov20 Feb21 May21 Aug21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
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 - - - 6.64 -

Competitive Comparison of Montfort Capital's 5-Year ROIIC %

For the Asset Management subindustry, Montfort Capital'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.


Montfort Capital's 5-Year ROIIC % Distribution in the Asset Management Industry

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

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



Montfort Capital 5-Year ROIIC % Calculation

Montfort Capital's 5-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:

5-Year ROIIC %=5-Year Incremental Net Operating Profit After Taxes (NOPAT)**/5-Year Incremental Invested Capital**
=( 19.8593016 (Dec. 2023) - -0.26 (Nov. 2018) )/( 310.505 (Dec. 2023) - 7.784 (Nov. 2018) )
=20.1193016/302.721
=6.65%***

* 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.


Montfort Capital  (OTCPK:MONTF) 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.


Montfort Capital 5-Year ROIIC % Related Terms

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Montfort Capital (Montfort Capital) Business Description

Traded in Other Exchanges
Address
181 Bay Street, Suite 2920, Bay Wellington Tower, Toronto, ON, CAN, M5J 2T3
Montfort Capital Corp manages a diversified family of specialized private credit brands that utilize focused strategies and experienced management teams combined with advanced technology to improve fee-related performance. Montfort facilitates transparency for all its investors through public company reporting. Its mission is to create value for shareholders by leveraging a tech-enabled lending platform to provide private debt capital to growing businesses through its group of specialty finance companies.