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L E Lundbergforetagen AB (L E Lundbergforetagen AB) 10-Year ROIIC % : 4.26% (As of Dec. 2023)


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What is L E Lundbergforetagen AB 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. L E Lundbergforetagen AB's 10-Year ROIIC % for the quarter that ended in Dec. 2023 was 4.26%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

LBGUF's 10-Year ROIIC % is ranked better than
56.49% of 570 companies
in the Asset Management industry
Industry Median: 2.31 vs LBGUF: 4.26

L E Lundbergforetagen AB 10-Year ROIIC % Historical Data

The historical data trend for L E Lundbergforetagen AB'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.

L E Lundbergforetagen AB 10-Year ROIIC % Chart

L E Lundbergforetagen AB 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 16.66 2.74 -0.10 2.03 4.26

L E Lundbergforetagen AB Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
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 - - - 4.26 -

Competitive Comparison of L E Lundbergforetagen AB's 10-Year ROIIC %

For the Asset Management subindustry, L E Lundbergforetagen AB'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.


L E Lundbergforetagen AB's 10-Year ROIIC % Distribution in the Asset Management Industry

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

* The bar in red indicates where L E Lundbergforetagen AB's 10-Year ROIIC % falls into.



L E Lundbergforetagen AB 10-Year ROIIC % Calculation

L E Lundbergforetagen AB'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**
=( 760.5509828 (Dec. 2023) - 445.72347 (Dec. 2013) )/( 20529.656 (Dec. 2023) - 14663.39 (Dec. 2013) )
=314.8275128/5866.266
=5.37%***

* 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.


L E Lundbergforetagen AB  (OTCPK:LBGUF) 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.


L E Lundbergforetagen AB 10-Year ROIIC % Related Terms

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L E Lundbergforetagen AB (L E Lundbergforetagen AB) Business Description

Traded in Other Exchanges
Address
Hovslagargatan 5B, PO Box 14048, Stockholm, SWE, 104 40
L E Lundbergforetagen AB is an investment holding company with a long-term, activist orientation. Its portfolio includes a wholly owned unlisted real estate entity, publicly-traded subsidiaries, and other major shareholdings. Lundberg's investment objective is to generate returns on capital that over time substantially exceed the yield on a risk-free, interest-bearing instrument. Real estate operations, which the company has conducted through subsidiaries for decades, account for nearly half of the company's net asset value. Lundberg exercises activism through board representation on all of its portfolio companies. It supports its capital allocation program by maintaining low levels of indebtedness on its balance sheet.

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