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Financial Gravity (Financial Gravity) 5-Year ROIIC % : 16.27% (As of Sep. 2022)


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What is Financial Gravity 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. Financial Gravity's 5-Year ROIIC % for the quarter that ended in Sep. 2022 was 16.27%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

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

FGCO's 5-Year ROIIC % is ranked better than
75.86% of 174 companies
in the Diversified Financial Services industry
Industry Median: 1.165 vs FGCO: 16.27

Financial Gravity 5-Year ROIIC % Historical Data

The historical data trend for Financial Gravity'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.

Financial Gravity 5-Year ROIIC % Chart

Financial Gravity Annual Data
Trend Sep13 Sep14 Sep15 Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22
5-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -71.50 -6.78 -9.13 35.64 16.27

Financial Gravity Quarterly Data
Jun18 Sep18 Dec18 Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Jun23
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 - - 16.27 - -

Competitive Comparison of Financial Gravity's 5-Year ROIIC %

For the Financial Conglomerates subindustry, Financial Gravity'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.


Financial Gravity's 5-Year ROIIC % Distribution in the Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, Financial Gravity's 5-Year ROIIC % distribution charts can be found below:

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



Financial Gravity 5-Year ROIIC % Calculation

Financial Gravity's 5-Year ROIIC % for the quarter that ended in Sep. 2022 is calculated as:

5-Year ROIIC %=5-Year Incremental Net Operating Profit After Taxes (NOPAT)**/5-Year Incremental Invested Capital**
=( -0.634 (Sep. 2022) - -0.929 (Sep. 2017) )/( 3.829 (Sep. 2022) - 2.016 (Sep. 2017) )
=0.295/1.813
=16.27%***

* 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.


Financial Gravity  (OTCPK:FGCO) 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.


Financial Gravity 5-Year ROIIC % Related Terms

Thank you for viewing the detailed overview of Financial Gravity's 5-Year ROIIC % provided by GuruFocus.com. Please click on the following links to see related term pages.


Financial Gravity (Financial Gravity) Business Description

Traded in Other Exchanges
N/A
Address
2501 Ranch Road 620 South, Suite 110, Lakeway, TX, USA, 78734
Financial Gravity Companies Inc through its subsidiaries helps investment advisors and tax professionals expand their businesses by adding additional services, including their own multi-family office. Financial services professionals are able to leverage Financial Gravity systems, technology, proprietary resources, and deep domain expertise to provide a comprehensive financial service experience to their clients that spans proactive tax planning, retirement and estate planning, wealth management, and risk mitigation. The company's operating segments include FGCO; Forta; FGAM; FGFOS; FGIS; FGEM; and TMN.
Executives
Mark John Williams director 26420 VIA MALLORCA, CARMEL CA 93923
William Robert Nelson director 2501 RANCH ROAD 620 SOUTH, SUITE 110, LAKEWAY TX 78734
Gary Joel Nemer director 800 N. WATTERS ROAD, SUITE 150, ALLEN TX 75013
Jennifer Winters director 2501 RANCH ROAD 620 SOUTH, SUITE 110, LAKEWAY TX 78734
Scott Christopher Winters director, officer: CEO, Co-Chairman of the Board 800 N. WATTERS ROAD, SUITE 150, ALLEN TX 75013
Paul O Williams director, officer: Chief Financial Officer 800 N. WATTERS ROAD. SUITE 120, ALLEN TX 75013
Debra Lynn Buckner officer: Chief Operating Officer 8505 S. COUNTRY CLUB DRIVE, OKLAHOMA CITY OK 73159
David W. Myers director 800 N. WATTERS ROAD, SUITE 150, ALLEN TX 75013
Todd Bourgeois director 800 N. WATTERS ROAD, SUITE 150, ALLEN TX 75013
Michael Lin Ashby director 800 N. WATTERS RD., SUITE 150, ALLEN TX 75013
John David Pollock director, 10 percent owner, officer: CEO 800 N. WATTERS ROAD, SUITE 120, ALLEN TX 75013
Ricky J Johnson officer: Chief Operating Officer 800 N. WATTERS ROAD, SUITE 120, ALLEN TX 75013
George E Crumley director 800 N. WATTERS ROAD, SUITE 120, ALLEN TX 75013
James F. Reggio officer: CTO and Chief Mktg Officer 3607 POLO RUN DR., FLOWER MOUND TX 75028
Arthur David Crowley director, officer: Pres. and Ch. Strategy Officer 800 N. WATTERS ROAD, SUITE 120, ALLEN TX 75013