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RiskROIC Min 5Y#103

Maximum Drawdown 1Y (Max Drawdown)

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The lowest ROIC recorded over five years. A company with a high minimum ROIC (above 10%) maintains strong returns even in bad years, indicating a genuinely strong business with a durable competitive advantage.

Formula

Minimum ROIC over the past 5 years

Description

The lowest ROIC recorded over the past five years. A high minimum ROIC indicates the company maintains strong returns even during challenging periods. This is a better measure of moat durability than average ROIC, which can be inflated by one exceptional year.

Interpretation

Above 10% minimum ROIC over five years indicates a genuinely strong business. Below the cost of capital (typically 8-10%) even once suggests the moat may have weaknesses. Compare the gap between minimum and maximum ROIC to assess cyclicality.

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