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INVESTMENT-ANALYSIS5 MIN READ

Value Creation Is ROIC Above WACC

Evaluate whether company growth creates value by comparing ROIC with the cost of capital.

Principle: Growth is a multiplier of returns, not a substitute for them. ROIC ROIC asks how much after-tax operating profit the company earns for each dollar of capital invested in the business. It focuses on operating performance before financing noise. WACC WACC is the return required by capital providers for the risk they bear. A project or business line must earn more than this hurdle to create economic value. Spread and Runway The spread between ROIC and WACC matters, but so does the runway for reinvestment. A high spread with no reinvestment opportunity creates less value than a durable spread…

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