New HopeNHPEF -3.44%68 ROE % is 4.24% as of Jan. 2026, which is 55% below its 10-year median of 9.47. GuruFocus rates NHPEF with a GF Score™ of 68/100 and a GF Value™ of $3.08 (Modestly Overvalued). The stock has 10 warning signs investors should review. Among 177 Other Energy Sources companies, New Hope ranks better than 64.41% on this metric.
ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. New Hope's annualized net income for the quarter that ended in Jan. 2026 was $74 Mil. New Hope's average Total Stockholders Equity over the quarter that ended in Jan. 2026 was $1,742 Mil. Therefore, New Hope's annualized ROE % for the quarter that ended in Jan. 2026 was 4.24%.
The historical rank and industry rank for New Hope's ROE % or its related term are showing as below:
NHPEF'
s ROE % Range Over the Past 10 Years
Min: -8.51 Med: 9.47 Max: 48.4
Current: 5.84
During the past 13 years, New Hope's highest ROE % was 48.40%. The lowest was -8.51%. And the median was 9.47%.
NHPEF's ROE % is ranked better than 64.41% of 177
companies
in the Other Energy Sources industry
Industry Median: 0.7
vs NHPEF: 5.84
New Hope (OTCPK:NHPEF) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is two times the semi-annual (Jan. 2026) net income data. The Revenue data used here is two times the semi-annual (Jan. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
New Hope ROE % Related Terms
New Hope ROE % Historical Data
* Premium members only.
The historical data trend for New Hope's ROE % 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.
For the Thermal Coal subindustry, New Hope's ROE %, along with its competitors' market caps and ROE % 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.
New Hope ROE % vs Other Energy Sources Industry
For the Other Energy Sources industry and Energy sector, New Hope's ROE % distribution charts can be found below:
* The bar in red indicates where New Hope's ROE % falls into.
* 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.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Jan. 2026) net income data.
ROE % is displayed in the 30-year financial page.
New Hope (NHPEF) has a ROE % of 4.24% as of Jan. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on New Hope and its competitors. This is 55% below median its historical median of 9.47. According to the industry distribution chart, New Hope ranks #63 out of 177 companies in the Other Energy Sources industry, placing it in the top 35.6%.
Is New Hope's ROE % too high?
New Hope's current ROE % of 4.24% is 55% below median its 10-year median of 9.47. The Other Energy Sources industry median ROE % is 0.70. New Hope's value of 4.24% is 505.7% above this industry median. Based on the distribution chart, New Hope ranks #63 out of 177 companies in the Other Energy Sources industry, which is above the industry midpoint. Overall, New Hope has a GF Score™ of 68/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does New Hope's ROE % compare to competitors?
According to the Other Energy Sources industry distribution chart, New Hope ranks #63 out of 177 companies for ROE %. This puts New Hope in the upper half of its industry. The industry median ROE % is 0.70. New Hope's value of 4.24% is 505.7% above this benchmark. While the company's 10-year median is 9.47 vs. the industry median of 0.70, New Hope has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Other Energy Sources company?
The median ROE % among Other Energy Sources companies is 0.70, based on 177 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. New Hope's current ROE % of 4.24% is 505.7% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on New Hope and its competitors. For the Other Energy Sources industry, the median ROE % is 0.70 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. New Hope's current ROE % is 4.24%, which is 55% below median its own 10-year median of 9.47. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is New Hope stock overvalued right now?
Based on GuruFocus' analysis, New Hope (NHPEF) is currently considered Modestly Overvalued. The stock's GF Value™ is $3.08, compared to a current price of $3.80 — trading 23.2% above its estimated fair value. The current ROE % is 4.24%, which is 55% below median its 10-year median of 9.47 and 505.7% above the Other Energy Sources industry median of 0.70. New Hope's overall GF Score™ is 68/100 with 10 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For New Hope (NHPEF), the current ROE % is 4.24% as of Jan. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is New Hope (NHPEF) Overvalued in 2026?
Based on GuruFocus' analysis, New Hope stock appears to be overvalued.
The current stock price of $3.80 is trading 23.2% above its estimated GF Value™ of $3.08.
GuruFocus considers New Hope to be Modestly Overvalued.
Key valuation signals for NHPEF:
ROE %: 4.24% (55% below median its 10-year median of 9.47)
GF Value™: $3.08 vs. price of $3.80 (23.2% above fair value)
Industry Position: 505.7% above the Other Energy Sources median (#63 of 177)
No single metric tells the full story. See the NHPEF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
New Hope Corporation is an Australian thermal coal miner. It has two operating mines: the 100%-owned New Acland coal mine in Queensland and its 80%-owned Bengalla coal mine in New South Wales. The company should sell around 13 million metric tons of thermal coal annually from fiscal 2028, up from around 10.5 million in fiscal 2025, driven by the construction and ramp up of New Acland Stage 3. The vast majority of New Hope's production is sold into seaborne thermal coal export markets. Reserves at New Acland and Bengalla are sufficient to support multidecade mine lives. New Hope also has significant undeveloped coal resources in Queensland, as well as a 23% holding in the Malabar-Maxwell metallurgical coal mine, which began production in 2023.
68GF Score
Get the complete analysis for NHPEF
ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
NHPEF has been successfully added to your 
