Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
1-Year Return on Invested Incremental Capital (1-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 1-year.
Carpenter Technology's 1-Year ROIIC % for the quarter that ended in Mar. 2026 was 85.18%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Carpenter Technology's 1-Year ROIIC % or its related term are showing as below:
STU:XTY's 1-Year ROIIC % is ranked better than 88.03% of 2957
companies
in the Industrial Products industry
Industry Median: 3.83
vs STU:XTY: 85.18
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.
Carpenter Technology 1-Year ROIIC % Related Terms
Carpenter Technology 1-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Carpenter Technology's 1-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.
STU:XTY vs ATI, MLI, CMC: 1-Year ROIIC % Comparison
For the Metal Fabrication subindustry, Carpenter Technology's 1-Year ROIIC %, along with its competitors' market caps and 1-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.
Carpenter Technology 1-Year ROIIC % vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Carpenter Technology's 1-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Carpenter Technology's 1-Year ROIIC % falls into.
Carpenter Technology's 1-Year ROIIC % for the quarter that ended in Mar. 2026 is calculated as:
1-Year ROIIC %
=
1-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
1-Year Incremental Invested Capital
=
( 450.7053 (Mar. 2026) - 395.0539 (Mar. 2025) )
/
( 2629.254 (Mar. 2026) - 2704.886 (Mar. 2025) )
=
55.6514
/
-75.632
=
-73.58%***
* 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.
** TTM data of NOPAT and Invested Capital was used to calculate 1-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.
Carpenter Technology (STU:XTY) has a 1-Year ROIIC % of 85.18 as of Mar. 2026. 1-Year ROIIC % measures the change in earnings as a percentage of change in investment over 1-year. View historical data on Carpenter Technology and its competitors. According to the industry distribution chart, Carpenter Technology ranks #354 out of 2957 companies in the Industrial Products industry, placing it in the top 12%.
Is Carpenter Technology's 1-Year ROIIC % too high?
Carpenter Technology's current 1-Year ROIIC % is 85.18. The Industrial Products industry median 1-Year ROIIC % is 3.83. Carpenter Technology's value of 85.18 is 2124% above this industry median. Based on the distribution chart, Carpenter Technology ranks #354 out of 2957 companies in the Industrial Products industry, which is in the top quartile — a strong position relative to peers. Overall, Carpenter Technology has a GF Score™ of 69/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Carpenter Technology's 1-Year ROIIC % compare to ATI and MLI?
According to the Industrial Products industry distribution chart, Carpenter Technology ranks #354 out of 2957 companies for 1-Year ROIIC %. This places Carpenter Technology in the top 12% of its industry — outperforming the majority of peers. The industry median 1-Year ROIIC % is 3.83. Carpenter Technology's value of 85.18 is 2124% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year ROIIC % for an Industrial Products company?
The median 1-Year ROIIC % among Industrial Products companies is 3.83, based on 2,957 companies in the industry. Companies in the top quartile (top 25%) have a 1-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 1-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Carpenter Technology's current 1-Year ROIIC % of 85.18 is 2124% 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 1-Year ROIIC % mean?
A high 1-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 1-Year ROIIC % measures the change in earnings as a percentage of change in investment over 1-year. View historical data on Carpenter Technology and its competitors. For the Industrial Products industry, the median 1-Year ROIIC % is 3.83 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Carpenter Technology's current 1-Year ROIIC % is 85.18. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Carpenter Technology stock overvalued right now?
Based on GuruFocus' analysis, Carpenter Technology (STU:XTY) is currently considered Significantly Overvalued. The stock's GF Value™ is €164.15, compared to a current price of €497.20 — trading 202.9% above its estimated fair value. The current 1-Year ROIIC % is 85.18 and 2124% above the Industrial Products industry median of 3.83. Carpenter Technology's overall GF Score™ is 69/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year ROIIC % calculated?
1-Year ROIIC % is calculated from a company's financial statements. For Carpenter Technology (STU:XTY), the current 1-Year ROIIC % is 85.18 as of Mar. 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 Carpenter Technology (STU:XTY) Overvalued in 2026?
Based on GuruFocus' analysis, Carpenter Technology stock appears to be overvalued.
The current stock price of €497.20 is trading 202.9% above its estimated GF Value™ of €164.15.
GuruFocus considers Carpenter Technology to be Significantly Overvalued.
Key valuation signals for STU:XTY:
1-Year ROIIC %: 85.18
GF Value™: €164.15 vs. price of €497.20 (202.9% above fair value)
Industry Position: 2124% above the Industrial Products median (#354 of 2957)
No single metric tells the full story. See the STU:XTY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Carpenter Technology Corp supplies specialty metals to a variety of end markets, including aerospace and defense, industrial machinery and consumer durables, medical, and energy, among others. The company's reportable segments include; Specialty Alloys Operations and Performance Engineered Products. It generates maximum revenue from the Specialty Alloys Operations segment. The SAO segment is comprised of the company's alloy and stainless steel manufacturing operations. This includes operations performed at mills predominantly in Reading and Latrobe, Pennsylvania, and surrounding areas as well as South Carolina and Alabama. Geographically, the company derives its maximum revenue from the United States and the rest from Europe, Asia Pacific, Mexico, Canada, and other regions.
69GF Score
Get the complete analysis for STU:XTY
1-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
STU:XTY has been successfully added to your 
