3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Charter Hall Long WALE REIT's 3-Year ROIIC % for the quarter that ended in Jun. 2025 was 2.25%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Charter Hall Long WALE REIT's 3-Year ROIIC % or its related term are showing as below:
ASX:CLW's 3-Year ROIIC % is ranked worse than 58.56% of 695
companies
in the REITs industry
Industry Median: 3.49
vs ASX:CLW: 2.25
Charter Hall Long WALE REIT (ASX:CLW) 3-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.
Charter Hall Long WALE REIT 3-Year ROIIC % Related Terms
Charter Hall Long WALE REIT 3-Year ROIIC % Historical Data
* 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.
ASX:CLW vs VICI, WPC, BNL: 3-Year ROIIC % Comparison
For the REIT - Diversified subindustry, Charter Hall Long WALE REIT's 3-Year ROIIC %, along with its competitors' market caps and 3-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.
Charter Hall Long WALE REIT 3-Year ROIIC % vs REITs Industry
For the REITs industry and Real Estate sector, Charter Hall Long WALE REIT's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Charter Hall Long WALE REIT's 3-Year ROIIC % falls into.
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( 119.983 (Jun. 2025) - 155.513 (Jun. 2022) )
/
( 4856.978 (Jun. 2025) - 6439.232 (Jun. 2022) )
=
-35.53
/
-1582.254
=
2.25%***
* 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 3-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.
Charter Hall Long WALE REIT (ASX:CLW) has a 3-Year ROIIC % of 2.25 as of Jun. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Charter Hall Long WALE REIT and its competitors. This is near median its historical median of 2.32. Over the past decade, Charter Hall Long WALE REIT's 3-Year ROIIC % has ranged from 1.88 to 3.52. According to the industry distribution chart, Charter Hall Long WALE REIT ranks #407 out of 695 companies in the REITs industry, placing it in the top 58.6%.
Is Charter Hall Long WALE REIT's 3-Year ROIIC % too high?
Charter Hall Long WALE REIT's current 3-Year ROIIC % of 2.25 is near median its 10-year median of 2.32. Over the past 10 years, this metric has ranged from a low of 1.88 to a high of 3.52. The REITs industry median 3-Year ROIIC % is 3.49. Charter Hall Long WALE REIT's value of 2.25 is 35.5% below this industry median. Based on the distribution chart, Charter Hall Long WALE REIT ranks #407 out of 695 companies in the REITs industry, which is below the industry midpoint. Overall, Charter Hall Long WALE REIT has a GF Score™ of 73/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Charter Hall Long WALE REIT's 3-Year ROIIC % compare to VICI and WPC?
According to the REITs industry distribution chart, Charter Hall Long WALE REIT ranks #407 out of 695 companies for 3-Year ROIIC %. This places Charter Hall Long WALE REIT in the lower half of its industry. The industry median 3-Year ROIIC % is 3.49. Charter Hall Long WALE REIT's value of 2.25 is 35.5% below this benchmark. Historically, Charter Hall Long WALE REIT's own 3-Year ROIIC % has ranged from 1.88 to 3.52 over the past decade. While the company's 10-year median is 2.32 vs. the industry median of 3.49, Charter Hall Long WALE REIT has consistently been below 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 3-Year ROIIC % for a REITs company?
The median 3-Year ROIIC % among REITs companies is 3.49, based on 695 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Charter Hall Long WALE REIT's current 3-Year ROIIC % of 2.25 is 35.5% below 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Charter Hall Long WALE REIT and its competitors. For the REITs industry, the median 3-Year ROIIC % is 3.49 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Charter Hall Long WALE REIT's current 3-Year ROIIC % is 2.25, which is near median its own 10-year median of 2.32. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Charter Hall Long WALE REIT stock overvalued right now?
Based on GuruFocus' analysis, Charter Hall Long WALE REIT (ASX:CLW) is currently considered Possible Value Trap. The stock's GF Value™ is A$6.14, compared to a current price of A$3.65 — trading 40.6% below its estimated fair value. The current 3-Year ROIIC % is 2.25, which is near median its 10-year median of 2.32 and 35.5% below the REITs industry median of 3.49. Charter Hall Long WALE REIT's overall GF Score™ is 73/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Charter Hall Long WALE REIT (ASX:CLW), the current 3-Year ROIIC % is 2.25 as of Jun. 2025. 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 Charter Hall Long WALE REIT (ASX:CLW) Overvalued in 2026?
Based on GuruFocus' analysis, Charter Hall Long WALE REIT stock appears to be undervalued.
The current stock price of A$3.65 is trading 40.6% below its estimated GF Value™ of A$6.14.
GuruFocus considers Charter Hall Long WALE REIT to be Possible Value Trap.
Key valuation signals for ASX:CLW:
3-Year ROIIC %: 2.25 (near median its 10-year median of 2.32)
GF Value™: A$6.14 vs. price of A$3.65 (40.6% below fair value)
Industry Position: 35.5% below the REITs median (#407 of 695)
No single metric tells the full story. See the ASX:CLW stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Charter Hall Long WALE REIT is a listed investment vehicle established and managed by Charter Hall Group. The REIT pays management fees to the parent group. There are over 500 properties on balance sheet and in joint ventures, spanning retail, industrial, office, data centers and social infrastructure. The portfolio typically has near full occupancy and long weighted average lease expiry, or WALE, of around 10 years. About half the leases are subject to annual inflation-linked rental uplifts, and half to fixed annual increases (typically 3%). One third of the REIT's income is rents collected from the properties held on its own balance sheet and the rest is co-investment earnings from a dozen joint ventures.
73GF Score
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