HealthCo Healthcare and Wellness REIT (ASX:HCW) 3-Year ROIIC % : 1.94% (As of Jun. 2025) — Near Median


ASX:HCW HealthCo Healthcare and Wellness REIT ASX:HCW
39 GF Score
Price A$0.71
GF Value A$0.99
Valuation Modestly Undervalued
! 6 Warning Signs
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What is HealthCo Healthcare and Wellness REIT 3-Year ROIIC %?

HealthCo Healthcare and Wellness REIT ASX:HCW -2.07% 39 3-Year ROIIC % is 1.94 as of Jun. 2025, which is at its 10-year median of 1.94. GuruFocus rates ASX:HCW with a GF Score™ of 39/100 and a GF Value™ of A$0.99 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 695 REITs companies, HealthCo Healthcare and Wellness REIT ranks worse than 60.29% on this metric.

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. HealthCo Healthcare and Wellness REIT's 3-Year ROIIC % for the quarter that ended in Jun. 2025 was 1.94%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for HealthCo Healthcare and Wellness REIT's 3-Year ROIIC % or its related term are showing as below:

ASX:HCW's 3-Year ROIIC % is ranked worse than
60.29% of 695 companies
in the REITs industry
Industry Median: 3.49 vs ASX:HCW: 1.94

HealthCo Healthcare and Wellness REIT  (ASX:HCW) 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.


HealthCo Healthcare and Wellness REIT 3-Year ROIIC % Related Terms


HealthCo Healthcare and Wellness REIT 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for HealthCo Healthcare and Wellness REIT's 3-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.

HealthCo Healthcare and Wellness REIT 3-Year ROIIC % Chart

HealthCo Healthcare and Wellness REIT Annual Data
Trend Jun22 Jun23 Jun24 Jun25
3-Year ROIIC %
0.00 0.00 0.00 1.94

HealthCo Healthcare and Wellness REIT Semi-Annual Data
Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
3-Year ROIIC % Get a 7-Day Free Trial Premium Member Only 0.00 0.00 0.00 1.94 0.00

ASX:HCW vs WELL, VTR, DOC: 3-Year ROIIC % Comparison

For the REIT - Healthcare Facilities subindustry, HealthCo Healthcare and Wellness 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.


HealthCo Healthcare and Wellness REIT 3-Year ROIIC % vs REITs Industry

For the REITs industry and Real Estate sector, HealthCo Healthcare and Wellness REIT's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where HealthCo Healthcare and Wellness REIT's 3-Year ROIIC % falls into.


ASX:HCW
39GF Score
HealthCo Healthcare and Wellness REIT ASX:HCW
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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HealthCo Healthcare and Wellness REIT 3-Year ROIIC % Calculation

HealthCo Healthcare and Wellness REIT's 3-Year ROIIC % for the quarter that ended in Jun. 2025 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( 33.1 (Jun. 2025) - 13.684 (Jun. 2022) )/( 1674.4 (Jun. 2025) - 673.691 (Jun. 2022) )
=19.416/1000.709
=1.94%***

* 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.

Frequently Asked Questions Learn more about 3-Year ROIIC % →
What does a 3-Year ROIIC % of 1.94 mean?
HealthCo Healthcare and Wellness REIT (ASX:HCW) has a 3-Year ROIIC % of 1.94 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 HealthCo Healthcare and Wellness REIT and its competitors. This is near median its historical median of 1.94. Over the past decade, HealthCo Healthcare and Wellness REIT's 3-Year ROIIC % has ranged from 1.94 to 1.94. According to the industry distribution chart, HealthCo Healthcare and Wellness REIT ranks #419 out of 695 companies in the REITs industry, placing it in the top 60.3%.
Is HealthCo Healthcare and Wellness REIT's 3-Year ROIIC % too high?
HealthCo Healthcare and Wellness REIT's current 3-Year ROIIC % of 1.94 is near median its 10-year median of 1.94. Over the past 10 years, this metric has ranged from a low of 1.94 to a high of 1.94. The REITs industry median 3-Year ROIIC % is 3.49. HealthCo Healthcare and Wellness REIT's value of 1.94 is 44.4% below this industry median. Based on the distribution chart, HealthCo Healthcare and Wellness REIT ranks #419 out of 695 companies in the REITs industry, which is below the industry midpoint. Overall, HealthCo Healthcare and Wellness REIT has a GF Score™ of 39/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does HealthCo Healthcare and Wellness REIT's 3-Year ROIIC % compare to WELL and VTR?
According to the REITs industry distribution chart, HealthCo Healthcare and Wellness REIT ranks #419 out of 695 companies for 3-Year ROIIC %. This places HealthCo Healthcare and Wellness REIT in the lower half of its industry. The industry median 3-Year ROIIC % is 3.49. HealthCo Healthcare and Wellness REIT's value of 1.94 is 44.4% below this benchmark. Historically, HealthCo Healthcare and Wellness REIT's own 3-Year ROIIC % has ranged from 1.94 to 1.94 over the past decade. While the company's 10-year median is 1.94 vs. the industry median of 3.49, HealthCo Healthcare and Wellness 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. HealthCo Healthcare and Wellness REIT's current 3-Year ROIIC % of 1.94 is 44.4% 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 HealthCo Healthcare and Wellness 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. HealthCo Healthcare and Wellness REIT's current 3-Year ROIIC % is 1.94, which is near median its own 10-year median of 1.94. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is HealthCo Healthcare and Wellness REIT stock overvalued right now?
Based on GuruFocus' analysis, HealthCo Healthcare and Wellness REIT (ASX:HCW) is currently considered Modestly Undervalued. The stock's GF Value™ is A$0.99, compared to a current price of A$0.71 — trading 28.3% below its estimated fair value. The current 3-Year ROIIC % is 1.94, which is near median its 10-year median of 1.94 and 44.4% below the REITs industry median of 3.49. HealthCo Healthcare and Wellness REIT's overall GF Score™ is 39/100 with 6 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 HealthCo Healthcare and Wellness REIT (ASX:HCW), the current 3-Year ROIIC % is 1.94 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 HealthCo Healthcare and Wellness REIT (ASX:HCW) Overvalued in 2026?

Based on GuruFocus' analysis, HealthCo Healthcare and Wellness REIT stock appears to be undervalued. The current stock price of A$0.71 is trading 28.3% below its estimated GF Value™ of A$0.99. GuruFocus considers HealthCo Healthcare and Wellness REIT to be Modestly Undervalued.

Key valuation signals for ASX:HCW:

  • 3-Year ROIIC %: 1.94 (near median its 10-year median of 1.94)
  • GF Value™: A$0.99 vs. price of A$0.71 (28.3% below fair value)
  • GF Score™: 39/100 with 6 warning signs
  • Industry Position: 44.4% below the REITs median (#419 of 695)

No single metric tells the full story. See the ASX:HCW stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


HealthCo Healthcare and Wellness REIT Business Description

Industry Real EstateREITs
Address 1 Macquarie Place, Level 7, Gateway, Sydney, NSW, AUS, 2000
HealthCo Healthcare and Wellness REIT are owning and managing a portfolio of commercial health and wellness real estate assets. It invests in high conviction and scalable real asset strategies on behalf of individuals, large institutions and super funds.
39GF Score

Get the complete analysis for ASX:HCW

3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$0.71
Price
A$0.99
GF Value