Strata Investment Holdings (ASX:SRT) 3-Year ROIIC % : 37.26% (As of Dec. 2025) — 95% Above Median

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ASX:SRT Strata Investment Holdings PLC ASX:SRT
41 GF Score
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What is Strata Investment Holdings 3-Year ROIIC %?

Strata Investment Holdings ASX:SRT 41 3-Year ROIIC % is 37.26 as of Dec. 2025, which is 95% above its 10-year median of 19.08. GuruFocus rates ASX:SRT with a GF Score™ of 41/100.

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. Strata Investment Holdings's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 37.26%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Strata Investment Holdings's 3-Year ROIIC % or its related term are showing as below:

ASX:SRT's 3-Year ROIIC % is not ranked
in the Metals & Mining industry.
Industry Median: -2.53 vs ASX:SRT: 37.26

Strata Investment Holdings  (ASX:SRT) 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.


Strata Investment Holdings 3-Year ROIIC % Related Terms


Strata Investment Holdings 3-Year ROIIC % Historical Data

* Premium members only.

The historical data trend for Strata Investment Holdings'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.

Strata Investment Holdings 3-Year ROIIC % Chart

Strata Investment Holdings Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 26.15 12.01 72.59 45.80 37.26

Strata Investment Holdings Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
3-Year ROIIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 72.59 0.00 45.80 0.00 37.26

Strata Investment Holdings 3-Year ROIIC % Competitor Comparison

For the Other Industrial Metals & Mining subindustry, Strata Investment Holdings'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.


Strata Investment Holdings 3-Year ROIIC % vs Metals & Mining Industry

For the Metals & Mining industry and Basic Materials sector, Strata Investment Holdings's 3-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Strata Investment Holdings's 3-Year ROIIC % falls into.


ASX:SRT
41GF Score
Strata Investment Holdings PLC ASX:SRT
3-Year ROIIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Strata Investment Holdings 3-Year ROIIC % Calculation

Strata Investment Holdings's 3-Year ROIIC % for the quarter that ended in Dec. 2025 is calculated as:

3-Year ROIIC %=3-Year Incremental Net Operating Profit After Taxes (NOPAT)**/3-Year Incremental Invested Capital**
=( -3.074733 (Dec. 2025) - -4.8632373 (Dec. 2022) )/( 44.109 (Dec. 2025) - 39.309 (Dec. 2022) )
=1.7885043/4.8
=37.26%***

* 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 37.26 mean?
Strata Investment Holdings (ASX:SRT) has a 3-Year ROIIC % of 37.26 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Strata Investment Holdings and its competitors. This is 95% above median its historical median of 19.08.
Is Strata Investment Holdings' 3-Year ROIIC % too high?
Strata Investment Holdings' current 3-Year ROIIC % of 37.26 is 95% above median its 10-year median of 19.08. Overall, Strata Investment Holdings has a GF Score™ of 41/100, reflecting its overall financial health beyond just this single metric.
How does Strata Investment Holdings' 3-Year ROIIC % compare to competitors?
Strata Investment Holdings' 3-Year ROIIC % of 37.26 can be compared against companies in the Metals & Mining industry. 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 Metals & Mining company?
A good 3-Year ROIIC % depends on the Metals & Mining industry context. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. 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 Strata Investment Holdings and its competitors. Strata Investment Holdings's current 3-Year ROIIC % is 37.26, which is 95% above median its own 10-year median of 19.08. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Strata Investment Holdings stock overvalued right now?
Strata Investment Holdings (ASX:SRT) has a current 3-Year ROIIC % of 37.26. The current 3-Year ROIIC % is 37.26, which is 95% above median its 10-year median of 19.08. Strata Investment Holdings' overall GF Score™ is 41/100. 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 Strata Investment Holdings (ASX:SRT), the current 3-Year ROIIC % is 37.26 as of Dec. 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.

Strata Investment Holdings Business Description

Address Higher Shalford Farm, Charlton Musgrove, Somerset, Wincanton, GBR, BA9 8HF
Strata Investment Holdings PLC is predominantly focused on equity investments in companies operating within the mining sector. Its investment objective is to provide shareholders with long-term, sustainable asset growth by investing in mineral exploration, development, and mining opportunities that are either undervalued or prospective. The company's operations are carried out within two segments: the Royalty Investments segment and the Equity Investments segment, which includes both strategic investments (often Active) and investments that are part of the on-market portfolio (often Passive).
41GF Score

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

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