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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.
Port of TaurangaNZSE:POT +0.12%94 3-Year ROIIC % is 5.36 as of Jun. 2025, which is 212% above its 10-year median of 1.72. GuruFocus rates NZSE:POT with a GF Score™ of 94/100 and a GF Value™ of NZ$7.35 (Modestly Overvalued). The stock has 6 warning signs investors should review. Among 938 Transportation companies, Port of Tauranga ranks better than 58.21% 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.
Port of Tauranga's 3-Year ROIIC % for the quarter that ended in Jun. 2025 was 5.36%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Port of Tauranga's 3-Year ROIIC % or its related term are showing as below:
NZSE:POT's 3-Year ROIIC % is ranked better than 58.21% of 938
companies
in the Transportation industry
Industry Median: 2.005
vs NZSE:POT: 5.36
Port of Tauranga (NZSE:POT) 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.
Port of Tauranga 3-Year ROIIC % Related Terms
Port of Tauranga 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Port of Tauranga'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.
Port of Tauranga 3-Year ROIIC % Competitor Comparison
For the Marine Shipping subindustry, Port of Tauranga'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.
Port of Tauranga 3-Year ROIIC % vs Transportation Industry
For the Transportation industry and Industrials sector, Port of Tauranga's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Port of Tauranga's 3-Year ROIIC % 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.
** 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.
Port of Tauranga (NZSE:POT) has a 3-Year ROIIC % of 5.36 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 Port of Tauranga and its competitors. This is 212% above median its historical median of 1.72. According to the industry distribution chart, Port of Tauranga ranks #392 out of 938 companies in the Transportation industry, placing it in the top 41.8%.
Is Port of Tauranga's 3-Year ROIIC % too high?
Port of Tauranga's current 3-Year ROIIC % of 5.36 is 212% above median its 10-year median of 1.72. The Transportation industry median 3-Year ROIIC % is 2.01. Port of Tauranga's value of 5.36 is 167.3% above this industry median. Based on the distribution chart, Port of Tauranga ranks #392 out of 938 companies in the Transportation industry, which is above the industry midpoint. Overall, Port of Tauranga has a GF Score™ of 94/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Port of Tauranga's 3-Year ROIIC % compare to competitors?
According to the Transportation industry distribution chart, Port of Tauranga ranks #392 out of 938 companies for 3-Year ROIIC %. This puts Port of Tauranga in the upper half of its industry. The industry median 3-Year ROIIC % is 2.01. Port of Tauranga's value of 5.36 is 167.3% above this benchmark. While the company's 10-year median is 1.72 vs. the industry median of 2.01, Port of Tauranga 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 3-Year ROIIC % for a Transportation company?
The median 3-Year ROIIC % among Transportation companies is 2.01, based on 938 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. Port of Tauranga's current 3-Year ROIIC % of 5.36 is 167.3% 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 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 Port of Tauranga and its competitors. For the Transportation industry, the median 3-Year ROIIC % is 2.01 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Port of Tauranga's current 3-Year ROIIC % is 5.36, which is 212% above median its own 10-year median of 1.72. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Port of Tauranga stock overvalued right now?
Based on GuruFocus' analysis, Port of Tauranga (NZSE:POT) is currently considered Modestly Overvalued. The stock's GF Value™ is NZ$7.35, compared to a current price of NZ$8.62 — trading 17.3% above its estimated fair value. The current 3-Year ROIIC % is 5.36, which is 212% above median its 10-year median of 1.72 and 167.3% above the Transportation industry median of 2.01. Port of Tauranga's overall GF Score™ is 94/100 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 Port of Tauranga (NZSE:POT), the current 3-Year ROIIC % is 5.36 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 Port of Tauranga (NZSE:POT) Overvalued in 2026?
Based on GuruFocus' analysis, Port of Tauranga stock appears to be overvalued.
The current stock price of NZ$8.62 is trading 17.3% above its estimated GF Value™ of NZ$7.35.
GuruFocus considers Port of Tauranga to be Modestly Overvalued.
Key valuation signals for NZSE:POT:
3-Year ROIIC %: 5.36 (212% above median its 10-year median of 1.72)
GF Value™: NZ$7.35 vs. price of NZ$8.62 (17.3% above fair value)
Industry Position: 167.3% above the Transportation median (#392 of 938)
No single metric tells the full story. See the NZSE:POT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Port of Tauranga is the largest, fastest-growing, and most efficient port in New Zealand. The company was established in 1985 by the government and remains majority owned by the Bay of Plenty Regional Council. The port is connected by road and rail to Auckland, Waikato, and the central North Island. In addition to the port at Tauranga, the firm owns stakes in smaller ports and inland freight hubs closer to Auckland and on the South Island to facilitate trade flows.
94GF Score
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