Lodestar Investment HoldingsPHS:LODE +3.28%25 3-Year ROIIC % is 18.38 as of Dec. 2025. GuruFocus rates PHS:LODE with a GF Score™ of 25/100. Among 176 Diversified Financial Services companies, Lodestar Investment Holdings ranks better than 82.39% 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.
Lodestar Investment Holdings's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 18.38%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
PHS:LODE's 3-Year ROIIC % is ranked better than 82.39% of 176
companies
in the Diversified Financial Services industry
Industry Median: 0.115
vs PHS:LODE: 18.38
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.
Lodestar Investment Holdings 3-Year ROIIC % Related Terms
Lodestar Investment Holdings 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.
PHS:LODE vs XXI, DMII, BCSS: 3-Year ROIIC % Comparison
For the Shell Companies subindustry, Lodestar 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.
Lodestar Investment Holdings 3-Year ROIIC % vs Diversified Financial Services Industry
For the Diversified Financial Services industry and Financial Services sector, Lodestar Investment Holdings's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Lodestar Investment Holdings's 3-Year ROIIC % falls into.
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( -1.42 (Dec. 2025) - -1.684 (Dec. 2022) )
/
( 5.174 (Dec. 2025) - 3.738 (Dec. 2022) )
=
0.264
/
1.436
=
18.38%***
* 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.
Lodestar Investment Holdings (PHS:LODE) has a 3-Year ROIIC % of 18.38 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 Lodestar Investment Holdings and its competitors. According to the industry distribution chart, Lodestar Investment Holdings ranks #31 out of 176 companies in the Diversified Financial Services industry, placing it in the top 17.6%.
Is Lodestar Investment Holdings' 3-Year ROIIC % too high?
Lodestar Investment Holdings' current 3-Year ROIIC % is 18.38. The Diversified Financial Services industry median 3-Year ROIIC % is 0.12. Lodestar Investment Holdings' value of 18.38 is 15882.6% above this industry median. Based on the distribution chart, Lodestar Investment Holdings ranks #31 out of 176 companies in the Diversified Financial Services industry, which is in the top quartile — a strong position relative to peers. Overall, Lodestar Investment Holdings has a GF Score™ of 25/100, reflecting its overall financial health beyond just this single metric.
How does Lodestar Investment Holdings' 3-Year ROIIC % compare to XXI and DMII?
According to the Diversified Financial Services industry distribution chart, Lodestar Investment Holdings ranks #31 out of 176 companies for 3-Year ROIIC %. This places Lodestar Investment Holdings in the top 18% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 0.12. Lodestar Investment Holdings' value of 18.38 is 15882.6% 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 3-Year ROIIC % for a Diversified Financial Services company?
The median 3-Year ROIIC % among Diversified Financial Services companies is 0.12, based on 176 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. Lodestar Investment Holdings's current 3-Year ROIIC % of 18.38 is 15882.6% 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 Lodestar Investment Holdings and its competitors. For the Diversified Financial Services industry, the median 3-Year ROIIC % is 0.12 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Lodestar Investment Holdings's current 3-Year ROIIC % is 18.38. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lodestar Investment Holdings stock overvalued right now?
Lodestar Investment Holdings (PHS:LODE) has a current 3-Year ROIIC % of 18.38. The current 3-Year ROIIC % is 18.38 and 15882.6% above the Diversified Financial Services industry median of 0.12. Lodestar Investment Holdings' overall GF Score™ is 25/100. 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 Lodestar Investment Holdings (PHS:LODE), the current 3-Year ROIIC % is 18.38 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.
Lodestar Investment Holdings Corp has no current operations. The company's purpose is to engage in investment activities as an investment holdings company.
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