Carpenter TechnologySTU:XTY -1.56%65 3-Year ROIIC % is 120.66 as of Jun. 2025, which is 46% above its 10-year median of 82.76. GuruFocus rates STU:XTY with a GF Score™ of 65/100 and a GF Value™ of €163.84 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 2,935 Industrial Products companies, Carpenter Technology ranks better than 94.14% 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.
Carpenter Technology's 3-Year ROIIC % for the quarter that ended in Jun. 2025 was 120.66%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Carpenter Technology's 3-Year ROIIC % or its related term are showing as below:
STU:XTY's 3-Year ROIIC % is ranked better than 94.14% of 2935
companies
in the Industrial Products industry
Industry Median: 3.45
vs STU:XTY: 120.66
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.
Carpenter Technology 3-Year ROIIC % Related Terms
Carpenter Technology 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Carpenter Technology'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.
STU:XTY vs ATI, MLI, CMC: 3-Year ROIIC % Comparison
For the Metal Fabrication subindustry, Carpenter Technology'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.
Carpenter Technology 3-Year ROIIC % vs Industrial Products Industry
For the Industrial Products industry and Industrials sector, Carpenter Technology's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Carpenter Technology'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.
Carpenter Technology (STU:XTY) has a 3-Year ROIIC % of 120.66 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 Carpenter Technology and its competitors. This is 46% above median its historical median of 82.76. According to the industry distribution chart, Carpenter Technology ranks #172 out of 2935 companies in the Industrial Products industry, placing it in the top 5.9%.
Is Carpenter Technology's 3-Year ROIIC % too high?
Carpenter Technology's current 3-Year ROIIC % of 120.66 is 46% above median its 10-year median of 82.76. The Industrial Products industry median 3-Year ROIIC % is 3.45. Carpenter Technology's value of 120.66 is 3397.4% above this industry median. Based on the distribution chart, Carpenter Technology ranks #172 out of 2935 companies in the Industrial Products industry, which is in the top quartile — a strong position relative to peers. Overall, Carpenter Technology has a GF Score™ of 65/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Carpenter Technology's 3-Year ROIIC % compare to ATI and MLI?
According to the Industrial Products industry distribution chart, Carpenter Technology ranks #172 out of 2935 companies for 3-Year ROIIC %. This places Carpenter Technology in the top 6% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 3.45. Carpenter Technology's value of 120.66 is 3397.4% above this benchmark. While the company's 10-year median is 82.76 vs. the industry median of 3.45, Carpenter Technology 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 an Industrial Products company?
The median 3-Year ROIIC % among Industrial Products companies is 3.45, based on 2,935 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. Carpenter Technology's current 3-Year ROIIC % of 120.66 is 3397.4% 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 Carpenter Technology and its competitors. For the Industrial Products industry, the median 3-Year ROIIC % is 3.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Carpenter Technology's current 3-Year ROIIC % is 120.66, which is 46% above median its own 10-year median of 82.76. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Carpenter Technology stock overvalued right now?
Based on GuruFocus' analysis, Carpenter Technology (STU:XTY) is currently considered Significantly Overvalued. The stock's GF Value™ is €163.84, compared to a current price of €506.40 — trading 209.1% above its estimated fair value. The current 3-Year ROIIC % is 120.66, which is 46% above median its 10-year median of 82.76 and 3397.4% above the Industrial Products industry median of 3.45. Carpenter Technology's overall GF Score™ is 65/100 with 7 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 Carpenter Technology (STU:XTY), the current 3-Year ROIIC % is 120.66 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 Carpenter Technology (STU:XTY) Overvalued in 2026?
Based on GuruFocus' analysis, Carpenter Technology stock appears to be overvalued.
The current stock price of €506.40 is trading 209.1% above its estimated GF Value™ of €163.84.
GuruFocus considers Carpenter Technology to be Significantly Overvalued.
Key valuation signals for STU:XTY:
3-Year ROIIC %: 120.66 (46% above median its 10-year median of 82.76)
GF Value™: €163.84 vs. price of €506.40 (209.1% above fair value)
Industry Position: 3397.4% above the Industrial Products median (#172 of 2935)
No single metric tells the full story. See the STU:XTY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Carpenter Technology Corp supplies specialty metals to a variety of end markets, including aerospace and defense, industrial machinery and consumer durables, medical, and energy, among others. The company's reportable segments include; Specialty Alloys Operations and Performance Engineered Products. It generates maximum revenue from the Specialty Alloys Operations segment. The SAO segment is comprised of the company's alloy and stainless steel manufacturing operations. This includes operations performed at mills predominantly in Reading and Latrobe, Pennsylvania, and surrounding areas as well as South Carolina and Alabama. Geographically, the company derives its maximum revenue from the United States and the rest from Europe, Asia Pacific, Mexico, Canada, and other regions.
65GF Score
Get the complete analysis for STU:XTY
3-Year ROIIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
STU:XTY has been successfully added to your 
