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.
Whitehaven Coal's 3-Year ROIIC % for the quarter that ended in Jun. 2025 was -20.82%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Whitehaven Coal's 3-Year ROIIC % or its related term are showing as below:
WHITF's 3-Year ROIIC % is ranked worse than 50.9% of 167
companies
in the Other Energy Sources industry
Industry Median: -20.54
vs WHITF: -20.82
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.
Whitehaven Coal 3-Year ROIIC % Related Terms
Whitehaven Coal 3-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Whitehaven Coal'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.
For the Thermal Coal subindustry, Whitehaven Coal'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.
Whitehaven Coal 3-Year ROIIC % vs Other Energy Sources Industry
For the Other Energy Sources industry and Energy sector, Whitehaven Coal's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Whitehaven Coal'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.
Whitehaven Coal (WHITF) has a 3-Year ROIIC % of -20.82 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 Whitehaven Coal and its competitors. According to the industry distribution chart, Whitehaven Coal ranks #85 out of 167 companies in the Other Energy Sources industry, placing it in the top 50.9%.
Is Whitehaven Coal's 3-Year ROIIC % too high?
Whitehaven Coal's current 3-Year ROIIC % is -20.82. Based on the distribution chart, Whitehaven Coal ranks #85 out of 167 companies in the Other Energy Sources industry, which is below the industry midpoint. Overall, Whitehaven Coal has a GF Score™ of 80/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Whitehaven Coal's 3-Year ROIIC % compare to competitors?
According to the Other Energy Sources industry distribution chart, Whitehaven Coal ranks #85 out of 167 companies for 3-Year ROIIC %. This places Whitehaven Coal in the lower half of its 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 an Other Energy Sources company?
A good 3-Year ROIIC % depends on the Other Energy Sources 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 Whitehaven Coal and its competitors. Whitehaven Coal's current 3-Year ROIIC % is -20.82. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Whitehaven Coal stock overvalued right now?
Based on GuruFocus' analysis, Whitehaven Coal (WHITF) is currently considered Fairly Valued. The stock's GF Value™ is $4.95, compared to a current price of $5.23 — trading 5.7% above its estimated fair value. The current 3-Year ROIIC % is -20.82. Whitehaven Coal's overall GF Score™ is 80/100 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 Whitehaven Coal (WHITF), the current 3-Year ROIIC % is -20.82 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 Whitehaven Coal (WHITF) Overvalued in 2026?
Based on GuruFocus' analysis, Whitehaven Coal stock appears to be overvalued.
The current stock price of $5.23 is trading 5.7% above its estimated GF Value™ of $4.95.
GuruFocus considers Whitehaven Coal to be Fairly Valued.
Key valuation signals for WHITF:
3-Year ROIIC %: -20.82
GF Value™: $4.95 vs. price of $5.23 (5.7% above fair value)
No single metric tells the full story. See the WHITF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Whitehaven Coal is a large Australian independent thermal and metallurgical coal miner with mines in the Gunnedah Basin, New South Wales. It also bought Blackwater and Daunia, two coking coal mines in Queensland, from BHP and Mitsubishi in April 2024. In addition, it owns the large Winchester South deposit next to its Daunia mine. Coal is railed to ports in Newcastle and Queensland for export to Asian customers. Initial production of about 1 million metric tons from Vickery and expanded production at its Queensland mines, Maules Creek, and Narrabri means we expect its share of salable coal production to approach 31 million metric tons from fiscal 2030, from about 13 million in fiscal 2023.
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