Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on invested capital (ROIC) high or low?
The return on invested capital (ROIC) of -0.24% is in line with its 1-year average of -0.24%, around the middle of its 1-year range (-0.29%–-0.17%).
As of the fiscal period ended Tuesday, June 30, 2026. 3.21% below its 12-month average of -0.24%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -0.24%.
RETURN ON INVESTED CAPITAL (ROIC)
-0.24%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-0.24%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-3.21%
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
-0.49%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
+50.37%
vs the sector median at left
Aldel Financial II Inc.
Market Cap
$323.18M
Return on Invested Capital (ROIC)
-0.24%
TTM Avg
-0.24%
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$323.29M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$323.84M
Return on Invested Capital (ROIC)
-0.27%
TTM Avg
0.00%
3Y Avg
0.00%
5Y Avg
0.00%
Market Cap
$321.57M
Return on Invested Capital (ROIC)
-0.74%
TTM Avg
-0.42%
3Y Avg
-0.42%
5Y Avg
-0.42%
Market Cap
$325.11M
Return on Invested Capital (ROIC)
-0.49%
TTM Avg
-0.41%
3Y Avg
-0.41%
5Y Avg
-0.41%
Market Cap
$325.22M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$325.24M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$325.41M
Return on Invested Capital (ROIC)
-2.16%
TTM Avg
-1.09%
3Y Avg
-1.09%
5Y Avg
-1.09%
Market Cap
$325.48M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Aldel Financial II Inc. (ALDF) | $323.18M | -0.24% | -0.24% | N/A | N/A |
| NewtekOne, Inc. (NEWT)vs › | $323.29M | N/A | N/A | N/A | N/A |
| Evolution Global Acquisition Corp Class A Ordinary Shares (EVOX)vs › | $323.84M | -0.27% | 0.00% | 0.00% | 0.00% |
| Launch One Acquisition Corp. (LPAA)vs › | $321.57M | -0.74% | -0.42% | -0.42% | -0.42% |
| Renatus Tactical Acquisition Corp I Class A Ordinary Shares (RTAC)vs › | $325.11M | -0.49% | -0.41% | -0.41% | -0.41% |
| John Marshall Bancorp, Inc. (JMSB)vs › | $325.22M | N/A | N/A | N/A | N/A |
| B&R Technology Merger Corp. Class A (BRTM)vs › | $325.24M | N/A | N/A | N/A | N/A |
| RF Acquisition Corp II Ordinary Shares (RFAI)vs › | $325.41M | -2.16% | -1.09% | -1.09% | -1.09% |
| C&F Financial Corporation (CFFI)vs › | $325.48M | N/A | N/A | N/A | N/A |
| New Providence Acquisition Corp. III (NPAC)vs › | $325.55M | -0.74% | -149.13% | -149.13% | -149.13% |
ROIC
-0.2%
ROE
2.6%
ROIC = NOPAT / Invested Capital, where NOPAT = Operating Income × (1 − effective tax rate) and Invested Capital = Total Assets − (Current Liabilities − Short-Term Debt)
Return on invested capital measures the after-tax operating return a company earns on the capital invested in the business. TGMCharts computes it from reported statements: trailing-twelve-month operating income after tax, over invested capital at the latest balance sheet — total assets less the non-interest-bearing current liabilities (payables, accruals, deferred revenue) that fund them; short-term debt stays in the capital base. The tax rate is the period's own effective rate (income tax ÷ pretax income), capped at 45%; when pretax income is zero or negative, or the tax line is a net benefit, no tax is deducted — the operating figure is shown untaxed rather than adjusted by an assumed rate. Not shown for banks, insurers or funds.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2026-06-30 | -0.24% |
| 2026-03-31 | -0.29% |
| 2025-12-31 | -0.27% |
| 2025-09-30 | -0.21% |
| 2025-06-30 | -0.17% |
