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 5.43% is 31% below its 5-year average of 7.86%, around the middle of its 5-year range (2.64%–10.11%).
As of the fiscal period ended Tuesday, June 30, 2026. 43.39% above its 12-month average of 3.79%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q4 FY2026 (2026-06-30): 5.43%.
RETURN ON INVESTED CAPITAL (ROIC)
5.43%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
3.79%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
6.50%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
7.86%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
7.05%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
+43.39%
CURRENT VS 3Y AVG
-16.46%
CURRENT VS 5Y AVG
-30.90%
CURRENT VS 10Y AVG
-22.97%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · CONSUMER CYCLICAL
10.97%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
-50.51%
vs the sector median at left
Amcor plc
Market Cap
$19.37B
Return on Invested Capital (ROIC)
5.43%
TTM Avg
3.79%
3Y Avg
6.50%
5Y Avg
7.86%
Market Cap
$19.57B
Return on Invested Capital (ROIC)
18.71%
TTM Avg
17.87%
3Y Avg
17.60%
5Y Avg
21.84%
Market Cap
$18.98B
Return on Invested Capital (ROIC)
4.62%
TTM Avg
8.48%
3Y Avg
11.01%
5Y Avg
10.93%
Market Cap
$20.44B
Return on Invested Capital (ROIC)
17.08%
TTM Avg
16.66%
3Y Avg
13.63%
5Y Avg
13.03%
Market Cap
$18.20B
Return on Invested Capital (ROIC)
-30.67%
TTM Avg
-33.86%
3Y Avg
-38.06%
5Y Avg
-32.96%
Market Cap
$20.74B
Return on Invested Capital (ROIC)
9.27%
TTM Avg
10.04%
3Y Avg
11.38%
5Y Avg
11.45%
Market Cap
$17.66B
Return on Invested Capital (ROIC)
8.03%
TTM Avg
9.84%
3Y Avg
11.42%
5Y Avg
10.57%
Market Cap
$16.89B
Return on Invested Capital (ROIC)
11.81%
TTM Avg
14.55%
3Y Avg
15.90%
5Y Avg
16.00%
Market Cap
$22.11B
Return on Invested Capital (ROIC)
10.25%
TTM Avg
9.22%
3Y Avg
9.50%
5Y Avg
9.23%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Amcor plc (AMCR) | $19.37B | 5.43% | 3.79% | 6.50% | 7.86% |
| Best Buy Co., Inc. (BBY)vs › | $19.57B | 18.71% | 17.87% | 17.60% | 21.84% |
| Lennar Corporation (LEN)vs › | $18.98B | 4.62% | 8.48% | 11.01% | 10.93% |
| Ralph Lauren Corporation (RL)vs › | $20.44B | 17.08% | 16.66% | 13.63% | 13.03% |
| Rivian Automotive, Inc. (RIVN)vs › | $18.20B | -30.67% | -33.86% | -38.06% | -32.96% |
| Packaging Corporation of America (PKG)vs › | $20.74B | 9.27% | 10.04% | 11.38% | 11.45% |
| Genuine Parts Company (GPC)vs › | $17.66B | 8.03% | 9.84% | 11.42% | 10.57% |
| Tractor Supply Company (TSCO)vs › | $16.89B | 11.81% | 14.55% | 15.90% | 16.00% |
| Casey's General Stores, Inc. (CASY)vs › | $22.11B | 10.25% | 9.22% | 9.50% | 9.23% |
| NVR, Inc. (NVR)vs › | $16.61B | 24.34% | 28.03% | 30.20% | 27.19% |
ROIC
5.4%
ROE
9.4%
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 | 5.43% |
| 2026-03-05 | 4.25% |
| 2025-12-31 | 3.60% |
| 2025-09-30 | 3.02% |
| 2025-06-30 | 2.64% |
| 2025-03-31 | 7.44% |
| 2024-12-31 | 8.52% |
| 2024-09-30 | 7.97% |
| 2024-06-30 | 8.05% |
| 2024-03-31 | 7.03% |
| 2023-12-31 | 6.94% |
| 2023-09-30 | 9.53% |
| 2023-06-30 | 10.11% |
| 2023-03-31 | 8.90% |
| 2022-12-31 | 9.28% |
| 2022-09-30 | 7.46% |
| 2022-06-30 | 7.26% |
| 2022-03-31 | 7.74% |
| 2021-12-31 | 8.17% |
| 2021-09-30 | 8.03% |
| 2021-06-30 | 8.01% |
| 2021-03-31 | 7.94% |
| 2020-12-31 | 7.22% |
| 2020-09-30 | 7.02% |
| 2020-06-30 | 6.44% |
| 2020-03-31 | 4.88% |
| 2019-12-31 | 4.26% |
| 2019-09-30 | 4.04% |
| 2019-06-30 | 3.29% |
| 2018-12-31 | 6.90% |
| 2018-09-30 | 7.65% |
| 2018-06-30 | 10.36% |
| 2018-03-31 | 10.16% |
| 2017-12-31 | 9.78% |
| 2017-06-30 | 9.77% |
| 2017-03-31 | 9.20% |
| 2016-12-31 | 5.36% |
| 2016-09-30 | 5.49% |
| 2016-06-30 | 5.83% |
| 2016-03-31 | 6.58% |
| 2015-12-31 | 9.82% |
| 2015-09-30 | 9.99% |
| 2015-06-30 | 10.22% |
| 2015-03-31 | 10.21% |
| 2014-12-31 | 9.79% |
| 2014-09-30 | 9.69% |
| 2014-06-30 | 9.32% |
| 2014-03-31 | 9.28% |
| 2013-12-31 | 8.82% |
| 2013-09-30 | 8.21% |
| 2013-06-30 | 6.79% |
