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 9.67% is in line with its 5-year average of 9.84%, around the middle of its 5-year range (-2.99%–16.18%).
As of the fiscal period ended Saturday, May 30, 2026. 35.92% above its 12-month average of 7.11%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q1 FY2027 (2026-05-30): 9.67%.
RETURN ON INVESTED CAPITAL (ROIC)
9.67%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
7.11%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
10.92%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
9.84%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
10.25%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
9.93%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
11.39%
CURRENT VS TTM AVG
+35.92%
CURRENT VS 3Y AVG
-11.44%
CURRENT VS 5Y AVG
-1.75%
CURRENT VS 10Y AVG
-5.68%
CURRENT VS 15Y AVG
-2.60%
CURRENT VS 20Y AVG
-15.11%
SECTOR MEDIAN · BASIC MATERIALS
5.93%
median of 112 covered companies
CURRENT VS SECTOR MEDIAN
+63.02%
vs the sector median at left
Apogee Enterprises, Inc.
Market Cap
$829.93M
Return on Invested Capital (ROIC)
9.67%
TTM Avg
7.11%
3Y Avg
10.92%
5Y Avg
9.84%
Market Cap
$825.79M
Return on Invested Capital (ROIC)
-11.22%
TTM Avg
-8.10%
3Y Avg
7.07%
5Y Avg
2.42%
Market Cap
$788.08M
Return on Invested Capital (ROIC)
20.35%
TTM Avg
21.68%
3Y Avg
32.80%
5Y Avg
32.80%
Market Cap
$906.01M
Return on Invested Capital (ROIC)
-22.76%
TTM Avg
-45.10%
3Y Avg
-51.52%
5Y Avg
-62.49%
Market Cap
$932.70M
Return on Invested Capital (ROIC)
12.29%
TTM Avg
6.91%
3Y Avg
4.54%
5Y Avg
1.50%
Market Cap
$613.34M
Return on Invested Capital (ROIC)
12.30%
TTM Avg
17.47%
3Y Avg
13.60%
5Y Avg
12.23%
Market Cap
$598.08M
Return on Invested Capital (ROIC)
4.92%
TTM Avg
6.59%
3Y Avg
10.26%
5Y Avg
10.25%
Market Cap
$1.07B
Return on Invested Capital (ROIC)
9.19%
TTM Avg
-4.67%
3Y Avg
-4.65%
5Y Avg
-4.38%
Market Cap
$568.80M
Return on Invested Capital (ROIC)
-1.95%
TTM Avg
-2.53%
3Y Avg
-91.46%
5Y Avg
-179.31%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Apogee Enterprises, Inc. (APOG) | $829.93M | 9.67% | 7.11% | 10.92% | 9.84% |
| Ferroglobe PLC (GSM)vs › | $825.79M | -11.22% | -8.10% | 7.07% | 2.42% |
| Mako Mining Corp Common Stock (MAKO)vs › | $788.08M | 20.35% | 21.68% | 32.80% | 32.80% |
| Lightwave Logic, Inc. (LWLG)vs › | $906.01M | -22.76% | -45.10% | -51.52% | -62.49% |
| Avino Silver & Gold Mines Ltd. (ASM)vs › | $932.70M | 12.29% | 6.91% | 4.54% | 1.50% |
| Limbach Holdings, Inc. (LMB)vs › | $613.34M | 12.30% | 17.47% | 13.60% | 12.23% |
| Janus International Group, Inc. (JBI)vs › | $598.08M | 4.92% | 6.59% | 10.26% | 10.25% |
| Green Plains Inc. (GPRE)vs › | $1.07B | 9.19% | -4.67% | -4.65% | -4.38% |
| Lithium Americas Corp. (LAC)vs › | $568.80M | -1.95% | -2.53% | -91.46% | -179.31% |
| Critical Metals Corp. (CRML)vs › | $1.09B | -20.52% | -30.34% | -24.48% | -106.63% |
ROIC
9.7%
ROE
13.3%
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) |
|---|---|
| 2026-05-30 | 9.67% |
| 2026-02-28 | 7.90% |
| 2025-11-29 | 5.79% |
| 2025-08-30 | 5.88% |
| 2025-05-31 | 6.32% |
| 2025-03-01 | 9.86% |
| 2024-11-30 | 10.94% |
| 2024-08-31 | 15.77% |
| 2024-06-01 | 16.18% |
| 2024-03-02 | 15.83% |
| 2023-11-25 | 15.94% |
| 2022-11-26 | 10.83% |
| 2021-11-27 | -2.99% |
| 2016-11-26 | 15.57% |
| 2015-11-28 | 12.29% |
| 2015-08-29 | 11.36% |
| 2015-05-30 | 11.95% |
| 2015-02-28 | 10.67% |
| 2011-11-26 | -1.17% |
| 2009-11-28 | 10.52% |
| 2009-08-29 | 12.33% |
| 2009-05-30 | 12.61% |
| 2009-02-28 | 13.64% |
| 2006-12-02 | 8.68% |
| 2005-11-26 | 6.97% |
| 2004-11-27 | 5.12% |
| 2004-08-28 | 5.55% |
| 2004-05-29 | 4.11% |
| 2004-02-28 | 3.12% |
