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 9.54% is 23% above its 1-year average of 7.76%, near the high end of its 1-year range (5.56%–9.54%).
As of the fiscal period ended Tuesday, June 30, 2026. 22.06% above its 12-month average of 7.82%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 9.54%.
RETURN ON INVESTED CAPITAL (ROIC)
9.54%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
7.82%
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
+22.06%
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
-0.50%
median of 159 covered companies
CURRENT VS SECTOR MEDIAN
+2007.86%
vs the sector median at left
Apex Treasury Corporation Class A
Market Cap
$1.89B
Return on Invested Capital (ROIC)
9.54%
TTM Avg
7.82%
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.88B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.85B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.84B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.98B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.80B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.80B
Return on Invested Capital (ROIC)
8.49%
TTM Avg
6.23%
3Y Avg
5.58%
5Y Avg
3.22%
Market Cap
$1.99B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.79B
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 |
|---|---|---|---|---|---|
| Apex Treasury Corporation Class A (APXT) | $1.89B | 9.54% | 7.82% | N/A | N/A |
| Sharplink, Inc. (SBET)vs › | $1.88B | N/A | N/A | N/A | N/A |
| German American Bancorp, Inc. (GABC)vs › | $1.85B | N/A | N/A | N/A | N/A |
| FirstSun Capital Bancorp (FSUN)vs › | $1.84B | N/A | N/A | N/A | N/A |
| Enterprise Financial Services Corp (EFSCP)vs › | $1.98B | N/A | N/A | N/A | N/A |
| Patria Investments Ltd (PAX)vs › | $1.80B | N/A | N/A | N/A | N/A |
| EZCORP, Inc. (EZPW)vs › | $1.80B | 8.49% | 6.23% | 5.58% | 3.22% |
| City Holding Company (CHCO)vs › | $1.99B | N/A | N/A | N/A | N/A |
| Happen, Inc. Common Stock (HAPN)vs › | $1.79B | N/A | N/A | N/A | N/A |
| Porch Group, Inc. (PRCH)vs › | $2.01B | N/A | N/A | N/A | N/A |
ROIC
9.5%
ROE
16.4%
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 | 9.54% |
| 2026-03-31 | 8.04% |
| 2025-12-31 | 5.56% |
| 2025-09-30 | 7.80% |
| 2025-06-30 | 8.14% |
| 2025-03-31 | 7.47% |
