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 -0.42% is 79% above its 2-year average of -2.01%, near the high end of its 2-year range (-16.34%–0.26%).
As of the fiscal period ended Tuesday, June 30, 2026. 136.28% below its 12-month average of -0.18%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -0.42%.
RETURN ON INVESTED CAPITAL (ROIC)
-0.42%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-0.18%
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
-136.28%
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 141 covered companies
CURRENT VS SECTOR MEDIAN
+14.97%
vs the sector median at left
Bold Eagle Acquisition Corp.
Market Cap
$334.79M
Return on Invested Capital (ROIC)
-0.42%
TTM Avg
-0.18%
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$335.36M
Return on Invested Capital (ROIC)
-0.57%
TTM Avg
-0.44%
3Y Avg
-0.44%
5Y Avg
-0.44%
Market Cap
$336.22M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$330.02M
Return on Invested Capital (ROIC)
-1.49%
TTM Avg
-0.85%
3Y Avg
-0.85%
5Y Avg
-0.85%
Market Cap
$329.98M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$339.95M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$340.23M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$328.74M
Return on Invested Capital (ROIC)
-0.31%
TTM Avg
-0.23%
3Y Avg
-0.23%
5Y Avg
-0.23%
Market Cap
$327.32M
Return on Invested Capital (ROIC)
-0.34%
TTM Avg
-0.22%
3Y Avg
-0.22%
5Y Avg
-0.22%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Bold Eagle Acquisition Corp. (BEAG) | $334.79M | -0.42% | -0.18% | N/A | N/A |
| Blue Water Acquisition Corp III (BLUW)vs › | $335.36M | -0.57% | -0.44% | -0.44% | -0.44% |
| Crescent Capital BDC, Inc. (CCAP)vs › | $336.22M | N/A | N/A | N/A | N/A |
| Fifth Era Acquisition Corp I Class A Ordinary Shares (FERA)vs › | $330.02M | -1.49% | -0.85% | -0.85% | -0.85% |
| FS Bancorp, Inc. (FSBW)vs › | $329.98M | N/A | N/A | N/A | N/A |
| Orion180 Insurance Group, Inc. Class A (OIG)vs › | $339.95M | N/A | N/A | N/A | N/A |
| BayCom Corp (BCML)vs › | $340.23M | N/A | N/A | N/A | N/A |
| Oxley Bridge Acquisition Limited (OBA)vs › | $328.74M | -0.31% | -0.23% | -0.23% | -0.23% |
| Pioneer Acquisition I Corp (PACH)vs › | $327.32M | -0.34% | -0.22% | -0.22% | -0.22% |
| C&F Financial Corporation (CFFI)vs › | $325.60M | N/A | N/A | N/A | N/A |
ROIC
-0.4%
ROE
2.4%
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 | -0.42% |
| 2026-03-31 | 0.03% |
| 2025-12-31 | 0.00% |
| 2025-09-30 | -0.23% |
| 2025-06-30 | -0.26% |
| 2025-03-31 | -0.20% |
| 2024-12-31 | -0.10% |
| 2024-09-30 | -16.34% |
| 2024-06-30 | -4.64% |
| 2024-03-31 | 0.26% |
| 2023-12-31 | -0.21% |