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 5.82% is 32% below its 5-year average of 8.55%, around the middle of its 5-year range (2.25%–12.97%).
As of the fiscal period ended Tuesday, June 30, 2026. 74.87% above its 12-month average of 3.33%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 5.82%.
RETURN ON INVESTED CAPITAL (ROIC)
5.82%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
3.33%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
7.04%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
8.55%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
6.01%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
6.12%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
5.69%
CURRENT VS TTM AVG
+74.87%
CURRENT VS 3Y AVG
-17.29%
CURRENT VS 5Y AVG
-31.93%
CURRENT VS 10Y AVG
-3.09%
CURRENT VS 15Y AVG
-4.82%
CURRENT VS 20Y AVG
+2.38%
SECTOR MEDIAN · CONSUMER DEFENSIVE
8.18%
median of 52 covered companies
CURRENT VS SECTOR MEDIAN
-28.88%
vs the sector median at left
Bunge Global S.A.
Market Cap
$22.21B
Return on Invested Capital (ROIC)
5.82%
TTM Avg
3.33%
3Y Avg
7.04%
5Y Avg
8.55%
Market Cap
$22.45B
Return on Invested Capital (ROIC)
10.83%
TTM Avg
9.71%
3Y Avg
9.28%
5Y Avg
10.44%
Market Cap
$21.52B
Return on Invested Capital (ROIC)
15.14%
TTM Avg
10.85%
3Y Avg
9.83%
5Y Avg
9.28%
Market Cap
$20.32B
Return on Invested Capital (ROIC)
10.85%
TTM Avg
14.39%
3Y Avg
11.61%
5Y Avg
10.32%
Market Cap
$19.38B
Return on Invested Capital (ROIC)
8.33%
TTM Avg
6.26%
3Y Avg
8.86%
5Y Avg
9.72%
Market Cap
$18.71B
Return on Invested Capital (ROIC)
3.32%
TTM Avg
3.16%
3Y Avg
3.97%
5Y Avg
5.70%
Market Cap
$27.00B
Return on Invested Capital (ROIC)
7.47%
TTM Avg
6.23%
3Y Avg
7.83%
5Y Avg
8.74%
Market Cap
$28.97B
Return on Invested Capital (ROIC)
-4.94%
TTM Avg
-2.08%
3Y Avg
0.92%
5Y Avg
1.22%
Market Cap
$13.14B
Return on Invested Capital (ROIC)
6.96%
TTM Avg
2.54%
3Y Avg
2.92%
5Y Avg
4.02%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Bunge Global S.A. (BG) | $22.21B | 5.82% | 3.33% | 7.04% | 8.55% |
| Church & Dwight Co., Inc. (CHD)vs › | $22.45B | 10.83% | 9.71% | 9.28% | 10.44% |
| Dollar Tree, Inc. (DLTR)vs › | $21.52B | 15.14% | 10.85% | 9.83% | 9.28% |
| Constellation Brands, Inc. (STZ)vs › | $20.32B | 10.85% | 14.39% | 11.61% | 10.32% |
| General Mills, Inc. (GIS)vs › | $19.38B | 8.33% | 6.26% | 8.86% | 9.72% |
| Tyson Foods, Inc. (TSN)vs › | $18.71B | 3.32% | 3.16% | 3.97% | 5.70% |
| Dollar General Corporation (DG)vs › | $27.00B | 7.47% | 6.23% | 7.83% | 8.74% |
| The Kraft Heinz Company (KHC)vs › | $28.97B | -4.94% | -2.08% | 0.92% | 1.22% |
| The J. M. Smucker Company (SJM)vs › | $13.14B | 6.96% | 2.54% | 2.92% | 4.02% |
| McCormick & Company, Incorporated (MKC)vs › | $13.10B | 6.16% | 7.89% | 7.26% | 7.39% |
ROIC
5.8%
ROE
6.3%
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) |
|---|---|
| 2026-06-30 | 5.82% |
| 2026-03-31 | 2.38% |
| 2025-12-31 | 2.27% |
| 2025-09-30 | 2.25% |
| 2025-06-30 | 3.92% |
| 2025-03-31 | 5.54% |
| 2024-12-31 | 6.63% |
| 2024-09-30 | 6.69% |
| 2024-06-30 | 8.38% |
| 2024-03-31 | 11.14% |
| 2023-12-31 | 12.97% |
| 2023-09-30 | 11.85% |
| 2023-06-30 | 11.65% |
| 2023-03-31 | 9.67% |
| 2022-12-31 | 11.47% |
| 2022-09-30 | 11.33% |
| 2022-06-30 | 10.71% |
| 2022-03-31 | 10.70% |
| 2021-12-31 | 11.48% |
| 2021-09-30 | 12.35% |
| 2021-06-30 | 10.39% |
| 2021-03-31 | 12.51% |
| 2020-12-31 | 7.59% |
| 2020-09-30 | 5.86% |
| 2020-06-30 | -3.66% |
| 2020-03-31 | -8.99% |
| 2019-12-31 | -6.22% |
| 2019-09-30 | -7.18% |
| 2019-06-30 | 4.28% |
| 2019-03-31 | 4.06% |
| 2018-12-31 | 3.82% |
| 2018-09-30 | 3.48% |
| 2018-06-30 | 1.42% |
| 2018-03-31 | 1.19% |
| 2017-12-31 | 1.83% |
| 2017-09-30 | 3.51% |
| 2017-06-30 | 4.00% |
| 2017-03-31 | 4.74% |
| 2016-12-31 | 6.62% |
| 2016-09-30 | 6.54% |
| 2016-06-30 | 6.32% |
| 2016-03-31 | 6.81% |
| 2015-12-31 | 7.28% |
| 2015-09-30 | 5.38% |
| 2015-06-30 | 5.39% |
| 2015-03-31 | 7.05% |
| 2014-12-31 | 4.08% |
| 2014-09-30 | 4.23% |
| 2014-06-30 | 3.06% |
| 2014-03-31 | 2.60% |
| 2013-12-31 | 3.29% |
| 2013-09-30 | 2.62% |
| 2013-06-30 | 4.65% |
| 2013-03-31 | 4.61% |
| 2012-12-31 | 4.70% |
| 2012-09-30 | 4.69% |
| 2012-06-30 | 4.65% |
| 2012-03-31 | 5.14% |
| 2011-12-31 | 5.91% |
| 2011-09-30 | 6.40% |
| 2011-06-30 | 5.58% |
| 2011-03-31 | 4.36% |
| 2010-12-31 | 4.04% |
| 2010-09-30 | 2.31% |
| 2010-06-30 | 0.64% |
| 2010-03-31 | 1.35% |
| 2009-12-31 | -0.90% |
| 2009-09-30 | 0.50% |
| 2009-06-30 | 5.97% |
| 2009-03-31 | 13.25% |
| 2008-12-31 | 16.43% |
| 2008-09-30 | 13.41% |
| 2008-06-30 | 9.75% |
| 2008-03-31 | 7.57% |
| 2007-12-31 | 5.79% |
| 2007-09-30 | 6.53% |
| 2007-06-30 | 5.58% |
| 2007-03-31 | 5.15% |
| 2006-12-31 | 5.68% |
| 2006-09-30 | 4.28% |
| 2006-06-30 | 3.95% |
| 2006-03-31 | 5.47% |
| 2005-12-31 | 7.31% |
| 2005-09-30 | 5.55% |
| 2005-06-30 | 5.86% |
| 2005-03-31 | 7.29% |
| 2004-12-31 | 7.28% |
| 2004-09-30 | 9.09% |
| 2004-06-30 | 7.35% |
| 2004-03-31 | 5.92% |
| 2003-12-31 | 6.04% |
| 2003-09-30 | 6.59% |
| 2003-06-30 | 8.20% |