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 2.10% is 339% above its 4-year average of -0.88%, near the high end of its 4-year range (-1.46%–2.22%).
As of the fiscal period ended Tuesday, June 30, 2026. 150.98% above its 12-month average of 0.84%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 2.10%.
RETURN ON INVESTED CAPITAL (ROIC)
2.10%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
0.84%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-1.12%
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
+150.98%
CURRENT VS 3Y AVG
+288.25%
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 · REAL ESTATE
4.45%
median of 45 covered companies
CURRENT VS SECTOR MEDIAN
-52.82%
vs the sector median at left
Bluerock Homes Trust, Inc.
Market Cap
$34.40M
Return on Invested Capital (ROIC)
2.10%
TTM Avg
0.84%
3Y Avg
-1.12%
5Y Avg
N/A
Market Cap
$2.12B
Return on Invested Capital (ROIC)
2.97%
TTM Avg
2.58%
3Y Avg
3.07%
5Y Avg
1.55%
Market Cap
$2.35B
Return on Invested Capital (ROIC)
-26.19%
TTM Avg
-11.84%
3Y Avg
-12.27%
5Y Avg
-10.65%
Market Cap
$2.59B
Return on Invested Capital (ROIC)
-20.71%
TTM Avg
-14.37%
3Y Avg
-14.37%
5Y Avg
-14.37%
Market Cap
$3.12B
Return on Invested Capital (ROIC)
4.43%
TTM Avg
3.75%
3Y Avg
3.40%
5Y Avg
0.02%
Market Cap
$3.88B
Return on Invested Capital (ROIC)
5.17%
TTM Avg
5.54%
3Y Avg
5.15%
5Y Avg
3.37%
Market Cap
$3.95B
Return on Invested Capital (ROIC)
1.64%
TTM Avg
1.52%
3Y Avg
0.68%
5Y Avg
0.99%
Market Cap
$6.88B
Return on Invested Capital (ROIC)
3.65%
TTM Avg
3.42%
3Y Avg
3.48%
5Y Avg
3.75%
Market Cap
$7.78B
Return on Invested Capital (ROIC)
6.18%
TTM Avg
6.31%
3Y Avg
6.25%
5Y Avg
5.96%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Bluerock Homes Trust, Inc. (BHM) | $34.40M | 2.10% | 0.84% | -1.12% | N/A |
| Sunstone Hotel Investors, Inc. (SHO)vs › | $2.12B | 2.97% | 2.58% | 3.07% | 1.55% |
| Opendoor Technologies Inc. (OPEN)vs › | $2.35B | -26.19% | -11.84% | -12.27% | -10.65% |
| Fermi Inc. Common Stock (FRMI)vs › | $2.59B | -20.71% | -14.37% | -14.37% | -14.37% |
| Park Hotels & Resorts Inc. (PK)vs › | $3.12B | 4.43% | 3.75% | 3.40% | 0.02% |
| Apple Hospitality REIT, Inc. (APLE)vs › | $3.88B | 5.17% | 5.54% | 5.15% | 3.37% |
| Americold Realty Trust, Inc. (COLD)vs › | $3.95B | 1.64% | 1.52% | 0.68% | 0.99% |
| Terreno Realty Corporation (TRNO)vs › | $6.88B | 3.65% | 3.42% | 3.48% | 3.75% |
| NNN REIT, Inc. (NNN)vs › | $7.78B | 6.18% | 6.31% | 6.25% | 5.96% |
| Lineage, Inc. (LINE)vs › | $7.85B | 1.56% | 1.76% | -0.11% | 0.02% |
ROIC
2.1%
ROE
0.8%
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 | 2.10% |
| 2026-03-31 | 2.21% |
| 2025-12-31 | 2.22% |
| 2025-09-30 | -1.15% |
| 2025-06-30 | -1.19% |
| 2025-03-31 | -1.10% |
| 2024-12-31 | -0.93% |
| 2024-09-30 | -1.31% |
| 2024-06-30 | -1.18% |
| 2024-03-31 | -1.20% |
| 2023-12-31 | -1.46% |
| 2023-09-30 | -0.98% |
| 2023-06-30 | -0.65% |
| 2023-03-31 | -0.48% |
| 2022-12-31 | 0.00% |
| 2022-09-30 | -0.94% |
| 2022-06-30 | -0.68% |
| 2021-12-31 | 0.07% |
