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 5.10% is 191% above its 5-year average of 1.76%, near the high end of its 5-year range (-3.33%–5.80%).
As of the fiscal period ended Tuesday, June 30, 2026. 4.25% below its 12-month average of 5.33%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 5.10%.
RETURN ON INVESTED CAPITAL (ROIC)
5.10%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
5.33%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
3.52%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
1.76%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
2.65%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
4.47%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
4.82%
CURRENT VS TTM AVG
-4.25%
CURRENT VS 3Y AVG
+45.15%
CURRENT VS 5Y AVG
+190.67%
CURRENT VS 10Y AVG
+92.54%
CURRENT VS 15Y AVG
+14.06%
CURRENT VS 20Y AVG
+5.89%
SECTOR MEDIAN · CONSUMER CYCLICAL
6.96%
median of 198 covered companies
CURRENT VS SECTOR MEDIAN
-26.67%
vs the sector median at left
BJ's Restaurants, Inc.
Market Cap
$1.29B
Return on Invested Capital (ROIC)
5.10%
TTM Avg
5.33%
3Y Avg
3.52%
5Y Avg
1.76%
Market Cap
$1.33B
Return on Invested Capital (ROIC)
3.86%
TTM Avg
2.52%
3Y Avg
-0.25%
5Y Avg
2.94%
Market Cap
$1.33B
Return on Invested Capital (ROIC)
-67.71%
TTM Avg
-44.45%
3Y Avg
-41.78%
5Y Avg
-39.45%
Market Cap
$1.28B
Return on Invested Capital (ROIC)
-0.33%
TTM Avg
1.58%
3Y Avg
3.12%
5Y Avg
5.99%
Market Cap
$1.36B
Return on Invested Capital (ROIC)
3.04%
TTM Avg
4.34%
3Y Avg
4.22%
5Y Avg
3.69%
Market Cap
$1.35B
Return on Invested Capital (ROIC)
11.85%
TTM Avg
10.07%
3Y Avg
12.86%
5Y Avg
11.06%
Market Cap
$1.19B
Return on Invested Capital (ROIC)
10.17%
TTM Avg
5.64%
3Y Avg
9.87%
5Y Avg
11.80%
Market Cap
$1.46B
Return on Invested Capital (ROIC)
6.79%
TTM Avg
7.53%
3Y Avg
13.89%
5Y Avg
16.76%
Market Cap
$1.17B
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 |
|---|---|---|---|---|---|
| BJ's Restaurants, Inc. (BJRI) | $1.29B | 5.10% | 5.33% | 3.52% | 1.76% |
| National Vision Holdings, Inc. (EYE)vs › | $1.33B | 3.86% | 2.52% | -0.25% | 2.94% |
| Lucid Group, Inc. (LCID)vs › | $1.33B | -67.71% | -44.45% | -41.78% | -39.45% |
| Cracker Barrel Old Country Store (CBRL)vs › | $1.28B | -0.33% | 1.58% | 3.12% | 5.99% |
| The Goodyear Tire & Rubber Company (GT)vs › | $1.36B | 3.04% | 4.34% | 4.22% | 3.69% |
| Liquidity Services, Inc. (LQDT)vs › | $1.35B | 11.85% | 10.07% | 12.86% | 11.06% |
| Carter's Inc. (CRI)vs › | $1.19B | 10.17% | 5.64% | 9.87% | 11.80% |
| Arhaus, Inc. (ARHS)vs › | $1.46B | 6.79% | 7.53% | 13.89% | 16.76% |
| BOXABL Inc. (BXBL)vs › | $1.17B | N/A | N/A | N/A | N/A |
| G-III Apparel Group, Ltd. (GIII)vs › | $1.15B | 7.74% | 7.76% | 8.86% | 7.93% |
ROIC
5.1%
ROE
10.3%
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 | 5.10% |
| 2026-03-31 | 5.32% |
| 2025-12-30 | 5.80% |
| 2025-09-30 | 5.36% |
| 2025-07-01 | 5.07% |
| 2025-04-01 | 4.08% |
| 2024-12-31 | 3.49% |
| 2024-10-01 | 2.49% |
| 2024-07-02 | 2.48% |
| 2024-04-02 | 2.18% |
| 2024-01-02 | 1.30% |
| 2023-10-03 | 1.72% |
| 2023-07-04 | 1.34% |
| 2023-04-04 | 0.74% |
| 2022-12-31 | -0.38% |
| 2022-09-27 | -1.86% |
| 2022-06-28 | -2.05% |
| 2022-03-29 | -1.83% |
| 2021-12-31 | -1.89% |
| 2021-09-28 | -3.33% |
| 2021-06-29 | -3.96% |
| 2021-03-30 | -9.22% |
| 2020-12-31 | -9.41% |
| 2020-09-29 | -5.31% |
| 2020-06-30 | -3.62% |
| 2020-03-31 | 2.74% |
| 2019-12-31 | 4.33% |
| 2019-10-01 | 4.95% |
| 2019-07-02 | 5.54% |
| 2019-04-02 | 5.81% |
| 2018-12-31 | 10.33% |
| 2018-10-02 | 9.88% |
| 2018-07-03 | 8.82% |
| 2018-04-03 | 7.30% |
| 2017-12-31 | 6.74% |
| 2017-10-03 | 6.11% |
| 2017-07-04 | 6.82% |
| 2017-04-04 | 7.47% |
| 2016-12-31 | 7.88% |
| 2016-09-27 | 7.71% |
| 2016-06-28 | 8.77% |
| 2016-03-29 | 8.72% |
| 2015-12-31 | 8.15% |
| 2015-09-29 | 7.88% |
| 2015-06-30 | 6.66% |
| 2015-03-31 | 5.97% |
| 2014-12-31 | 4.95% |
| 2014-09-30 | 3.60% |
| 2014-07-01 | 2.96% |
| 2014-04-01 | 3.10% |
| 2013-12-31 | 3.80% |
| 2013-10-01 | 5.06% |
| 2013-07-02 | 5.75% |
| 2013-04-02 | 5.97% |
| 2012-12-31 | 6.21% |
| 2012-10-02 | 9.21% |
| 2012-07-03 | 7.19% |
| 2012-04-03 | 7.20% |
| 2011-12-31 | 7.16% |
| 2011-09-27 | 6.78% |
| 2011-06-28 | 6.80% |
| 2011-03-29 | 6.72% |
| 2010-12-31 | 6.20% |
| 2010-09-28 | 5.54% |
| 2010-06-29 | 4.97% |
| 2010-03-30 | 4.48% |
| 2009-12-31 | 4.40% |
| 2009-09-29 | 4.20% |
| 2009-06-30 | 3.83% |
| 2009-03-31 | 3.41% |
| 2008-12-31 | 3.09% |
| 2008-09-30 | 3.70% |
| 2008-07-01 | 4.13% |
| 2008-04-01 | 4.29% |
| 2007-12-31 | 3.76% |
| 2007-10-02 | 3.61% |
| 2007-07-03 | 3.61% |
| 2007-04-03 | 3.54% |
| 2006-12-31 | 4.07% |
| 2006-10-03 | 5.55% |
| 2006-07-04 | 5.62% |
| 2006-04-04 | 5.56% |
| 2005-12-31 | 5.45% |
| 2005-10-04 | 4.87% |
| 2005-07-03 | 4.40% |
| 2005-04-03 | 4.08% |
| 2004-12-31 | 7.09% |
| 2004-09-26 | 7.22% |
| 2004-06-27 | 7.09% |
