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 9.34% is 57% below its 5-year average of 21.50%, near the low end of its 5-year range (-4.95%–44.04%).
As of the fiscal period ended Saturday, May 30, 2026. 69.33% below its 12-month average of 30.45%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q4 FY2026 (2026-05-30): 9.34%.
RETURN ON INVESTED CAPITAL (ROIC)
9.34%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
30.45%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
27.62%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
21.50%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
11.97%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
12.85%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
13.69%
CURRENT VS TTM AVG
-69.33%
CURRENT VS 3Y AVG
-66.18%
CURRENT VS 5Y AVG
-56.56%
CURRENT VS 10Y AVG
-21.96%
CURRENT VS 15Y AVG
-27.31%
CURRENT VS 20Y AVG
-31.77%
SECTOR MEDIAN · CONSUMER DEFENSIVE
8.18%
median of 52 covered companies
CURRENT VS SECTOR MEDIAN
+14.13%
vs the sector median at left
Cal-Maine Foods, Inc.
Market Cap
$3.40B
Return on Invested Capital (ROIC)
9.34%
TTM Avg
30.45%
3Y Avg
27.62%
5Y Avg
21.50%
Market Cap
$3.38B
Return on Invested Capital (ROIC)
16.10%
TTM Avg
14.89%
3Y Avg
12.38%
5Y Avg
10.74%
Market Cap
$2.80B
Return on Invested Capital (ROIC)
5.71%
TTM Avg
6.47%
3Y Avg
7.51%
5Y Avg
6.73%
Market Cap
$2.21B
Return on Invested Capital (ROIC)
3.75%
TTM Avg
0.75%
3Y Avg
2.18%
5Y Avg
1.64%
Market Cap
$1.08B
Return on Invested Capital (ROIC)
3.56%
TTM Avg
5.67%
3Y Avg
6.27%
5Y Avg
5.92%
Market Cap
$1.04B
Return on Invested Capital (ROIC)
4.01%
TTM Avg
19.34%
3Y Avg
18.35%
5Y Avg
18.43%
Market Cap
$5.76B
Return on Invested Capital (ROIC)
6.12%
TTM Avg
7.73%
3Y Avg
10.77%
5Y Avg
8.50%
Market Cap
$5.94B
Return on Invested Capital (ROIC)
4.91%
TTM Avg
6.47%
3Y Avg
6.66%
5Y Avg
7.81%
Market Cap
$6.40B
Return on Invested Capital (ROIC)
14.19%
TTM Avg
14.39%
3Y Avg
12.20%
5Y Avg
12.04%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Cal-Maine Foods, Inc. (CALM) | $3.40B | 9.34% | 30.45% | 27.62% | 21.50% |
| Stride, Inc. (LRN)vs › | $3.38B | 16.10% | 14.89% | 12.38% | 10.74% |
| Tootsie Roll Industries, Inc. (TR)vs › | $2.80B | 5.71% | 6.47% | 7.51% | 6.73% |
| Coty Inc. (COTY)vs › | $2.21B | 3.75% | 0.75% | 2.18% | 1.64% |
| Universal Corporation (UVV)vs › | $1.08B | 3.56% | 5.67% | 6.27% | 5.92% |
| Oddity Tech Ltd. (ODD)vs › | $1.04B | 4.01% | 19.34% | 18.35% | 18.43% |
| e.l.f. Beauty, Inc. (ELF)vs › | $5.76B | 6.12% | 7.73% | 10.77% | 8.50% |
| Campbell Soup Company (CPB)vs › | $5.94B | 4.91% | 6.47% | 6.66% | 7.81% |
| Sprouts Farmers Market, Inc. (SFM)vs › | $6.40B | 14.19% | 14.39% | 12.20% | 12.04% |
| Lamb Weston Holdings, Inc. (LW)vs › | $6.50B | 6.54% | 6.47% | 9.04% | 10.00% |
ROIC
9.3%
ROE
12.0%
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) |
|---|---|
| 2026-05-30 | 9.34% |
| 2026-02-28 | 22.06% |
| 2025-11-29 | 37.57% |
| 2025-08-30 | 41.51% |
| 2025-05-31 | 41.79% |
| 2025-03-01 | 36.77% |
| 2024-11-30 | 26.29% |
| 2024-08-31 | 18.72% |
| 2024-05-31 | 12.69% |
| 2024-03-02 | 12.91% |
| 2023-12-02 | 23.64% |
| 2023-09-02 | 34.64% |
| 2023-05-31 | 41.18% |
| 2023-02-25 | 44.04% |
| 2022-11-26 | 31.51% |
| 2022-08-27 | 19.77% |
| 2022-05-31 | 9.14% |
| 2022-02-26 | -1.31% |
| 2021-11-27 | -4.95% |
| 2021-08-28 | -3.47% |
| 2021-05-31 | -2.28% |
| 2021-02-27 | 4.65% |
| 2020-11-28 | 4.82% |
| 2020-08-29 | 2.79% |
| 2020-05-31 | 0.10% |
| 2020-02-29 | -10.23% |
| 2019-11-30 | -7.16% |
| 2019-08-31 | -2.97% |
| 2019-05-31 | 3.29% |
| 2019-03-02 | 11.63% |
| 2018-12-01 | 17.19% |
| 2018-09-01 | 12.98% |
| 2018-05-31 | 9.81% |
| 2018-03-03 | -2.93% |
| 2017-12-02 | -12.25% |
| 2017-09-02 | -11.28% |
| 2017-05-31 | -13.71% |
| 2017-02-25 | -9.48% |
| 2016-11-26 | -0.35% |
| 2016-08-27 | 12.89% |
| 2016-05-31 | 29.39% |
| 2016-02-27 | 35.20% |
| 2015-11-28 | 36.06% |
| 2015-08-29 | 30.36% |
| 2015-05-31 | 18.50% |
| 2015-02-28 | 18.33% |
| 2014-11-29 | 17.51% |
| 2014-08-30 | 16.63% |
| 2014-05-31 | 14.14% |
| 2014-03-01 | 9.45% |
| 2013-11-30 | 7.80% |
| 2013-08-31 | 5.86% |
| 2013-05-31 | 6.40% |
| 2013-03-02 | 8.12% |
| 2012-12-01 | 8.74% |
| 2012-09-01 | 10.57% |
| 2012-05-31 | 9.60% |
| 2012-02-25 | 9.94% |
| 2011-11-26 | 10.79% |
| 2011-08-27 | 9.47% |
| 2011-05-31 | 9.73% |
| 2011-02-26 | 11.96% |
| 2010-11-27 | 13.52% |
| 2010-08-28 | 13.98% |
| 2010-05-31 | 11.96% |
| 2010-02-27 | 9.96% |
| 2009-11-28 | 10.07% |
| 2009-08-29 | 13.30% |
| 2009-05-31 | 15.93% |
| 2009-02-28 | 21.05% |
| 2008-11-29 | 28.71% |
| 2008-08-30 | 32.80% |
| 2008-05-31 | 34.92% |
| 2008-03-01 | 33.77% |
| 2007-12-01 | 26.09% |
| 2007-09-01 | 18.72% |
| 2007-05-31 | 12.55% |
| 2007-03-03 | 7.31% |
| 2006-12-02 | 4.61% |
| 2006-09-02 | 2.15% |
| 2006-05-31 | 1.71% |
| 2006-02-25 | -2.63% |
| 2005-11-26 | -4.85% |
| 2005-08-27 | -9.81% |
| 2005-05-31 | -5.42% |
| 2005-02-26 | 6.06% |
| 2004-11-27 | 14.85% |
| 2004-08-28 | 23.34% |
| 2004-05-31 | 27.41% |
| 2004-02-28 | 23.55% |
| 2003-11-29 | 19.46% |
| 2003-08-30 | 13.05% |
| 2003-05-31 | 8.80% |
