Basis: Latest reported fiscal year. 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 9.52% is 47% above its 5-year average of 6.49%, near the high end of its 5-year range (3.69%–9.52%).
As of the fiscal period ended Wednesday, December 31, 2025. 18.26% above its 12-month average of 8.05%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
9.52%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
8.05%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
7.69%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
6.49%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
6.67%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
7.71%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
7.98%
CURRENT VS TTM AVG
+18.26%
CURRENT VS 3Y AVG
+23.84%
CURRENT VS 5Y AVG
+46.76%
CURRENT VS 10Y AVG
+42.71%
CURRENT VS 15Y AVG
+23.51%
CURRENT VS 20Y AVG
+19.32%
SECTOR MEDIAN · CONSUMER DEFENSIVE
8.18%
median of 52 covered companies
CURRENT VS SECTOR MEDIAN
+16.31%
vs the sector median at left
Coca-Cola Europacific Partners PLC
Market Cap
$48.36B
Return on Invested Capital (ROIC)
9.52%
TTM Avg
8.05%
3Y Avg
7.69%
5Y Avg
6.49%
Market Cap
$43.78B
Return on Invested Capital (ROIC)
3.36%
TTM Avg
5.41%
3Y Avg
5.36%
5Y Avg
5.11%
Market Cap
$39.30B
Return on Invested Capital (ROIC)
4.89%
TTM Avg
4.03%
3Y Avg
6.66%
5Y Avg
6.42%
Market Cap
$39.18B
Return on Invested Capital (ROIC)
12.53%
TTM Avg
12.83%
3Y Avg
14.30%
5Y Avg
13.20%
Market Cap
$37.39B
Return on Invested Capital (ROIC)
2.97%
TTM Avg
4.80%
3Y Avg
4.71%
5Y Avg
8.12%
Market Cap
$36.81B
Return on Invested Capital (ROIC)
10.07%
TTM Avg
7.53%
3Y Avg
8.08%
5Y Avg
6.08%
Market Cap
$36.36B
Return on Invested Capital (ROIC)
12.46%
TTM Avg
21.85%
3Y Avg
19.83%
5Y Avg
19.76%
Market Cap
$36.31B
Return on Invested Capital (ROIC)
15.00%
TTM Avg
16.41%
3Y Avg
19.05%
5Y Avg
19.14%
Market Cap
$35.36B
Return on Invested Capital (ROIC)
4.89%
TTM Avg
6.54%
3Y Avg
6.65%
5Y Avg
7.59%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Coca-Cola Europacific Partners PLC (CCEP) | $48.36B | 9.52% | 8.05% | 7.69% | 6.49% |
| Keurig Dr Pepper Inc. (KDP)vs › | $43.78B | 3.36% | 5.41% | 5.36% | 5.11% |
| Archer-Daniels-Midland Company (ADM)vs › | $39.30B | 4.89% | 4.03% | 6.66% | 6.42% |
| Sysco Corporation (SYY)vs › | $39.18B | 12.53% | 12.83% | 14.30% | 13.20% |
| The Estée Lauder Companies Inc. (EL)vs › | $37.39B | 2.97% | 4.80% | 4.71% | 8.12% |
| Kenvue Inc. (KVUE)vs › | $36.81B | 10.07% | 7.53% | 8.08% | 6.08% |
| Kimberly-Clark Corporation (KMB)vs › | $36.36B | 12.46% | 21.85% | 19.83% | 19.76% |
| The Hershey Company (HSY)vs › | $36.31B | 15.00% | 16.41% | 19.05% | 19.14% |
| The Kroger Co. (KR)vs › | $35.36B | 4.89% | 6.54% | 6.65% | 7.59% |
| The Kraft Heinz Company (KHC)vs › | $30.47B | -4.94% | -2.08% | 0.92% | 1.22% |
ROIC
9.5%
ROE
24.8%
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) |
|---|---|
| 2025-12-31 | 9.52% |
| 2024-12-31 | 6.58% |
| 2023-12-31 | 7.66% |
| 2022-12-31 | 6.99% |
| 2021-12-31 | 4.48% |
| 2020-12-31 | 3.69% |
| 2019-12-31 | 7.61% |
| 2018-12-31 | 6.58% |
| 2017-12-31 | 4.93% |
| 2016-12-31 | 4.15% |
| 2015-12-31 | 11.19% |
| 2014-12-31 | 10.16% |
| 2013-12-31 | 10.36% |
| 2012-12-31 | 8.22% |
| 2011-12-31 | 11.27% |
| 2010-12-31 | 9.94% |
| 2009-12-31 | 18.11% |
| 2008-12-31 | -51.22% |
| 2007-12-31 | 6.00% |
| 2006-12-31 | -7.38% |
| 2005-12-31 | 4.15% |
| 2004-12-31 | 4.43% |
| 2003-12-31 | 4.80% |
| 2002-12-31 | 4.40% |
| 2001-12-31 | 2.86% |
| 2000-12-31 | 4.02% |
| 1999-12-31 | 2.77% |
| 1998-12-31 | 3.87% |
| 1997-12-31 | 4.47% |
| 1996-12-31 | 3.19% |
