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 10.79% is 466% above its 5-year average of -2.95%, near the high end of its 5-year range (-17.74%–10.79%).
As of the fiscal period ended Sunday, November 30, 2025. 8.33% above its 12-month average of 9.96%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
10.79%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
9.96%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
3.71%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
-2.95%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
2.24%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
7.29%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
7.75%
CURRENT VS TTM AVG
+8.33%
CURRENT VS 3Y AVG
+190.84%
CURRENT VS 5Y AVG
+465.76%
CURRENT VS 10Y AVG
+382.09%
CURRENT VS 15Y AVG
+48.06%
CURRENT VS 20Y AVG
+39.17%
SECTOR MEDIAN · CONSUMER CYCLICAL
9.09%
median of 82 covered companies
CURRENT VS SECTOR MEDIAN
+18.64%
vs the sector median at left
Carnival Corporation & plc
Market Cap
$37.90B
Return on Invested Capital (ROIC)
10.79%
TTM Avg
9.96%
3Y Avg
3.71%
5Y Avg
-2.95%
Market Cap
$37.28B
Return on Invested Capital (ROIC)
N/A
TTM Avg
14.65%
3Y Avg
10.70%
5Y Avg
5.38%
Market Cap
$40.79B
Return on Invested Capital (ROIC)
10.09%
TTM Avg
11.91%
3Y Avg
15.13%
5Y Avg
15.47%
Market Cap
$41.45B
Return on Invested Capital (ROIC)
28.27%
TTM Avg
30.99%
3Y Avg
34.86%
5Y Avg
35.07%
Market Cap
$41.84B
Return on Invested Capital (ROIC)
18.97%
TTM Avg
18.28%
3Y Avg
16.75%
5Y Avg
13.86%
Market Cap
$44.38B
Return on Invested Capital (ROIC)
0.62%
TTM Avg
4.36%
3Y Avg
4.44%
5Y Avg
3.98%
Market Cap
$31.05B
Return on Invested Capital (ROIC)
10.23%
TTM Avg
9.21%
3Y Avg
9.50%
5Y Avg
9.22%
Market Cap
$31.03B
Return on Invested Capital (ROIC)
6.59%
TTM Avg
7.04%
3Y Avg
11.35%
5Y Avg
8.37%
Market Cap
$45.43B
Return on Invested Capital (ROIC)
14.36%
TTM Avg
13.88%
3Y Avg
11.58%
5Y Avg
11.14%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Carnival Corporation & plc (CCL) | $37.90B | 10.79% | 9.96% | 3.71% | -2.95% |
| Expedia Group, Inc. (EXPE)vs › | $37.28B | N/A | 14.65% | 10.70% | 5.38% |
| D.R. Horton, Inc. (DHI)vs › | $40.79B | 10.09% | 11.91% | 15.13% | 15.47% |
| Yum! Brands, Inc. (YUM)vs › | $41.45B | 28.27% | 30.99% | 34.86% | 35.07% |
| Chipotle Mexican Grill, Inc. (CMG)vs › | $41.84B | 18.97% | 18.28% | 16.75% | 13.86% |
| JD.com, Inc. (JD)vs › | $44.38B | 0.62% | 4.36% | 4.44% | 3.98% |
| Casey's General Stores, Inc. (CASY)vs › | $31.05B | 10.23% | 9.21% | 9.50% | 9.22% |
| Tapestry, Inc. (TPR)vs › | $31.03B | 6.59% | 7.04% | 11.35% | 8.37% |
| eBay Inc. (EBAY)vs › | $45.43B | 14.36% | 13.88% | 11.58% | 11.14% |
| Las Vegas Sands Corp. (LVS)vs › | $29.59B | 13.82% | 13.03% | 8.02% | 3.41% |
ROIC
10.8%
ROE
23.7%
ROIC = NOPAT / Invested Capital
Return on invested capital measures the after-tax return a company earns on all capital (debt and equity) invested in the business.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2025-11-30 | 10.79% |
| 2024-11-30 | 9.13% |
| 2023-11-30 | 4.91% |
| 2022-11-30 | -9.99% |
| 2021-11-30 | -14.80% |
| 2020-11-30 | -17.74% |
| 2019-11-30 | 8.47% |
| 2018-11-30 | 9.18% |
| 2017-11-30 | 8.03% |
| 2016-11-30 | 9.17% |
| 2015-11-30 | 7.47% |
| 2014-11-30 | 5.14% |
| 2013-11-30 | 3.81% |
| 2012-11-30 | 4.88% |
| 2011-11-30 | 6.67% |
| 2010-11-30 | 7.09% |
| 2009-11-30 | 6.51% |
| 2008-11-30 | 9.15% |
| 2007-11-30 | 9.19% |
| 2006-11-30 | 9.65% |
| 2005-11-30 | 10.32% |
| 2004-11-30 | 8.73% |
| 2003-11-30 | 6.20% |
| 2002-11-30 | 9.54% |
| 2001-11-30 | 8.83% |
| 2000-11-30 | 11.74% |
| 1999-11-30 | 14.35% |
| 1998-11-30 | 13.22% |
| 1997-11-30 | 15.05% |
| 1996-11-30 | 13.05% |
