Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
The return on invested capital (ROIC) is 7.05% as of the fiscal period ended Tuesday, June 30, 2026.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation.
Limited quarterly history available
ROIC needs at least three reported quarters before a meaningful chart is shown.
RETURN ON INVESTED CAPITAL (ROIC)
7.05%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
N/A
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
N/A
CURRENT VS 3Y AVG
N/A
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 · INDUSTRIALS
4.71%
median of 351 covered companies
CURRENT VS SECTOR MEDIAN
+49.66%
vs the sector median at left
Capstone Energy+, Inc.
Market Cap
$132.59M
Return on Invested Capital (ROIC)
7.05%
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$122.92M
Return on Invested Capital (ROIC)
-151.35%
TTM Avg
-204.59%
3Y Avg
-149.34%
5Y Avg
-105.36%
Market Cap
$121.94M
Return on Invested Capital (ROIC)
7.73%
TTM Avg
5.53%
3Y Avg
6.46%
5Y Avg
7.08%
Market Cap
$144.68M
Return on Invested Capital (ROIC)
-2.21%
TTM Avg
-4.29%
3Y Avg
-0.74%
5Y Avg
-0.71%
Market Cap
$118.63M
Return on Invested Capital (ROIC)
0.64%
TTM Avg
0.29%
3Y Avg
-1.51%
5Y Avg
-0.52%
Market Cap
$149.87M
Return on Invested Capital (ROIC)
-14.65%
TTM Avg
-110.19%
3Y Avg
-110.19%
5Y Avg
-110.19%
Market Cap
$150.38M
Return on Invested Capital (ROIC)
-33.08%
TTM Avg
-69.73%
3Y Avg
-68.33%
5Y Avg
-68.33%
Market Cap
$153.09M
Return on Invested Capital (ROIC)
2.18%
TTM Avg
4.26%
3Y Avg
6.19%
5Y Avg
6.35%
Market Cap
$112.14M
Return on Invested Capital (ROIC)
-15.88%
TTM Avg
-3.60%
3Y Avg
-4.93%
5Y Avg
-6.16%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Capstone Energy+, Inc. (CEPL) | $132.59M | 7.05% | N/A | N/A | N/A |
| Wheels Up Experience Inc. (UP)vs › | $122.92M | -151.35% | -204.59% | -149.34% | -105.36% |
| Coda Octopus Group, Inc. (CODA)vs › | $121.94M | 7.73% | 5.53% | 6.46% | 7.08% |
| Hurco Companies, Inc. (HURC)vs › | $144.68M | -2.21% | -4.29% | -0.74% | -0.71% |
| Mobile Infrastructure Corp (BEEP)vs › | $118.63M | 0.64% | 0.29% | -1.51% | -0.52% |
| Factorial Energy Inc. (FAC)vs › | $149.87M | -14.65% | -110.19% | -110.19% | -110.19% |
| Merlin, Inc. (MRLN)vs › | $150.38M | -33.08% | -69.73% | -68.33% | -68.33% |
| The Eastern Company (EML)vs › | $153.09M | 2.18% | 4.26% | 6.19% | 6.35% |
| CBAK Energy Technology, Inc. (CBAT)vs › | $112.14M | -15.88% | -3.60% | -4.93% | -6.16% |
| New Horizon Aircraft Ltd (HOVR)vs › | $109.93M | -21.28% | -84.50% | -106.28% | -123.74% |
ROIC
7.0%
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) |
|---|---|
| 2026-06-30 | 7.05% |
