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 -0.68% is 90% above its 1-year average of -6.71%, near the high end of its 1-year range (-44.06%–-0.21%).
As of the fiscal period ended Tuesday, June 30, 2026. 24.83% below its 12-month average of -0.54%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -0.68%.
RETURN ON INVESTED CAPITAL (ROIC)
-0.68%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-0.54%
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
-24.83%
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 · FINANCIAL SERVICES
-0.40%
median of 111 covered companies
CURRENT VS SECTOR MEDIAN
-69.13%
vs the sector median at left
Charlton Aria Acquisition Corporation
Market Cap
$117.23M
Return on Invested Capital (ROIC)
-0.68%
TTM Avg
-0.54%
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$117.72M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$117.93M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$116.91M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$118.70M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$114.33M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$120.60M
Return on Invested Capital (ROIC)
-0.27%
TTM Avg
-45.77%
3Y Avg
-45.77%
5Y Avg
-45.77%
Market Cap
$123.88M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$110.05M
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 |
|---|---|---|---|---|---|
| Charlton Aria Acquisition Corporation (CHAR) | $117.23M | -0.68% | -0.54% | N/A | N/A |
| Burtech Acquisition Corp II (BRKH)vs › | $117.72M | N/A | N/A | N/A | N/A |
| FG Communities Holdings Inc. (FGCPP)vs › | $117.93M | N/A | N/A | N/A | N/A |
| Bogota Financial Corp. (BSBK)vs › | $116.91M | N/A | N/A | N/A | N/A |
| Alpex Acquisition Corp. (ALPX)vs › | $118.70M | N/A | N/A | N/A | N/A |
| Bluemount Holdings Limited (BMHL)vs › | $114.33M | N/A | N/A | N/A | N/A |
| Cantor Equity Partners VI, Inc. Class A Ordinary Shares (CEPS)vs › | $120.60M | -0.27% | -45.77% | -45.77% | -45.77% |
| Hoyne Bancorp, Inc. Common Stock (HYNE)vs › | $123.88M | N/A | N/A | N/A | N/A |
| Aperture AC Class A Ordinary Shares (APUR)vs › | $110.05M | N/A | N/A | N/A | N/A |
| Arc Group Securities Acquisition I (FJDI)vs › | $109.05M | N/A | N/A | N/A | N/A |
ROIC
-0.7%
ROE
3.1%
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 | -0.68% |
| 2026-03-31 | -0.57% |
| 2025-12-31 | -0.67% |
| 2025-09-30 | -0.46% |
| 2025-06-30 | -0.34% |
| 2025-03-31 | -0.21% |
| 2024-12-31 | -44.06% |
