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 19.44% is in line with its 4-year average of 18.24%, near the high end of its 4-year range (16.48%–20.37%).
As of the fiscal period ended Sunday, August 31, 2025. 2.34% below its 12-month average of 19.91%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
19.44%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
19.91%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
18.76%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
18.24%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
16.03%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
14.46%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
13.35%
CURRENT VS TTM AVG
-2.34%
CURRENT VS 3Y AVG
+3.61%
CURRENT VS 5Y AVG
+6.60%
CURRENT VS 10Y AVG
+21.26%
CURRENT VS 15Y AVG
+34.40%
CURRENT VS 20Y AVG
+45.62%
SECTOR MEDIAN · CONSUMER DEFENSIVE
8.90%
median of 48 covered companies
CURRENT VS SECTOR MEDIAN
+118.43%
vs the sector median at left
Costco Wholesale Corporation
Market Cap
$422.14B
Return on Invested Capital (ROIC)
19.44%
TTM Avg
19.91%
3Y Avg
18.76%
5Y Avg
18.24%
Market Cap
$376.85B
Return on Invested Capital (ROIC)
13.00%
TTM Avg
11.73%
3Y Avg
11.68%
5Y Avg
11.07%
Market Cap
$343.48B
Return on Invested Capital (ROIC)
0.00%
TTM Avg
8.23%
3Y Avg
11.78%
5Y Avg
13.04%
Market Cap
$297.41B
Return on Invested Capital (ROIC)
25.56%
TTM Avg
25.50%
3Y Avg
23.51%
5Y Avg
27.79%
Market Cap
$190.64B
Return on Invested Capital (ROIC)
13.29%
TTM Avg
13.51%
3Y Avg
13.40%
5Y Avg
12.79%
Market Cap
$167.00B
Return on Invested Capital (ROIC)
6.32%
TTM Avg
6.27%
3Y Avg
6.16%
5Y Avg
5.06%
Market Cap
$114.07B
Return on Invested Capital (ROIC)
34.32%
TTM Avg
33.76%
3Y Avg
32.23%
5Y Avg
28.31%
Market Cap
$94.26B
Return on Invested Capital (ROIC)
21.74%
TTM Avg
21.92%
3Y Avg
19.60%
5Y Avg
20.74%
Market Cap
$79.53B
Return on Invested Capital (ROIC)
5.13%
TTM Avg
7.29%
3Y Avg
6.73%
5Y Avg
6.45%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Costco Wholesale Corporation (COST) | $422.14B | 19.44% | 19.91% | 18.76% | 18.24% |
| The Coca-Cola Company (KO)vs › | $376.85B | 13.00% | 11.73% | 11.68% | 11.07% |
| The Procter & Gamble Company (PG)vs › | $343.48B | 0.00% | 8.23% | 11.78% | 13.04% |
| Philip Morris International Inc. (PM)vs › | $297.41B | 25.56% | 25.50% | 23.51% | 27.79% |
| PepsiCo, Inc. (PEP)vs › | $190.64B | 13.29% | 13.51% | 13.40% | 12.79% |
| Anheuser-Busch InBev SA/NV (BUD)vs › | $167.00B | 6.32% | 6.27% | 6.16% | 5.06% |
| Altria Group, Inc. (MO)vs › | $114.07B | 34.32% | 33.76% | 32.23% | 28.31% |
| Monster Beverage Corporation (MNST)vs › | $94.26B | 21.74% | 21.92% | 19.60% | 20.74% |
| Mondelez International, Inc. (MDLZ)vs › | $79.53B | 5.13% | 7.29% | 6.73% | 6.45% |
| Colgate-Palmolive Company (CL)vs › | $73.06B | 30.34% | 30.45% | 27.00% | 26.68% |
ROIC
19.4%
ROE
26.4%
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) |
|---|---|
| 2025-08-31 | 19.44% |
| 2024-09-01 | 20.37% |
| 2023-09-03 | 16.48% |
| 2022-08-28 | 18.24% |
| 2021-08-29 | 16.65% |
| 2020-08-30 | 13.34% |
| 2019-08-31 | 15.43% |
| 2018-08-31 | 15.27% |
| 2017-08-31 | 14.59% |
| 2016-08-31 | 12.90% |
| 2015-08-31 | 13.64% |
| 2014-08-31 | 11.30% |
| 2013-08-31 | 12.11% |
| 2012-08-31 | 11.84% |
| 2011-08-31 | 10.11% |
| 2010-08-31 | 9.71% |
| 2009-08-31 | 8.84% |
| 2008-08-31 | 10.57% |
| 2007-08-31 | 9.14% |
| 2006-08-31 | 10.21% |
| 2005-08-31 | 10.16% |
| 2004-08-31 | 9.44% |
| 2003-08-31 | 8.75% |
| 2002-08-31 | 9.57% |
| 2001-08-31 | 9.65% |
| 2000-08-31 | 11.88% |
| 1999-08-31 | 11.13% |
| 1998-08-31 | 11.63% |
| 1997-08-31 | 9.85% |
| 1996-08-31 | 9.01% |
