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 10.17% is 12% below its 5-year average of 11.61%, around the middle of its 5-year range (5.57%–16.61%).
As of the fiscal period ended Saturday, July 4, 2026. 50.37% above its 12-month average of 6.76%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
10.17%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
6.76%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
9.83%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
11.61%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
12.59%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
12.46%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
12.25%
CURRENT VS TTM AVG
+50.37%
CURRENT VS 3Y AVG
+3.40%
CURRENT VS 5Y AVG
-12.40%
CURRENT VS 10Y AVG
-19.27%
CURRENT VS 15Y AVG
-18.38%
CURRENT VS 20Y AVG
-16.98%
SECTOR MEDIAN · CONSUMER CYCLICAL
10.97%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
-7.35%
vs the sector median at left
Carter's Inc.
Market Cap
$1.20B
Return on Invested Capital (ROIC)
10.17%
TTM Avg
6.76%
3Y Avg
9.83%
5Y Avg
11.61%
Market Cap
$1.30B
Return on Invested Capital (ROIC)
11.85%
TTM Avg
10.07%
3Y Avg
12.86%
5Y Avg
11.06%
Market Cap
$1.40B
Return on Invested Capital (ROIC)
-67.71%
TTM Avg
-44.45%
3Y Avg
-41.78%
5Y Avg
-39.45%
Market Cap
$713.91M
Return on Invested Capital (ROIC)
3.07%
TTM Avg
0.90%
3Y Avg
-8.62%
5Y Avg
-3.87%
Market Cap
$2.10B
Return on Invested Capital (ROIC)
4.49%
TTM Avg
4.08%
3Y Avg
4.48%
5Y Avg
5.26%
Market Cap
$2.15B
Return on Invested Capital (ROIC)
22.24%
TTM Avg
26.25%
3Y Avg
27.78%
5Y Avg
34.33%
Market Cap
$78.48M
Return on Invested Capital (ROIC)
2.94%
TTM Avg
2.02%
3Y Avg
-1.30%
5Y Avg
-3.53%
Market Cap
$2.56B
Return on Invested Capital (ROIC)
3.49%
TTM Avg
2.10%
3Y Avg
-1.23%
5Y Avg
2.84%
Market Cap
$2.91B
Return on Invested Capital (ROIC)
8.95%
TTM Avg
9.18%
3Y Avg
9.38%
5Y Avg
10.17%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Carter's Inc. (CRI) | $1.20B | 10.17% | 6.76% | 9.83% | 11.61% |
| Liquidity Services, Inc. (LQDT)vs › | $1.30B | 11.85% | 10.07% | 12.86% | 11.06% |
| Lucid Group, Inc. (LCID)vs › | $1.40B | -67.71% | -44.45% | -41.78% | -39.45% |
| Petco Health and Wellness Company, Inc. (WOOF)vs › | $713.91M | 3.07% | 0.90% | -8.62% | -3.87% |
| Kohl's Corporation (KSS)vs › | $2.10B | 4.49% | 4.08% | 4.48% | 5.26% |
| The Buckle, Inc. (BKE)vs › | $2.15B | 22.24% | 26.25% | 27.78% | 34.33% |
| Studio City International Holdings Limited (MSC)vs › | $78.48M | 2.94% | 2.02% | -1.30% | -3.53% |
| Advance Auto Parts, Inc. (AAP)vs › | $2.56B | 3.49% | 2.10% | -1.23% | 2.84% |
| American Eagle Outfitters, Inc. (AEO)vs › | $2.91B | 8.95% | 9.18% | 9.38% | 10.17% |
| Wingstop Inc. (WING)vs › | $2.95B | 25.21% | 21.27% | 22.22% | 22.87% |
ROIC
10.2%
ROE
19.0%
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) |
|---|---|
| 2026-07-04 | 10.17% |
| 2026-04-04 | 5.57% |
| 2026-01-03 | 5.64% |
| 2025-09-27 | 5.67% |
| 2025-06-28 | 7.90% |
| 2025-03-29 | 9.47% |
| 2024-12-31 | 10.42% |
| 2024-09-28 | 12.54% |
| 2024-06-29 | 13.51% |
| 2024-03-30 | 13.07% |
| 2023-12-31 | 12.43% |
| 2023-09-30 | 11.61% |
| 2023-07-01 | 12.18% |
| 2023-04-01 | 13.07% |
| 2022-12-31 | 14.58% |
| 2022-10-01 | 14.54% |
| 2022-07-02 | 16.61% |
| 2022-04-02 | 14.31% |
| 2021-12-31 | 14.79% |
| 2021-10-02 | 14.05% |
| 2021-07-03 | 13.51% |
| 2021-04-03 | 11.43% |
| 2020-12-31 | 5.65% |
| 2020-09-26 | 6.53% |
| 2020-06-27 | 5.31% |
| 2020-03-28 | 6.31% |
| 2019-12-31 | 13.13% |
| 2019-09-28 | 12.67% |
| 2019-06-29 | 13.92% |
| 2019-03-30 | 13.36% |
| 2018-12-31 | 17.91% |
| 2018-09-29 | 16.83% |
| 2018-06-30 | 18.28% |
| 2018-03-31 | 18.41% |
| 2017-12-31 | 18.68% |
| 2017-09-30 | 15.33% |
| 2017-07-01 | 15.71% |
| 2017-04-01 | 16.18% |
| 2016-12-31 | 16.66% |
| 2016-10-01 | 15.84% |
| 2016-07-02 | 15.86% |
| 2016-04-02 | 15.04% |
| 2015-12-31 | 14.53% |
| 2015-10-03 | 14.74% |
| 2015-07-04 | 14.38% |
| 2015-04-04 | 13.85% |
| 2014-12-31 | 13.02% |
| 2014-09-27 | 11.82% |
| 2014-06-28 | 11.20% |
| 2014-03-29 | 10.57% |
| 2013-12-31 | 11.01% |
| 2013-09-28 | 11.50% |
| 2013-06-29 | 12.11% |
| 2013-03-30 | 12.20% |
| 2012-12-31 | 11.93% |
| 2012-09-29 | 11.41% |
| 2012-06-30 | 9.98% |
| 2012-03-31 | 9.17% |
| 2011-12-31 | 9.45% |
| 2011-10-01 | 9.89% |
| 2011-07-02 | 11.63% |
| 2011-04-02 | 12.78% |
| 2010-12-31 | 14.22% |
| 2010-10-02 | 14.56% |
| 2010-07-03 | 14.76% |
| 2010-04-03 | 13.03% |
| 2009-12-31 | 11.28% |
| 2009-10-03 | 11.24% |
| 2009-07-04 | 10.32% |
| 2009-04-04 | 9.70% |
| 2008-12-31 | 9.47% |
| 2008-09-27 | 9.89% |
| 2008-06-28 | 10.53% |
| 2008-03-31 | -0.76% |
| 2007-12-31 | -0.69% |
| 2007-09-30 | -0.77% |
| 2007-06-30 | -0.64% |
| 2007-03-31 | 9.97% |
| 2006-12-31 | 10.53% |
| 2006-09-30 | 9.49% |
| 2006-07-01 | 8.58% |
| 2006-04-01 | 7.91% |
| 2005-12-31 | 6.90% |
| 2005-10-01 | 6.42% |
| 2005-07-02 | 9.79% |
| 2005-04-02 | 9.78% |
| 2004-12-31 | 10.04% |
| 2004-10-02 | 8.67% |
| 2004-07-03 | 8.38% |
| 2004-04-03 | 32.01% |
| 2003-12-31 | 67.77% |
| 2003-10-04 | 69.19% |
