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 -3.70% is 348% below its 1-year average of -0.83%, near the low end of its 1-year range (-3.70%–-0.25%).
As of the fiscal period ended Tuesday, June 30, 2026. 256.87% below its 12-month average of -1.04%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -3.70%.
RETURN ON INVESTED CAPITAL (ROIC)
-3.70%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-1.04%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-0.83%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
-0.83%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
1.52%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
4.22%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
5.83%
CURRENT VS TTM AVG
-256.87%
CURRENT VS 3Y AVG
-348.34%
CURRENT VS 5Y AVG
-348.34%
CURRENT VS 10Y AVG
-343.93%
CURRENT VS 15Y AVG
-187.66%
CURRENT VS 20Y AVG
-163.50%
SECTOR MEDIAN · FINANCIAL SERVICES
-0.49%
median of 139 covered companies
CURRENT VS SECTOR MEDIAN
-655.43%
vs the sector median at left
Lionheart Holdings
Market Cap
$320.66M
Return on Invested Capital (ROIC)
-3.70%
TTM Avg
-1.04%
3Y Avg
-0.83%
5Y Avg
-0.83%
Market Cap
$320.34M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$321.57M
Return on Invested Capital (ROIC)
-0.74%
TTM Avg
-0.42%
3Y Avg
-0.42%
5Y Avg
-0.42%
Market Cap
$320.52M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$322.70M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$323.18M
Return on Invested Capital (ROIC)
-0.24%
TTM Avg
-0.17%
3Y Avg
-0.17%
5Y Avg
-0.17%
Market Cap
$323.72M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$324.00M
Return on Invested Capital (ROIC)
-0.27%
TTM Avg
0.00%
3Y Avg
0.00%
5Y Avg
0.00%
Market Cap
$324.62M
Return on Invested Capital (ROIC)
-0.74%
TTM Avg
-149.13%
3Y Avg
-149.13%
5Y Avg
-149.13%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Lionheart Holdings (CUB) | $320.66M | -3.70% | -1.04% | -0.83% | -0.83% |
| DeFi Development Corp. (CHAD)vs › | $320.34M | N/A | N/A | N/A | N/A |
| Launch One Acquisition Corp. (LPAA)vs › | $321.57M | -0.74% | -0.42% | -0.42% | -0.42% |
| FVCBankcorp, Inc. (FVCB)vs › | $320.52M | N/A | N/A | N/A | N/A |
| Fidelity D & D Bancorp, Inc. (FDBC)vs › | $322.70M | N/A | N/A | N/A | N/A |
| Aldel Financial II Inc. (ALDF)vs › | $323.18M | -0.24% | -0.17% | -0.17% | -0.17% |
| NewtekOne, Inc. (NEWT)vs › | $323.72M | N/A | N/A | N/A | N/A |
| Evolution Global Acquisition Corp Class A Ordinary Shares (EVOX)vs › | $324.00M | -0.27% | 0.00% | 0.00% | 0.00% |
| New Providence Acquisition Corp. III (NPAC)vs › | $324.62M | -0.74% | -149.13% | -149.13% | -149.13% |
| Archimedes Tech SPAC Partners II Co. Ordinary Shares (ATII)vs › | $316.32M | -1.79% | -0.20% | -0.20% | -0.20% |
ROIC
-3.7%
ROE
0.9%
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 | -3.70% |
| 2026-03-31 | -0.35% |
| 2025-12-31 | -0.35% |
| 2025-09-30 | -0.39% |
| 2025-06-30 | -0.39% |
| 2025-03-31 | -0.34% |
| 2024-12-31 | -0.25% |
| 2021-03-31 | 2.75% |
| 2020-12-31 | 4.48% |
| 2020-09-30 | 3.97% |
| 2020-06-30 | 3.01% |
| 2020-03-31 | 2.11% |
| 2019-12-31 | 2.60% |
| 2019-09-30 | 3.58% |
| 2019-06-30 | 2.21% |
| 2019-03-31 | 1.46% |
| 2018-12-31 | 1.77% |
| 2018-09-30 | 1.93% |
| 2018-06-30 | 1.77% |
| 2018-03-31 | 0.95% |
| 2017-12-31 | 0.94% |
| 2017-09-30 | 1.08% |
| 2017-06-30 | 0.45% |
| 2017-03-31 | 1.78% |
| 2016-12-31 | 1.18% |
| 2016-09-30 | 0.74% |
| 2016-06-30 | 2.77% |
| 2016-03-31 | 2.30% |
| 2015-12-31 | 3.50% |
| 2015-09-30 | 4.43% |
| 2015-06-30 | 4.75% |
| 2015-03-31 | 5.45% |
| 2014-12-31 | 7.05% |
| 2014-09-30 | 7.87% |
| 2014-06-30 | 3.72% |
| 2014-03-31 | 4.17% |
| 2013-12-31 | 5.78% |
| 2013-09-30 | 6.56% |
| 2013-06-30 | 9.57% |
| 2013-03-31 | 11.02% |
| 2012-12-31 | 10.78% |
| 2012-09-30 | 12.25% |
| 2012-06-30 | 12.62% |
| 2012-03-31 | 12.65% |
| 2011-12-31 | 12.70% |
| 2011-09-30 | 13.00% |
| 2011-06-30 | 12.54% |
| 2011-03-31 | 13.50% |
| 2010-12-31 | 13.22% |
| 2010-09-30 | 12.52% |
| 2010-06-30 | 12.42% |
| 2010-03-31 | 11.20% |
| 2009-12-31 | 10.85% |
| 2009-09-30 | 11.27% |
| 2009-06-30 | 11.39% |
| 2009-03-31 | 10.44% |
| 2008-12-31 | 9.49% |
| 2008-09-30 | 8.49% |
| 2008-06-30 | 8.05% |
| 2008-03-31 | 8.76% |
| 2007-12-31 | 9.47% |
| 2007-09-30 | 9.18% |
| 2007-06-30 | 8.72% |
| 2007-03-31 | 8.12% |
| 2006-12-31 | 5.75% |
| 2006-09-30 | 5.09% |
| 2006-06-30 | 4.17% |
| 2006-03-31 | 2.89% |
| 2005-12-31 | 2.91% |
| 2005-09-30 | 3.17% |
| 2005-06-30 | 4.13% |
| 2005-03-31 | 6.08% |
| 2004-12-31 | 7.87% |
| 2004-09-30 | 8.99% |
| 2004-06-30 | 9.56% |
| 2004-03-31 | 8.93% |
| 2003-12-31 | 9.30% |
| 2003-09-30 | 10.07% |
| 2003-06-30 | 12.07% |
| 2003-03-31 | 11.74% |
| 2002-12-31 | 11.73% |
| 2002-09-30 | 11.86% |
| 2002-06-30 | 10.77% |
| 2002-03-31 | 10.61% |
| 2001-12-31 | 10.59% |
| 2001-09-30 | 9.85% |
| 2001-06-30 | -0.13% |
| 2001-03-31 | -1.12% |
| 2000-12-31 | -2.16% |
| 2000-09-30 | -1.59% |
