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 3.26% is 181% above its 5-year average of -4.04%, near the high end of its 5-year range (-8.18%–3.26%).
As of the fiscal period ended Tuesday, June 30, 2026. 117.33% above its 12-month average of 1.50%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 3.26%.
RETURN ON INVESTED CAPITAL (ROIC)
3.26%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
1.50%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-2.57%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
-4.04%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
-3.54%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
+117.33%
CURRENT VS 3Y AVG
+227.06%
CURRENT VS 5Y AVG
+180.76%
CURRENT VS 10Y AVG
+192.13%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · TECHNOLOGY
7.81%
median of 213 covered companies
CURRENT VS SECTOR MEDIAN
-58.19%
vs the sector median at left
Five9, Inc.
Market Cap
$2.62B
Return on Invested Capital (ROIC)
3.26%
TTM Avg
1.50%
3Y Avg
-2.57%
5Y Avg
-4.04%
Market Cap
$2.66B
Return on Invested Capital (ROIC)
2.25%
TTM Avg
3.57%
3Y Avg
6.53%
5Y Avg
11.74%
Market Cap
$2.58B
Return on Invested Capital (ROIC)
-8.92%
TTM Avg
-10.88%
3Y Avg
-11.48%
5Y Avg
-9.39%
Market Cap
$2.52B
Return on Invested Capital (ROIC)
-30.39%
TTM Avg
-36.99%
3Y Avg
-196.28%
5Y Avg
-210.10%
Market Cap
$2.83B
Return on Invested Capital (ROIC)
12.30%
TTM Avg
17.50%
3Y Avg
13.20%
5Y Avg
11.42%
Market Cap
$3.02B
Return on Invested Capital (ROIC)
-9.32%
TTM Avg
-17.80%
3Y Avg
-18.59%
5Y Avg
-15.30%
Market Cap
$2.19B
Return on Invested Capital (ROIC)
-2.29%
TTM Avg
-2.83%
3Y Avg
0.50%
5Y Avg
2.30%
Market Cap
$2.19B
Return on Invested Capital (ROIC)
-19.86%
TTM Avg
-14.52%
3Y Avg
-35.29%
5Y Avg
-25.00%
Market Cap
$3.12B
Return on Invested Capital (ROIC)
9.24%
TTM Avg
8.32%
3Y Avg
11.76%
5Y Avg
9.86%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Five9, Inc. (FIVN) | $2.62B | 3.26% | 1.50% | -2.57% | -4.04% |
| Himax Technologies, Inc. (HIMX)vs › | $2.66B | 2.25% | 3.57% | 6.53% | 11.74% |
| Bitdeer Technologies Group (BTDR)vs › | $2.58B | -8.92% | -10.88% | -11.48% | -9.39% |
| SoundHound AI, Inc. (SOUN)vs › | $2.52B | -30.39% | -36.99% | -196.28% | -210.10% |
| Teradata Corporation (TDC)vs › | $2.83B | 12.30% | 17.50% | 13.20% | 11.42% |
| Ambarella, Inc. (AMBA)vs › | $3.02B | -9.32% | -17.80% | -18.59% | -15.30% |
| Ichor Holdings, Ltd. (ICHR)vs › | $2.19B | -2.29% | -2.83% | 0.50% | 2.30% |
| Keel Infrastructure Corp. (KEEL)vs › | $2.19B | -19.86% | -14.52% | -35.29% | -25.00% |
| Bel Fuse Inc. (BELFB)vs › | $3.12B | 9.24% | 8.32% | 11.76% | 9.86% |
| Bandwidth Inc. (BAND)vs › | $2.04B | 0.00% | -1.92% | -2.61% | -2.06% |
ROIC
3.3%
ROE
7.6%
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 | 3.26% |
| 2026-03-31 | 2.96% |
| 2025-12-31 | 1.70% |
| 2025-09-30 | 0.80% |
| 2025-06-30 | -1.21% |
| 2025-03-31 | -1.91% |
| 2024-12-31 | -2.78% |
| 2024-09-30 | -4.14% |
| 2024-06-30 | -4.88% |
| 2024-03-31 | -5.35% |
| 2023-12-31 | -7.43% |
| 2023-09-30 | -7.26% |
| 2023-06-30 | -7.17% |
| 2023-03-31 | -7.61% |
| 2022-12-31 | -8.01% |
| 2022-09-30 | -8.18% |
| 2022-06-30 | -8.11% |
| 2022-03-31 | -7.57% |
| 2021-12-31 | -5.43% |
| 2021-09-30 | -4.14% |
| 2021-06-30 | -2.45% |
| 2021-03-31 | -1.83% |
| 2020-12-31 | -1.28% |
| 2020-09-30 | -1.30% |
| 2020-06-30 | -1.06% |
| 2020-03-31 | -0.32% |
| 2019-12-31 | 0.78% |
| 2019-09-30 | 1.59% |
| 2019-06-30 | 1.77% |
| 2019-03-31 | 1.90% |
| 2018-12-31 | 1.11% |
| 2018-09-30 | 0.36% |
| 2018-06-30 | 0.60% |
| 2018-03-31 | -1.16% |
| 2017-12-31 | -6.43% |
| 2017-09-30 | -5.85% |
| 2017-06-30 | -11.21% |
| 2017-03-31 | -10.37% |
| 2016-12-31 | -9.10% |
| 2016-09-30 | -15.07% |
| 2016-06-30 | -19.50% |
| 2016-03-31 | -24.89% |
| 2015-12-31 | -30.03% |
| 2015-09-30 | -37.97% |
| 2015-06-30 | -42.57% |
| 2015-03-31 | -42.20% |
| 2014-12-31 | -40.50% |
| 2014-09-30 | -36.75% |
| 2014-06-30 | -30.18% |
| 2014-03-31 | -71.27% |
| 2013-12-31 | -54.39% |
| 2013-09-30 | -279.40% |
