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 4.44% is in line with its 5-year average of 4.28%, near the high end of its 5-year range (-3.06%–5.79%).
As of the fiscal period ended Tuesday, June 30, 2026. 8.43% above its 12-month average of 4.10%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 4.44%.
RETURN ON INVESTED CAPITAL (ROIC)
4.44%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
4.10%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
4.70%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
4.28%
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
+8.43%
CURRENT VS 3Y AVG
-5.41%
CURRENT VS 5Y AVG
+3.80%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · TECHNOLOGY
7.58%
median of 225 covered companies
CURRENT VS SECTOR MEDIAN
-41.36%
vs the sector median at left
Shift4 Payments, Inc.
Market Cap
$3.29B
Return on Invested Capital (ROIC)
4.44%
TTM Avg
4.10%
3Y Avg
4.70%
5Y Avg
4.28%
Market Cap
$3.26B
Return on Invested Capital (ROIC)
2.27%
TTM Avg
3.06%
3Y Avg
3.17%
5Y Avg
5.51%
Market Cap
$3.33B
Return on Invested Capital (ROIC)
4.62%
TTM Avg
-0.95%
3Y Avg
-6.22%
5Y Avg
-73.15%
Market Cap
$3.12B
Return on Invested Capital (ROIC)
9.24%
TTM Avg
8.32%
3Y Avg
11.76%
5Y Avg
9.86%
Market Cap
$3.47B
Return on Invested Capital (ROIC)
-2.95%
TTM Avg
-6.55%
3Y Avg
-0.42%
5Y Avg
2.89%
Market Cap
$3.50B
Return on Invested Capital (ROIC)
1.89%
TTM Avg
4.48%
3Y Avg
5.67%
5Y Avg
5.61%
Market Cap
$3.01B
Return on Invested Capital (ROIC)
-9.32%
TTM Avg
-17.80%
3Y Avg
-18.59%
5Y Avg
-15.30%
Market Cap
$2.84B
Return on Invested Capital (ROIC)
12.30%
TTM Avg
17.50%
3Y Avg
13.20%
5Y Avg
11.42%
Market Cap
$3.79B
Return on Invested Capital (ROIC)
7.58%
TTM Avg
8.26%
3Y Avg
5.23%
5Y Avg
2.71%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Shift4 Payments, Inc. (FOUR) | $3.29B | 4.44% | 4.10% | 4.70% | 4.28% |
| Ultra Clean Holdings, Inc. (UCTT)vs › | $3.26B | 2.27% | 3.06% | 3.17% | 5.51% |
| monday.com Ltd. (MNDY)vs › | $3.33B | 4.62% | -0.95% | -6.22% | -73.15% |
| Bel Fuse Inc. (BELFB)vs › | $3.12B | 9.24% | 8.32% | 11.76% | 9.86% |
| Cohu, Inc. (COHU)vs › | $3.47B | -2.95% | -6.55% | -0.42% | 2.89% |
| Veeco Instruments Inc. (VECO)vs › | $3.50B | 1.89% | 4.48% | 5.67% | 5.61% |
| Ambarella, Inc. (AMBA)vs › | $3.01B | -9.32% | -17.80% | -18.59% | -15.30% |
| Teradata Corporation (TDC)vs › | $2.84B | 12.30% | 17.50% | 13.20% | 11.42% |
| Itron, Inc. (ITRI)vs › | $3.79B | 7.58% | 8.26% | 5.23% | 2.71% |
| Wix.com Ltd. (WIX)vs › | $3.81B | -33.24% | 4.75% | -5.82% | -10.73% |
ROIC
4.4%
ROE
5.6%
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 | 4.44% |
| 2026-03-31 | 4.32% |
| 2025-12-31 | 3.58% |
| 2025-09-30 | 3.71% |
| 2025-06-30 | 4.44% |
| 2025-03-31 | 5.79% |
| 2024-12-31 | 5.68% |
| 2024-09-30 | 4.34% |
| 2024-06-30 | 5.33% |
| 2024-03-31 | 4.65% |
| 2023-12-31 | 4.28% |
| 2023-09-30 | 5.02% |
| 2023-06-30 | 5.51% |
| 2023-03-31 | 4.83% |
| 2022-12-31 | 4.13% |
| 2022-09-30 | 2.72% |
| 2022-06-30 | 0.03% |
| 2022-03-31 | -0.80% |
| 2021-12-31 | -2.28% |
| 2021-09-30 | -2.28% |
| 2021-06-30 | -3.06% |
| 2021-03-31 | -6.57% |
| 2020-12-31 | -3.43% |
| 2020-09-30 | -5.18% |
| 2020-06-30 | -6.26% |
| 2020-03-31 | 0.50% |
| 2019-12-31 | -0.92% |
