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 24.29% is 234% above its 5-year average of 7.27%, near the high end of its 5-year range (0.15%–32.42%).
As of the fiscal period ended Tuesday, June 30, 2026. 21.40% above its 12-month average of 20.01%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 24.29%.
RETURN ON INVESTED CAPITAL (ROIC)
24.29%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
20.01%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
10.80%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
7.27%
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
+21.40%
CURRENT VS 3Y AVG
+124.86%
CURRENT VS 5Y AVG
+234.31%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
-0.49%
median of 153 covered companies
CURRENT VS SECTOR MEDIAN
+5057.48%
vs the sector median at left
Goosehead Insurance, Inc
Market Cap
$1.67B
Return on Invested Capital (ROIC)
24.29%
TTM Avg
20.01%
3Y Avg
10.80%
5Y Avg
7.27%
Market Cap
$1.66B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.65B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.65B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.69B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.64B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.70B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.63B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.73B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Goosehead Insurance, Inc (GSHD) | $1.67B | 24.29% | 20.01% | 10.80% | 7.27% |
| Atlanticus Holdings Corporation 9.25% Senior Notes due 2029 (ATLCZ)vs › | $1.66B | N/A | N/A | N/A | N/A |
| ConnectOne Bancorp, Inc. (CNOBP)vs › | $1.65B | N/A | N/A | N/A | N/A |
| QCR Holdings, Inc. (QCRH)vs › | $1.65B | N/A | N/A | N/A | N/A |
| Bank First Corporation (BFC)vs › | $1.69B | N/A | N/A | N/A | N/A |
| Republic Bancorp, Inc. (RBCAA)vs › | $1.64B | N/A | N/A | N/A | N/A |
| Hyperliquid Strategies Inc Common Stock (PURR)vs › | $1.70B | N/A | N/A | N/A | N/A |
| Atlanticus Holdings Corporation (ATLCP)vs › | $1.63B | N/A | N/A | N/A | N/A |
| Hope Bancorp, Inc. (HOPE)vs › | $1.73B | N/A | N/A | N/A | N/A |
| Perella Weinberg Partners (PWP)vs › | $1.57B | N/A | N/A | N/A | N/A |
ROIC
24.3%
ROE
N/A
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 | 24.29% |
| 2026-03-31 | 16.45% |
| 2025-12-31 | 14.84% |
| 2025-09-30 | 32.42% |
| 2025-06-30 | 12.06% |
| 2025-03-31 | 13.37% |
| 2024-12-31 | 11.74% |
| 2024-09-30 | 7.59% |
| 2024-06-30 | 7.17% |
| 2024-03-31 | 5.43% |
| 2023-12-31 | 6.68% |
| 2023-09-30 | 6.11% |
| 2023-06-30 | 3.91% |
| 2023-03-31 | 2.44% |
| 2022-12-31 | 0.88% |
| 2022-09-30 | 0.29% |
| 2022-06-30 | 0.55% |
| 2022-03-31 | 0.15% |
| 2021-12-31 | 2.22% |
| 2021-09-30 | 3.76% |
| 2021-06-30 | 5.41% |
| 2021-03-31 | 8.66% |
| 2020-12-31 | 9.54% |
| 2020-09-30 | 8.77% |
| 2020-06-30 | 5.04% |
| 2020-03-31 | 3.65% |
| 2019-12-31 | 16.06% |
| 2019-09-30 | 30.39% |
| 2019-06-30 | 30.38% |
| 2019-03-31 | -28.77% |
