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 19.99% is 69% above its 5-year average of 11.85%, near the high end of its 5-year range (8.68%–19.99%).
As of the fiscal period ended Tuesday, June 30, 2026. 36.65% above its 12-month average of 14.63%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 19.99%.
RETURN ON INVESTED CAPITAL (ROIC)
19.99%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
14.63%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
12.54%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
11.85%
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
+36.65%
CURRENT VS 3Y AVG
+59.37%
CURRENT VS 5Y AVG
+68.66%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · CONSUMER CYCLICAL
5.80%
median of 229 covered companies
CURRENT VS SECTOR MEDIAN
+244.68%
vs the sector median at left
Karat Packaging Inc.
Market Cap
$1.08B
Return on Invested Capital (ROIC)
19.99%
TTM Avg
14.63%
3Y Avg
12.54%
5Y Avg
11.85%
Market Cap
$1.07B
Return on Invested Capital (ROIC)
1.33%
TTM Avg
2.97%
3Y Avg
5.25%
5Y Avg
9.30%
Market Cap
$1.16B
Return on Invested Capital (ROIC)
7.74%
TTM Avg
7.76%
3Y Avg
8.86%
5Y Avg
7.93%
Market Cap
$1.17B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.22B
Return on Invested Capital (ROIC)
10.17%
TTM Avg
5.64%
3Y Avg
9.87%
5Y Avg
11.80%
Market Cap
$1.26B
Return on Invested Capital (ROIC)
-0.33%
TTM Avg
1.58%
3Y Avg
3.12%
5Y Avg
5.99%
Market Cap
$1.29B
Return on Invested Capital (ROIC)
5.10%
TTM Avg
4.83%
3Y Avg
2.61%
5Y Avg
-0.16%
Market Cap
$1.33B
Return on Invested Capital (ROIC)
-67.71%
TTM Avg
-44.45%
3Y Avg
-41.78%
5Y Avg
-39.45%
Market Cap
$1.34B
Return on Invested Capital (ROIC)
3.86%
TTM Avg
2.52%
3Y Avg
-0.25%
5Y Avg
2.94%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Karat Packaging Inc. (KRT) | $1.08B | 19.99% | 14.63% | 12.54% | 11.85% |
| LGI Homes, Inc. (LGIH)vs › | $1.07B | 1.33% | 2.97% | 5.25% | 9.30% |
| G-III Apparel Group, Ltd. (GIII)vs › | $1.16B | 7.74% | 7.76% | 8.86% | 7.93% |
| BOXABL Inc. (BXBL)vs › | $1.17B | N/A | N/A | N/A | N/A |
| Carter's Inc. (CRI)vs › | $1.22B | 10.17% | 5.64% | 9.87% | 11.80% |
| Cracker Barrel Old Country Store (CBRL)vs › | $1.26B | -0.33% | 1.58% | 3.12% | 5.99% |
| BJ's Restaurants, Inc. (BJRI)vs › | $1.29B | 5.10% | 4.83% | 2.61% | -0.16% |
| Lucid Group, Inc. (LCID)vs › | $1.33B | -67.71% | -44.45% | -41.78% | -39.45% |
| National Vision Holdings, Inc. (EYE)vs › | $1.34B | 3.86% | 2.52% | -0.25% | 2.94% |
| Fox Factory Holding Corp. (FOXF)vs › | $815.24M | -17.66% | -16.53% | -8.73% | -0.28% |
ROIC
20.0%
ROE
30.2%
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 | 19.99% |
| 2026-03-31 | 14.25% |
| 2025-12-31 | 13.72% |
| 2025-09-30 | 12.33% |
| 2025-06-30 | 12.85% |
| 2025-03-31 | 11.20% |
| 2024-12-31 | 11.47% |
| 2024-09-30 | 10.81% |
| 2024-06-30 | 10.63% |
| 2024-03-31 | 12.46% |
| 2023-12-31 | 13.93% |
| 2023-09-30 | 14.03% |
| 2023-06-30 | 12.83% |
| 2023-03-31 | 11.55% |
| 2022-12-31 | 11.15% |
| 2022-09-30 | 12.37% |
| 2022-06-30 | 11.14% |
| 2022-03-31 | 11.53% |
| 2021-12-31 | 10.60% |
| 2021-09-30 | 8.68% |
| 2021-06-30 | 9.52% |
| 2021-03-31 | 13.84% |
| 2020-12-31 | 14.10% |
| 2020-09-30 | 13.11% |
| 2020-06-30 | 10.23% |
| 2019-12-31 | 4.11% |
