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 -0.98% is in line with its 1-year average of -0.92%, near the low end of its 1-year range (-0.98%–-0.84%).
As of the fiscal period ended Tuesday, June 30, 2026.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -0.98%.
RETURN ON INVESTED CAPITAL (ROIC)
-0.98%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
N/A
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
N/A
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
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 150 covered companies
CURRENT VS SECTOR MEDIAN
-100.39%
vs the sector median at left
Lakeshore Acquisition III Corp.
Market Cap
$94.44M
Return on Invested Capital (ROIC)
-0.98%
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$94.36M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$93.71M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$93.76M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$92.37M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$91.51M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$91.36M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$90.49M
Return on Invested Capital (ROIC)
-3.14%
TTM Avg
-0.22%
3Y Avg
-0.22%
5Y Avg
-0.22%
Market Cap
$98.70M
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 |
|---|---|---|---|---|---|
| Lakeshore Acquisition III Corp. (LCCC) | $94.44M | -0.98% | N/A | N/A | N/A |
| JATT III Acquisition Corp (JTTT)vs › | $94.36M | N/A | N/A | N/A | N/A |
| Auburn National Bancorporation, Inc. (AUBN)vs › | $93.71M | N/A | N/A | N/A | N/A |
| First Northwest Bancorp (FNWB)vs › | $93.76M | N/A | N/A | N/A | N/A |
| Fifth District Savings Bank (FDSB)vs › | $92.37M | N/A | N/A | N/A | N/A |
| Research Alliance Corp. Iv (RACD)vs › | $91.51M | N/A | N/A | N/A | N/A |
| First US Bancshares, Inc. (FUSB)vs › | $91.36M | N/A | N/A | N/A | N/A |
| Miluna Acquisition Corp Class A Ordinary Share (MMTX)vs › | $90.49M | -3.14% | -0.22% | -0.22% | -0.22% |
| NorthStrive Acquisition Corp I. Class A Ordinary Shares (NSAI)vs › | $98.70M | N/A | N/A | N/A | N/A |
| Origin Investment Corp I Ordinary Shares (ORIQ)vs › | $90.05M | -0.49% | -1.65% | -1.65% | -1.65% |
ROIC
-1.0%
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 | -0.98% |
| 2026-03-31 | -0.94% |
| 2025-12-31 | -0.84% |
