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 -14.89% is in line with its 1-year average of -15.75%, near the high end of its 1-year range (-16.62%–-14.89%).
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.
Limited quarterly history available
ROIC needs at least three reported quarters before a meaningful chart is shown.
RETURN ON INVESTED CAPITAL (ROIC)
-14.89%
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
-0.50%
median of 163 covered companies
CURRENT VS SECTOR MEDIAN
-2878.20%
vs the sector median at left
Ethos Technologies Inc.
Market Cap
$2.23B
Return on Invested Capital (ROIC)
-14.89%
Market Cap
$2.26B
Return on Invested Capital (ROIC)
N/A
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|---|
| Ethos Technologies Inc. (LIFE) | $2.23B | -14.89% |
| Brighthouse Financial, Inc. (BHFAP)vs › | $2.25B | N/A |
| Skyward Specialty Insurance Group, Inc. (SKWD)vs › | $2.26B | N/A |
| eToro Group Ltd. (ETOR)vs › | $2.22B | N/A |
| Northwest Bancshares, Inc. (NWBI)vs › | $2.20B | N/A |
| Stock Yards Bancorp, Inc. (SYBT)vs › | $2.28B | N/A |
| Banner Corporation (BANR)vs › | $2.28B | N/A |
| Merchants Bancorp (MBIN)vs › | $2.30B | N/A |
| Enterprise Financial Services Corp (EFSC)vs › | $2.17B | N/A |
| Nuveen Quality Municipal Income Fund (NAD)vs › | $2.38B | N/A |
ROIC
-14.9%
ROE
-22.4%
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 | -14.89% |
| 2026-03-31 | -16.62% |
