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 6.33% is 16% below its 5-year average of 7.56%, near the low end of its 5-year range (2.31%–15.78%).
As of the fiscal period ended Tuesday, June 30, 2026. 16.53% above its 12-month average of 5.43%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 6.33%.
RETURN ON INVESTED CAPITAL (ROIC)
6.33%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
5.43%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
6.01%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
7.56%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
3.51%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
0.78%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
4.11%
CURRENT VS TTM AVG
+16.53%
CURRENT VS 3Y AVG
+5.37%
CURRENT VS 5Y AVG
-16.29%
CURRENT VS 10Y AVG
+80.39%
CURRENT VS 15Y AVG
+708.78%
CURRENT VS 20Y AVG
+53.99%
SECTOR MEDIAN · CONSUMER DEFENSIVE
5.41%
median of 151 covered companies
CURRENT VS SECTOR MEDIAN
+17.03%
vs the sector median at left
Lincoln Educational Services Corporation
Market Cap
$712.13M
Return on Invested Capital (ROIC)
6.33%
TTM Avg
5.43%
3Y Avg
6.01%
5Y Avg
7.56%
Market Cap
$645.53M
Return on Invested Capital (ROIC)
5.70%
TTM Avg
5.62%
3Y Avg
5.08%
5Y Avg
4.60%
Market Cap
$790.98M
Return on Invested Capital (ROIC)
12.11%
TTM Avg
12.40%
3Y Avg
14.98%
5Y Avg
15.58%
Market Cap
$631.19M
Return on Invested Capital (ROIC)
4.47%
TTM Avg
4.44%
3Y Avg
4.44%
5Y Avg
4.44%
Market Cap
$606.90M
Return on Invested Capital (ROIC)
4.03%
TTM Avg
10.61%
3Y Avg
13.46%
5Y Avg
14.61%
Market Cap
$595.11M
Return on Invested Capital (ROIC)
-14.49%
TTM Avg
5.94%
3Y Avg
6.93%
5Y Avg
9.05%
Market Cap
$839.11M
Return on Invested Capital (ROIC)
10.85%
TTM Avg
6.29%
3Y Avg
-4.81%
5Y Avg
-1.72%
Market Cap
$557.55M
Return on Invested Capital (ROIC)
-6.11%
TTM Avg
-6.71%
3Y Avg
-17.10%
5Y Avg
-15.35%
Market Cap
$881.30M
Return on Invested Capital (ROIC)
4.16%
TTM Avg
7.13%
3Y Avg
7.30%
5Y Avg
6.84%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Lincoln Educational Services Corporation (LINC) | $712.13M | 6.33% | 5.43% | 6.01% | 7.56% |
| Village Super Market, Inc. (VLGEA)vs › | $645.53M | 5.70% | 5.62% | 5.08% | 4.60% |
| John B. Sanfilippo & Son, Inc. (JBSS)vs › | $790.98M | 12.11% | 12.40% | 14.98% | 15.58% |
| Yesway, Inc. (YSWY)vs › | $631.19M | 4.47% | 4.44% | 4.44% | 4.44% |
| Mama's Creations, Inc. (MAMA)vs › | $606.90M | 4.03% | 10.61% | 13.46% | 14.61% |
| Helen of Troy Limited (HELE)vs › | $595.11M | -14.49% | 5.94% | 6.93% | 9.05% |
| American Public Education, Inc. (APEI)vs › | $839.11M | 10.85% | 6.29% | -4.81% | -1.72% |
| The Honest Company, Inc. (HNST)vs › | $557.55M | -6.11% | -6.71% | -17.10% | -15.35% |
| The Simply Good Foods Company (SMPL)vs › | $881.30M | 4.16% | 7.13% | 7.30% | 6.84% |
| Krispy Kreme, Inc. (DNUT)vs › | $513.75M | -0.72% | -0.83% | -0.17% | 0.09% |
ROIC
6.3%
ROE
11.3%
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 | 6.33% |
| 2026-03-31 | 6.51% |
| 2025-12-31 | 5.83% |
| 2025-09-30 | 4.23% |
| 2025-06-30 | 4.26% |
| 2025-03-31 | 3.69% |
| 2024-12-31 | 2.95% |
| 2024-09-30 | 2.90% |
| 2024-06-30 | 2.31% |
| 2024-03-31 | 7.97% |
| 2023-12-31 | 8.95% |
| 2023-09-30 | 10.50% |
| 2023-06-30 | 11.68% |
| 2023-03-31 | 5.19% |
| 2022-12-31 | 5.29% |
| 2022-09-30 | 12.52% |
| 2022-06-30 | 12.33% |
| 2022-03-31 | 13.68% |
| 2021-12-31 | 15.78% |
| 2021-09-30 | 7.95% |
| 2021-06-30 | 7.99% |
| 2021-03-31 | 7.33% |
| 2020-12-31 | 4.74% |
| 2020-09-30 | 9.89% |
| 2020-06-30 | 8.64% |
| 2020-03-31 | 6.46% |
| 2019-12-31 | 3.11% |
| 2019-09-30 | 0.93% |
| 2019-06-30 | -1.17% |
| 2019-03-31 | -2.56% |
| 2018-12-31 | -4.10% |
| 2018-09-30 | -2.88% |
| 2018-06-30 | -4.03% |
| 2018-03-31 | -7.46% |
| 2017-12-31 | -4.38% |
| 2017-09-30 | -19.60% |
| 2017-06-30 | -13.29% |
| 2017-03-31 | -8.98% |
| 2016-12-31 | -7.70% |
| 2016-09-30 | -2.94% |
| 2016-06-30 | -0.07% |
| 2016-03-31 | -2.64% |
| 2015-12-31 | -1.73% |
| 2015-09-30 | 1.16% |
| 2015-06-30 | -36.92% |
| 2015-03-31 | -39.52% |
| 2014-12-31 | -32.96% |
| 2014-09-30 | -41.05% |
| 2014-06-30 | -8.38% |
| 2014-03-31 | -10.58% |
| 2013-12-31 | -8.65% |
| 2013-09-30 | -16.89% |
| 2013-06-30 | -16.48% |
| 2013-03-31 | -21.43% |
| 2012-12-31 | -15.53% |
| 2012-09-30 | -8.54% |
| 2012-06-30 | -9.43% |
| 2012-03-31 | 2.36% |
| 2011-12-31 | 6.87% |
| 2011-09-30 | 12.98% |
| 2011-06-30 | 20.76% |
| 2011-03-31 | 24.11% |
| 2010-12-31 | 24.85% |
| 2010-09-30 | 26.46% |
| 2010-06-30 | 22.24% |
| 2010-03-31 | 21.35% |
| 2009-12-31 | 18.02% |
| 2009-09-30 | 15.53% |
| 2009-06-30 | 13.18% |
| 2009-03-31 | 11.03% |
| 2008-12-31 | 10.87% |
| 2008-09-30 | 9.99% |
| 2008-06-30 | 8.59% |
| 2008-03-31 | 7.48% |
| 2007-12-31 | 6.45% |
| 2007-09-30 | 6.81% |
| 2007-06-30 | 5.28% |
| 2007-03-31 | 6.85% |
| 2006-12-31 | 9.81% |
| 2006-09-30 | 10.74% |
| 2006-06-30 | 12.33% |
| 2006-03-31 | 13.62% |
| 2005-12-31 | 13.13% |
| 2005-09-30 | 8.78% |
| 2005-06-30 | 7.44% |
| 2005-03-31 | 9.73% |
| 2004-12-31 | 18.26% |
| 2003-12-31 | 18.23% |
