Lifeway Foods (LWAY) ROIC: History & Chart

Name: Lifeway Foods, Inc. (LWAY) Return on Invested Capital (ROIC) — historical time series
Creator: TGMCharts

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Lifeway Foods, Inc.(LWAY)

Packaged Foods · Morton Grove, IL

$20.71-0.29 (-1.38%)

Delayed quote: Oct 6, 2026, 12:25 PM EDT

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About Lifeway Foods, Inc.

Lifeway Foods, Inc. manufactures and distributes a variety of probiotic-rich goods, serving both the United States and international markets. Its principal offering is drinkable kefir, a fermented dairy item available in numerous forms, including organic and conventional options, various volumes, flavors, and formulations such as reduced-fat, fat-free, whole milk, high-protein, and BioKefir. Additionally, the company supplies European-style soft cheeses, cream, and other dairy selections. Their product portfolio also features ProBugs, a dedicated kefir line for children; single-serving cupped kefirs; Icelandic Skyr, which includes strained kefir and yogurt products; and frozen kefir in both soft-serve and pre-packaged pint formats. These products are sold under their proprietary Lifeway and Fresh Made brand names, and also as private label merchandise for other customers. Sales are primarily conducted via their internal sales personnel, alongside the use of brokers and third-party distributors. The company was founded in 1986 and maintains its headquarters in Morton Grove, Illinois.

Morton Grove, IL

293 employees

lifewaykefir.com

Consumer Defensive / Packaged Foods

Sector: Consumer Defensive
Industry: Packaged Foods
CEO: Julie Smolyansky

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LWAY Return on Invested Capital (ROIC) Metrics

RETURN ON INVESTED CAPITAL (ROIC)

10.06%

RETURN ON INVESTED CAPITAL (ROIC) AVG TTM

11.56%

RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y

13.55%

RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y

9.96%

RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y

5.21%

RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y

6.50%

RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y

7.32%

CURRENT VS TTM AVG

-12.97%

CURRENT VS 3Y AVG

-25.75%

CURRENT VS 5Y AVG

+0.97%

CURRENT VS 10Y AVG

+93.09%

CURRENT VS 15Y AVG

+54.81%

CURRENT VS 20Y AVG

+37.37%

SECTOR MEDIAN · CONSUMER DEFENSIVE

5.56%

median of 138 covered companies

CURRENT VS SECTOR MEDIAN

+80.89%

vs the sector median at left

NAME	MARKET CAP	RETURN ON INVESTED CAPITAL (ROIC)	TTM	3Y	5Y
Lifeway Foods, Inc. (LWAY)	$316.49M	10.06%	11.56%	13.55%	9.96%
SNDL Inc. (SNDL)vs ›	$317.57M	-1.32%	-4.30%	-11.04%	-20.42%
Forafric Global PLC (AFRI)vs ›	$312.11M	N/A	-2.82%	-1.07%	-0.06%
CHS Inc. (CHSCO)vs ›	$309.66M	1.50%	2.35%	7.27%	6.74%
CHS Inc. (CHSCL)vs ›	$308.34M	1.50%	2.35%	7.27%	6.74%
CHS Inc. (CHSCP)vs ›	$304.35M	1.50%	2.35%	7.27%	6.74%
CHS Inc. (CHSCN)vs ›	$302.62M	1.50%	2.35%	7.27%	6.74%
Agencia Comercial Spirits Ltd (AGCC)vs ›	$330.63M	38.43%	28.19%	28.19%	28.19%
CHS Inc. (CHSCM)vs ›	$301.24M	1.50%	2.35%	7.27%	6.74%
Prenetics Global Limited (PRE)vs ›	$340.43M	-42.66%	-24.36%	-24.70%	-27.14%

NAME

MARKET CAP

RETURN ON INVESTED CAPITAL (ROIC)

TTM

Lifeway Foods, Inc. (LWAY)

$316.49M

10.06%

11.56%

13.55%

9.96%

SNDL Inc. (SNDL)vs ›

$317.57M

-1.32%

-4.30%

-11.04%

-20.42%

Forafric Global PLC (AFRI)vs ›

$312.11M

N/A

-2.82%

-1.07%

-0.06%

CHS Inc. (CHSCO)vs ›

$309.66M

1.50%

2.35%

7.27%

6.74%

CHS Inc. (CHSCL)vs ›

$308.34M

1.50%

2.35%

7.27%

6.74%

CHS Inc. (CHSCP)vs ›

$304.35M

1.50%

2.35%

7.27%

6.74%

CHS Inc. (CHSCN)vs ›

$302.62M

1.50%

2.35%

7.27%

6.74%

Agencia Comercial Spirits Ltd (AGCC)vs ›

$330.63M

38.43%

28.19%

CHS Inc. (CHSCM)vs ›

$301.24M

1.50%

2.35%

7.27%

6.74%

Prenetics Global Limited (PRE)vs ›

$340.43M

-42.66%

-24.36%

-24.70%

-27.14%

Return on Invested Capital (ROIC) Formula & Definition

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.

Return on Invested Capital (ROIC) FAQ

What is the return on invested capital (ROIC) for Lifeway Foods, Inc. (LWAY)?

The return on invested capital (ROIC) for LWAY stock is 10.06%.

Is Lifeway Foods, Inc.'s return on invested capital (ROIC) high or low?

The return on invested capital (ROIC) of 10.06% is in line with its 5-year average of 9.96%, around the middle of its 5-year range (0.60%–19.36%).

What is the TTM average return on invested capital (ROIC) for Lifeway Foods, Inc. (LWAY)?

The TTM average return on invested capital (ROIC) for LWAY stock is 11.56%.

What is the 3Y average return on invested capital (ROIC) for Lifeway Foods, Inc. (LWAY)?

The 3Y average return on invested capital (ROIC) for LWAY stock is 13.55%.

What is the 5Y average return on invested capital (ROIC) for Lifeway Foods, Inc. (LWAY)?

The 5Y average return on invested capital (ROIC) for LWAY stock is 9.96%.

What is the 10Y average return on invested capital (ROIC) for Lifeway Foods, Inc. (LWAY)?

The 10Y average return on invested capital (ROIC) for LWAY stock is 5.21%.

What is the 15Y average return on invested capital (ROIC) for Lifeway Foods, Inc. (LWAY)?

The 15Y average return on invested capital (ROIC) for LWAY stock is 6.50%.

What is the 20Y average return on invested capital (ROIC) for Lifeway Foods, Inc. (LWAY)?

The 20Y average return on invested capital (ROIC) for LWAY stock is 7.32%.

DATE	RETURN ON INVESTED CAPITAL (ROIC)
2026-06-30	10.06%
2026-03-31	14.85%
2025-12-31	12.78%
2025-09-30	10.15%
2025-06-30	9.93%
2025-03-31	10.08%
2024-12-31	11.93%
2024-09-30	17.63%
2024-06-30	19.36%
2024-03-31	19.06%
2023-12-31	17.25%
2023-09-30	13.12%
2023-06-30	9.89%
2023-03-31	5.18%
2022-12-31	2.26%
2022-09-30	0.74%
2022-06-30	0.60%
2022-03-31	2.70%
2021-12-31	5.72%
2021-09-30	6.49%
2021-06-30	9.40%
2021-03-31	8.37%
2020-12-31	6.13%
2020-09-30	3.99%
2020-06-30	0.27%
2020-03-31	-1.47%
2019-12-31	-2.16%
2019-09-30	-7.85%
2019-06-30	-8.46%
2019-03-31	-7.59%
2018-12-31	-6.30%
2018-09-30	-6.30%
2018-06-30	-4.15%
2018-03-31	-1.21%
2017-12-31	-0.97%
2017-09-30	3.79%
2017-06-30	3.41%
2017-03-31	5.16%
2016-12-31	6.02%
2016-09-30	5.99%
2016-06-30	7.72%
2016-03-31	4.11%
2015-12-31	4.41%
2015-09-30	3.32%
2015-06-30	3.10%
2015-03-31	4.53%
2014-12-31	4.18%
2014-09-30	4.68%
2014-06-30	5.74%
2014-03-31	6.16%
2013-12-31	9.16%
2013-09-30	11.22%
2013-06-30	12.35%
2013-03-31	13.73%
2012-12-31	11.77%
2012-09-30	8.99%
2012-06-30	8.38%
2012-03-31	4.65%
2011-12-31	6.45%
2011-09-30	6.28%
2011-06-30	6.14%
2011-03-31	8.04%
2010-12-31	7.44%
2010-09-30	8.42%
2010-06-30	9.53%
2010-03-31	12.34%
2009-12-31	12.34%
2009-09-30	12.29%
2009-06-30	12.07%
2009-03-31	8.77%
2008-12-31	9.68%
2008-09-30	9.44%
2008-06-30	7.24%
2008-03-31	7.66%
2007-12-31	8.60%
2007-09-30	9.61%
2007-06-30	10.78%
2007-03-31	9.14%
2006-12-31	8.50%
2006-09-30	8.90%
2006-06-30	10.00%
2006-03-31	9.87%
2005-12-31	8.96%
2005-09-30	7.95%
2005-06-30	9.52%
2005-03-31	9.11%
2004-12-31	9.35%
2004-09-30	10.15%
2004-06-30	11.57%
2004-03-31	13.33%
2003-12-31	12.89%
2003-09-30	13.28%
2003-06-30	12.74%

DATE

RETURN ON INVESTED CAPITAL (ROIC)

2026-06-30

10.06%

2026-03-31

14.85%

2025-12-31

12.78%

2025-09-30

10.15%

2025-06-30

9.93%

2025-03-31

10.08%

2024-12-31

11.93%

2024-09-30

17.63%

2024-06-30

19.36%

2024-03-31

19.06%

2023-12-31

17.25%

2023-09-30

13.12%

2023-06-30

9.89%

2023-03-31

5.18%

2022-12-31

2.26%

2022-09-30

0.74%

2022-06-30

0.60%

2022-03-31

2.70%

2021-12-31

5.72%

2021-09-30

6.49%

2021-06-30

9.40%

2021-03-31

8.37%

2020-12-31

6.13%

2020-09-30

3.99%

2020-06-30

0.27%

2020-03-31

-1.47%

2019-12-31

-2.16%

2019-09-30

-7.85%

2019-06-30

-8.46%

2019-03-31

-7.59%

2018-12-31

-6.30%

2018-09-30

-6.30%

2018-06-30

-4.15%

2018-03-31

-1.21%

2017-12-31

-0.97%

2017-09-30

3.79%

2017-06-30

3.41%

2017-03-31

5.16%

2016-12-31

6.02%

2016-09-30

5.99%

2016-06-30

7.72%

2016-03-31

4.11%

2015-12-31

4.41%

2015-09-30

3.32%

2015-06-30

3.10%

2015-03-31

4.53%

2014-12-31

4.18%

2014-09-30

4.68%

2014-06-30

5.74%

2014-03-31

6.16%

2013-12-31

9.16%

2013-09-30

11.22%

2013-06-30

12.35%

2013-03-31

13.73%

2012-12-31

11.77%

2012-09-30

8.99%

2012-06-30

8.38%

2012-03-31

4.65%

2011-12-31

6.45%

2011-09-30

6.28%

2011-06-30

6.14%

2011-03-31

8.04%

2010-12-31

7.44%

2010-09-30

8.42%

2010-06-30

9.53%

2010-03-31

12.34%

2009-12-31

12.34%

2009-09-30

12.29%

2009-06-30

12.07%

2009-03-31

8.77%

2008-12-31

9.68%

2008-09-30

9.44%

2008-06-30

7.24%

2008-03-31

7.66%

2007-12-31

8.60%

2007-09-30

9.61%

2007-06-30

10.78%

2007-03-31

9.14%

2006-12-31

8.50%

2006-09-30

8.90%

2006-06-30

10.00%

2006-03-31

9.87%

2005-12-31

8.96%

2005-09-30

7.95%

2005-06-30

9.52%

2005-03-31

9.11%

2004-12-31

9.35%

2004-09-30

10.15%

2004-06-30

11.57%

2004-03-31

13.33%

2003-12-31

12.89%

2003-09-30

13.28%

2003-06-30

12.74%

Return on Invested Capital (ROIC): 10.06%

LWAY Return on Invested Capital (ROIC)

LWAY Average Return on Invested Capital (ROIC) Chart

LWAY Current vs Average Return on Invested Capital (ROIC) Chart

LWAY Return on Invested Capital (ROIC) Metrics

LWAY Competitors' Return on Invested Capital (ROIC)

Capital Efficiency

Return on Invested Capital (ROIC) Formula & Definition

Return on Invested Capital (ROIC) FAQ

LWAY Return on Invested Capital (ROIC) History

Related Metrics