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 4.03% is 65% below its 5-year average of 11.35%, around the middle of its 5-year range (-7.99%–27.06%).
As of the fiscal period ended Friday, July 31, 2026. 51.31% below its 12-month average of 8.28%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2027 (2026-07-31): 4.03%.
RETURN ON INVESTED CAPITAL (ROIC)
4.03%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
8.28%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
13.56%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
11.35%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
12.40%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-51.31%
CURRENT VS 3Y AVG
-70.29%
CURRENT VS 5Y AVG
-64.51%
CURRENT VS 10Y AVG
-67.49%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · CONSUMER DEFENSIVE
5.41%
median of 143 covered companies
CURRENT VS SECTOR MEDIAN
-25.52%
vs the sector median at left
Mama's Creations, Inc.
Market Cap
$609.57M
Return on Invested Capital (ROIC)
4.03%
TTM Avg
8.28%
3Y Avg
13.56%
5Y Avg
11.35%
Market Cap
$599.07M
Return on Invested Capital (ROIC)
-14.49%
TTM Avg
5.94%
3Y Avg
6.93%
5Y Avg
9.05%
Market Cap
$631.82M
Return on Invested Capital (ROIC)
4.47%
TTM Avg
4.44%
3Y Avg
4.44%
5Y Avg
4.44%
Market Cap
$555.15M
Return on Invested Capital (ROIC)
-6.11%
TTM Avg
-6.71%
3Y Avg
-17.10%
5Y Avg
-15.35%
Market Cap
$518.87M
Return on Invested Capital (ROIC)
-0.72%
TTM Avg
-0.83%
3Y Avg
-0.17%
5Y Avg
0.09%
Market Cap
$706.55M
Return on Invested Capital (ROIC)
6.33%
TTM Avg
4.39%
3Y Avg
5.75%
5Y Avg
7.26%
Market Cap
$794.99M
Return on Invested Capital (ROIC)
12.11%
TTM Avg
12.40%
3Y Avg
14.98%
5Y Avg
15.58%
Market Cap
$833.90M
Return on Invested Capital (ROIC)
10.85%
TTM Avg
6.29%
3Y Avg
-4.81%
5Y Avg
-1.72%
Market Cap
$330.40M
Return on Invested Capital (ROIC)
38.43%
TTM Avg
28.19%
3Y Avg
28.19%
5Y Avg
28.19%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Mama's Creations, Inc. (MAMA) | $609.57M | 4.03% | 8.28% | 13.56% | 11.35% |
| Helen of Troy Limited (HELE)vs › | $599.07M | -14.49% | 5.94% | 6.93% | 9.05% |
| Yesway, Inc. (YSWY)vs › | $631.82M | 4.47% | 4.44% | 4.44% | 4.44% |
| The Honest Company, Inc. (HNST)vs › | $555.15M | -6.11% | -6.71% | -17.10% | -15.35% |
| Krispy Kreme, Inc. (DNUT)vs › | $518.87M | -0.72% | -0.83% | -0.17% | 0.09% |
| Lincoln Educational Services Corporation (LINC)vs › | $706.55M | 6.33% | 4.39% | 5.75% | 7.26% |
| John B. Sanfilippo & Son, Inc. (JBSS)vs › | $794.99M | 12.11% | 12.40% | 14.98% | 15.58% |
| American Public Education, Inc. (APEI)vs › | $833.90M | 10.85% | 6.29% | -4.81% | -1.72% |
| Agencia Comercial Spirits Ltd (AGCC)vs › | $330.40M | 38.43% | 28.19% | 28.19% | 28.19% |
| Prenetics Global Limited (PRE)vs › | $340.01M | -42.66% | -24.36% | -24.70% | -27.14% |
ROIC
4.0%
ROE
4.4%
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) |
|---|---|
| 2026-07-31 | 4.03% |
| 2026-04-30 | 9.30% |
| 2026-01-31 | 8.33% |
| 2025-10-31 | 7.64% |
| 2025-07-31 | 12.08% |
| 2025-04-30 | 12.03% |
| 2025-01-31 | 11.37% |
| 2024-10-31 | 11.17% |
| 2024-07-31 | 16.52% |
| 2024-04-30 | 18.52% |
| 2024-01-31 | 21.18% |
| 2023-10-31 | 23.05% |
| 2023-07-31 | 21.04% |
| 2023-04-30 | 15.25% |
| 2023-01-31 | 11.27% |
| 2022-10-31 | -1.75% |
| 2022-07-31 | -7.99% |
| 2022-04-30 | -2.07% |
| 2022-01-31 | 0.20% |
| 2021-10-31 | 20.18% |
| 2021-07-31 | 27.06% |
| 2021-04-30 | 29.86% |
| 2021-01-31 | 33.63% |
| 2020-10-31 | 40.18% |
| 2020-07-31 | 36.08% |
| 2020-04-30 | 34.10% |
| 2020-01-31 | 33.86% |
| 2019-10-31 | -11.01% |
| 2019-07-31 | -11.44% |
| 2019-04-30 | -14.48% |
| 2019-01-31 | -18.91% |
| 2018-10-31 | 32.40% |
| 2018-07-31 | 28.77% |
| 2018-04-30 | 18.08% |
| 2018-01-31 | 13.60% |
| 2017-10-31 | 9.56% |
| 2017-07-31 | 9.48% |
| 2017-04-30 | 11.04% |
| 2017-01-31 | 13.87% |
| 2016-10-31 | -3.32% |
| 2016-07-31 | -15.57% |
| 2016-04-30 | -26.92% |
| 2016-01-31 | -45.03% |
| 2015-10-31 | -76.95% |
| 2015-07-31 | -92.55% |
| 2015-04-30 | -83.68% |
| 2015-01-31 | -65.57% |
| 2013-12-31 | -68.33% |
