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 1.30% is 152% above its 5-year average of -2.50%, near the high end of its 5-year range (-8.14%–3.36%).
As of the fiscal period ended Tuesday, June 30, 2026. 43.54% below its 12-month average of 2.31%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 1.30%.
RETURN ON INVESTED CAPITAL (ROIC)
1.30%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
2.31%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-1.73%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
-2.50%
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
-43.54%
CURRENT VS 3Y AVG
+175.10%
CURRENT VS 5Y AVG
+152.10%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · REAL ESTATE
3.56%
median of 93 covered companies
CURRENT VS SECTOR MEDIAN
-63.40%
vs the sector median at left
Medalist Diversified REIT, Inc.
Market Cap
$12.40M
Return on Invested Capital (ROIC)
1.30%
TTM Avg
2.31%
3Y Avg
-1.73%
5Y Avg
-2.50%
Market Cap
$12.70M
Return on Invested Capital (ROIC)
-5.26%
TTM Avg
-5.19%
3Y Avg
-12.00%
5Y Avg
-12.22%
Market Cap
$11.29M
Return on Invested Capital (ROIC)
0.66%
TTM Avg
1.45%
3Y Avg
1.00%
5Y Avg
0.72%
Market Cap
$10.56M
Return on Invested Capital (ROIC)
N/A
TTM Avg
0.00%
3Y Avg
-1.02%
5Y Avg
-7.65%
Market Cap
$14.83M
Return on Invested Capital (ROIC)
-21.00%
TTM Avg
-19.28%
3Y Avg
-20.89%
5Y Avg
-14.71%
Market Cap
$7.26M
Return on Invested Capital (ROIC)
-38.26%
TTM Avg
-28.52%
3Y Avg
-27.50%
5Y Avg
-21.88%
Market Cap
$17.85M
Return on Invested Capital (ROIC)
-5.94%
TTM Avg
15.73%
3Y Avg
37.76%
5Y Avg
37.76%
Market Cap
$5.21M
Return on Invested Capital (ROIC)
-25.45%
TTM Avg
-45.70%
3Y Avg
-42.64%
5Y Avg
-36.88%
Market Cap
$19.85M
Return on Invested Capital (ROIC)
-2.15%
TTM Avg
-4.78%
3Y Avg
-109.26%
5Y Avg
-109.26%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Medalist Diversified REIT, Inc. (MDRR) | $12.40M | 1.30% | 2.31% | -1.73% | -2.50% |
| TDH Holdings, Inc. (PETZ)vs › | $12.70M | -5.26% | -5.19% | -12.00% | -12.22% |
| Creative Media & Community Trust Corporation (CMCT)vs › | $11.29M | 0.66% | 1.45% | 1.00% | 0.72% |
| Gyrodyne, LLC (GYRO)vs › | $10.56M | N/A | 0.00% | -1.02% | -7.65% |
| Offerpad Solutions Inc. (OPAD)vs › | $14.83M | -21.00% | -19.28% | -20.89% | -14.71% |
| Fathom Holdings Inc. (FTHM)vs › | $7.26M | -38.26% | -28.52% | -27.50% | -21.88% |
| Linkhome Holdings Inc. (LHAI)vs › | $17.85M | -5.94% | 15.73% | 37.76% | 37.76% |
| RenX Enterprises Corp. (RENX)vs › | $5.21M | -25.45% | -45.70% | -42.64% | -36.88% |
| Murano Global Investments PLC Ordinary Shares (MRNO)vs › | $19.85M | -2.15% | -4.78% | -109.26% | -109.26% |
| Fangdd Network Group Ltd. (DUO)vs › | $4.84M | -16.23% | -26.70% | -74.72% | -85.92% |
ROIC
1.3%
ROE
32.0%
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 | 1.30% |
| 2026-03-31 | 2.01% |
| 2025-12-31 | 3.36% |
| 2025-09-30 | 2.65% |
| 2025-06-30 | 2.22% |
| 2025-03-31 | 1.97% |
| 2024-12-31 | -2.43% |
| 2024-09-30 | -3.67% |
| 2024-06-30 | -6.69% |
| 2024-03-31 | -8.14% |
| 2023-12-31 | -5.10% |
| 2023-09-30 | -5.11% |
| 2023-06-30 | -4.93% |
| 2023-03-31 | -4.98% |
| 2022-12-31 | -5.73% |
| 2022-09-30 | -5.34% |
| 2022-06-30 | -2.80% |
| 2022-03-31 | -1.45% |
| 2021-12-31 | -0.12% |
| 2021-09-30 | -4.69% |
| 2021-06-30 | -4.85% |
| 2021-03-31 | -7.41% |
| 2020-12-31 | -8.77% |
| 2020-09-30 | -2.44% |
| 2020-06-30 | -2.05% |
| 2020-03-31 | -2.31% |
| 2019-12-31 | -1.53% |
| 2019-09-30 | -2.93% |
| 2019-06-30 | -3.62% |
| 2019-03-31 | -2.32% |
| 2018-12-31 | -2.04% |
| 2018-09-30 | -0.62% |
| 2018-06-30 | -0.89% |
| 2018-03-31 | -0.98% |
| 2017-12-31 | -0.73% |
| 2017-06-30 | -0.28% |
