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 -3.65% is 45% above its 5-year average of -6.67%, near the high end of its 5-year range (-13.44%–-3.40%).
As of the fiscal period ended Tuesday, June 30, 2026. 39.30% above its 12-month average of -6.02%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q4 FY2026 (2026-06-30): -3.65%.
RETURN ON INVESTED CAPITAL (ROIC)
-3.65%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-6.02%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-6.57%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
-6.67%
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
+39.30%
CURRENT VS 3Y AVG
+44.37%
CURRENT VS 5Y AVG
+45.27%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · REAL ESTATE
3.65%
median of 97 covered companies
CURRENT VS SECTOR MEDIAN
-200.06%
vs the sector median at left
MacKenzie Realty Capital, Inc.
Market Cap
$3.10M
Return on Invested Capital (ROIC)
-3.65%
TTM Avg
-6.02%
3Y Avg
-6.57%
5Y Avg
-6.67%
Market Cap
$3.04M
Return on Invested Capital (ROIC)
5.41%
TTM Avg
5.63%
3Y Avg
4.93%
5Y Avg
4.67%
Market Cap
$3.01M
Return on Invested Capital (ROIC)
4.46%
TTM Avg
-0.18%
3Y Avg
-0.15%
5Y Avg
0.97%
Market Cap
$4.94M
Return on Invested Capital (ROIC)
-16.23%
TTM Avg
-26.70%
3Y Avg
-74.72%
5Y Avg
-85.92%
Market Cap
$1.19M
Return on Invested Capital (ROIC)
-74.92%
TTM Avg
-62.01%
3Y Avg
-108.48%
5Y Avg
-732.72%
Market Cap
$5.11M
Return on Invested Capital (ROIC)
-25.45%
TTM Avg
-45.70%
3Y Avg
-42.64%
5Y Avg
-36.88%
Market Cap
$409407.00
Return on Invested Capital (ROIC)
-69.09%
TTM Avg
-121.33%
3Y Avg
-100.21%
5Y Avg
-53.17%
Market Cap
$388095.00
Return on Invested Capital (ROIC)
N/A
TTM Avg
-22.73%
3Y Avg
-35.60%
5Y Avg
-44.10%
Market Cap
$207564.00
Return on Invested Capital (ROIC)
-2.59%
TTM Avg
-3.21%
3Y Avg
-3.45%
5Y Avg
-3.38%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| MacKenzie Realty Capital, Inc. (MKZR) | $3.10M | -3.65% | -6.02% | -6.57% | -6.67% |
| Wheeler Real Estate Investment Trust, Inc. (WHLRD)vs › | $3.04M | 5.41% | 5.63% | 4.93% | 4.67% |
| Presidio Property Trust, Inc. (SQFTP)vs › | $3.01M | 4.46% | -0.18% | -0.15% | 0.97% |
| Fangdd Network Group Ltd. (DUO)vs › | $4.94M | -16.23% | -26.70% | -74.72% | -85.92% |
| Ohmyhome Limited (OMH)vs › | $1.19M | -74.92% | -62.01% | -108.48% | -732.72% |
| RenX Enterprises Corp. (RENX)vs › | $5.11M | -25.45% | -45.70% | -42.64% | -36.88% |
| La Rosa Holdings Corp. (LRHC)vs › | $409407.00 | -69.09% | -121.33% | -100.21% | -53.17% |
| Ucommune International Ltd (UK)vs › | $388095.00 | N/A | -22.73% | -35.60% | -44.10% |
| Generation Income Properties, Inc. (GIPR)vs › | $207564.00 | -2.59% | -3.21% | -3.45% | -3.38% |
| Wheeler Real Estate Investment Trust, Inc. (WHLR)vs › | $2651.00 | 5.84% | 5.71% | 4.97% | 4.70% |
ROIC
-3.7%
ROE
-40.9%
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 | -3.65% |
| 2026-03-31 | -5.51% |
| 2025-12-31 | -8.30% |
| 2025-09-30 | -6.37% |
| 2025-06-30 | -6.24% |
| 2025-03-31 | -5.79% |
| 2024-12-31 | -4.47% |
| 2024-09-30 | -6.39% |
| 2024-06-30 | -4.35% |
| 2024-03-31 | -8.51% |
| 2023-12-31 | -12.63% |
| 2023-09-30 | -13.44% |
| 2023-06-30 | -13.38% |
| 2023-03-31 | -8.53% |
| 2022-12-31 | -5.63% |
| 2022-09-30 | -4.52% |
| 2022-06-30 | -4.23% |
| 2022-03-31 | -4.15% |
| 2021-12-31 | -3.96% |
| 2021-09-30 | -3.40% |
| 2021-03-31 | -1.45% |
| 2020-12-31 | 1.23% |
| 2020-09-30 | 2.59% |
| 2020-06-30 | 3.36% |
