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 4.14% is 46% below its 5-year average of 7.70%, near the low end of its 5-year range (4.14%–8.58%).
As of the fiscal period ended Tuesday, June 30, 2026. 35.65% below its 12-month average of 6.44%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 4.14%.
RETURN ON INVESTED CAPITAL (ROIC)
4.14%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
6.44%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
8.15%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
7.70%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
6.86%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
6.34%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-35.65%
CURRENT VS 3Y AVG
-49.19%
CURRENT VS 5Y AVG
-46.18%
CURRENT VS 10Y AVG
-39.63%
CURRENT VS 15Y AVG
-34.68%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · REAL ESTATE
3.65%
median of 97 covered companies
CURRENT VS SECTOR MEDIAN
+13.52%
vs the sector median at left
Phillips Edison & Co.
Market Cap
$4.78B
Return on Invested Capital (ROIC)
4.14%
TTM Avg
6.44%
3Y Avg
8.15%
5Y Avg
7.70%
Market Cap
$4.79B
Return on Invested Capital (ROIC)
1.85%
TTM Avg
4.88%
3Y Avg
4.41%
5Y Avg
3.55%
Market Cap
$4.41B
Return on Invested Capital (ROIC)
4.07%
TTM Avg
5.39%
3Y Avg
5.39%
5Y Avg
3.51%
Market Cap
$3.94B
Return on Invested Capital (ROIC)
1.64%
TTM Avg
1.52%
3Y Avg
0.68%
5Y Avg
0.99%
Market Cap
$3.88B
Return on Invested Capital (ROIC)
5.17%
TTM Avg
5.54%
3Y Avg
5.15%
5Y Avg
3.37%
Market Cap
$5.94B
Return on Invested Capital (ROIC)
7.32%
TTM Avg
7.15%
3Y Avg
6.99%
5Y Avg
7.19%
Market Cap
$6.23B
Return on Invested Capital (ROIC)
1.37%
TTM Avg
3.12%
3Y Avg
2.88%
5Y Avg
2.35%
Market Cap
$6.23B
Return on Invested Capital (ROIC)
1.37%
TTM Avg
3.12%
3Y Avg
2.88%
5Y Avg
2.35%
Market Cap
$3.08B
Return on Invested Capital (ROIC)
4.43%
TTM Avg
3.75%
3Y Avg
3.40%
5Y Avg
0.02%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Phillips Edison & Co. (PECO) | $4.78B | 4.14% | 6.44% | 8.15% | 7.70% |
| Sabra Health Care REIT, Inc. (SBRA)vs › | $4.79B | 1.85% | 4.88% | 4.41% | 3.55% |
| Colliers International Group Inc. (CIGI)vs › | $4.41B | 4.07% | 5.39% | 5.39% | 3.51% |
| Americold Realty Trust, Inc. (COLD)vs › | $3.94B | 1.64% | 1.52% | 0.68% | 0.99% |
| Apple Hospitality REIT, Inc. (APLE)vs › | $3.88B | 5.17% | 5.54% | 5.15% | 3.37% |
| FirstService Corporation (FSV)vs › | $5.94B | 7.32% | 7.15% | 6.99% | 7.19% |
| Brookfield Property Partners L.P. (BPYPN)vs › | $6.23B | 1.37% | 3.12% | 2.88% | 2.35% |
| Brookfield Property Partners L.P. (BPYPO)vs › | $6.23B | 1.37% | 3.12% | 2.88% | 2.35% |
| Park Hotels & Resorts Inc. (PK)vs › | $3.08B | 4.43% | 3.75% | 3.40% | 0.02% |
| Brookfield Property Partners L.P. (BPYPP)vs › | $6.48B | 1.37% | 3.12% | 2.88% | 2.35% |
ROIC
4.1%
ROE
6.0%
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 | 4.14% |
| 2026-03-31 | 5.33% |
| 2025-12-31 | 6.55% |
| 2025-09-30 | 7.60% |
| 2025-06-30 | 8.58% |
| 2025-03-31 | 8.51% |
| 2024-12-31 | 8.48% |
| 2024-09-30 | 8.46% |
| 2024-06-30 | 8.38% |
| 2024-03-31 | 8.30% |
| 2023-12-31 | 8.49% |
| 2023-09-30 | 8.30% |
| 2023-06-30 | 8.07% |
| 2023-03-31 | 7.94% |
| 2022-12-31 | 7.87% |
| 2022-09-30 | 7.67% |
| 2022-06-30 | 7.46% |
| 2022-03-31 | 7.33% |
| 2021-12-31 | 7.09% |
| 2021-09-30 | 6.92% |
| 2021-06-30 | 6.67% |
| 2021-03-31 | 6.77% |
| 2020-12-31 | 6.40% |
| 2020-09-30 | 6.77% |
| 2020-06-30 | 7.01% |
| 2020-03-31 | 7.10% |
| 2019-12-31 | 6.98% |
| 2019-09-30 | 5.81% |
| 2019-06-30 | 5.89% |
| 2019-03-31 | 5.32% |
| 2018-12-31 | 4.92% |
| 2018-09-30 | 6.60% |
| 2018-06-30 | 5.93% |
| 2018-03-31 | 5.20% |
| 2017-12-31 | 4.46% |
| 2017-09-30 | 6.45% |
| 2017-06-30 | 6.40% |
| 2017-03-31 | 6.32% |
| 2016-12-31 | 6.09% |
| 2016-09-30 | 6.35% |
| 2016-06-30 | 6.51% |
| 2016-03-31 | 6.91% |
| 2015-12-31 | 6.73% |
| 2015-09-30 | 5.55% |
| 2015-06-30 | 5.07% |
| 2015-03-31 | 4.37% |
| 2014-12-31 | 3.88% |
| 2014-09-30 | 3.72% |
| 2014-06-30 | 2.51% |
| 2014-03-31 | 1.38% |
| 2013-12-31 | 0.15% |
| 2013-09-30 | 0.28% |
| 2013-06-30 | 0.26% |
| 2013-03-31 | 0.80% |
| 2012-12-31 | 0.66% |
| 2012-09-30 | 0.62% |
| 2012-06-30 | 2.00% |
