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 2.66% is 16% below its 5-year average of 3.16%, near the low end of its 5-year range (1.33%–8.10%).
As of the fiscal period ended Sunday, June 28, 2026. 6.46% below its 12-month average of 2.85%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-28): 2.66%.
RETURN ON INVESTED CAPITAL (ROIC)
2.66%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
2.85%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
3.27%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
3.16%
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
-6.46%
CURRENT VS 3Y AVG
-18.42%
CURRENT VS 5Y AVG
-15.79%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · CONSUMER CYCLICAL
4.94%
median of 259 covered companies
CURRENT VS SECTOR MEDIAN
-46.05%
vs the sector median at left
Portillo's Inc.
Market Cap
$270.34M
Return on Invested Capital (ROIC)
2.66%
TTM Avg
2.85%
3Y Avg
3.27%
5Y Avg
3.16%
Market Cap
$274.88M
Return on Invested Capital (ROIC)
-1.81%
TTM Avg
-107.21%
3Y Avg
-96.01%
5Y Avg
-86.79%
Market Cap
$257.56M
Return on Invested Capital (ROIC)
11.34%
TTM Avg
7.25%
3Y Avg
7.13%
5Y Avg
9.24%
Market Cap
$245.43M
Return on Invested Capital (ROIC)
1.62%
TTM Avg
4.21%
3Y Avg
5.34%
5Y Avg
6.15%
Market Cap
$244.83M
Return on Invested Capital (ROIC)
2.21%
TTM Avg
-17.27%
3Y Avg
-22.28%
5Y Avg
-10.74%
Market Cap
$241.97M
Return on Invested Capital (ROIC)
7.59%
TTM Avg
1.35%
3Y Avg
4.45%
5Y Avg
7.30%
Market Cap
$315.52M
Return on Invested Capital (ROIC)
N/A
TTM Avg
7.40%
3Y Avg
14.60%
5Y Avg
14.24%
Market Cap
$216.32M
Return on Invested Capital (ROIC)
6.03%
TTM Avg
1.69%
3Y Avg
3.13%
5Y Avg
6.69%
Market Cap
$327.08M
Return on Invested Capital (ROIC)
2.30%
TTM Avg
5.66%
3Y Avg
0.17%
5Y Avg
2.20%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Portillo's Inc. (PTLO) | $270.34M | 2.66% | 2.85% | 3.27% | 3.16% |
| ECARX Holdings, Inc. (ECX)vs › | $274.88M | -1.81% | -107.21% | -96.01% | -86.79% |
| Escalade, Incorporated (ESCA)vs › | $257.56M | 11.34% | 7.25% | 7.13% | 9.24% |
| Dave & Buster's Entertainment, Inc. (PLAY)vs › | $245.43M | 1.62% | 4.21% | 5.34% | 6.15% |
| Newegg Commerce, Inc. (NEGG)vs › | $244.83M | 2.21% | -17.27% | -22.28% | -10.74% |
| Jack in the Box Inc. (JACK)vs › | $241.97M | 7.59% | 1.35% | 4.45% | 7.30% |
| JAKKS Pacific, Inc. (JAKK)vs › | $315.52M | N/A | 7.40% | 14.60% | 14.24% |
| The Lovesac Company (LOVE)vs › | $216.32M | 6.03% | 1.69% | 3.13% | 6.69% |
| Lands' End, Inc. (LE)vs › | $327.08M | 2.30% | 5.66% | 0.17% | 2.20% |
| Lifetime Brands, Inc. (LCUT)vs › | $212.45M | 10.20% | 5.48% | 5.29% | 4.64% |
ROIC
2.7%
ROE
2.9%
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) |
|---|---|
| 2026-06-28 | 2.66% |
| 2026-03-29 | 2.68% |
| 2025-12-28 | 2.94% |
| 2025-09-28 | 2.84% |
| 2025-06-29 | 3.12% |
| 2025-03-30 | 3.24% |
| 2024-09-29 | 3.75% |
| 2024-06-30 | 3.69% |
| 2024-03-31 | 3.91% |
| 2023-12-31 | 3.75% |
| 2023-09-24 | 3.34% |
| 2023-06-25 | 3.32% |
| 2023-03-26 | 3.24% |
| 2022-09-25 | 1.33% |
| 2022-06-26 | 2.09% |
| 2022-03-27 | 2.88% |
| 2021-09-26 | 7.83% |
| 2021-06-30 | 8.10% |
| 2020-12-31 | 6.76% |
