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 -3.85% is 168% below its 1-year average of -1.44%, near the low end of its 1-year range (-3.85%–-0.53%).
As of the fiscal period ended Tuesday, June 30, 2026. 118.81% below its 12-month average of -1.76%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -3.85%.
RETURN ON INVESTED CAPITAL (ROIC)
-3.85%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-1.76%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
N/A
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
-118.81%
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
-0.59%
median of 183 covered companies
CURRENT VS SECTOR MEDIAN
-552.60%
vs the sector median at left
Rising Dragon Acquisition Corp.
Market Cap
$33.15M
Return on Invested Capital (ROIC)
-3.85%
TTM Avg
-1.76%
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$32.76M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$32.39M
Return on Invested Capital (ROIC)
-0.02%
TTM Avg
-0.02%
3Y Avg
-0.02%
5Y Avg
-0.02%
Market Cap
$34.50M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$35.30M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$35.58M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$29.82M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$37.02M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$29.16M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Rising Dragon Acquisition Corp. (RDAC) | $33.15M | -3.85% | -1.76% | N/A | N/A |
| FG Communities Holdings Inc. (FGC)vs › | $32.76M | N/A | N/A | N/A | N/A |
| Ribbon Acquisition Corp (RIBB)vs › | $32.39M | -0.02% | -0.02% | -0.02% | -0.02% |
| Valor Energy Inc. (VAI)vs › | $34.50M | N/A | N/A | N/A | N/A |
| Plutus Financial Group Limited (PLUT)vs › | $35.30M | N/A | N/A | N/A | N/A |
| Mount Logan Capital Inc. (MLCI)vs › | $35.58M | N/A | N/A | N/A | N/A |
| BayFirst Financial Corp. (BAFN)vs › | $29.82M | N/A | N/A | N/A | N/A |
| U.S. Global Investors, Inc. (GROW)vs › | $37.02M | N/A | N/A | N/A | N/A |
| Rand Capital Corp (RAND)vs › | $29.16M | N/A | N/A | N/A | N/A |
| Fold Holdings, Inc. (FLD)vs › | $29.12M | N/A | N/A | N/A | N/A |
ROIC
-3.9%
ROE
6.7%
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 | -3.85% |
| 2026-03-31 | -1.50% |
| 2025-12-31 | -1.46% |
| 2025-09-30 | -0.98% |
| 2025-06-30 | -1.00% |
| 2025-03-31 | -0.72% |
| 2024-12-31 | -0.53% |
