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 -2.16% is 96% below its 1-year average of -1.10%, near the low end of its 1-year range (-2.16%–-0.27%).
As of the fiscal period ended Tuesday, June 30, 2026. 53.49% below its 12-month average of -1.40%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -2.16%.
RETURN ON INVESTED CAPITAL (ROIC)
-2.16%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-1.40%
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
-53.49%
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
-265.44%
vs the sector median at left
RF Acquisition Corp II Ordinary Shares
Market Cap
$322.07M
Return on Invested Capital (ROIC)
-2.16%
TTM Avg
-1.40%
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$321.96M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$321.57M
Return on Invested Capital (ROIC)
-0.74%
TTM Avg
-0.42%
3Y Avg
-0.42%
5Y Avg
-0.42%
Market Cap
$323.18M
Return on Invested Capital (ROIC)
-0.24%
TTM Avg
-0.17%
3Y Avg
-0.17%
5Y Avg
-0.17%
Market Cap
$323.29M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$323.31M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$320.66M
Return on Invested Capital (ROIC)
-3.70%
TTM Avg
-0.28%
3Y Avg
-0.28%
5Y Avg
1.14%
Market Cap
$323.84M
Return on Invested Capital (ROIC)
-0.27%
TTM Avg
0.00%
3Y Avg
0.00%
5Y Avg
0.00%
Market Cap
$325.01M
Return on Invested Capital (ROIC)
-0.49%
TTM Avg
-0.41%
3Y Avg
-0.41%
5Y Avg
-0.41%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| RF Acquisition Corp II Ordinary Shares (RFAI) | $322.07M | -2.16% | -1.40% | N/A | N/A |
| Fidelity D & D Bancorp, Inc. (FDBC)vs › | $321.96M | N/A | N/A | N/A | N/A |
| Launch One Acquisition Corp. (LPAA)vs › | $321.57M | -0.74% | -0.42% | -0.42% | -0.42% |
| Aldel Financial II Inc. (ALDF)vs › | $323.18M | -0.24% | -0.17% | -0.17% | -0.17% |
| NewtekOne, Inc. (NEWT)vs › | $323.29M | N/A | N/A | N/A | N/A |
| John Marshall Bancorp, Inc. (JMSB)vs › | $323.31M | N/A | N/A | N/A | N/A |
| Lionheart Holdings (CUB)vs › | $320.66M | -3.70% | -0.28% | -0.28% | 1.14% |
| Evolution Global Acquisition Corp Class A Ordinary Shares (EVOX)vs › | $323.84M | -0.27% | 0.00% | 0.00% | 0.00% |
| Renatus Tactical Acquisition Corp I Class A Ordinary Shares (RTAC)vs › | $325.01M | -0.49% | -0.41% | -0.41% | -0.41% |
| TWFG, Inc. Common Stock (TWFG)vs › | $325.06M | 14.73% | 7.63% | 19.88% | 19.88% |
ROIC
-2.2%
ROE
3.8%
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 | -2.16% |
| 2026-03-31 | -1.98% |
| 2025-12-31 | -1.85% |
| 2025-09-30 | -0.57% |
| 2025-06-30 | -0.46% |
| 2025-03-31 | -0.41% |
| 2024-12-31 | -0.27% |
