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 19.68% is 47% above its 3-year average of 13.42%, near the high end of its 3-year range (5.88%–20.07%).
As of the fiscal period ended Tuesday, June 30, 2026. 3.21% above its 12-month average of 19.06%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 19.68%.
RETURN ON INVESTED CAPITAL (ROIC)
19.68%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
19.06%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
14.24%
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
+3.21%
CURRENT VS 3Y AVG
+38.13%
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 · CONSUMER CYCLICAL
10.97%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
+79.29%
vs the sector median at left
SharkNinja, Inc.
Market Cap
$24.00B
Return on Invested Capital (ROIC)
19.68%
TTM Avg
19.06%
3Y Avg
14.24%
5Y Avg
N/A
Market Cap
$23.82B
Return on Invested Capital (ROIC)
31.15%
TTM Avg
19.06%
3Y Avg
15.55%
5Y Avg
15.27%
Market Cap
$23.59B
Return on Invested Capital (ROIC)
23.11%
TTM Avg
24.69%
3Y Avg
26.34%
5Y Avg
27.55%
Market Cap
$23.00B
Return on Invested Capital (ROIC)
10.25%
TTM Avg
9.22%
3Y Avg
9.50%
5Y Avg
9.23%
Market Cap
$25.04B
Return on Invested Capital (ROIC)
13.11%
TTM Avg
13.11%
3Y Avg
12.40%
5Y Avg
12.43%
Market Cap
$22.96B
Return on Invested Capital (ROIC)
11.61%
TTM Avg
17.02%
3Y Avg
18.63%
5Y Avg
18.01%
Market Cap
$22.95B
Return on Invested Capital (ROIC)
2.90%
TTM Avg
2.54%
3Y Avg
6.05%
5Y Avg
6.90%
Market Cap
$27.01B
Return on Invested Capital (ROIC)
30.09%
TTM Avg
31.32%
3Y Avg
30.00%
5Y Avg
33.34%
Market Cap
$20.83B
Return on Invested Capital (ROIC)
17.08%
TTM Avg
16.66%
3Y Avg
13.63%
5Y Avg
13.03%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| SharkNinja, Inc. (SN) | $24.00B | 19.68% | 19.06% | 14.24% | N/A |
| Tapestry, Inc. (TPR)vs › | $23.82B | 31.15% | 19.06% | 15.55% | 15.27% |
| Ulta Beauty, Inc. (ULTA)vs › | $23.59B | 23.11% | 24.69% | 26.34% | 27.55% |
| Casey's General Stores, Inc. (CASY)vs › | $23.00B | 10.25% | 9.22% | 9.50% | 9.23% |
| Darden Restaurants, Inc. (DRI)vs › | $25.04B | 13.11% | 13.11% | 12.40% | 12.43% |
| PulteGroup, Inc. (PHM)vs › | $22.96B | 11.61% | 17.02% | 18.63% | 18.01% |
| Smurfit Westrock plc (SW)vs › | $22.95B | 2.90% | 2.54% | 6.05% | 6.90% |
| Williams-Sonoma, Inc. (WSM)vs › | $27.01B | 30.09% | 31.32% | 30.00% | 33.34% |
| Ralph Lauren Corporation (RL)vs › | $20.83B | 17.08% | 16.66% | 13.63% | 13.03% |
| Packaging Corporation of America (PKG)vs › | $20.78B | 9.27% | 10.04% | 11.38% | 11.45% |
ROIC
19.7%
ROE
24.4%
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 | 19.68% |
| 2026-03-31 | 20.07% |
| 2025-12-31 | 19.98% |
| 2025-09-30 | 18.37% |
| 2025-06-30 | 17.23% |
| 2025-03-31 | 16.44% |
| 2024-12-31 | 17.03% |
| 2024-09-30 | 13.28% |
| 2024-06-30 | 10.26% |
| 2024-03-31 | 9.33% |
| 2023-12-31 | 8.92% |
| 2023-09-30 | 5.88% |
| 2023-06-30 | 8.71% |
| 2023-03-31 | 8.08% |
| 2022-12-31 | 8.00% |
