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 7.92% is 16% above its 5-year average of 6.82%, near the high end of its 5-year range (5.75%–8.30%).
As of the fiscal period ended Tuesday, June 30, 2026. 1.17% above its 12-month average of 7.83%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 7.92%.
RETURN ON INVESTED CAPITAL (ROIC)
7.92%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
7.83%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
7.13%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
6.82%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
6.18%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
5.57%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
5.36%
CURRENT VS TTM AVG
+1.17%
CURRENT VS 3Y AVG
+11.10%
CURRENT VS 5Y AVG
+16.17%
CURRENT VS 10Y AVG
+28.13%
CURRENT VS 15Y AVG
+42.23%
CURRENT VS 20Y AVG
+47.70%
SECTOR MEDIAN · TECHNOLOGY
0.38%
median of 608 covered companies
CURRENT VS SECTOR MEDIAN
+2012.94%
vs the sector median at left
SS&C Technologies Holdings, Inc.
Market Cap
$18.30B
Return on Invested Capital (ROIC)
7.92%
TTM Avg
7.83%
3Y Avg
7.13%
5Y Avg
6.82%
Market Cap
$18.35B
Return on Invested Capital (ROIC)
13.45%
TTM Avg
13.27%
3Y Avg
12.25%
5Y Avg
10.95%
Market Cap
$18.37B
Return on Invested Capital (ROIC)
10.98%
TTM Avg
8.50%
3Y Avg
4.91%
5Y Avg
6.59%
Market Cap
$18.38B
Return on Invested Capital (ROIC)
10.35%
TTM Avg
9.27%
3Y Avg
8.53%
5Y Avg
11.34%
Market Cap
$18.42B
Return on Invested Capital (ROIC)
4.85%
TTM Avg
1.09%
3Y Avg
11.34%
5Y Avg
13.02%
Market Cap
$18.77B
Return on Invested Capital (ROIC)
-0.31%
TTM Avg
-9.91%
3Y Avg
-7.62%
5Y Avg
-5.46%
Market Cap
$17.79B
Return on Invested Capital (ROIC)
5.60%
TTM Avg
5.80%
3Y Avg
5.73%
5Y Avg
5.34%
Market Cap
$19.01B
Return on Invested Capital (ROIC)
8.17%
TTM Avg
6.63%
3Y Avg
-0.22%
5Y Avg
3.98%
Market Cap
$17.54B
Return on Invested Capital (ROIC)
20.94%
TTM Avg
7.34%
3Y Avg
-9.33%
5Y Avg
-14.66%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| SS&C Technologies Holdings, Inc. (SSNC) | $18.30B | 7.92% | 7.83% | 7.13% | 6.82% |
| Broadridge Financial Solutions, Inc. (BR)vs › | $18.35B | 13.45% | 13.27% | 12.25% | 10.95% |
| Semtech Corporation (SMTC)vs › | $18.37B | 10.98% | 8.50% | 4.91% | 6.59% |
| Zebra Technologies Corporation (ZBRA)vs › | $18.38B | 10.35% | 9.27% | 8.53% | 11.34% |
| Lattice Semiconductor Corporation (LSCC)vs › | $18.42B | 4.85% | 1.09% | 11.34% | 13.02% |
| SiTime Corporation (SITM)vs › | $18.77B | -0.31% | -9.91% | -7.62% | -5.46% |
| Dynatrace, Inc. (DT)vs › | $17.79B | 5.60% | 5.80% | 5.73% | 5.34% |
| MKS Inc. (MKSI)vs › | $19.01B | 8.17% | 6.63% | -0.22% | 3.98% |
| Toast, Inc. (TOST)vs › | $17.54B | 20.94% | 7.34% | -9.33% | -14.66% |
| Fabrinet (FN)vs › | $17.53B | 15.72% | 15.37% | 15.36% | 15.31% |
ROIC
7.9%
ROE
13.0%
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 | 7.92% |
| 2026-03-31 | 7.63% |
| 2025-12-31 | 7.53% |
| 2025-09-30 | 8.30% |
| 2025-06-30 | 7.77% |
| 2025-03-31 | 8.13% |
| 2024-12-31 | 7.78% |
| 2024-09-30 | 6.58% |
| 2024-06-30 | 7.00% |
| 2024-03-31 | 6.22% |
| 2023-12-31 | 5.96% |
| 2023-09-30 | 5.98% |
| 2023-06-30 | 5.91% |
| 2023-03-31 | 5.75% |
| 2022-12-31 | 5.83% |
| 2022-09-30 | 6.27% |
| 2022-06-30 | 6.28% |
| 2022-03-31 | 6.39% |
| 2021-12-31 | 7.09% |
| 2021-09-30 | 6.73% |
| 2021-06-30 | 6.18% |
| 2021-03-31 | 5.96% |
| 2020-12-31 | 5.80% |
| 2020-09-30 | 5.75% |
| 2020-06-30 | 5.75% |
| 2020-03-31 | 5.40% |
| 2019-12-31 | 5.37% |
| 2019-09-30 | 4.55% |
| 2019-06-30 | 3.78% |
| 2019-03-31 | 3.10% |
| 2018-12-31 | 2.48% |
| 2018-09-30 | 2.75% |
| 2018-06-30 | 2.08% |
| 2018-03-31 | 7.56% |
| 2017-12-31 | 7.73% |
| 2017-09-30 | 6.07% |
| 2017-06-30 | 5.57% |
| 2017-03-31 | 5.18% |
| 2016-12-31 | 4.38% |
| 2016-09-30 | 3.62% |
| 2016-06-30 | 2.07% |
| 2016-03-31 | 1.86% |
| 2015-12-31 | 2.14% |
| 2015-09-30 | 2.15% |
| 2015-06-30 | 5.87% |
| 2015-03-31 | 7.17% |
| 2014-12-31 | 7.06% |
| 2014-09-30 | 6.85% |
| 2014-06-30 | 7.03% |
| 2014-03-31 | 7.07% |
| 2013-12-31 | 6.97% |
| 2013-09-30 | 6.62% |
| 2013-06-30 | 5.40% |
| 2013-03-31 | 4.32% |
| 2012-12-31 | 3.60% |
| 2012-09-30 | 3.33% |
| 2012-06-30 | 2.69% |
| 2012-03-31 | 5.69% |
| 2011-12-31 | 5.76% |
| 2011-09-30 | 5.22% |
| 2011-06-30 | 4.82% |
| 2011-03-31 | 4.68% |
| 2010-12-31 | 4.85% |
| 2010-09-30 | 4.85% |
| 2010-06-30 | 4.65% |
| 2010-03-31 | 4.63% |
| 2009-12-31 | 4.00% |
| 2009-09-30 | 4.24% |
| 2007-12-31 | 4.31% |
| 2007-09-30 | 3.97% |
| 2007-06-30 | 3.71% |
| 2007-03-31 | 3.94% |
| 2006-12-31 | 3.97% |
