Basis: Latest reported fiscal quarter. Source: stored company filings and market data; unavailable inputs remain N/A.
The return on invested capital (ROIC) is N/A as of the fiscal period ended Tuesday, June 30, 2026.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -16.04%.
RETURN ON INVESTED CAPITAL (ROIC)
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-3.78%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-5.50%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
-13.87%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
-1.30%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
3.59%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
8.34%
CURRENT VS TTM AVG
N/A
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
Strategy Inc
Market Cap
$22.53B
Return on Invested Capital (ROIC)
N/A
TTM Avg
-3.78%
3Y Avg
-5.50%
5Y Avg
-13.87%
Market Cap
$22.29B
Return on Invested Capital (ROIC)
17.18%
TTM Avg
11.75%
3Y Avg
9.97%
5Y Avg
9.61%
Market Cap
$22.14B
Return on Invested Capital (ROIC)
3.77%
TTM Avg
5.30%
3Y Avg
7.25%
5Y Avg
7.25%
Market Cap
$21.46B
Return on Invested Capital (ROIC)
34.41%
TTM Avg
23.54%
3Y Avg
22.47%
5Y Avg
18.59%
Market Cap
$24.08B
Return on Invested Capital (ROIC)
0.94%
TTM Avg
-8.32%
3Y Avg
-14.93%
5Y Avg
-19.49%
Market Cap
$23.97B
Return on Invested Capital (ROIC)
-49.50%
TTM Avg
-8.08%
3Y Avg
-19.92%
5Y Avg
-20.77%
Market Cap
$24.25B
Return on Invested Capital (ROIC)
6.47%
TTM Avg
8.44%
3Y Avg
7.30%
5Y Avg
5.83%
Market Cap
$19.87B
Return on Invested Capital (ROIC)
8.14%
TTM Avg
8.13%
3Y Avg
0.63%
5Y Avg
-12.99%
Market Cap
$25.45B
Return on Invested Capital (ROIC)
11.80%
TTM Avg
8.53%
3Y Avg
6.83%
5Y Avg
9.43%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Strategy Inc (STRK) | $22.53B | N/A | -3.78% | -5.50% | -13.87% |
| PTC Inc. (PTC)vs › | $22.29B | 17.18% | 11.75% | 9.97% | 9.61% |
| Bending Spoons S.p.A. (BSP)vs › | $22.14B | 3.77% | 5.30% | 7.25% | 7.25% |
| Verisk Analytics, Inc. (VRSK)vs › | $21.46B | 34.41% | 23.54% | 22.47% | 18.59% |
| Samsara Inc. (IOT)vs › | $24.08B | 0.94% | -8.32% | -14.93% | -19.49% |
| Strategy Inc (STRD)vs › | $23.97B | -49.50% | -8.08% | -19.92% | -20.77% |
| Fiserv, Inc. (FISV)vs › | $24.25B | 6.47% | 8.44% | 7.30% | 5.83% |
| Nutanix, Inc. (NTNX)vs › | $19.87B | 8.14% | 8.13% | 0.63% | -12.99% |
| Entegris, Inc. (ENTG)vs › | $25.45B | 11.80% | 8.53% | 6.83% | 9.43% |
| Unity Software Inc. (U)vs › | $19.53B | -10.91% | -10.50% | -11.76% | -12.06% |
ROIC
N/A
ROE
-67.1%
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 | -16.04% |
| 2026-03-31 | -0.08% |
| 2025-12-31 | -0.07% |
| 2025-09-30 | -1.04% |
| 2025-06-30 | -1.68% |
| 2025-03-31 | -3.82% |
| 2024-12-31 | -7.27% |
| 2024-09-30 | -10.92% |
| 2024-06-30 | -6.99% |
| 2024-03-31 | -4.94% |
| 2023-12-31 | -2.59% |
| 2023-09-30 | -8.56% |
| 2023-06-30 | -7.59% |
| 2023-03-31 | -41.48% |
| 2022-12-31 | -60.94% |
| 2022-09-30 | -53.37% |
| 2022-06-30 | -55.58% |
| 2022-03-31 | -23.14% |
| 2021-12-31 | -24.18% |
| 2021-09-30 | -23.58% |
| 2021-06-30 | -26.16% |
| 2021-03-31 | -9.06% |
| 2020-12-31 | -1.15% |
| 2020-09-30 | -0.81% |
| 2020-06-30 | 3.42% |
| 2020-03-31 | 1.37% |
| 2019-12-31 | -0.14% |
| 2019-09-30 | -1.62% |
| 2019-06-30 | -1.30% |
| 2019-03-31 | -1.14% |
| 2018-12-31 | 0.67% |
| 2018-09-30 | 1.95% |
| 2018-06-30 | 3.09% |
| 2018-03-31 | 4.37% |
| 2017-12-31 | 6.32% |
| 2017-09-30 | 11.57% |
| 2017-06-30 | 13.28% |
| 2017-03-31 | 14.59% |
| 2016-12-31 | 14.85% |
| 2016-09-30 | 17.58% |
| 2016-06-30 | 18.01% |
| 2016-03-31 | 20.40% |
| 2015-12-31 | 21.27% |
| 2015-09-30 | 19.21% |
| 2015-06-30 | 13.78% |
| 2015-03-31 | 6.27% |
| 2014-12-31 | 0.78% |
| 2014-09-30 | -2.83% |
| 2014-06-30 | 2.69% |
| 2014-03-31 | 5.81% |
| 2013-12-31 | 5.52% |
| 2013-09-30 | 4.32% |
| 2013-06-30 | 2.06% |
| 2013-03-31 | 4.69% |
| 2012-12-31 | 8.88% |
| 2012-09-30 | 8.73% |
| 2012-06-30 | 7.52% |
| 2012-03-31 | 5.97% |
| 2011-12-31 | 5.94% |
| 2011-09-30 | 10.29% |
| 2011-06-30 | 14.58% |
| 2011-03-31 | 18.36% |
| 2010-12-31 | 20.67% |
| 2010-09-30 | 22.93% |
| 2010-06-30 | 26.62% |
| 2010-03-31 | 25.56% |
| 2009-12-31 | 26.38% |
| 2009-09-30 | 25.95% |
| 2009-06-30 | 23.15% |
| 2009-03-31 | 22.67% |
| 2008-12-31 | 26.98% |
| 2008-09-30 | 32.50% |
| 2008-06-30 | 42.22% |
| 2008-03-31 | 47.29% |
| 2007-12-31 | 49.96% |
| 2007-09-30 | 54.77% |
| 2007-06-30 | 53.11% |
| 2007-03-31 | 65.46% |
| 2006-12-31 | 51.31% |
| 2006-09-30 | 61.37% |
| 2006-06-30 | 56.66% |
| 2006-03-31 | 42.49% |
| 2005-12-31 | 33.45% |
| 2005-09-30 | 39.46% |
| 2005-06-30 | 56.22% |
| 2005-03-31 | 28.86% |
| 2004-12-31 | 27.68% |
| 2004-09-30 | 24.69% |
| 2004-06-30 | 54.37% |
| 2004-03-31 | 53.27% |
| 2003-12-31 | 52.69% |
| 2003-09-30 | 56.36% |
| 2003-06-30 | 42.86% |
