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 6.10% is 22% above its 5-year average of 5.02%, around the middle of its 5-year range (-2.41%–12.41%).
As of the fiscal period ended Sunday, June 28, 2026. 15.29% below its 12-month average of 7.20%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q4 FY2026 (2026-06-28): 6.10%.
RETURN ON INVESTED CAPITAL (ROIC)
6.10%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
7.20%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
5.79%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
5.02%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
5.41%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
7.20%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
6.04%
CURRENT VS TTM AVG
-15.29%
CURRENT VS 3Y AVG
+5.28%
CURRENT VS 5Y AVG
+21.60%
CURRENT VS 10Y AVG
+12.66%
CURRENT VS 15Y AVG
-15.32%
CURRENT VS 20Y AVG
+0.92%
SECTOR MEDIAN · CONSUMER CYCLICAL
3.85%
median of 302 covered companies
CURRENT VS SECTOR MEDIAN
+58.43%
vs the sector median at left
Strattec Security Corporation
Market Cap
$275.51M
Return on Invested Capital (ROIC)
6.10%
TTM Avg
7.20%
3Y Avg
5.79%
5Y Avg
5.02%
Market Cap
$273.60M
Return on Invested Capital (ROIC)
2.66%
TTM Avg
3.21%
3Y Avg
3.40%
5Y Avg
3.88%
Market Cap
$278.73M
Return on Invested Capital (ROIC)
-20.49%
TTM Avg
-27.18%
3Y Avg
-31.18%
5Y Avg
-33.80%
Market Cap
$291.78M
Return on Invested Capital (ROIC)
-1.81%
TTM Avg
-107.21%
3Y Avg
-96.01%
5Y Avg
-86.79%
Market Cap
$256.74M
Return on Invested Capital (ROIC)
11.34%
TTM Avg
7.25%
3Y Avg
7.13%
5Y Avg
9.24%
Market Cap
$249.79M
Return on Invested Capital (ROIC)
2.21%
TTM Avg
-17.27%
3Y Avg
-22.28%
5Y Avg
-10.74%
Market Cap
$238.65M
Return on Invested Capital (ROIC)
1.62%
TTM Avg
4.21%
3Y Avg
5.34%
5Y Avg
6.15%
Market Cap
$237.90M
Return on Invested Capital (ROIC)
2.71%
TTM Avg
0.99%
3Y Avg
-3.06%
5Y Avg
1.93%
Market Cap
$313.92M
Return on Invested Capital (ROIC)
N/A
TTM Avg
7.40%
3Y Avg
14.60%
5Y Avg
14.24%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Strattec Security Corporation (STRT) | $275.51M | 6.10% | 7.20% | 5.79% | 5.02% |
| Portillo's Inc. (PTLO)vs › | $273.60M | 2.66% | 3.21% | 3.40% | 3.88% |
| ThredUp Inc. (TDUP)vs › | $278.73M | -20.49% | -27.18% | -31.18% | -33.80% |
| ECARX Holdings, Inc. (ECX)vs › | $291.78M | -1.81% | -107.21% | -96.01% | -86.79% |
| Escalade, Incorporated (ESCA)vs › | $256.74M | 11.34% | 7.25% | 7.13% | 9.24% |
| Newegg Commerce, Inc. (NEGG)vs › | $249.79M | 2.21% | -17.27% | -22.28% | -10.74% |
| Dave & Buster's Entertainment, Inc. (PLAY)vs › | $238.65M | 1.62% | 4.21% | 5.34% | 6.15% |
| Zumiez Inc. (ZUMZ)vs › | $237.90M | 2.71% | 0.99% | -3.06% | 1.93% |
| JAKKS Pacific, Inc. (JAKK)vs › | $313.92M | N/A | 7.40% | 14.60% | 14.24% |
| Jack in the Box Inc. (JACK)vs › | $234.22M | 7.59% | 1.35% | 4.45% | 7.30% |
ROIC
6.1%
ROE
8.6%
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) |
|---|---|
| 2026-06-28 | 6.10% |
| 2026-03-29 | 7.59% |
| 2025-12-28 | 8.26% |
| 2025-09-28 | 7.63% |
| 2025-06-29 | 6.41% |
| 2025-03-30 | 7.29% |
| 2024-12-29 | 5.85% |
| 2024-09-29 | 5.42% |
| 2024-06-30 | 5.87% |
| 2024-03-31 | 2.14% |
| 2023-12-31 | 1.15% |
| 2023-10-01 | 0.09% |
| 2023-04-02 | -2.41% |
| 2023-01-01 | -0.03% |
| 2022-10-02 | 3.32% |
| 2022-03-27 | 4.50% |
| 2021-12-26 | 5.44% |
| 2021-09-26 | 8.24% |
| 2021-06-30 | 12.41% |
| 2021-03-28 | 5.44% |
| 2020-12-27 | 5.17% |
| 2020-09-27 | -0.18% |
| 2020-06-30 | -3.98% |
| 2020-03-29 | 3.28% |
| 2019-12-29 | 2.35% |
| 2019-09-29 | 4.05% |
| 2019-06-30 | 4.55% |
| 2019-03-31 | 5.71% |
| 2018-12-30 | 5.92% |
| 2018-09-30 | 5.46% |
| 2018-06-30 | 4.92% |
| 2018-04-01 | 4.80% |
| 2017-12-31 | 5.23% |
| 2017-10-01 | 4.75% |
| 2017-06-30 | 4.92% |
| 2017-04-02 | 5.44% |
| 2017-01-01 | 5.39% |
| 2016-10-02 | 7.41% |
| 2016-06-30 | 8.65% |
| 2016-03-27 | 7.80% |
| 2015-12-27 | 9.27% |
| 2015-09-27 | 10.10% |
| 2015-06-30 | 13.19% |
| 2015-03-29 | 15.32% |
| 2014-12-28 | 15.75% |
| 2014-09-28 | 15.43% |
| 2014-06-30 | 12.35% |
| 2014-03-30 | 11.11% |
| 2013-12-29 | 10.19% |
| 2013-09-29 | 9.28% |
| 2013-06-30 | 9.46% |
| 2013-03-31 | 10.90% |
| 2012-12-30 | 12.04% |
| 2012-09-30 | 11.64% |
| 2012-06-30 | 11.59% |
| 2012-04-01 | 10.72% |
| 2012-01-01 | 8.66% |
| 2011-10-02 | 8.08% |
| 2011-06-30 | 6.73% |
| 2011-03-27 | 4.53% |
| 2010-12-26 | 4.50% |
| 2010-09-26 | 3.91% |
| 2010-06-30 | 3.06% |
| 2010-03-28 | 0.30% |
| 2009-12-27 | -6.43% |
| 2009-09-27 | -11.72% |
| 2009-06-30 | -12.67% |
| 2009-03-29 | -12.81% |
| 2008-12-28 | -6.47% |
| 2008-09-28 | -1.49% |
| 2008-06-30 | 1.06% |
| 2008-03-30 | 4.06% |
| 2007-12-30 | 5.82% |
| 2007-09-30 | 5.51% |
| 2007-06-30 | 4.12% |
| 2007-04-01 | 4.54% |
| 2006-12-31 | 5.79% |
| 2006-10-01 | 7.43% |
| 2006-06-30 | 8.29% |
| 2006-04-02 | 8.75% |
| 2006-01-01 | 9.14% |
| 2005-10-02 | 11.39% |
| 2005-06-30 | 13.04% |
| 2005-03-27 | 15.27% |
| 2004-12-26 | 16.38% |
| 2004-09-26 | 17.22% |
| 2004-06-30 | 16.48% |
| 2004-03-28 | 16.20% |
| 2003-12-28 | 17.19% |
| 2003-09-28 | 17.71% |
| 2003-06-30 | 18.37% |
