Basis: Trailing twelve months (TTM). 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 4.45% is in line with its 5-year average of 4.51%, near the low end of its 5-year range (3.63%–6.51%).
5.92% below its 12-month average of 4.73%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
4.45%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
4.73%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
4.22%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
4.51%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
4.59%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
4.08%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
4.25%
CURRENT VS TTM AVG
-5.92%
CURRENT VS 3Y AVG
+5.33%
CURRENT VS 5Y AVG
-1.40%
CURRENT VS 10Y AVG
-2.97%
CURRENT VS 15Y AVG
+8.99%
CURRENT VS 20Y AVG
+4.72%
SECTOR MEDIAN · REAL ESTATE
5.12%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
-13.00%
vs the sector median at left
Sun Communities, Inc.
Market Cap
$14.56B
Return on Invested Capital (ROIC)
4.45%
TTM Avg
4.73%
3Y Avg
4.22%
5Y Avg
4.51%
Market Cap
$14.27B
Return on Invested Capital (ROIC)
3.10%
TTM Avg
2.77%
3Y Avg
2.87%
5Y Avg
2.63%
Market Cap
$15.26B
Return on Invested Capital (ROIC)
5.27%
TTM Avg
5.75%
3Y Avg
5.99%
5Y Avg
5.39%
Market Cap
$13.85B
Return on Invested Capital (ROIC)
5.71%
TTM Avg
6.36%
3Y Avg
7.09%
5Y Avg
7.11%
Market Cap
$15.47B
Return on Invested Capital (ROIC)
8.22%
TTM Avg
7.12%
3Y Avg
7.20%
5Y Avg
2.86%
Market Cap
$16.25B
Return on Invested Capital (ROIC)
4.26%
TTM Avg
3.59%
3Y Avg
3.25%
5Y Avg
3.09%
Market Cap
$12.40B
Return on Invested Capital (ROIC)
0.72%
TTM Avg
-0.21%
3Y Avg
4.37%
5Y Avg
6.09%
Market Cap
$11.94B
Return on Invested Capital (ROIC)
5.41%
TTM Avg
3.20%
3Y Avg
3.82%
5Y Avg
3.52%
Market Cap
$17.64B
Return on Invested Capital (ROIC)
4.91%
TTM Avg
4.17%
3Y Avg
3.97%
5Y Avg
3.66%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Sun Communities, Inc. (SUI) | $14.56B | 4.45% | 4.73% | 4.22% | 4.51% |
| Healthpeak Properties, Inc. (DOC)vs › | $14.27B | 3.10% | 2.77% | 2.87% | 2.63% |
| Mid-America Apartment Communities, Inc. (MAA)vs › | $15.26B | 5.27% | 5.75% | 5.99% | 5.39% |
| Regency Centers Corporation (REG)vs › | $13.85B | 5.71% | 6.36% | 7.09% | 7.11% |
| Host Hotels & Resorts, Inc. (HST)vs › | $15.47B | 8.22% | 7.12% | 7.20% | 2.86% |
| Kimco Realty Corporation (KIM)vs › | $16.25B | 4.26% | 3.59% | 3.25% | 3.09% |
| CoStar Group, Inc. (CSGP)vs › | $12.40B | 0.72% | -0.21% | 4.37% | 6.09% |
| UDR, Inc. (UDR)vs › | $11.94B | 5.41% | 3.20% | 3.82% | 3.52% |
| Invitation Homes Inc. (INVH)vs › | $17.64B | 4.91% | 4.17% | 3.97% | 3.66% |
| Weyerhaeuser Company (WY)vs › | $17.72B | 4.03% | 3.85% | 8.21% | 10.56% |
ROIC
4.5%
ROE
-15.6%
ROIC = NOPAT / Invested Capital
Return on invested capital measures the after-tax return a company earns on all capital (debt and equity) invested in the business.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2025-12-31 | 5.83% |
| 2024-12-31 | 3.63% |
| 2023-12-31 | 3.78% |
| 2022-12-31 | 3.66% |
| 2021-12-31 | 3.67% |
| 2020-12-31 | 6.51% |
| 2019-12-31 | 8.51% |
| 2018-12-31 | 4.00% |
| 2017-12-31 | 3.49% |
| 2016-12-31 | 3.23% |
| 2015-12-31 | 4.14% |
| 2014-12-31 | 3.51% |
| 2013-12-31 | 4.53% |
| 2012-12-31 | 4.13% |
| 2011-12-31 | 4.69% |
| 2010-12-31 | 4.87% |
| 2009-12-31 | 5.09% |
| 2008-12-31 | 5.29% |
| 2007-12-31 | 2.32% |
| 2006-12-31 | 4.28% |
| 2005-12-31 | 4.34% |
| 2004-12-31 | 26.08% |
| 2003-12-31 | 28.83% |
| 2002-12-31 | 24.85% |
| 2001-12-31 | 1.51% |
| 2000-12-31 | 1.48% |
| 1999-12-31 | 4.85% |
| 1998-12-31 | 9.24% |
| 1997-12-31 | 4.74% |
| 1996-12-31 | 4.61% |
