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 12.53% is in line with its 5-year average of 13.79%, around the middle of its 5-year range (8.83%–16.43%).
As of the fiscal period ended Saturday, June 27, 2026. 0.68% below its 12-month average of 12.61%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q4 FY2026 (2026-06-27): 12.53%.
RETURN ON INVESTED CAPITAL (ROIC)
12.53%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
12.61%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
14.03%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
13.79%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
13.00%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
12.39%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
13.27%
CURRENT VS TTM AVG
-0.68%
CURRENT VS 3Y AVG
-10.75%
CURRENT VS 5Y AVG
-9.15%
CURRENT VS 10Y AVG
-3.68%
CURRENT VS 15Y AVG
+1.09%
CURRENT VS 20Y AVG
-5.61%
SECTOR MEDIAN · CONSUMER DEFENSIVE
8.18%
median of 52 covered companies
CURRENT VS SECTOR MEDIAN
+53.03%
vs the sector median at left
Sysco Corporation
Market Cap
$37.81B
Return on Invested Capital (ROIC)
12.53%
TTM Avg
12.61%
3Y Avg
14.03%
5Y Avg
13.79%
Market Cap
$37.50B
Return on Invested Capital (ROIC)
5.04%
TTM Avg
6.54%
3Y Avg
6.65%
5Y Avg
7.59%
Market Cap
$34.77B
Return on Invested Capital (ROIC)
15.00%
TTM Avg
16.41%
3Y Avg
19.05%
5Y Avg
19.14%
Market Cap
$34.45B
Return on Invested Capital (ROIC)
2.97%
TTM Avg
4.80%
3Y Avg
4.71%
5Y Avg
8.12%
Market Cap
$41.39B
Return on Invested Capital (ROIC)
4.89%
TTM Avg
4.03%
3Y Avg
6.66%
5Y Avg
6.42%
Market Cap
$34.11B
Return on Invested Capital (ROIC)
10.07%
TTM Avg
7.53%
3Y Avg
8.08%
5Y Avg
6.08%
Market Cap
$43.15B
Return on Invested Capital (ROIC)
3.36%
TTM Avg
5.41%
3Y Avg
5.36%
5Y Avg
5.11%
Market Cap
$32.36B
Return on Invested Capital (ROIC)
12.46%
TTM Avg
21.85%
3Y Avg
19.83%
5Y Avg
19.76%
Market Cap
$45.63B
Return on Invested Capital (ROIC)
9.52%
TTM Avg
8.05%
3Y Avg
7.69%
5Y Avg
6.49%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Sysco Corporation (SYY) | $37.81B | 12.53% | 12.61% | 14.03% | 13.79% |
| The Kroger Co. (KR)vs › | $37.50B | 5.04% | 6.54% | 6.65% | 7.59% |
| The Hershey Company (HSY)vs › | $34.77B | 15.00% | 16.41% | 19.05% | 19.14% |
| The Estée Lauder Companies Inc. (EL)vs › | $34.45B | 2.97% | 4.80% | 4.71% | 8.12% |
| Archer-Daniels-Midland Company (ADM)vs › | $41.39B | 4.89% | 4.03% | 6.66% | 6.42% |
| Kenvue Inc. (KVUE)vs › | $34.11B | 10.07% | 7.53% | 8.08% | 6.08% |
| Keurig Dr Pepper Inc. (KDP)vs › | $43.15B | 3.36% | 5.41% | 5.36% | 5.11% |
| Kimberly-Clark Corporation (KMB)vs › | $32.36B | 12.46% | 21.85% | 19.83% | 19.76% |
| Coca-Cola Europacific Partners PLC (CCEP)vs › | $45.63B | 9.52% | 8.05% | 7.69% | 6.49% |
| The Kraft Heinz Company (KHC)vs › | $29.38B | -4.94% | -2.08% | 0.92% | 1.22% |
ROIC
12.5%
ROE
65.9%
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) |
|---|---|
| 2026-06-27 | 12.53% |
| 2026-03-28 | 11.91% |
| 2025-12-27 | 12.49% |
| 2025-09-27 | 13.00% |
| 2025-06-28 | 13.14% |
| 2025-03-29 | 13.59% |
| 2024-12-28 | 14.46% |
| 2024-09-28 | 14.42% |
| 2024-06-29 | 15.11% |
| 2024-03-31 | 14.84% |
| 2023-12-30 | 14.63% |
| 2023-09-30 | 15.92% |
| 2023-06-30 | 16.43% |
| 2023-04-01 | 15.44% |
| 2022-12-31 | 14.46% |
| 2022-10-01 | 13.95% |
| 2022-06-30 | 13.07% |
| 2022-04-02 | 11.88% |
| 2022-01-01 | 10.70% |
| 2021-10-02 | 9.13% |
| 2021-06-30 | 8.83% |
| 2021-03-27 | 2.10% |
| 2020-12-26 | 0.93% |
| 2020-09-26 | 2.96% |
| 2020-06-30 | 3.15% |
| 2020-03-28 | 10.94% |
| 2019-12-28 | 15.59% |
| 2019-09-28 | 15.20% |
| 2019-06-30 | 16.34% |
| 2019-03-30 | 15.54% |
| 2018-12-29 | 14.68% |
| 2018-09-29 | 14.07% |
| 2018-06-30 | 13.82% |
| 2018-03-31 | 11.84% |
| 2017-12-30 | 10.88% |
| 2017-09-30 | 10.75% |
| 2017-06-30 | 10.89% |
| 2017-04-01 | 10.46% |
| 2016-12-31 | 10.27% |
| 2016-10-01 | 10.07% |
| 2016-06-30 | 9.90% |
| 2016-03-26 | 10.53% |
| 2015-12-26 | 10.20% |
| 2015-09-26 | 9.07% |
| 2015-06-30 | 6.14% |
| 2015-03-28 | 7.07% |
| 2014-12-27 | 6.96% |
| 2014-09-27 | 10.53% |
| 2014-06-30 | 10.95% |
| 2014-03-29 | 11.11% |
| 2013-12-28 | 11.00% |
| 2013-09-28 | 11.29% |
| 2013-06-30 | 11.48% |
| 2013-03-30 | 11.82% |
| 2012-12-29 | 12.42% |
| 2012-09-29 | 12.82% |
| 2012-06-30 | 13.25% |
| 2012-03-31 | 14.06% |
| 2011-12-31 | 14.43% |
| 2011-10-01 | 15.12% |
| 2011-06-30 | 14.85% |
| 2011-04-02 | 15.66% |
| 2011-01-01 | 15.99% |
| 2010-10-02 | 16.36% |
| 2010-06-30 | 17.24% |
| 2010-03-27 | 16.33% |
| 2009-12-26 | 16.13% |
| 2009-09-26 | 15.96% |
| 2009-06-30 | 15.78% |
| 2009-03-28 | 16.10% |
| 2008-12-27 | 17.54% |
| 2007-12-29 | 16.60% |
| 2007-09-29 | 16.39% |
| 2007-06-30 | 17.12% |
| 2007-03-31 | 16.26% |
| 2006-12-30 | 15.83% |
| 2006-09-30 | 15.03% |
| 2006-06-30 | 15.37% |
| 2006-04-01 | 15.75% |
| 2005-12-31 | 16.16% |
| 2005-09-30 | 17.27% |
| 2005-06-30 | 18.96% |
| 2005-04-02 | 18.94% |
| 2005-01-01 | 18.15% |
| 2004-10-02 | 17.90% |
| 2004-06-30 | 19.01% |
| 2004-03-27 | 19.75% |
| 2003-12-27 | 18.69% |
| 2003-09-27 | 18.66% |
| 2003-06-30 | 18.76% |
