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 -0.44% is 77% above its 5-year average of -1.90%, near the high end of its 5-year range (-5.42%–-0.23%).
As of the fiscal period ended Tuesday, June 30, 2026. 24.49% below its 12-month average of -0.35%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -0.44%.
RETURN ON INVESTED CAPITAL (ROIC)
-0.44%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-0.35%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-1.94%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
-1.90%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-24.49%
CURRENT VS 3Y AVG
+77.47%
CURRENT VS 5Y AVG
+77.03%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
-0.59%
median of 183 covered companies
CURRENT VS SECTOR MEDIAN
+26.09%
vs the sector median at left
Sizzle Acquisition Corp. II
Market Cap
$247.56M
Return on Invested Capital (ROIC)
-0.44%
TTM Avg
-0.35%
3Y Avg
-1.94%
5Y Avg
-1.90%
Market Cap
$247.67M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$248.13M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$248.21M
Return on Invested Capital (ROIC)
N/A
TTM Avg
-5478.49%
3Y Avg
-5478.49%
5Y Avg
-5478.49%
Market Cap
$246.56M
Return on Invested Capital (ROIC)
-1.58%
TTM Avg
-0.52%
3Y Avg
-0.52%
5Y Avg
-0.52%
Market Cap
$246.06M
Return on Invested Capital (ROIC)
-0.33%
TTM Avg
-0.20%
3Y Avg
-0.20%
5Y Avg
-0.20%
Market Cap
$245.00M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$244.89M
Return on Invested Capital (ROIC)
-0.89%
TTM Avg
-0.36%
3Y Avg
-0.36%
5Y Avg
-0.36%
Market Cap
$251.01M
Return on Invested Capital (ROIC)
-93099.13%
TTM Avg
-93099.13%
3Y Avg
-93099.13%
5Y Avg
-93099.13%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Sizzle Acquisition Corp. II (SZZL) | $247.56M | -0.44% | -0.35% | -1.94% | -1.90% |
| Eagle Financial Services, Inc. (EFSI)vs › | $247.67M | N/A | N/A | N/A | N/A |
| Keystone Acquisition Corp. (KEYY)vs › | $248.13M | N/A | N/A | N/A | N/A |
| Hennessy Capital Investment Corp. VIII (HCIC)vs › | $248.21M | N/A | -5478.49% | -5478.49% | -5478.49% |
| Roman DBDR Acquisition Corp. II (DRDB)vs › | $246.56M | -1.58% | -0.52% | -0.52% | -0.52% |
| Cal Redwood Acquisition Corp. (CRAQ)vs › | $246.06M | -0.33% | -0.20% | -0.20% | -0.20% |
| Richmond Mutual Bancorporation, Inc. (RMBI)vs › | $245.00M | N/A | N/A | N/A | N/A |
| CSLM Digital Asset Acquisition Corp III Class A Ordinary Shares (KOYN)vs › | $244.89M | -0.89% | -0.36% | -0.36% | -0.36% |
| Cambridge Acquisition Corp. Class A Ordinary Shares (CAQ)vs › | $251.01M | -93099.13% | -93099.13% | -93099.13% | -93099.13% |
| GSR IV Acquisition Corp. Class A ordinary share (GSRF)vs › | $242.82M | -0.29% | 0.00% | 0.00% | 0.00% |
ROIC
-0.4%
ROE
3.4%
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 | -0.44% |
| 2026-03-31 | -0.39% |
| 2025-12-31 | -0.23% |
| 2023-09-30 | -5.14% |
| 2023-06-30 | -3.49% |
| 2023-03-31 | -3.32% |
| 2022-12-31 | -0.77% |
| 2022-09-30 | -1.36% |
| 2022-06-30 | -0.96% |
| 2022-03-31 | -0.71% |
| 2021-12-31 | -0.56% |
| 2021-09-30 | -5.42% |
