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 31.15% is 140% above its 5-year average of 12.96%, near the high end of its 5-year range (6.98%–31.15%).
As of the fiscal period ended Saturday, June 27, 2026. 116.32% above its 12-month average of 14.40%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q4 FY2026 (2026-06-27): 31.15%.
RETURN ON INVESTED CAPITAL (ROIC)
31.15%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
14.40%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
11.58%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
12.96%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
11.32%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
12.50%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
21.38%
CURRENT VS TTM AVG
+116.32%
CURRENT VS 3Y AVG
+169.01%
CURRENT VS 5Y AVG
+140.42%
CURRENT VS 10Y AVG
+175.24%
CURRENT VS 15Y AVG
+149.24%
CURRENT VS 20Y AVG
+45.69%
SECTOR MEDIAN · CONSUMER CYCLICAL
10.97%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
+183.80%
vs the sector median at left
Tapestry, Inc.
Market Cap
$22.75B
Return on Invested Capital (ROIC)
31.15%
TTM Avg
14.40%
3Y Avg
11.58%
5Y Avg
12.96%
Market Cap
$23.60B
Return on Invested Capital (ROIC)
11.61%
TTM Avg
17.02%
3Y Avg
18.63%
5Y Avg
18.01%
Market Cap
$23.81B
Return on Invested Capital (ROIC)
23.11%
TTM Avg
24.69%
3Y Avg
26.34%
5Y Avg
27.55%
Market Cap
$21.64B
Return on Invested Capital (ROIC)
10.25%
TTM Avg
9.22%
3Y Avg
9.50%
5Y Avg
9.23%
Market Cap
$23.92B
Return on Invested Capital (ROIC)
19.68%
TTM Avg
18.43%
3Y Avg
14.01%
5Y Avg
14.11%
Market Cap
$21.23B
Return on Invested Capital (ROIC)
9.27%
TTM Avg
10.04%
3Y Avg
11.38%
5Y Avg
11.45%
Market Cap
$24.36B
Return on Invested Capital (ROIC)
2.90%
TTM Avg
2.54%
3Y Avg
6.05%
5Y Avg
6.90%
Market Cap
$21.11B
Return on Invested Capital (ROIC)
17.08%
TTM Avg
16.66%
3Y Avg
13.63%
5Y Avg
13.03%
Market Cap
$24.44B
Return on Invested Capital (ROIC)
13.11%
TTM Avg
13.11%
3Y Avg
12.40%
5Y Avg
12.43%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Tapestry, Inc. (TPR) | $22.75B | 31.15% | 14.40% | 11.58% | 12.96% |
| PulteGroup, Inc. (PHM)vs › | $23.60B | 11.61% | 17.02% | 18.63% | 18.01% |
| Ulta Beauty, Inc. (ULTA)vs › | $23.81B | 23.11% | 24.69% | 26.34% | 27.55% |
| Casey's General Stores, Inc. (CASY)vs › | $21.64B | 10.25% | 9.22% | 9.50% | 9.23% |
| SharkNinja, Inc. (SN)vs › | $23.92B | 19.68% | 18.43% | 14.01% | 14.11% |
| Packaging Corporation of America (PKG)vs › | $21.23B | 9.27% | 10.04% | 11.38% | 11.45% |
| Smurfit Westrock plc (SW)vs › | $24.36B | 2.90% | 2.54% | 6.05% | 6.90% |
| Ralph Lauren Corporation (RL)vs › | $21.11B | 17.08% | 16.66% | 13.63% | 13.03% |
| Darden Restaurants, Inc. (DRI)vs › | $24.44B | 13.11% | 13.11% | 12.40% | 12.43% |
| Lennar Corporation (LEN)vs › | $20.62B | 4.62% | 8.48% | 11.01% | 10.93% |
ROIC
31.1%
ROE
220.7%
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 | 31.15% |
| 2026-03-28 | 14.09% |
| 2025-12-27 | 10.98% |
| 2025-09-27 | 8.80% |
| 2025-06-28 | 6.98% |
| 2025-03-29 | 17.49% |
| 2024-12-28 | 17.24% |
| 2024-09-28 | 7.56% |
| 2024-06-30 | 7.67% |
| 2024-03-30 | 7.78% |
| 2023-12-30 | 7.95% |
| 2023-09-30 | 16.02% |
| 2023-06-30 | 16.40% |
| 2023-04-01 | 15.95% |
| 2022-12-31 | 14.86% |
| 2022-10-01 | 16.05% |
| 2022-06-30 | 16.50% |
| 2022-04-02 | 16.16% |
| 2022-01-01 | 14.56% |
| 2021-10-02 | 13.15% |
| 2021-06-30 | 12.94% |
| 2021-03-27 | 6.17% |
| 2020-12-26 | -5.48% |
| 2020-09-26 | -5.70% |
| 2020-06-30 | -7.99% |
| 2020-03-28 | -1.53% |
| 2019-12-28 | 8.58% |
| 2019-09-28 | 8.16% |
| 2019-06-30 | 11.53% |
| 2019-03-30 | 12.67% |
| 2018-12-29 | 12.92% |
| 2018-09-29 | 10.10% |
| 2018-06-30 | 7.78% |
| 2018-03-31 | 6.61% |
| 2017-12-30 | 5.61% |
| 2017-09-30 | 7.54% |
| 2017-06-30 | 12.07% |
| 2017-04-01 | 13.36% |
| 2016-12-31 | 13.37% |
| 2016-10-01 | 12.88% |
| 2016-06-30 | 11.77% |
| 2016-03-26 | 10.33% |
| 2015-12-26 | 9.71% |
| 2015-09-26 | 10.19% |
| 2015-06-30 | 10.58% |
| 2015-03-28 | 12.16% |
| 2014-12-27 | 19.47% |
| 2014-09-27 | 22.55% |
| 2014-06-30 | 26.08% |
| 2014-03-29 | 30.84% |
| 2013-12-28 | 34.27% |
| 2013-09-28 | 37.08% |
| 2013-06-30 | 36.91% |
| 2013-03-30 | 39.87% |
| 2012-12-29 | 41.65% |
| 2012-09-30 | 42.99% |
| 2012-06-30 | 43.32% |
| 2012-03-31 | 42.08% |
| 2011-12-31 | 41.68% |
| 2011-10-01 | 40.49% |
| 2011-06-30 | 43.24% |
| 2011-04-02 | 40.23% |
| 2011-01-01 | 38.31% |
| 2010-10-02 | 38.19% |
| 2010-06-30 | 37.65% |
| 2010-03-27 | 32.52% |
| 2009-12-26 | 27.88% |
| 2009-09-26 | 27.20% |
| 2009-06-30 | 29.35% |
| 2009-03-28 | 35.81% |
| 2008-12-27 | 39.63% |
| 2008-09-27 | 45.49% |
| 2008-06-30 | 41.23% |
| 2008-03-29 | 38.77% |
| 2007-12-29 | 35.92% |
| 2007-09-29 | 28.35% |
| 2007-06-30 | 29.93% |
| 2007-03-31 | 31.68% |
| 2006-12-30 | 33.19% |
| 2006-09-30 | 37.86% |
| 2006-06-30 | 36.34% |
| 2006-04-01 | 28.45% |
| 2005-12-31 | 30.62% |
| 2005-10-01 | 32.56% |
| 2005-06-30 | 33.83% |
| 2005-04-02 | 32.64% |
| 2005-01-01 | 29.12% |
| 2004-10-02 | 33.53% |
| 2004-06-30 | 32.74% |
| 2004-03-27 | 32.87% |
| 2003-12-27 | 31.74% |
| 2003-09-27 | 31.48% |
| 2003-06-30 | 31.81% |
