Basis: Latest reported fiscal year. 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 7.61% is 54% above its 5-year average of 4.93%, near the high end of its 5-year range (-8.54%–11.63%).
As of the fiscal period ended Tuesday, September 30, 2025. 26.41% above its 12-month average of 6.02%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
7.61%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
6.02%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
2.94%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
4.93%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
5.78%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
6.78%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
7.07%
CURRENT VS TTM AVG
+26.41%
CURRENT VS 3Y AVG
+159.28%
CURRENT VS 5Y AVG
+54.41%
CURRENT VS 10Y AVG
+31.70%
CURRENT VS 15Y AVG
+12.17%
CURRENT VS 20Y AVG
+7.61%
SECTOR MEDIAN · UTILITIES
4.04%
median of 44 covered companies
CURRENT VS SECTOR MEDIAN
+88.60%
vs the sector median at left
UGI Corporation
Market Cap
$7.43B
Return on Invested Capital (ROIC)
7.61%
TTM Avg
6.02%
3Y Avg
2.94%
5Y Avg
4.93%
Market Cap
$8.31B
Return on Invested Capital (ROIC)
1.08%
TTM Avg
1.24%
3Y Avg
3.55%
5Y Avg
3.27%
Market Cap
$8.44B
Return on Invested Capital (ROIC)
-8.88%
TTM Avg
-13.96%
3Y Avg
-69.76%
5Y Avg
-65.37%
Market Cap
$5.72B
Return on Invested Capital (ROIC)
4.63%
TTM Avg
4.69%
3Y Avg
4.70%
5Y Avg
4.72%
Market Cap
$10.09B
Return on Invested Capital (ROIC)
1.03%
TTM Avg
0.55%
3Y Avg
1.20%
5Y Avg
0.71%
Market Cap
$10.50B
Return on Invested Capital (ROIC)
4.24%
TTM Avg
4.35%
3Y Avg
0.13%
5Y Avg
1.91%
Market Cap
$3.27B
Return on Invested Capital (ROIC)
3.85%
TTM Avg
3.92%
3Y Avg
3.53%
5Y Avg
3.50%
Market Cap
$2.95B
Return on Invested Capital (ROIC)
-61.76%
TTM Avg
-46.13%
3Y Avg
-91.11%
5Y Avg
-314.25%
Market Cap
$12.36B
Return on Invested Capital (ROIC)
3.18%
TTM Avg
3.33%
3Y Avg
3.18%
5Y Avg
3.28%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| UGI Corporation (UGI) | $7.43B | 7.61% | 6.02% | 2.94% | 4.93% |
| Clearway Energy, Inc. (CWEN-A)vs › | $8.31B | 1.08% | 1.24% | 3.55% | 3.27% |
| Oklo Inc. (OKLO)vs › | $8.44B | -8.88% | -13.96% | -69.76% | -65.37% |
| Black Hills Corporation (BKH)vs › | $5.72B | 4.63% | 4.69% | 4.70% | 4.72% |
| Brookfield Renewable Partners L.P. (BEP)vs › | $10.09B | 1.03% | 0.55% | 1.20% | 0.71% |
| The AES Corporation (AES)vs › | $10.50B | 4.24% | 4.35% | 0.13% | 1.91% |
| Avista Corporation (AVA)vs › | $3.27B | 3.85% | 3.92% | 3.53% | 3.50% |
| NuScale Power Corporation (SMR)vs › | $2.95B | -61.76% | -46.13% | -91.11% | -314.25% |
| Pinnacle West Capital Corporation (PNW)vs › | $12.36B | 3.18% | 3.33% | 3.18% | 3.28% |
| Fluence Energy, Inc. (FLNC)vs › | $2.43B | -4.70% | -0.84% | -16.00% | -67.86% |
ROIC
7.6%
ROE
11.8%
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) |
|---|---|
| 2025-09-30 | 7.61% |
| 2024-09-30 | 4.43% |
| 2023-09-30 | -8.54% |
| 2022-09-30 | 8.24% |
| 2021-09-30 | 11.63% |
| 2020-09-30 | 6.20% |
| 2019-09-30 | 3.90% |
| 2018-09-30 | 9.58% |
| 2017-09-30 | 7.23% |
| 2016-09-30 | 6.99% |
| 2015-09-30 | 6.29% |
| 2014-09-30 | 7.79% |
| 2013-09-30 | 6.78% |
| 2012-09-30 | 4.10% |
| 2011-09-30 | 7.65% |
| 2010-09-30 | 8.19% |
| 2009-09-30 | 9.30% |
| 2008-09-30 | 7.09% |
| 2007-09-30 | 6.67% |
| 2006-09-30 | 6.27% |
| 2005-09-30 | 6.88% |
| 2004-09-30 | 5.77% |
| 2003-09-30 | 7.50% |
| 2002-09-30 | 6.50% |
| 2001-09-30 | 5.12% |
| 2000-09-30 | 4.43% |
| 1999-09-30 | 5.36% |
| 1998-09-30 | 4.61% |
| 1997-09-30 | 5.16% |
| 1996-09-30 | 4.24% |
