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 61.23% is in line with its 5-year average of 63.28%, around the middle of its 5-year range (40.11%–98.56%).
As of the fiscal period ended Tuesday, June 30, 2026. 15.01% below its 12-month average of 72.04%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q4 FY2026 (2026-06-30): 61.23%.
RETURN ON INVESTED CAPITAL (ROIC)
61.23%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
72.04%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
58.21%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
63.28%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
56.22%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
52.46%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-15.01%
CURRENT VS 3Y AVG
+5.18%
CURRENT VS 5Y AVG
-3.25%
CURRENT VS 10Y AVG
+8.91%
CURRENT VS 15Y AVG
+16.72%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · TECHNOLOGY
8.17%
median of 193 covered companies
CURRENT VS SECTOR MEDIAN
+649.42%
vs the sector median at left
Ubiquiti Inc.
Market Cap
$31.51B
Return on Invested Capital (ROIC)
61.23%
TTM Avg
72.04%
3Y Avg
58.21%
5Y Avg
63.28%
Market Cap
$31.31B
Return on Invested Capital (ROIC)
17.90%
TTM Avg
21.06%
3Y Avg
6.52%
5Y Avg
1.49%
Market Cap
$31.80B
Return on Invested Capital (ROIC)
-27.89%
TTM Avg
-29.00%
3Y Avg
-32.58%
5Y Avg
-32.33%
Market Cap
$32.27B
Return on Invested Capital (ROIC)
6.72%
TTM Avg
2.99%
3Y Avg
2.59%
5Y Avg
1.17%
Market Cap
$32.63B
Return on Invested Capital (ROIC)
18.48%
TTM Avg
22.49%
3Y Avg
19.41%
5Y Avg
15.96%
Market Cap
$29.62B
Return on Invested Capital (ROIC)
22.46%
TTM Avg
25.66%
3Y Avg
26.20%
5Y Avg
30.24%
Market Cap
$28.83B
Return on Invested Capital (ROIC)
-0.36%
TTM Avg
-5.98%
3Y Avg
-9.86%
5Y Avg
-12.39%
Market Cap
$28.70B
Return on Invested Capital (ROIC)
3.03%
TTM Avg
0.68%
3Y Avg
-4.04%
5Y Avg
-5.57%
Market Cap
$34.48B
Return on Invested Capital (ROIC)
3.06%
TTM Avg
0.38%
3Y Avg
-2.90%
5Y Avg
-4.08%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Ubiquiti Inc. (UI) | $31.51B | 61.23% | 72.04% | 58.21% | 63.28% |
| Credo Technology Group Holding Ltd (CRDO)vs › | $31.31B | 17.90% | 21.06% | 6.52% | 1.49% |
| Roblox Corporation (RBLX)vs › | $31.80B | -27.89% | -29.00% | -32.58% | -32.33% |
| Everpure, Inc. (P)vs › | $32.27B | 6.72% | 2.99% | 2.59% | 1.17% |
| Jabil Inc. (JBL)vs › | $32.63B | 18.48% | 22.49% | 19.41% | 15.96% |
| HP Inc. (HPQ)vs › | $29.62B | 22.46% | 25.66% | 26.20% | 30.24% |
| MongoDB, Inc. (MDB)vs › | $28.83B | -0.36% | -5.98% | -9.86% | -12.39% |
| Okta, Inc. (OKTA)vs › | $28.70B | 3.03% | 0.68% | -4.04% | -5.57% |
| Twilio Inc. (TWLO)vs › | $34.48B | 3.06% | 0.38% | -2.90% | -4.08% |
| Zoom Communications, Inc. (ZM)vs › | $28.20B | 8.02% | 7.86% | 5.69% | 9.46% |
ROIC
61.2%
ROE
66.7%
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) |
|---|---|
| 2026-06-30 | 61.23% |
| 2026-03-31 | 71.86% |
| 2025-12-31 | 76.29% |
| 2025-09-30 | 77.30% |
| 2025-06-30 | 73.52% |
| 2025-03-31 | 68.13% |
| 2024-12-31 | 63.47% |
| 2024-09-30 | 54.16% |
| 2024-06-30 | 45.47% |
| 2024-03-31 | 41.12% |
| 2023-12-31 | 40.11% |
| 2023-09-30 | 42.30% |
| 2023-06-30 | 41.83% |
| 2023-03-31 | 42.03% |
| 2022-12-31 | 48.37% |
| 2022-09-30 | 60.11% |
| 2022-06-30 | 70.63% |
| 2022-03-31 | 83.16% |
| 2021-12-31 | 82.89% |
| 2021-09-30 | 86.45% |
| 2021-06-30 | 98.56% |
| 2021-03-31 | 86.34% |
| 2020-12-31 | 92.75% |
| 2020-09-30 | 90.72% |
| 2020-06-30 | 81.24% |
| 2020-03-31 | 81.57% |
| 2019-12-31 | 74.62% |
| 2019-09-30 | 63.51% |
| 2019-06-30 | 45.85% |
| 2019-03-31 | 42.30% |
| 2018-12-31 | 47.98% |
| 2018-09-30 | 24.60% |
| 2018-06-30 | 21.82% |
| 2018-03-31 | 21.15% |
| 2017-12-31 | 15.21% |
| 2017-09-30 | 29.73% |
| 2017-06-30 | 29.45% |
| 2017-03-31 | 32.38% |
| 2016-12-31 | 30.77% |
| 2016-09-30 | 31.72% |
| 2016-06-30 | 32.24% |
| 2016-03-31 | 26.49% |
| 2015-12-31 | 26.12% |
| 2015-09-30 | 27.66% |
| 2015-06-30 | 24.18% |
| 2015-03-31 | 31.68% |
| 2014-12-31 | 37.14% |
| 2014-09-30 | 38.99% |
| 2014-06-30 | 42.03% |
| 2014-03-31 | 42.18% |
| 2013-12-31 | 40.84% |
| 2013-09-30 | 38.74% |
| 2013-06-30 | 34.29% |
| 2013-03-31 | 40.34% |
| 2012-12-31 | 48.85% |
| 2012-09-30 | 55.42% |
| 2012-06-30 | 64.56% |
| 2012-03-31 | 68.13% |
| 2011-12-31 | 70.94% |
| 2011-09-30 | 83.51% |
| 2011-06-30 | 52.90% |
| 2011-03-31 | 52.14% |
