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 6.52% is in line with its 5-year average of 6.09%, around the middle of its 5-year range (3.33%–10.60%).
As of the fiscal period ended Tuesday, June 30, 2026. 4.97% above its 12-month average of 6.21%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 6.52%.
RETURN ON INVESTED CAPITAL (ROIC)
6.52%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
6.21%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
6.48%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
6.09%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
6.56%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
6.53%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
7.11%
CURRENT VS TTM AVG
+4.97%
CURRENT VS 3Y AVG
+0.59%
CURRENT VS 5Y AVG
+7.02%
CURRENT VS 10Y AVG
-0.50%
CURRENT VS 15Y AVG
-0.05%
CURRENT VS 20Y AVG
-8.30%
SECTOR MEDIAN · TECHNOLOGY
0.43%
median of 609 covered companies
CURRENT VS SECTOR MEDIAN
+1416.94%
vs the sector median at left
Upbound Group, Inc.
Market Cap
$893.93M
Return on Invested Capital (ROIC)
6.52%
TTM Avg
6.21%
3Y Avg
6.48%
5Y Avg
6.09%
Market Cap
$903.27M
Return on Invested Capital (ROIC)
-0.01%
TTM Avg
-4.17%
3Y Avg
-1.81%
5Y Avg
1.62%
Market Cap
$912.05M
Return on Invested Capital (ROIC)
-21.58%
TTM Avg
-81.32%
3Y Avg
-72.10%
5Y Avg
-63.74%
Market Cap
$872.97M
Return on Invested Capital (ROIC)
0.74%
TTM Avg
3.69%
3Y Avg
8.68%
5Y Avg
11.80%
Market Cap
$869.20M
Return on Invested Capital (ROIC)
3.08%
TTM Avg
1.24%
3Y Avg
1.20%
5Y Avg
0.78%
Market Cap
$865.46M
Return on Invested Capital (ROIC)
-19.13%
TTM Avg
-19.13%
3Y Avg
-19.13%
5Y Avg
-458.81%
Market Cap
$865.46M
Return on Invested Capital (ROIC)
0.76%
TTM Avg
5.96%
3Y Avg
3.00%
5Y Avg
-0.33%
Market Cap
$859.85M
Return on Invested Capital (ROIC)
12.95%
TTM Avg
12.96%
3Y Avg
13.16%
5Y Avg
9.20%
Market Cap
$931.56M
Return on Invested Capital (ROIC)
-12.60%
TTM Avg
-78.44%
3Y Avg
-46.70%
5Y Avg
-46.70%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Upbound Group, Inc. (UPBD) | $893.93M | 6.52% | 6.21% | 6.48% | 6.09% |
| Alpha and Omega Semiconductor Limited (AOSL)vs › | $903.27M | -0.01% | -4.17% | -1.81% | 1.62% |
| Kopin Corp. (KOPN)vs › | $912.05M | -21.58% | -81.32% | -72.10% | -63.74% |
| Playtika Holding Corp. (PLTK)vs › | $872.97M | 0.74% | 3.69% | 8.68% | 11.80% |
| Daily Journal Corporation (DJCO)vs › | $869.20M | 3.08% | 1.24% | 1.20% | 0.78% |
| Rezolve AI PLC (RZLV)vs › | $865.46M | -19.13% | -19.13% | -19.13% | -458.81% |
| Frequency Electronics, Inc. (FEIM)vs › | $865.46M | 0.76% | 5.96% | 3.00% | -0.33% |
| Daktronics, Inc. (DAKT)vs › | $859.85M | 12.95% | 12.96% | 13.16% | 9.20% |
| Horizon Quantum Holdings Ltd. Class A Ordinary Shares (HQ)vs › | $931.56M | -12.60% | -78.44% | -46.70% | -46.70% |
| PubMatic, Inc. (PUBM)vs › | $851.78M | -4.95% | -2.34% | 1.25% | 6.34% |
ROIC
6.5%
ROE
12.3%
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 | 6.52% |
| 2026-03-31 | 6.31% |
| 2025-12-31 | 5.69% |
| 2025-09-30 | 5.89% |
| 2025-06-30 | 6.65% |
| 2025-03-31 | 7.70% |
| 2024-12-31 | 9.10% |
| 2024-09-30 | 6.80% |
| 2024-06-30 | 6.30% |
| 2024-03-31 | 6.50% |
| 2023-12-31 | 4.03% |
| 2023-09-30 | 3.79% |
| 2023-06-30 | 3.33% |
| 2023-03-31 | 4.61% |
| 2022-12-31 | 3.57% |
| 2022-09-30 | 3.39% |
| 2022-06-30 | 4.09% |
| 2022-03-31 | 6.14% |
| 2021-12-31 | 7.63% |
| 2021-09-30 | 9.35% |
| 2021-06-30 | 10.60% |
| 2021-03-31 | 9.35% |
| 2020-12-31 | 17.03% |
| 2020-09-30 | 17.33% |
| 2020-06-30 | 16.84% |
| 2020-03-31 | 18.65% |
| 2019-12-31 | 16.58% |
| 2019-09-30 | 15.05% |
| 2019-06-30 | 10.89% |
| 2019-03-31 | 5.48% |
| 2018-12-31 | 3.23% |
| 2018-09-30 | -1.31% |
| 2018-06-30 | -4.83% |
| 2018-03-31 | -7.71% |
| 2017-12-31 | -5.55% |
| 2017-09-30 | -16.52% |
| 2017-06-30 | -13.72% |
| 2017-03-31 | -10.62% |
| 2016-12-31 | -5.21% |
| 2016-09-30 | -76.99% |
| 2016-06-30 | -78.33% |
| 2016-03-31 | -75.28% |
| 2015-12-31 | -60.03% |
| 2015-09-30 | 4.05% |
| 2015-06-30 | 5.03% |
| 2015-03-31 | 4.90% |
| 2014-12-31 | 4.45% |
| 2014-09-30 | 4.39% |
| 2014-06-30 | 4.42% |
| 2014-03-31 | 5.45% |
| 2013-12-31 | 5.68% |
| 2013-09-30 | 7.38% |
| 2013-06-30 | 7.75% |
| 2013-03-31 | 8.03% |
| 2012-12-31 | 7.96% |
| 2012-09-30 | 10.09% |
| 2012-06-30 | 7.37% |
| 2012-03-31 | 9.46% |
| 2011-12-31 | 8.88% |
| 2011-09-30 | 8.68% |
| 2011-06-30 | 9.04% |
| 2011-03-31 | 9.00% |
| 2010-12-31 | 9.23% |
| 2010-09-30 | 10.12% |
| 2010-06-30 | 9.76% |
| 2010-03-31 | 9.70% |
| 2009-12-31 | 9.39% |
| 2009-09-30 | 9.51% |
| 2009-06-30 | 15.00% |
| 2009-03-31 | 8.54% |
| 2008-12-31 | 7.20% |
| 2008-09-30 | 6.94% |
| 2008-06-30 | 6.91% |
| 2008-03-31 | 7.22% |
| 2007-12-31 | 6.07% |
| 2007-09-30 | 6.18% |
| 2007-06-30 | 5.84% |
| 2007-03-31 | 5.55% |
| 2006-12-31 | 6.23% |
| 2006-09-30 | 10.75% |
| 2006-06-30 | 9.53% |
| 2006-03-31 | 10.19% |
| 2005-12-31 | 10.48% |
| 2005-09-30 | 10.91% |
| 2005-06-30 | 10.46% |
| 2005-03-31 | 11.46% |
| 2004-12-31 | 11.68% |
| 2004-09-30 | 73.68% |
| 2004-06-30 | 73.13% |
| 2004-03-31 | 73.77% |
| 2003-12-31 | 75.87% |
| 2003-09-30 | 15.53% |
| 2003-06-30 | 13.91% |
