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 3.56% is 40% below its 5-year average of 5.96%, near the low end of its 5-year range (3.56%–7.48%).
As of the fiscal period ended Tuesday, June 30, 2026. 34.33% below its 12-month average of 5.43%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q1 FY2027 (2026-06-30): 3.56%.
RETURN ON INVESTED CAPITAL (ROIC)
3.56%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
5.43%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
6.80%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
5.96%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
5.84%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
6.11%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
6.36%
CURRENT VS TTM AVG
-34.33%
CURRENT VS 3Y AVG
-47.59%
CURRENT VS 5Y AVG
-40.21%
CURRENT VS 10Y AVG
-38.96%
CURRENT VS 15Y AVG
-41.69%
CURRENT VS 20Y AVG
-43.94%
SECTOR MEDIAN · CONSUMER DEFENSIVE
8.18%
median of 52 covered companies
CURRENT VS SECTOR MEDIAN
-56.46%
vs the sector median at left
Universal Corporation
Market Cap
$1.06B
Return on Invested Capital (ROIC)
3.56%
TTM Avg
5.43%
3Y Avg
6.80%
5Y Avg
5.96%
Market Cap
$1.06B
Return on Invested Capital (ROIC)
4.01%
TTM Avg
19.34%
3Y Avg
18.35%
5Y Avg
18.43%
Market Cap
$29.83M
Return on Invested Capital (ROIC)
-244.75%
TTM Avg
-90.02%
3Y Avg
-50.96%
5Y Avg
-41.92%
Market Cap
$678351.00
Return on Invested Capital (ROIC)
-15.45%
TTM Avg
-2.83%
3Y Avg
-2.44%
5Y Avg
-1.54%
Market Cap
$2.33B
Return on Invested Capital (ROIC)
3.75%
TTM Avg
0.75%
3Y Avg
2.18%
5Y Avg
1.64%
Market Cap
$2.86B
Return on Invested Capital (ROIC)
5.71%
TTM Avg
6.47%
3Y Avg
7.51%
5Y Avg
6.73%
Market Cap
$3.16B
Return on Invested Capital (ROIC)
9.34%
TTM Avg
25.46%
3Y Avg
26.07%
5Y Avg
18.52%
Market Cap
$3.34B
Return on Invested Capital (ROIC)
16.10%
TTM Avg
14.89%
3Y Avg
12.38%
5Y Avg
10.74%
Market Cap
$5.78B
Return on Invested Capital (ROIC)
4.91%
TTM Avg
6.47%
3Y Avg
6.66%
5Y Avg
7.81%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Universal Corporation (UVV) | $1.06B | 3.56% | 5.43% | 6.80% | 5.96% |
| Oddity Tech Ltd. (ODD)vs › | $1.06B | 4.01% | 19.34% | 18.35% | 18.43% |
| Borealis Foods Inc. (BRLS)vs › | $29.83M | -244.75% | -90.02% | -50.96% | -41.92% |
| Maison Solutions Inc. Class A Common Stock (MSS)vs › | $678351.00 | -15.45% | -2.83% | -2.44% | -1.54% |
| Coty Inc. (COTY)vs › | $2.33B | 3.75% | 0.75% | 2.18% | 1.64% |
| Tootsie Roll Industries, Inc. (TR)vs › | $2.86B | 5.71% | 6.47% | 7.51% | 6.73% |
| Cal-Maine Foods, Inc. (CALM)vs › | $3.16B | 9.34% | 25.46% | 26.07% | 18.52% |
| Stride, Inc. (LRN)vs › | $3.34B | 16.10% | 14.89% | 12.38% | 10.74% |
| Campbell Soup Company (CPB)vs › | $5.78B | 4.91% | 6.47% | 6.66% | 7.81% |
| Sprouts Farmers Market, Inc. (SFM)vs › | $5.83B | 14.19% | 14.39% | 12.20% | 12.04% |
ROIC
3.6%
ROE
1.4%
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 | 3.56% |
| 2026-03-31 | 4.61% |
| 2025-12-31 | 5.70% |
| 2025-09-30 | 6.77% |
| 2025-06-30 | 6.49% |
| 2025-03-31 | 6.39% |
| 2024-12-31 | 7.17% |
| 2024-09-30 | 6.82% |
| 2024-06-30 | 6.62% |
| 2024-03-31 | 6.81% |
| 2023-12-31 | 7.44% |
| 2023-09-30 | 7.48% |
| 2023-06-30 | 6.69% |
| 2023-03-31 | 6.94% |
| 2022-12-31 | 5.30% |
| 2022-09-30 | 4.59% |
| 2022-06-30 | 4.68% |
| 2022-03-31 | 5.19% |
| 2021-12-31 | 5.47% |
| 2021-09-30 | 5.51% |
| 2021-06-30 | 4.94% |
| 2021-03-31 | 5.27% |
| 2020-12-31 | 4.14% |
| 2020-09-30 | 3.79% |
| 2020-06-30 | 5.03% |
| 2020-03-31 | 4.50% |
| 2019-12-31 | 5.16% |
| 2019-09-30 | 4.94% |
| 2019-06-30 | 5.42% |
| 2019-03-31 | 6.07% |
| 2018-12-31 | 5.80% |
| 2018-09-30 | 6.61% |
| 2018-06-30 | 6.54% |
| 2018-03-31 | 6.14% |
| 2017-12-31 | 6.36% |
| 2017-09-30 | 6.70% |
| 2017-06-30 | 6.84% |
| 2017-03-31 | 6.19% |
| 2016-12-31 | 6.52% |
| 2016-09-30 | 6.11% |
| 2016-06-30 | 6.10% |
| 2016-03-31 | 6.06% |
| 2015-12-31 | 5.85% |
| 2015-09-30 | 6.56% |
| 2015-06-30 | 6.06% |
| 2015-03-31 | 6.42% |
| 2014-12-31 | 5.37% |
| 2014-09-30 | 4.22% |
| 2014-06-30 | 5.38% |
| 2014-03-31 | 8.30% |
| 2013-12-31 | 8.09% |
| 2013-09-30 | 7.54% |
| 2013-06-30 | 8.76% |
| 2013-03-31 | 7.58% |
| 2012-12-31 | 7.70% |
| 2012-09-30 | 8.83% |
| 2012-06-30 | 5.85% |
| 2012-03-31 | 5.56% |
| 2011-12-31 | 5.55% |
| 2011-09-30 | 5.32% |
| 2011-06-30 | 8.47% |
| 2011-03-31 | 8.80% |
| 2010-12-31 | 8.75% |
| 2010-09-30 | 7.36% |
| 2010-06-30 | 7.45% |
| 2010-03-31 | 8.76% |
| 2009-12-31 | 8.32% |
| 2009-09-30 | 8.62% |
| 2009-06-30 | 8.58% |
| 2009-03-31 | 8.03% |
| 2008-12-31 | 7.51% |
| 2008-09-30 | 6.83% |
| 2008-06-30 | 6.70% |
| 2008-03-31 | 6.66% |
| 2007-12-31 | 6.22% |
| 2007-09-30 | 6.05% |
| 2007-06-30 | 5.40% |
| 2007-03-31 | 5.12% |
| 2006-12-31 | 4.19% |
| 2006-09-30 | 2.29% |
| 2006-06-30 | 2.14% |
| 2006-03-31 | 2.37% |
| 2005-12-31 | 4.48% |
| 2005-09-30 | 5.40% |
| 2005-06-30 | 4.74% |
| 2005-03-31 | 4.98% |
| 2004-12-31 | 4.44% |
| 2004-09-30 | 5.18% |
| 2004-06-30 | 6.09% |
| 2004-03-31 | 7.57% |
| 2003-12-31 | 8.55% |
| 2003-09-30 | 8.29% |
| 2003-06-30 | 8.55% |