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 12.93% is 16% below its 5-year average of 15.34%, around the middle of its 5-year range (1.92%–21.92%).
As of the fiscal period ended Tuesday, June 30, 2026. 3.39% below its 12-month average of 13.38%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
12.93%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
13.38%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
16.27%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
15.34%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-3.39%
CURRENT VS 3Y AVG
-20.54%
CURRENT VS 5Y AVG
-15.71%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · ENERGY
8.92%
median of 50 covered companies
CURRENT VS SECTOR MEDIAN
+44.95%
vs the sector median at left
Vista Energy, S.A.B. de C.V.
Market Cap
$7.78B
Return on Invested Capital (ROIC)
12.93%
TTM Avg
13.38%
3Y Avg
16.27%
5Y Avg
15.34%
Market Cap
$6.67B
Return on Invested Capital (ROIC)
13.74%
TTM Avg
18.42%
3Y Avg
16.36%
5Y Avg
5.39%
Market Cap
$5.03B
Return on Invested Capital (ROIC)
17.61%
TTM Avg
8.68%
3Y Avg
16.84%
5Y Avg
16.28%
Market Cap
$4.85B
Return on Invested Capital (ROIC)
3.82%
TTM Avg
3.62%
3Y Avg
9.03%
5Y Avg
11.22%
Market Cap
$4.83B
Return on Invested Capital (ROIC)
15.18%
TTM Avg
13.23%
3Y Avg
9.46%
5Y Avg
2.19%
Market Cap
$10.84B
Return on Invested Capital (ROIC)
8.64%
TTM Avg
8.25%
3Y Avg
7.88%
5Y Avg
6.16%
Market Cap
$4.42B
Return on Invested Capital (ROIC)
4.41%
TTM Avg
4.99%
3Y Avg
5.20%
5Y Avg
-0.31%
Market Cap
$3.44B
Return on Invested Capital (ROIC)
0.35%
TTM Avg
4.10%
3Y Avg
10.06%
5Y Avg
19.58%
Market Cap
$12.49B
Return on Invested Capital (ROIC)
18.50%
TTM Avg
21.56%
3Y Avg
21.42%
5Y Avg
20.08%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Vista Energy, S.A.B. de C.V. (VIST) | $7.78B | 12.93% | 13.38% | 16.27% | 15.34% |
| Weatherford International plc (WFRD)vs › | $6.67B | 13.74% | 18.42% | 16.36% | 5.39% |
| California Resources Corp (CRC)vs › | $5.03B | 17.61% | 8.68% | 16.84% | 16.28% |
| Enphase Energy, Inc. (ENPH)vs › | $4.85B | 3.82% | 3.62% | 9.03% | 11.22% |
| Oceaneering International, Inc. (OII)vs › | $4.83B | 15.18% | 13.23% | 9.46% | 2.19% |
| Antero Midstream Corporation (AM)vs › | $10.84B | 8.64% | 8.25% | 7.88% | 6.16% |
| Helmerich & Payne, Inc. (HP)vs › | $4.42B | 4.41% | 4.99% | 5.20% | -0.31% |
| Centrus Energy Corp. (LEU)vs › | $3.44B | 0.35% | 4.10% | 10.06% | 19.58% |
| Nextpower Inc. (NXT)vs › | $12.49B | 18.50% | 21.56% | 21.42% | 20.08% |
| SolarEdge Technologies, Inc. (SEDG)vs › | $2.14B | -9.31% | -54.47% | -26.41% | -15.28% |
ROIC
12.9%
ROE
25.2%
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 | 12.93% |
| 2026-03-31 | 13.95% |
| 2025-12-31 | 13.82% |
| 2025-09-30 | 14.08% |
| 2025-06-30 | 12.13% |
| 2025-03-31 | 13.81% |
| 2024-12-31 | 15.60% |
| 2024-09-30 | 20.15% |
| 2024-06-30 | 18.76% |
| 2024-03-31 | 17.74% |
| 2023-12-31 | 19.99% |
| 2023-09-30 | 18.77% |
| 2023-06-30 | 19.80% |
| 2023-03-31 | 21.92% |
| 2022-12-31 | 19.24% |
| 2022-09-30 | 17.93% |
| 2022-06-30 | 13.33% |
| 2022-03-31 | 10.54% |
| 2021-12-31 | 7.93% |
| 2021-09-30 | 4.35% |
| 2021-06-30 | 1.92% |
| 2021-03-31 | -3.78% |
| 2020-12-31 | -5.67% |
| 2020-09-30 | -4.59% |
| 2020-06-30 | -2.86% |
| 2020-03-31 | -0.54% |
| 2019-12-31 | 1.16% |
| 2019-09-30 | 3.31% |
| 2019-06-30 | 3.20% |
| 2019-03-31 | 3.58% |
| 2018-12-31 | 3.10% |
| 2018-09-30 | 3.61% |
| 2018-06-30 | 0.79% |
| 2018-03-31 | -0.91% |
