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 4.56% is 19% below its 5-year average of 5.61%, near the low end of its 5-year range (4.56%–6.51%).
As of the fiscal period ended Sunday, June 28, 2026. 13.19% below its 12-month average of 5.25%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-28): 4.56%.
RETURN ON INVESTED CAPITAL (ROIC)
4.56%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
5.25%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
5.65%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
5.61%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
5.21%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
4.50%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
4.15%
CURRENT VS TTM AVG
-13.19%
CURRENT VS 3Y AVG
-19.29%
CURRENT VS 5Y AVG
-18.72%
CURRENT VS 10Y AVG
-12.48%
CURRENT VS 15Y AVG
+1.24%
CURRENT VS 20Y AVG
+9.89%
SECTOR MEDIAN · CONSUMER CYCLICAL
3.85%
median of 302 covered companies
CURRENT VS SECTOR MEDIAN
+18.37%
vs the sector median at left
The Wendy's Company
Market Cap
$1.17B
Return on Invested Capital (ROIC)
4.56%
TTM Avg
5.25%
3Y Avg
5.65%
5Y Avg
5.61%
Market Cap
$1.16B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.13B
Return on Invested Capital (ROIC)
-4.03%
TTM Avg
-22.32%
3Y Avg
-38.85%
5Y Avg
-38.53%
Market Cap
$1.13B
Return on Invested Capital (ROIC)
7.74%
TTM Avg
7.76%
3Y Avg
8.86%
5Y Avg
7.93%
Market Cap
$1.24B
Return on Invested Capital (ROIC)
14.04%
TTM Avg
17.58%
3Y Avg
21.47%
5Y Avg
23.38%
Market Cap
$1.25B
Return on Invested Capital (ROIC)
10.17%
TTM Avg
5.64%
3Y Avg
9.87%
5Y Avg
11.80%
Market Cap
$1.26B
Return on Invested Capital (ROIC)
-0.33%
TTM Avg
1.58%
3Y Avg
3.12%
5Y Avg
5.99%
Market Cap
$1.07B
Return on Invested Capital (ROIC)
19.99%
TTM Avg
12.51%
3Y Avg
12.52%
5Y Avg
12.47%
Market Cap
$1.07B
Return on Invested Capital (ROIC)
1.33%
TTM Avg
2.97%
3Y Avg
5.25%
5Y Avg
9.30%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| The Wendy's Company (WEN) | $1.17B | 4.56% | 5.25% | 5.65% | 5.61% |
| BOXABL Inc. (BXBL)vs › | $1.16B | N/A | N/A | N/A | N/A |
| The RealReal, Inc. (REAL)vs › | $1.13B | -4.03% | -22.32% | -38.85% | -38.53% |
| G-III Apparel Group, Ltd. (GIII)vs › | $1.13B | 7.74% | 7.76% | 8.86% | 7.93% |
| XPEL, Inc. (XPEL)vs › | $1.24B | 14.04% | 17.58% | 21.47% | 23.38% |
| Carter's Inc. (CRI)vs › | $1.25B | 10.17% | 5.64% | 9.87% | 11.80% |
| Cracker Barrel Old Country Store (CBRL)vs › | $1.26B | -0.33% | 1.58% | 3.12% | 5.99% |
| Karat Packaging Inc. (KRT)vs › | $1.07B | 19.99% | 12.51% | 12.52% | 12.47% |
| LGI Homes, Inc. (LGIH)vs › | $1.07B | 1.33% | 2.97% | 5.25% | 9.30% |
| Winmark Corporation (WINA)vs › | $1.06B | N/A | 69.08% | 63.52% | 59.10% |
ROIC
4.6%
ROE
104.6%
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) |
|---|---|
| 2026-06-28 | 4.56% |
| 2026-03-29 | 4.92% |
| 2025-12-28 | 5.32% |
| 2025-09-28 | 5.57% |
| 2025-06-29 | 5.88% |
| 2025-03-30 | 5.81% |
| 2024-12-29 | 5.62% |
| 2024-09-29 | 5.51% |
| 2024-06-30 | 5.64% |
| 2024-03-31 | 5.80% |
| 2023-12-31 | 5.79% |
| 2023-10-01 | 5.68% |
| 2023-07-02 | 5.51% |
| 2023-04-02 | 5.22% |
| 2023-01-01 | 5.01% |
| 2022-10-02 | 5.37% |
| 2022-07-03 | 5.15% |
| 2022-04-03 | 5.74% |
| 2022-01-02 | 6.51% |
| 2021-10-03 | 6.08% |
| 2021-07-04 | 6.04% |
| 2021-04-04 | 5.15% |
| 2021-01-03 | 4.46% |
| 2020-09-27 | 3.76% |
| 2020-06-28 | 3.85% |
| 2020-03-29 | 4.07% |
| 2019-12-29 | 4.49% |
| 2019-09-29 | 4.60% |
| 2019-06-30 | 4.38% |
| 2019-03-31 | 4.20% |
| 2018-12-30 | 4.96% |
| 2018-09-30 | 6.45% |
| 2018-07-01 | 6.61% |
| 2018-04-01 | 5.38% |
| 2017-12-31 | 5.51% |
| 2017-10-01 | 3.27% |
| 2017-07-02 | 4.27% |
| 2017-04-02 | 5.29% |
| 2017-01-01 | 5.42% |
| 2016-10-02 | 5.90% |
| 2016-07-03 | 4.78% |
| 2016-04-03 | 4.61% |
| 2016-01-03 | 4.25% |
| 2015-09-27 | 3.10% |
| 2015-06-28 | 2.64% |
| 2015-03-29 | 3.14% |
| 2014-12-28 | 3.84% |
| 2014-09-28 | 3.95% |
| 2014-06-29 | 3.30% |
| 2014-03-30 | 3.39% |
| 2013-12-29 | 2.54% |
| 2013-09-29 | 2.66% |
| 2013-06-30 | 3.55% |
| 2013-03-31 | 3.11% |
| 2012-12-30 | 3.05% |
| 2012-09-30 | 2.99% |
| 2012-07-01 | 3.05% |
| 2012-04-01 | 2.30% |
| 2012-01-01 | 2.55% |
| 2011-10-02 | 1.70% |
| 2011-07-03 | 1.39% |
| 2011-04-03 | 1.52% |
| 2011-01-02 | 1.51% |
| 2010-10-02 | 2.04% |
| 2010-07-04 | 2.87% |
| 2010-03-31 | 2.79% |
| 2009-12-31 | 2.48% |
| 2009-09-30 | -6.62% |
| 2009-06-30 | -7.88% |
| 2009-03-31 | -9.74% |
| 2008-12-31 | -9.91% |
| 2008-09-30 | 6.79% |
| 2008-06-30 | 8.07% |
| 2008-03-31 | 1.60% |
| 2007-12-31 | 1.56% |
| 2007-09-30 | -1.27% |
| 2007-07-01 | -2.00% |
| 2007-04-01 | 4.19% |
| 2006-12-31 | 3.44% |
| 2006-10-01 | -1.16% |
| 2006-07-02 | -1.58% |
| 2006-04-02 | -2.24% |
| 2005-01-02 | 0.30% |
| 2004-09-26 | -0.77% |
| 2004-06-27 | -0.83% |
