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 5.84% is 14% above its 5-year average of 5.14%, around the middle of its 5-year range (2.86%–7.59%).
As of the fiscal period ended Tuesday, June 30, 2026. 12.96% below its 12-month average of 6.70%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 5.84%.
RETURN ON INVESTED CAPITAL (ROIC)
5.84%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
6.70%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
5.89%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
5.14%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
3.73%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-12.96%
CURRENT VS 3Y AVG
-0.98%
CURRENT VS 5Y AVG
+13.53%
CURRENT VS 10Y AVG
+56.46%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · REAL ESTATE
3.65%
median of 97 covered companies
CURRENT VS SECTOR MEDIAN
+59.88%
vs the sector median at left
Wheeler Real Estate Investment Trust, Inc.
Market Cap
$10.35M
Return on Invested Capital (ROIC)
5.84%
TTM Avg
6.70%
3Y Avg
5.89%
5Y Avg
5.14%
Market Cap
$10.34M
Return on Invested Capital (ROIC)
N/A
TTM Avg
0.00%
3Y Avg
-1.02%
5Y Avg
-7.65%
Market Cap
$10.82M
Return on Invested Capital (ROIC)
0.66%
TTM Avg
1.45%
3Y Avg
1.00%
5Y Avg
0.72%
Market Cap
$13.26M
Return on Invested Capital (ROIC)
1.30%
TTM Avg
3.38%
3Y Avg
0.94%
5Y Avg
-0.45%
Market Cap
$7.41M
Return on Invested Capital (ROIC)
-38.26%
TTM Avg
-28.52%
3Y Avg
-27.50%
5Y Avg
-21.88%
Market Cap
$13.42M
Return on Invested Capital (ROIC)
-5.26%
TTM Avg
-5.19%
3Y Avg
-12.00%
5Y Avg
-12.22%
Market Cap
$14.84M
Return on Invested Capital (ROIC)
-21.00%
TTM Avg
-19.28%
3Y Avg
-20.89%
5Y Avg
-14.71%
Market Cap
$5.13M
Return on Invested Capital (ROIC)
-25.45%
TTM Avg
-45.70%
3Y Avg
-42.64%
5Y Avg
-36.88%
Market Cap
$4.78M
Return on Invested Capital (ROIC)
-16.23%
TTM Avg
-26.70%
3Y Avg
-74.72%
5Y Avg
-85.92%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Wheeler Real Estate Investment Trust, Inc. (WHLRP) | $10.35M | 5.84% | 6.70% | 5.89% | 5.14% |
| Gyrodyne, LLC (GYRO)vs › | $10.34M | N/A | 0.00% | -1.02% | -7.65% |
| Creative Media & Community Trust Corporation (CMCT)vs › | $10.82M | 0.66% | 1.45% | 1.00% | 0.72% |
| Medalist Diversified REIT, Inc. (MDRR)vs › | $13.26M | 1.30% | 3.38% | 0.94% | -0.45% |
| Fathom Holdings Inc. (FTHM)vs › | $7.41M | -38.26% | -28.52% | -27.50% | -21.88% |
| TDH Holdings, Inc. (PETZ)vs › | $13.42M | -5.26% | -5.19% | -12.00% | -12.22% |
| Offerpad Solutions Inc. (OPAD)vs › | $14.84M | -21.00% | -19.28% | -20.89% | -14.71% |
| RenX Enterprises Corp. (RENX)vs › | $5.13M | -25.45% | -45.70% | -42.64% | -36.88% |
| Fangdd Network Group Ltd. (DUO)vs › | $4.78M | -16.23% | -26.70% | -74.72% | -85.92% |
| MacKenzie Realty Capital, Inc. (MKZR)vs › | $3.11M | -3.65% | -3.00% | -4.96% | -4.92% |
ROIC
5.8%
ROE
22.2%
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 | 5.84% |
| 2026-03-31 | 6.08% |
| 2025-12-31 | 7.36% |
| 2025-09-30 | 6.65% |
| 2025-06-30 | 7.59% |
| 2025-03-31 | 7.05% |
| 2024-12-31 | 5.94% |
| 2024-09-30 | 6.26% |
| 2024-06-30 | 5.57% |
| 2024-03-31 | 4.37% |
| 2023-12-31 | 4.61% |
| 2023-09-30 | 5.08% |
| 2023-06-30 | 4.21% |
| 2023-03-31 | 4.04% |
| 2022-12-31 | 3.83% |
| 2022-09-30 | 2.86% |
| 2022-06-30 | 4.77% |
| 2022-03-31 | 4.42% |
| 2021-12-31 | 4.34% |
| 2021-09-30 | 3.65% |
| 2021-06-30 | 3.40% |
| 2021-03-31 | 3.60% |
| 2020-12-31 | 3.31% |
| 2020-09-30 | 3.77% |
| 2020-06-30 | 3.61% |
| 2020-03-31 | 3.52% |
| 2019-12-31 | 3.62% |
| 2019-09-30 | 3.32% |
| 2019-06-30 | 3.52% |
| 2019-03-31 | 2.76% |
| 2018-12-31 | 2.46% |
| 2018-09-30 | 0.78% |
| 2018-06-30 | 0.49% |
| 2018-03-31 | 0.61% |
| 2017-12-31 | 0.53% |
| 2017-09-30 | 1.91% |
| 2017-06-30 | 1.95% |
| 2017-03-31 | 1.07% |
| 2016-12-31 | 0.47% |
| 2016-09-30 | -0.05% |
| 2016-06-30 | -2.26% |
| 2016-03-31 | -3.89% |
| 2015-12-31 | -4.13% |
| 2015-09-30 | -4.28% |
| 2015-06-30 | -3.67% |
| 2015-03-31 | -2.99% |
