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 -8.51% is 171% below its 1-year average of 11.95%, near the low end of its 1-year range (-20.80%–47.47%).
As of the fiscal period ended Friday, July 31, 2026. 275.50% below its 12-month average of 4.85%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-07-31): -8.51%.
RETURN ON INVESTED CAPITAL (ROIC)
-8.51%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
4.85%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
N/A
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
-275.50%
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · TECHNOLOGY
0.38%
median of 608 covered companies
CURRENT VS SECTOR MEDIAN
-2369.86%
vs the sector median at left
Wealthfront Corporation
Market Cap
$1.58B
Return on Invested Capital (ROIC)
-8.51%
TTM Avg
4.85%
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.61B
Return on Invested Capital (ROIC)
8.70%
TTM Avg
8.18%
3Y Avg
-6.83%
5Y Avg
-18.77%
Market Cap
$1.62B
Return on Invested Capital (ROIC)
-1.42%
TTM Avg
-2.94%
3Y Avg
-10.60%
5Y Avg
-11.24%
Market Cap
$1.53B
Return on Invested Capital (ROIC)
7.97%
TTM Avg
6.34%
3Y Avg
7.53%
5Y Avg
8.37%
Market Cap
$1.52B
Return on Invested Capital (ROIC)
-7.51%
TTM Avg
5.97%
3Y Avg
6.20%
5Y Avg
6.50%
Market Cap
$1.64B
Return on Invested Capital (ROIC)
4.58%
TTM Avg
2.00%
3Y Avg
0.53%
5Y Avg
-0.23%
Market Cap
$1.51B
Return on Invested Capital (ROIC)
-4.79%
TTM Avg
-9.23%
3Y Avg
-12.93%
5Y Avg
-12.95%
Market Cap
$1.51B
Return on Invested Capital (ROIC)
18.08%
TTM Avg
10.64%
3Y Avg
-3.24%
5Y Avg
-0.67%
Market Cap
$1.65B
Return on Invested Capital (ROIC)
2.34%
TTM Avg
1.39%
3Y Avg
0.01%
5Y Avg
-0.81%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Wealthfront Corporation (WLTH) | $1.58B | -8.51% | 4.85% | N/A | N/A |
| PicS N.V. (PICS)vs › | $1.61B | 8.70% | 8.18% | -6.83% | -18.77% |
| Marqeta, Inc. (MQ)vs › | $1.62B | -1.42% | -2.94% | -10.60% | -11.24% |
| Progress Software Corporation (PRGS)vs › | $1.53B | 7.97% | 6.34% | 7.53% | 8.37% |
| Concentrix Corporation (CNXC)vs › | $1.52B | -7.51% | 5.97% | 6.20% | 6.50% |
| EverCommerce Inc. (EVCM)vs › | $1.64B | 4.58% | 2.00% | 0.53% | -0.23% |
| Alkami Technology, Inc. (ALKT)vs › | $1.51B | -4.79% | -9.23% | -12.93% | -12.95% |
| Pagaya Technologies Ltd. (PGY)vs › | $1.51B | 18.08% | 10.64% | -3.24% | -0.67% |
| BlackLine, Inc. (BL)vs › | $1.65B | 2.34% | 1.39% | 0.01% | -0.81% |
| Wolfspeed Inc. (WOLF)vs › | $1.65B | -18.97% | -15.36% | -12.27% | -9.56% |
ROIC
-8.5%
ROE
-11.6%
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) |
|---|---|
| 2026-07-31 | -8.51% |
| 2026-04-30 | -20.80% |
| 2026-01-31 | -17.31% |
| 2025-10-31 | 33.08% |
| 2025-07-31 | 37.80% |
| 2025-01-31 | 47.47% |
