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 2.71% is 27% below its 5-year average of 3.71%, near the low end of its 5-year range (-1.82%–15.82%).
As of the fiscal period ended Saturday, August 1, 2026. 21.22% above its 12-month average of 2.23%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-08-01): 2.71%.
RETURN ON INVESTED CAPITAL (ROIC)
2.71%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
2.23%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
1.42%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
3.71%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
5.45%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
7.56%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
7.51%
CURRENT VS TTM AVG
+21.22%
CURRENT VS 3Y AVG
+90.22%
CURRENT VS 5Y AVG
-26.96%
CURRENT VS 10Y AVG
-50.25%
CURRENT VS 15Y AVG
-64.16%
CURRENT VS 20Y AVG
-63.93%
SECTOR MEDIAN · CONSUMER CYCLICAL
3.85%
median of 302 covered companies
CURRENT VS SECTOR MEDIAN
-29.63%
vs the sector median at left
Zumiez Inc.
Market Cap
$237.90M
Return on Invested Capital (ROIC)
2.71%
TTM Avg
2.23%
3Y Avg
1.42%
5Y Avg
3.71%
Market Cap
$238.65M
Return on Invested Capital (ROIC)
1.62%
TTM Avg
4.21%
3Y Avg
5.34%
5Y Avg
6.15%
Market Cap
$234.22M
Return on Invested Capital (ROIC)
7.59%
TTM Avg
1.35%
3Y Avg
4.45%
5Y Avg
7.30%
Market Cap
$249.79M
Return on Invested Capital (ROIC)
2.21%
TTM Avg
-17.27%
3Y Avg
-22.28%
5Y Avg
-10.74%
Market Cap
$256.74M
Return on Invested Capital (ROIC)
11.34%
TTM Avg
7.25%
3Y Avg
7.13%
5Y Avg
9.24%
Market Cap
$216.06M
Return on Invested Capital (ROIC)
6.03%
TTM Avg
1.69%
3Y Avg
3.13%
5Y Avg
6.69%
Market Cap
$209.35M
Return on Invested Capital (ROIC)
10.20%
TTM Avg
5.48%
3Y Avg
5.29%
5Y Avg
4.64%
Market Cap
$204.02M
Return on Invested Capital (ROIC)
3.69%
TTM Avg
4.50%
3Y Avg
4.58%
5Y Avg
6.65%
Market Cap
$202.21M
Return on Invested Capital (ROIC)
3.68%
TTM Avg
5.29%
3Y Avg
5.36%
5Y Avg
4.82%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Zumiez Inc. (ZUMZ) | $237.90M | 2.71% | 2.23% | 1.42% | 3.71% |
| Dave & Buster's Entertainment, Inc. (PLAY)vs › | $238.65M | 1.62% | 4.21% | 5.34% | 6.15% |
| Jack in the Box Inc. (JACK)vs › | $234.22M | 7.59% | 1.35% | 4.45% | 7.30% |
| Newegg Commerce, Inc. (NEGG)vs › | $249.79M | 2.21% | -17.27% | -22.28% | -10.74% |
| Escalade, Incorporated (ESCA)vs › | $256.74M | 11.34% | 7.25% | 7.13% | 9.24% |
| The Lovesac Company (LOVE)vs › | $216.06M | 6.03% | 1.69% | 3.13% | 6.69% |
| Lifetime Brands, Inc. (LCUT)vs › | $209.35M | 10.20% | 5.48% | 5.29% | 4.64% |
| Superior Group of Companies, Inc. (SGC)vs › | $204.02M | 3.69% | 4.50% | 4.58% | 6.65% |
| Motorcar Parts of America, Inc. (MPAA)vs › | $202.21M | 3.68% | 5.29% | 5.36% | 4.82% |
| Portillo's Inc. (PTLO)vs › | $273.60M | 2.66% | 3.21% | 3.40% | 3.88% |
ROIC
2.7%
ROE
4.5%
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) |
|---|---|
| 2026-08-01 | 2.71% |
| 2026-05-02 | 2.91% |
| 2026-01-31 | 1.97% |
| 2025-11-01 | 1.35% |
| 2024-11-02 | -1.82% |
| 2023-01-28 | 3.02% |
| 2022-01-29 | 15.82% |
| 2021-01-30 | 8.29% |
| 2020-10-31 | 8.16% |
| 2019-11-02 | 7.14% |
| 2018-11-03 | 8.55% |
| 2017-01-28 | 7.25% |
| 2016-01-30 | 8.39% |
| 2015-10-31 | 9.43% |
| 2015-08-01 | 10.85% |
| 2015-05-02 | 10.27% |
| 2015-01-31 | 10.47% |
| 2014-11-01 | 13.40% |
| 2013-11-02 | 11.15% |
| 2012-01-28 | 11.90% |
| 2011-01-29 | 9.09% |
| 2010-01-30 | 3.77% |
| 2009-10-31 | 2.73% |
| 2009-08-01 | 3.56% |
| 2009-05-02 | 6.37% |
| 2009-01-31 | 7.84% |
| 2008-11-01 | 11.09% |
| 2007-11-03 | 14.66% |
| 2006-01-28 | 15.03% |
| 2005-10-29 | -104.60% |
| 2005-07-30 | -123.37% |
| 2005-04-30 | -183.87% |
| 2005-01-31 | -262.24% |
| 2004-01-31 | 28.31% |
