Basis: Latest reported fiscal year. 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 1.64% is 82% below its 5-year average of 9.06%, near the low end of its 5-year range (1.64%–14.08%).
As of the fiscal period ended Tuesday, June 30, 2026. 75.99% below its 12-month average of 6.83%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
1.64%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
6.83%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
9.70%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
9.06%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
8.77%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
7.38%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
6.02%
CURRENT VS TTM AVG
-75.99%
CURRENT VS 3Y AVG
-83.09%
CURRENT VS 5Y AVG
-81.90%
CURRENT VS 10Y AVG
-81.31%
CURRENT VS 15Y AVG
-77.79%
CURRENT VS 20Y AVG
-72.78%
SECTOR MEDIAN · FINANCIAL SERVICES
5.93%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
-72.32%
vs the sector median at left
Axos Financial, Inc.
Market Cap
$5.65B
Return on Invested Capital (ROIC)
1.64%
TTM Avg
6.83%
3Y Avg
9.70%
5Y Avg
9.06%
Market Cap
$5.38B
Return on Invested Capital (ROIC)
8.64%
TTM Avg
9.32%
3Y Avg
8.53%
5Y Avg
7.29%
Market Cap
$8.42B
Return on Invested Capital (ROIC)
22.98%
TTM Avg
23.88%
3Y Avg
22.14%
5Y Avg
52.74%
Market Cap
$2.77B
Return on Invested Capital (ROIC)
2.93%
TTM Avg
6.95%
3Y Avg
0.63%
5Y Avg
1.52%
Market Cap
$1.46B
Return on Invested Capital (ROIC)
-0.21%
TTM Avg
-0.21%
3Y Avg
3.46%
5Y Avg
4.01%
Market Cap
$9.86B
Return on Invested Capital (ROIC)
-10.17%
TTM Avg
6.92%
3Y Avg
-0.58%
5Y Avg
-4.72%
Market Cap
$10.20B
Return on Invested Capital (ROIC)
16.24%
TTM Avg
16.27%
3Y Avg
14.68%
5Y Avg
16.75%
Market Cap
$10.38B
Return on Invested Capital (ROIC)
4.00%
TTM Avg
-19.18%
3Y Avg
-22.78%
5Y Avg
-18.63%
Market Cap
$733.45M
Return on Invested Capital (ROIC)
-1.72%
TTM Avg
-1.64%
3Y Avg
0.93%
5Y Avg
2.96%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Axos Financial, Inc. (AX) | $5.65B | 1.64% | 6.83% | 9.70% | 9.06% |
| Main Street Capital Corporation (MAIN)vs › | $5.38B | 8.64% | 9.32% | 8.53% | 7.29% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $8.42B | 22.98% | 23.88% | 22.14% | 52.74% |
| Nuveen Quality Municipal Income Fund (NAD)vs › | $2.77B | 2.93% | 6.95% | 0.63% | 1.52% |
| Lufax Holding Ltd (LU)vs › | $1.46B | -0.21% | -0.21% | 3.46% | 4.01% |
| Hut 8 Corp. (HUT)vs › | $9.86B | -10.17% | 6.92% | -0.58% | -4.72% |
| FactSet Research Systems Inc. (FDS)vs › | $10.20B | 16.24% | 16.27% | 14.68% | 16.75% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $10.38B | 4.00% | -19.18% | -22.78% | -18.63% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $733.45M | -1.72% | -1.64% | 0.93% | 2.96% |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $704.15M | 5.98% | 5.54% | 4.80% | 2.71% |
ROIC
1.6%
ROE
15.5%
ROIC = NOPAT / Invested Capital
Return on invested capital measures the after-tax return a company earns on all capital (debt and equity) invested in the business.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2026-06-30 | 1.64% |
| 2025-06-30 | 12.02% |
| 2024-06-30 | 14.08% |
| 2023-06-30 | 11.05% |
| 2022-06-30 | 8.18% |
| 2021-06-30 | 7.40% |
| 2020-06-30 | 8.46% |
| 2019-06-30 | 7.76% |
| 2018-06-30 | 9.81% |
| 2017-06-30 | 8.42% |
| 2016-06-30 | 7.68% |
| 2015-06-30 | 6.03% |
| 2014-06-30 | 4.11% |
| 2013-06-30 | 4.04% |
| 2012-06-30 | 3.91% |
| 2011-06-30 | 3.53% |
| 2010-06-30 | 4.72% |
| 2009-06-30 | 1.10% |
| 2008-06-30 | 0.68% |
| 2007-06-30 | 0.84% |
| 2006-06-30 | 1.05% |
| 2005-06-30 | 1.16% |
| 2004-06-30 | 1.61% |
| 2003-06-30 | 2.18% |
| 2002-06-30 | 1.18% |
| 2001-06-30 | -3.67% |
