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 8.97% is 141% above its 5-year average of 3.72%, near the high end of its 5-year range (0.87%–8.97%).
As of the fiscal period ended Tuesday, June 30, 2026. 61.99% above its 12-month average of 5.54%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 8.97%.
RETURN ON INVESTED CAPITAL (ROIC)
8.97%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
5.54%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
3.52%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
3.72%
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
+61.99%
CURRENT VS 3Y AVG
+155.16%
CURRENT VS 5Y AVG
+140.93%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · HEALTHCARE
-26.95%
median of 385 covered companies
CURRENT VS SECTOR MEDIAN
+133.28%
vs the sector median at left
BrightSpring Health Services, Inc. Common Stock
Market Cap
$12.17B
Return on Invested Capital (ROIC)
8.97%
TTM Avg
5.54%
3Y Avg
3.52%
5Y Avg
3.72%
Market Cap
$12.00B
Return on Invested Capital (ROIC)
13.42%
TTM Avg
12.59%
3Y Avg
14.85%
5Y Avg
11.33%
Market Cap
$12.49B
Return on Invested Capital (ROIC)
8.48%
TTM Avg
7.10%
3Y Avg
4.92%
5Y Avg
2.27%
Market Cap
$12.52B
Return on Invested Capital (ROIC)
-1.61%
TTM Avg
-0.86%
3Y Avg
-2.74%
5Y Avg
0.22%
Market Cap
$11.47B
Return on Invested Capital (ROIC)
11.18%
TTM Avg
11.30%
3Y Avg
9.75%
5Y Avg
9.57%
Market Cap
$12.89B
Return on Invested Capital (ROIC)
4.80%
TTM Avg
6.92%
3Y Avg
6.32%
5Y Avg
7.02%
Market Cap
$12.95B
Return on Invested Capital (ROIC)
-62.14%
TTM Avg
-81.52%
3Y Avg
-104.01%
5Y Avg
-93.27%
Market Cap
$11.36B
Return on Invested Capital (ROIC)
7.86%
TTM Avg
5.36%
3Y Avg
7.03%
5Y Avg
8.47%
Market Cap
$13.19B
Return on Invested Capital (ROIC)
0.87%
TTM Avg
11.88%
3Y Avg
15.16%
5Y Avg
18.34%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| BrightSpring Health Services, Inc. Common Stock (BTSG) | $12.17B | 8.97% | 5.54% | 3.52% | 3.72% |
| Encompass Health Corporation (EHC)vs › | $12.00B | 13.42% | 12.59% | 14.85% | 11.33% |
| Penumbra, Inc. (PEN)vs › | $12.49B | 8.48% | 7.10% | 4.92% | 2.27% |
| Baxter International Inc. (BAX)vs › | $12.52B | -1.61% | -0.86% | -2.74% | 0.22% |
| DaVita Inc. (DVA)vs › | $11.47B | 11.18% | 11.30% | 9.75% | 9.57% |
| ICON Public Limited Company (ICLR)vs › | $12.89B | 4.80% | 6.92% | 6.32% | 7.02% |
| BridgeBio Pharma, Inc. (BBIO)vs › | $12.95B | -62.14% | -81.52% | -104.01% | -93.27% |
| Bio-Techne Corporation (TECH)vs › | $11.36B | 7.86% | 5.36% | 7.03% | 8.47% |
| Corcept Therapeutics Incorporated (CORT)vs › | $13.19B | 0.87% | 11.88% | 15.16% | 18.34% |
| BioMarin Pharmaceutical Inc. (BMRN)vs › | $11.12B | 1.40% | 5.80% | 4.23% | 2.43% |
ROIC
9.0%
ROE
14.3%
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 | 8.97% |
| 2026-03-31 | 6.49% |
| 2025-12-31 | 4.86% |
| 2025-09-30 | 4.46% |
| 2025-06-30 | 2.90% |
| 2025-03-31 | 4.18% |
| 2024-12-31 | 3.50% |
| 2024-09-30 | 3.25% |
| 2024-06-30 | 0.87% |
| 2024-03-31 | 1.80% |
| 2023-12-31 | 3.41% |
| 2023-09-30 | 2.29% |
| 2023-06-30 | 4.17% |
| 2022-12-31 | 4.14% |
| 2021-12-31 | 4.10% |
| 2021-09-30 | 3.71% |
| 2021-06-30 | 3.43% |
| 2021-03-31 | 3.40% |
| 2020-12-31 | 3.73% |
