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 -0.72% is 263% below its 5-year average of 0.44%, near the high end of its 5-year range (-21.99%–0.97%).
As of the fiscal period ended Sunday, June 28, 2026. 95.78% above its 12-month average of -16.97%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-28): -0.72%.
RETURN ON INVESTED CAPITAL (ROIC)
-0.72%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-16.97%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-6.95%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
0.44%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
0.43%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
5.12%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
+95.78%
CURRENT VS 3Y AVG
+89.71%
CURRENT VS 5Y AVG
-262.84%
CURRENT VS 10Y AVG
-267.70%
CURRENT VS 15Y AVG
-113.97%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · CONSUMER DEFENSIVE
5.71%
median of 139 covered companies
CURRENT VS SECTOR MEDIAN
-112.53%
vs the sector median at left
Krispy Kreme, Inc.
Market Cap
$518.06M
Return on Invested Capital (ROIC)
-0.72%
TTM Avg
-16.97%
3Y Avg
-6.95%
5Y Avg
0.44%
Market Cap
$555.35M
Return on Invested Capital (ROIC)
-6.11%
TTM Avg
-6.71%
3Y Avg
-17.10%
5Y Avg
-15.35%
Market Cap
$600.00M
Return on Invested Capital (ROIC)
-14.49%
TTM Avg
5.94%
3Y Avg
6.93%
5Y Avg
9.05%
Market Cap
$609.74M
Return on Invested Capital (ROIC)
4.03%
TTM Avg
10.61%
3Y Avg
13.46%
5Y Avg
14.61%
Market Cap
$343.75M
Return on Invested Capital (ROIC)
-42.66%
TTM Avg
-24.36%
3Y Avg
-24.70%
5Y Avg
-27.14%
Market Cap
$341.80M
Return on Invested Capital (ROIC)
38.43%
TTM Avg
28.19%
3Y Avg
28.19%
5Y Avg
28.19%
Market Cap
$704.83M
Return on Invested Capital (ROIC)
6.33%
TTM Avg
4.39%
3Y Avg
5.75%
5Y Avg
7.26%
Market Cap
$318.87M
Return on Invested Capital (ROIC)
-1.32%
TTM Avg
-4.30%
3Y Avg
-11.04%
5Y Avg
-20.42%
Market Cap
$318.85M
Return on Invested Capital (ROIC)
N/A
TTM Avg
-2.82%
3Y Avg
-1.07%
5Y Avg
-0.06%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Krispy Kreme, Inc. (DNUT) | $518.06M | -0.72% | -16.97% | -6.95% | 0.44% |
| The Honest Company, Inc. (HNST)vs › | $555.35M | -6.11% | -6.71% | -17.10% | -15.35% |
| Helen of Troy Limited (HELE)vs › | $600.00M | -14.49% | 5.94% | 6.93% | 9.05% |
| Mama's Creations, Inc. (MAMA)vs › | $609.74M | 4.03% | 10.61% | 13.46% | 14.61% |
| Prenetics Global Limited (PRE)vs › | $343.75M | -42.66% | -24.36% | -24.70% | -27.14% |
| Agencia Comercial Spirits Ltd (AGCC)vs › | $341.80M | 38.43% | 28.19% | 28.19% | 28.19% |
| Lincoln Educational Services Corporation (LINC)vs › | $704.83M | 6.33% | 4.39% | 5.75% | 7.26% |
| SNDL Inc. (SNDL)vs › | $318.87M | -1.32% | -4.30% | -11.04% | -20.42% |
| Forafric Global PLC (AFRI)vs › | $318.85M | N/A | -2.82% | -1.07% | -0.06% |
| Lifeway Foods, Inc. (LWAY)vs › | $315.27M | 10.06% | 12.36% | 11.05% | 9.35% |
ROIC
-0.7%
ROE
-15.5%
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) |
|---|---|
| 2026-06-28 | -0.72% |
| 2026-03-29 | -21.43% |
| 2025-12-28 | -19.88% |
| 2025-09-28 | -20.83% |
| 2025-06-29 | -21.99% |
| 2025-03-30 | -1.53% |
| 2024-09-29 | -0.10% |
| 2024-06-30 | 0.41% |
| 2024-03-31 | 0.36% |
| 2023-12-31 | 0.47% |
| 2023-10-01 | 0.88% |
| 2023-07-02 | 0.90% |
| 2023-04-02 | 0.97% |
| 2022-10-02 | 0.84% |
| 2022-07-03 | 0.90% |
| 2022-04-03 | 0.92% |
| 2021-10-03 | 0.94% |
| 2021-07-04 | 0.90% |
| 2021-03-31 | 0.51% |
| 2020-12-31 | 0.16% |
| 2016-05-01 | 11.81% |
| 2016-01-31 | 11.10% |
| 2015-11-01 | 11.19% |
| 2015-08-02 | 11.13% |
| 2015-05-03 | 10.36% |
| 2014-11-02 | 12.94% |
| 2014-08-03 | 12.75% |
| 2014-05-04 | 12.85% |
| 2013-11-03 | 8.52% |
| 2013-08-04 | 8.27% |
| 2013-05-05 | 7.76% |
| 2012-10-28 | 12.00% |
| 2012-07-29 | 10.97% |
