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 3.24% is in line with its 5-year average of 3.49%, near the low end of its 5-year range (2.83%–4.62%).
As of the fiscal period ended Tuesday, June 30, 2026. 10.13% below its 12-month average of 3.61%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 3.24%.
RETURN ON INVESTED CAPITAL (ROIC)
3.24%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
3.61%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
3.68%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
3.49%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
2.93%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
2.98%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
3.43%
CURRENT VS TTM AVG
-10.13%
CURRENT VS 3Y AVG
-11.78%
CURRENT VS 5Y AVG
-7.09%
CURRENT VS 10Y AVG
+10.75%
CURRENT VS 15Y AVG
+8.74%
CURRENT VS 20Y AVG
-5.49%
SECTOR MEDIAN · UTILITIES
4.09%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
-20.68%
vs the sector median at left
Entergy Corporation
Market Cap
$50.01B
Return on Invested Capital (ROIC)
3.24%
TTM Avg
3.61%
3Y Avg
3.68%
5Y Avg
3.49%
Market Cap
$50.95B
Return on Invested Capital (ROIC)
0.87%
TTM Avg
9.80%
3Y Avg
10.57%
5Y Avg
7.13%
Market Cap
$47.59B
Return on Invested Capital (ROIC)
3.74%
TTM Avg
3.71%
3Y Avg
3.96%
5Y Avg
4.01%
Market Cap
$45.02B
Return on Invested Capital (ROIC)
3.84%
TTM Avg
3.95%
3Y Avg
3.68%
5Y Avg
3.14%
Market Cap
$55.58B
Return on Invested Capital (ROIC)
2.99%
TTM Avg
2.75%
3Y Avg
3.19%
5Y Avg
3.51%
Market Cap
$57.25B
Return on Invested Capital (ROIC)
3.41%
TTM Avg
3.13%
3Y Avg
2.58%
5Y Avg
2.44%
Market Cap
$39.61B
Return on Invested Capital (ROIC)
3.37%
TTM Avg
3.36%
3Y Avg
3.27%
5Y Avg
3.54%
Market Cap
$38.03B
Return on Invested Capital (ROIC)
3.83%
TTM Avg
3.74%
3Y Avg
3.38%
5Y Avg
2.84%
Market Cap
$36.18B
Return on Invested Capital (ROIC)
4.63%
TTM Avg
4.64%
3Y Avg
4.67%
5Y Avg
3.46%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Entergy Corporation (ETR) | $50.01B | 3.24% | 3.61% | 3.68% | 3.49% |
| Vistra Corp. (VST)vs › | $50.95B | 0.87% | 9.80% | 10.57% | 7.13% |
| Xcel Energy Inc. (XEL)vs › | $47.59B | 3.74% | 3.71% | 3.96% | 4.01% |
| Exelon Corporation (EXC)vs › | $45.02B | 3.84% | 3.95% | 3.68% | 3.14% |
| Sempra (SRE)vs › | $55.58B | 2.99% | 2.75% | 3.19% | 3.51% |
| Dominion Energy, Inc. (D)vs › | $57.25B | 3.41% | 3.13% | 2.58% | 2.44% |
| Consolidated Edison, Inc. (ED)vs › | $39.61B | 3.37% | 3.36% | 3.27% | 3.54% |
| PG&E Corporation (PCG)vs › | $38.03B | 3.83% | 3.74% | 3.38% | 2.84% |
| Public Service Enterprise Group Incorporated (PEG)vs › | $36.18B | 4.63% | 4.64% | 4.67% | 3.46% |
| WEC Energy Group, Inc. (WEC)vs › | $34.58B | 4.49% | 4.33% | 4.13% | 4.09% |
ROIC
3.2%
ROE
9.8%
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 | 3.24% |
| 2026-03-31 | 3.35% |
| 2025-12-31 | 3.64% |
| 2025-09-30 | 3.88% |
| 2025-06-30 | 3.94% |
| 2025-03-31 | 3.68% |
| 2024-12-31 | 3.19% |
| 2024-09-30 | 3.67% |
| 2024-06-30 | 3.78% |
| 2024-03-31 | 4.07% |
| 2023-12-31 | 4.62% |
| 2023-09-30 | 3.94% |
| 2023-06-30 | 3.76% |
| 2023-03-31 | 3.45% |
| 2022-12-31 | 3.70% |
| 2022-09-30 | 3.48% |
| 2022-06-30 | 3.33% |
| 2022-03-31 | 2.83% |
| 2021-12-31 | 2.84% |
| 2021-09-30 | 3.07% |
| 2021-06-30 | 3.01% |
| 2021-03-31 | 3.33% |
| 2020-12-31 | 3.28% |
| 2020-09-30 | 3.61% |
| 2020-06-30 | 3.19% |
| 2020-03-31 | 3.03% |
| 2019-12-31 | 2.84% |
| 2019-09-30 | 1.91% |
| 2019-06-30 | 1.39% |
| 2019-03-31 | 0.89% |
| 2018-12-31 | 1.03% |
| 2018-09-30 | 1.61% |
| 2018-06-30 | 1.73% |
| 2018-03-31 | 1.84% |
| 2017-12-31 | 1.67% |
| 2017-09-30 | -3.34% |
| 2017-06-30 | -3.35% |
| 2017-03-31 | -2.76% |
| 2016-12-31 | -2.04% |
| 2016-09-30 | 3.21% |
| 2016-06-30 | -0.64% |
| 2016-03-31 | -0.79% |
| 2015-12-31 | -0.71% |
| 2015-09-30 | 0.64% |
| 2015-06-30 | 2.45% |
| 2015-03-31 | 2.54% |
| 2014-12-31 | 2.81% |
| 2014-09-30 | 2.98% |
| 2014-06-30 | 3.13% |
| 2014-03-31 | 3.06% |
| 2013-12-31 | 2.53% |
| 2013-09-30 | 3.06% |
| 2013-06-30 | 3.18% |
| 2013-03-31 | 3.84% |
| 2012-12-31 | 3.09% |
| 2012-09-30 | 2.64% |
| 2012-06-30 | 3.20% |
| 2012-03-31 | 3.35% |
| 2011-12-31 | 4.37% |
| 2011-09-30 | 4.66% |
| 2011-06-30 | 4.16% |
| 2011-03-31 | 4.22% |
| 2010-12-31 | 4.20% |
| 2010-09-30 | 4.43% |
| 2010-06-30 | 4.33% |
| 2010-03-31 | 4.17% |
| 2009-12-31 | 4.35% |
| 2009-09-30 | 4.14% |
| 2009-06-30 | 4.34% |
| 2009-03-31 | 4.32% |
| 2008-12-31 | 4.60% |
| 2008-09-30 | 4.61% |
| 2008-06-30 | 4.80% |
| 2008-03-31 | 4.85% |
| 2007-12-31 | 4.48% |
| 2007-09-30 | 4.48% |
| 2007-06-30 | 4.14% |
| 2007-03-31 | 4.25% |
| 2006-12-31 | 4.17% |
| 2006-09-30 | 3.82% |
| 2006-06-30 | 3.79% |
| 2006-03-31 | 3.89% |
| 2005-12-31 | 3.86% |
| 2005-09-30 | 4.13% |
| 2005-06-30 | 4.00% |
| 2005-03-31 | 3.97% |
| 2004-12-31 | 4.18% |
| 2004-09-30 | 3.42% |
| 2004-06-30 | 3.55% |
| 2004-03-31 | 3.54% |
| 2003-12-31 | 4.02% |
| 2003-09-30 | 4.06% |
| 2003-06-30 | 4.10% |
