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 -1.49% is 16% above its 1-year average of -1.78%, near the high end of its 1-year range (-2.13%–-1.49%).
As of the fiscal period ended Tuesday, June 30, 2026.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -1.49%.
RETURN ON INVESTED CAPITAL (ROIC)
-1.49%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
N/A
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
N/A
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
-0.49%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
-203.99%
vs the sector median at left
Fifth Era Acquisition Corp I Class A Ordinary Shares
Market Cap
$330.02M
Return on Invested Capital (ROIC)
-1.49%
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$330.67M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$329.98M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$328.74M
Return on Invested Capital (ROIC)
-0.31%
TTM Avg
-0.23%
3Y Avg
-0.23%
5Y Avg
-0.23%
Market Cap
$327.32M
Return on Invested Capital (ROIC)
-0.34%
TTM Avg
-0.22%
3Y Avg
-0.22%
5Y Avg
-0.22%
Market Cap
$325.55M
Return on Invested Capital (ROIC)
-0.74%
TTM Avg
-149.13%
3Y Avg
-149.13%
5Y Avg
-149.13%
Market Cap
$325.45M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$325.41M
Return on Invested Capital (ROIC)
-2.16%
TTM Avg
-1.09%
3Y Avg
-1.09%
5Y Avg
-1.09%
Market Cap
$334.79M
Return on Invested Capital (ROIC)
-0.42%
TTM Avg
-0.05%
3Y Avg
-142.47%
5Y Avg
-142.47%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Fifth Era Acquisition Corp I Class A Ordinary Shares (FERA) | $330.02M | -1.49% | N/A | N/A | N/A |
| RRE Ventures Acquisition Corp. (RREV)vs › | $330.67M | N/A | N/A | N/A | N/A |
| FS Bancorp, Inc. (FSBW)vs › | $329.98M | N/A | N/A | N/A | N/A |
| Oxley Bridge Acquisition Limited (OBA)vs › | $328.74M | -0.31% | -0.23% | -0.23% | -0.23% |
| Pioneer Acquisition I Corp (PACH)vs › | $327.32M | -0.34% | -0.22% | -0.22% | -0.22% |
| New Providence Acquisition Corp. III (NPAC)vs › | $325.55M | -0.74% | -149.13% | -149.13% | -149.13% |
| C&F Financial Corporation (CFFI)vs › | $325.45M | N/A | N/A | N/A | N/A |
| RF Acquisition Corp II Ordinary Shares (RFAI)vs › | $325.41M | -2.16% | -1.09% | -1.09% | -1.09% |
| Bold Eagle Acquisition Corp. (BEAG)vs › | $334.79M | -0.42% | -0.05% | -142.47% | -142.47% |
| B&R Technology Merger Corp. Class A (BRTM)vs › | $325.24M | N/A | N/A | N/A | N/A |
ROIC
-1.5%
ROE
N/A
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 | -1.49% |
| 2026-03-31 | -2.13% |
| 2025-12-31 | -1.73% |
