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 8.38% is 69% above its 5-year average of 4.95%, near the high end of its 5-year range (-1.79%–12.64%).
As of the fiscal period ended Sunday, August 31, 2025. 20.27% below its 12-month average of 10.51%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
8.38%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
10.51%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
4.68%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
4.95%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
5.44%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
5.38%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
5.08%
CURRENT VS TTM AVG
-20.27%
CURRENT VS 3Y AVG
+79.06%
CURRENT VS 5Y AVG
+69.35%
CURRENT VS 10Y AVG
+53.99%
CURRENT VS 15Y AVG
+55.87%
CURRENT VS 20Y AVG
+64.99%
SECTOR MEDIAN · FINANCIAL SERVICES
5.93%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
+41.43%
vs the sector median at left
Franklin Universal Trust
Market Cap
$196.78M
Return on Invested Capital (ROIC)
8.38%
TTM Avg
10.51%
3Y Avg
4.68%
5Y Avg
4.95%
Market Cap
$187.17M
Return on Invested Capital (ROIC)
26.89%
TTM Avg
13.75%
3Y Avg
-9.44%
5Y Avg
-5.72%
Market Cap
$183.44M
Return on Invested Capital (ROIC)
17.94%
TTM Avg
-32.52%
3Y Avg
-32.91%
5Y Avg
-20.81%
Market Cap
$155.72M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$139.92M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$291.62M
Return on Invested Capital (ROIC)
4.45%
TTM Avg
4.27%
3Y Avg
5.52%
5Y Avg
5.21%
Market Cap
$74.22M
Return on Invested Capital (ROIC)
-0.21%
TTM Avg
1.13%
3Y Avg
-1.41%
5Y Avg
0.36%
Market Cap
$324.79M
Return on Invested Capital (ROIC)
4.57%
TTM Avg
5.10%
3Y Avg
3.12%
5Y Avg
1.85%
Market Cap
$5.89M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Franklin Universal Trust (FT) | $196.78M | 8.38% | 10.51% | 4.68% | 4.95% |
| The New Germany Fund, Inc. (GF)vs › | $187.17M | 26.89% | 13.75% | -9.44% | -5.72% |
| DeFi Technologies Inc. (DEFT)vs › | $183.44M | 17.94% | -32.52% | -32.91% | -20.81% |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $155.72M | N/A | N/A | N/A | N/A |
| Global X - MSCI Colombia ETF (COLO)vs › | $139.92M | N/A | N/A | N/A | N/A |
| Isabella Bank Corporation (ISBA)vs › | $291.62M | 4.45% | 4.27% | 5.52% | 5.21% |
| Nuveen Minnesota Quality Municipal Income Fund (NMS)vs › | $74.22M | -0.21% | 1.13% | -1.41% | 0.36% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $324.79M | 4.57% | 5.10% | 3.12% | 1.85% |
| CYBER HORNET S&P 500 and Bitcoin 75/25 Strategy ETF (ZZZ)vs › | $5.89M | N/A | N/A | N/A | N/A |
| Hypoport SE (HYPOF)vs › | $630.67M | 3.79% | 2.79% | 2.88% | 4.07% |
ROIC
8.4%
ROE
29.4%
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) |
|---|---|
| 2025-08-31 | 8.38% |
| 2024-08-31 | 12.64% |
| 2023-08-31 | -0.51% |
| 2022-08-31 | -1.79% |
| 2021-08-31 | 11.53% |
| 2020-08-31 | -0.56% |
| 2019-08-31 | 8.61% |
| 2018-08-31 | 1.96% |
| 2017-08-31 | 9.61% |
| 2016-08-31 | 4.57% |
| 2015-08-31 | 5.42% |
| 2014-08-31 | 4.98% |
| 2013-08-31 | 5.33% |
| 2012-08-31 | 4.88% |
| 2011-08-31 | 5.26% |
| 2010-08-31 | 5.71% |
| 2009-08-31 | 4.69% |
| 2008-08-31 | 5.11% |
| 2007-08-31 | 5.06% |
| 2006-08-31 | 5.03% |
| 2005-08-31 | 4.91% |
| 2004-08-31 | 5.07% |
| 2003-08-31 | 5.86% |
| 2002-08-31 | 8.82% |
| 2001-08-31 | 7.20% |
