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 -0.80% is 77% above its 4-year average of -3.44%, near the high end of its 4-year range (-11.80%–-0.33%).
As of the fiscal period ended Tuesday, June 30, 2026. 22.85% below its 12-month average of -0.65%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -0.80%.
RETURN ON INVESTED CAPITAL (ROIC)
-0.80%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-0.65%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-5.52%
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
-22.85%
CURRENT VS 3Y AVG
+85.54%
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
-0.58%
median of 180 covered companies
CURRENT VS SECTOR MEDIAN
-37.70%
vs the sector median at left
HCM III Acquisition Corp.
Market Cap
$136.06M
Return on Invested Capital (ROIC)
-0.80%
TTM Avg
-0.65%
3Y Avg
-5.52%
5Y Avg
N/A
Market Cap
$135.78M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$135.68M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$137.52M
Return on Invested Capital (ROIC)
-1.01%
TTM Avg
-0.64%
3Y Avg
-0.64%
5Y Avg
-0.64%
Market Cap
$140.83M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$133.49M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$133.42M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$139.33M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$131.70M
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 |
|---|---|---|---|---|---|
| HCM III Acquisition Corp. (HCMA) | $136.06M | -0.80% | -0.65% | -5.52% | N/A |
| SR Bancorp, Inc. Common stock (SRBK)vs › | $135.78M | N/A | N/A | N/A | N/A |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $135.68M | N/A | N/A | N/A | N/A |
| Social Commerce Partners Corporation Class A Ordinary Shares (SCPQ)vs › | $137.52M | -1.01% | -0.64% | -0.64% | -0.64% |
| First Guaranty Bancshares, Inc. (FGBI)vs › | $140.83M | N/A | N/A | N/A | N/A |
| MMTec, Inc. (MTC)vs › | $133.49M | N/A | N/A | N/A | N/A |
| Oxford Square Capital Corp. (OXSQ)vs › | $133.42M | N/A | N/A | N/A | N/A |
| RF Acquisition Corp III Ordinary Shares (RFAM)vs › | $139.33M | N/A | N/A | N/A | N/A |
| East West Ave Acquisition Corp. Common Stock (EWAV)vs › | $131.70M | N/A | N/A | N/A | N/A |
| First Guaranty Bancshares, Inc. (FGBIP)vs › | $141.30M | N/A | N/A | N/A | N/A |
ROIC
-0.8%
ROE
2.2%
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 | -0.80% |
| 2026-03-31 | -0.50% |
| 2023-09-30 | -11.80% |
| 2023-06-30 | -8.99% |
| 2023-03-31 | -1.04% |
| 2022-12-31 | -0.64% |
| 2022-09-30 | -0.33% |
