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 3.79% is in line with its 5-year average of 4.07%, around the middle of its 5-year range (1.78%–6.54%).
As of the fiscal period ended Wednesday, December 31, 2025. 36.09% above its 12-month average of 2.79%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
3.79%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
2.79%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
2.88%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
4.07%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
9.61%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
6.08%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
6.86%
CURRENT VS TTM AVG
+36.09%
CURRENT VS 3Y AVG
+31.48%
CURRENT VS 5Y AVG
-6.88%
CURRENT VS 10Y AVG
-60.55%
CURRENT VS 15Y AVG
-37.66%
CURRENT VS 20Y AVG
-44.78%
SECTOR MEDIAN · FINANCIAL SERVICES
5.93%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
-36.03%
vs the sector median at left
Hypoport SE
Market Cap
$630.67M
Return on Invested Capital (ROIC)
3.79%
TTM Avg
2.79%
3Y Avg
2.88%
5Y Avg
4.07%
Market Cap
$647.80M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$701.30M
Return on Invested Capital (ROIC)
5.98%
TTM Avg
5.54%
3Y Avg
4.80%
5Y Avg
2.71%
Market Cap
$745.75M
Return on Invested Capital (ROIC)
-1.72%
TTM Avg
-1.64%
3Y Avg
0.93%
5Y Avg
2.96%
Market Cap
$324.19M
Return on Invested Capital (ROIC)
4.57%
TTM Avg
5.10%
3Y Avg
3.12%
5Y Avg
1.85%
Market Cap
$297.78M
Return on Invested Capital (ROIC)
4.45%
TTM Avg
4.27%
3Y Avg
5.52%
5Y Avg
5.21%
Market Cap
$197.16M
Return on Invested Capital (ROIC)
8.38%
TTM Avg
10.51%
3Y Avg
4.68%
5Y Avg
4.95%
Market Cap
$187.09M
Return on Invested Capital (ROIC)
26.89%
TTM Avg
13.75%
3Y Avg
-9.44%
5Y Avg
-5.72%
Market Cap
$173.82M
Return on Invested Capital (ROIC)
17.94%
TTM Avg
-32.52%
3Y Avg
-32.91%
5Y Avg
-20.81%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Hypoport SE (HYPOF) | $630.67M | 3.79% | 2.79% | 2.88% | 4.07% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $647.80M | N/A | N/A | N/A | N/A |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $701.30M | 5.98% | 5.54% | 4.80% | 2.71% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $745.75M | -1.72% | -1.64% | 0.93% | 2.96% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $324.19M | 4.57% | 5.10% | 3.12% | 1.85% |
| Isabella Bank Corporation (ISBA)vs › | $297.78M | 4.45% | 4.27% | 5.52% | 5.21% |
| Franklin Universal Trust (FT)vs › | $197.16M | 8.38% | 10.51% | 4.68% | 4.95% |
| The New Germany Fund, Inc. (GF)vs › | $187.09M | 26.89% | 13.75% | -9.44% | -5.72% |
| DeFi Technologies Inc. (DEFT)vs › | $173.82M | 17.94% | -32.52% | -32.91% | -20.81% |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $155.17M | N/A | N/A | N/A | N/A |
ROIC
3.8%
ROE
7.5%
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) |
|---|---|
| 2025-12-31 | 3.79% |
| 2024-12-31 | 1.78% |
| 2023-12-31 | 1.93% |
| 2022-12-31 | 4.03% |
| 2021-12-31 | 6.54% |
| 2020-12-31 | 6.35% |
| 2019-12-31 | 8.09% |
| 2018-12-31 | 8.92% |
| 2017-12-31 | 16.94% |
| 2016-12-31 | 23.18% |
| 2015-12-31 | 24.13% |
| 2014-12-31 | 10.95% |
| 2013-12-31 | 6.13% |
| 2012-12-31 | 5.68% |
| 2011-12-31 | 8.37% |
| 2010-12-31 | 6.47% |
| 2009-12-31 | -2.40% |
| 2008-12-31 | 6.74% |
| 2007-12-31 | 12.78% |
| 2006-12-31 | 10.45% |
