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 12.11% is 25% below its 5-year average of 16.20%, near the low end of its 5-year range (11.81%–21.06%).
As of the fiscal period ended Thursday, June 25, 2026. 10.53% below its 12-month average of 13.54%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q4 FY2026 (2026-06-25): 12.11%.
RETURN ON INVESTED CAPITAL (ROIC)
12.11%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
13.54%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
15.00%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
16.20%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
15.12%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
12.83%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
10.11%
CURRENT VS TTM AVG
-10.53%
CURRENT VS 3Y AVG
-19.23%
CURRENT VS 5Y AVG
-25.21%
CURRENT VS 10Y AVG
-19.90%
CURRENT VS 15Y AVG
-5.61%
CURRENT VS 20Y AVG
+19.84%
SECTOR MEDIAN · CONSUMER DEFENSIVE
5.37%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
+125.81%
vs the sector median at left
John B. Sanfilippo & Son, Inc.
Market Cap
$792.09M
Return on Invested Capital (ROIC)
12.11%
TTM Avg
13.54%
3Y Avg
15.00%
5Y Avg
16.20%
Market Cap
$804.85M
Return on Invested Capital (ROIC)
-1.47%
TTM Avg
-6.38%
3Y Avg
-3.47%
5Y Avg
-6.43%
Market Cap
$847.84M
Return on Invested Capital (ROIC)
10.85%
TTM Avg
6.29%
3Y Avg
-4.81%
5Y Avg
-1.72%
Market Cap
$721.33M
Return on Invested Capital (ROIC)
6.33%
TTM Avg
4.39%
3Y Avg
5.75%
5Y Avg
7.26%
Market Cap
$880.87M
Return on Invested Capital (ROIC)
4.16%
TTM Avg
7.13%
3Y Avg
7.30%
5Y Avg
6.84%
Market Cap
$647.45M
Return on Invested Capital (ROIC)
5.70%
TTM Avg
5.62%
3Y Avg
5.08%
5Y Avg
4.60%
Market Cap
$631.51M
Return on Invested Capital (ROIC)
4.47%
TTM Avg
4.44%
3Y Avg
4.44%
5Y Avg
4.44%
Market Cap
$591.91M
Return on Invested Capital (ROIC)
4.03%
TTM Avg
10.61%
3Y Avg
13.46%
5Y Avg
14.61%
Market Cap
$589.75M
Return on Invested Capital (ROIC)
-14.49%
TTM Avg
5.94%
3Y Avg
6.93%
5Y Avg
9.05%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| John B. Sanfilippo & Son, Inc. (JBSS) | $792.09M | 12.11% | 13.54% | 15.00% | 16.20% |
| Westrock Coffee Company, LLC (WEST)vs › | $804.85M | -1.47% | -6.38% | -3.47% | -6.43% |
| American Public Education, Inc. (APEI)vs › | $847.84M | 10.85% | 6.29% | -4.81% | -1.72% |
| Lincoln Educational Services Corporation (LINC)vs › | $721.33M | 6.33% | 4.39% | 5.75% | 7.26% |
| The Simply Good Foods Company (SMPL)vs › | $880.87M | 4.16% | 7.13% | 7.30% | 6.84% |
| Village Super Market, Inc. (VLGEA)vs › | $647.45M | 5.70% | 5.62% | 5.08% | 4.60% |
| Yesway, Inc. (YSWY)vs › | $631.51M | 4.47% | 4.44% | 4.44% | 4.44% |
| Mama's Creations, Inc. (MAMA)vs › | $591.91M | 4.03% | 10.61% | 13.46% | 14.61% |
| Helen of Troy Limited (HELE)vs › | $589.75M | -14.49% | 5.94% | 6.93% | 9.05% |
| The Honest Company, Inc. (HNST)vs › | $553.70M | -6.11% | -6.71% | -17.10% | -15.35% |
ROIC
12.1%
ROE
16.3%
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) |
|---|---|
| 2026-06-25 | 12.11% |
| 2026-03-26 | 13.46% |
| 2025-12-25 | 15.66% |
| 2025-09-25 | 13.76% |
| 2025-06-26 | 12.70% |
| 2025-03-27 | 11.82% |
| 2024-12-26 | 11.81% |
| 2024-09-26 | 13.65% |
| 2024-06-27 | 15.61% |
| 2024-03-28 | 16.91% |
| 2023-12-28 | 18.11% |
| 2023-09-28 | 19.87% |
| 2023-06-29 | 19.51% |
| 2023-03-30 | 18.77% |
| 2022-12-29 | 18.96% |
| 2022-09-29 | 17.37% |
| 2022-06-30 | 17.96% |
| 2022-03-24 | 16.05% |
| 2021-12-23 | 18.81% |
| 2021-09-23 | 21.06% |
| 2021-06-24 | 20.44% |
| 2021-03-25 | 19.56% |
| 2020-12-24 | 19.38% |
| 2020-09-24 | 17.81% |
| 2020-06-25 | 17.73% |
| 2020-03-26 | 17.32% |
| 2019-12-26 | 18.49% |
| 2019-09-26 | 16.01% |
| 2019-06-27 | 13.96% |
| 2019-03-28 | 11.34% |
| 2018-12-27 | 11.46% |
| 2018-09-27 | 9.85% |
| 2018-06-28 | 10.89% |
| 2018-03-29 | 10.44% |
| 2017-12-28 | 10.73% |
| 2017-09-28 | 12.75% |
| 2017-06-29 | 12.09% |
| 2017-03-30 | 11.29% |
| 2016-12-29 | 12.31% |
| 2016-09-29 | 11.95% |
| 2016-06-30 | 10.35% |
| 2016-03-24 | 9.67% |
| 2015-12-24 | 12.22% |
| 2015-09-24 | 10.34% |
| 2015-06-25 | 9.33% |
| 2015-03-26 | 8.74% |
| 2014-12-25 | 9.43% |
| 2014-09-25 | 9.95% |
| 2014-06-26 | 9.44% |
| 2014-03-27 | 8.69% |
| 2013-12-26 | 8.59% |
| 2013-09-26 | 7.97% |
| 2013-06-27 | 8.34% |
| 2013-03-28 | 7.47% |
| 2012-12-27 | 9.09% |
| 2012-09-27 | 8.92% |
| 2012-06-28 | 6.89% |
| 2012-03-29 | 6.01% |
| 2011-12-29 | 4.75% |
| 2011-09-29 | 3.58% |
| 2011-06-30 | 3.42% |
| 2011-03-24 | 2.64% |
| 2010-12-23 | 3.75% |
| 2010-09-23 | 5.10% |
| 2010-06-24 | 6.22% |
| 2010-03-25 | 7.33% |
| 2009-12-24 | 7.54% |
| 2009-09-24 | 7.16% |
| 2009-06-25 | 5.60% |
| 2009-03-26 | 5.15% |
| 2008-12-25 | 5.46% |
| 2008-09-25 | 4.61% |
| 2008-06-26 | 3.44% |
| 2008-03-27 | 0.79% |
| 2007-12-27 | -1.20% |
| 2007-09-27 | -2.14% |
| 2007-06-28 | -3.44% |
| 2007-03-29 | -5.36% |
| 2006-12-28 | -5.83% |
| 2006-09-28 | -6.79% |
| 2006-06-29 | -4.10% |
| 2006-03-30 | 0.22% |
| 2005-12-29 | 2.35% |
| 2005-09-29 | 4.00% |
| 2005-06-30 | 4.63% |
| 2005-03-24 | 5.03% |
| 2004-12-23 | 5.45% |
| 2004-09-23 | 9.35% |
| 2004-06-24 | 11.66% |
| 2004-03-25 | 10.90% |
| 2003-12-25 | 12.99% |
| 2003-09-25 | 13.30% |
| 2003-06-26 | 9.17% |
