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 4.62% is 61% below its 5-year average of 11.87%, near the low end of its 5-year range (4.62%–16.06%).
As of the fiscal period ended Sunday, May 31, 2026. 35.05% below its 12-month average of 7.11%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-05-31): 4.62%.
RETURN ON INVESTED CAPITAL (ROIC)
4.62%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
7.11%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
10.18%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
11.87%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
8.88%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
6.99%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
5.84%
CURRENT VS TTM AVG
-35.05%
CURRENT VS 3Y AVG
-54.62%
CURRENT VS 5Y AVG
-61.06%
CURRENT VS 10Y AVG
-47.99%
CURRENT VS 15Y AVG
-33.94%
CURRENT VS 20Y AVG
-20.91%
SECTOR MEDIAN · CONSUMER CYCLICAL
10.97%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
-57.90%
vs the sector median at left
Lennar Corporation
Market Cap
$20.23B
Return on Invested Capital (ROIC)
4.62%
TTM Avg
7.11%
3Y Avg
10.18%
5Y Avg
11.87%
Market Cap
$19.46B
Return on Invested Capital (ROIC)
5.43%
TTM Avg
4.04%
3Y Avg
6.56%
5Y Avg
6.92%
Market Cap
$21.22B
Return on Invested Capital (ROIC)
9.27%
TTM Avg
10.04%
3Y Avg
11.38%
5Y Avg
11.45%
Market Cap
$19.18B
Return on Invested Capital (ROIC)
18.71%
TTM Avg
17.87%
3Y Avg
17.60%
5Y Avg
21.84%
Market Cap
$21.46B
Return on Invested Capital (ROIC)
17.08%
TTM Avg
16.66%
3Y Avg
13.63%
5Y Avg
13.03%
Market Cap
$18.56B
Return on Invested Capital (ROIC)
-30.67%
TTM Avg
-33.86%
3Y Avg
-38.06%
5Y Avg
-32.96%
Market Cap
$22.16B
Return on Invested Capital (ROIC)
10.25%
TTM Avg
9.22%
3Y Avg
9.50%
5Y Avg
9.23%
Market Cap
$17.82B
Return on Invested Capital (ROIC)
8.03%
TTM Avg
9.84%
3Y Avg
11.42%
5Y Avg
10.57%
Market Cap
$22.65B
Return on Invested Capital (ROIC)
31.15%
TTM Avg
19.06%
3Y Avg
15.55%
5Y Avg
15.27%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Lennar Corporation (LEN) | $20.23B | 4.62% | 7.11% | 10.18% | 11.87% |
| Amcor plc (AMCR)vs › | $19.46B | 5.43% | 4.04% | 6.56% | 6.92% |
| Packaging Corporation of America (PKG)vs › | $21.22B | 9.27% | 10.04% | 11.38% | 11.45% |
| Best Buy Co., Inc. (BBY)vs › | $19.18B | 18.71% | 17.87% | 17.60% | 21.84% |
| Ralph Lauren Corporation (RL)vs › | $21.46B | 17.08% | 16.66% | 13.63% | 13.03% |
| Rivian Automotive, Inc. (RIVN)vs › | $18.56B | -30.67% | -33.86% | -38.06% | -32.96% |
| Casey's General Stores, Inc. (CASY)vs › | $22.16B | 10.25% | 9.22% | 9.50% | 9.23% |
| Genuine Parts Company (GPC)vs › | $17.82B | 8.03% | 9.84% | 11.42% | 10.57% |
| Tapestry, Inc. (TPR)vs › | $22.65B | 31.15% | 19.06% | 15.55% | 15.27% |
| PulteGroup, Inc. (PHM)vs › | $22.81B | 11.61% | 17.02% | 18.63% | 18.01% |
ROIC
4.6%
ROE
7.5%
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) |
|---|---|
| 2026-05-31 | 4.62% |
| 2026-02-28 | 5.67% |
| 2025-11-30 | 6.62% |
| 2025-08-31 | 8.35% |
| 2025-05-31 | 10.31% |
| 2025-02-28 | 11.80% |
| 2024-11-30 | 10.34% |
| 2024-08-31 | 11.93% |
| 2024-05-31 | 12.59% |
| 2024-02-29 | 12.28% |
| 2023-11-30 | 11.81% |
| 2023-08-31 | 12.28% |
| 2023-05-31 | 13.75% |
| 2023-02-28 | 15.20% |
| 2022-11-30 | 15.25% |
| 2022-08-31 | 16.06% |
| 2022-05-31 | 14.76% |
| 2022-02-28 | 13.55% |
| 2021-11-30 | 12.73% |
| 2021-08-31 | 11.35% |
| 2021-05-31 | 10.68% |
| 2021-02-28 | 9.53% |
| 2020-11-30 | 8.80% |
| 2020-08-31 | 8.12% |
| 2020-05-31 | 7.44% |
| 2020-02-29 | 7.37% |
| 2019-11-30 | 6.72% |
| 2019-08-31 | 6.48% |
| 2019-05-31 | 6.35% |
| 2019-02-28 | 6.05% |
| 2018-11-30 | 5.58% |
| 2018-08-31 | 4.41% |
| 2018-05-31 | 3.55% |
| 2018-02-28 | 3.19% |
| 2017-11-30 | 4.93% |
| 2017-08-31 | 5.53% |
| 2017-05-31 | 5.35% |
| 2017-02-28 | 5.55% |
| 2016-11-30 | 5.91% |
| 2016-08-31 | 5.78% |
| 2016-05-31 | 5.67% |
| 2016-02-29 | 5.62% |
| 2015-11-30 | 5.30% |
| 2015-08-31 | 5.27% |
| 2015-05-31 | 5.05% |
| 2015-02-28 | 4.83% |
| 2014-11-30 | 4.80% |
| 2014-08-31 | 4.41% |
| 2014-05-31 | 4.18% |
| 2014-02-28 | 4.58% |
| 2013-11-30 | 4.53% |
| 2013-08-31 | 4.56% |
| 2013-05-31 | 4.48% |
| 2013-02-28 | 3.60% |
| 2012-11-30 | 3.18% |
| 2012-08-31 | -0.64% |
| 2012-05-31 | -1.19% |
| 2012-02-29 | -1.80% |
| 2011-11-30 | -1.95% |
| 2011-08-31 | 1.15% |
| 2011-05-31 | 2.43% |
| 2011-02-28 | 2.84% |
| 2010-11-30 | 2.69% |
| 2010-08-31 | -0.44% |
| 2010-05-31 | -3.36% |
| 2010-02-28 | -4.89% |
| 2009-11-30 | -6.94% |
| 2009-08-31 | -5.82% |
| 2009-05-31 | -5.76% |
| 2009-02-28 | -6.25% |
| 2008-11-30 | -6.68% |
| 2008-08-31 | -22.84% |
| 2008-05-31 | -30.34% |
| 2008-02-29 | -32.27% |
| 2007-11-30 | -30.09% |
| 2007-08-31 | -13.64% |
| 2007-05-31 | -3.21% |
| 2007-02-28 | 2.63% |
| 2006-11-30 | 4.87% |
| 2006-08-31 | 10.89% |
| 2006-05-31 | 11.48% |
| 2006-02-28 | 11.03% |
| 2005-11-30 | 12.51% |
| 2005-08-31 | 12.66% |
| 2005-05-31 | 12.59% |
| 2005-01-30 | 9.90% |
| 2004-08-31 | 11.71% |
| 2004-05-31 | 12.57% |
| 2004-02-29 | 12.96% |
| 2003-11-30 | 11.98% |
| 2003-08-31 | 12.93% |
| 2003-05-31 | 12.61% |
| 2003-02-28 | 13.05% |
