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 1.33% is 84% below its 5-year average of 8.41%, near the low end of its 5-year range (1.33%–22.63%).
As of the fiscal period ended Tuesday, June 30, 2026. 30.42% below its 12-month average of 1.91%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 1.33%.
RETURN ON INVESTED CAPITAL (ROIC)
1.33%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
1.91%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
3.77%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
8.41%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
10.07%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-30.42%
CURRENT VS 3Y AVG
-64.80%
CURRENT VS 5Y AVG
-84.20%
CURRENT VS 10Y AVG
-86.81%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · CONSUMER CYCLICAL
4.01%
median of 296 covered companies
CURRENT VS SECTOR MEDIAN
-66.87%
vs the sector median at left
LGI Homes, Inc.
Market Cap
$1.08B
Return on Invested Capital (ROIC)
1.33%
TTM Avg
1.91%
3Y Avg
3.77%
5Y Avg
8.41%
Market Cap
$1.08B
Return on Invested Capital (ROIC)
19.99%
TTM Avg
12.51%
3Y Avg
12.52%
5Y Avg
12.47%
Market Cap
$1.06B
Return on Invested Capital (ROIC)
N/A
TTM Avg
69.08%
3Y Avg
63.52%
5Y Avg
59.10%
Market Cap
$1.12B
Return on Invested Capital (ROIC)
-4.03%
TTM Avg
-22.32%
3Y Avg
-38.85%
5Y Avg
-38.53%
Market Cap
$1.14B
Return on Invested Capital (ROIC)
7.74%
TTM Avg
7.76%
3Y Avg
8.86%
5Y Avg
7.93%
Market Cap
$1.16B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$983.53M
Return on Invested Capital (ROIC)
1.75%
TTM Avg
3.10%
3Y Avg
3.11%
5Y Avg
-2.23%
Market Cap
$1.19B
Return on Invested Capital (ROIC)
4.56%
TTM Avg
5.42%
3Y Avg
5.21%
5Y Avg
5.30%
Market Cap
$969.22M
Return on Invested Capital (ROIC)
3.15%
TTM Avg
5.88%
3Y Avg
5.29%
5Y Avg
7.00%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| LGI Homes, Inc. (LGIH) | $1.08B | 1.33% | 1.91% | 3.77% | 8.41% |
| Karat Packaging Inc. (KRT)vs › | $1.08B | 19.99% | 12.51% | 12.52% | 12.47% |
| Winmark Corporation (WINA)vs › | $1.06B | N/A | 69.08% | 63.52% | 59.10% |
| The RealReal, Inc. (REAL)vs › | $1.12B | -4.03% | -22.32% | -38.85% | -38.53% |
| G-III Apparel Group, Ltd. (GIII)vs › | $1.14B | 7.74% | 7.76% | 8.86% | 7.93% |
| BOXABL Inc. (BXBL)vs › | $1.16B | N/A | N/A | N/A | N/A |
| Tripadvisor, Inc. (TRIP)vs › | $983.53M | 1.75% | 3.10% | 3.11% | -2.23% |
| The Wendy's Company (WEN)vs › | $1.19B | 4.56% | 5.42% | 5.21% | 5.30% |
| Gentherm Incorporated (THRM)vs › | $969.22M | 3.15% | 5.88% | 5.29% | 7.00% |
| Carter's Inc. (CRI)vs › | $1.24B | 10.17% | 5.64% | 9.87% | 11.80% |
ROIC
1.3%
ROE
3.1%
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 | 1.33% |
| 2026-03-31 | 1.45% |
| 2025-12-31 | 1.50% |
| 2025-09-30 | 2.05% |
| 2025-06-30 | 3.22% |
| 2025-03-31 | 3.91% |
| 2024-12-31 | 4.44% |
| 2024-09-30 | 4.63% |
| 2024-06-30 | 5.03% |
| 2024-03-31 | 5.20% |
| 2023-12-31 | 5.25% |
| 2023-09-30 | 5.09% |
| 2023-06-30 | 5.97% |
| 2023-03-31 | 8.55% |
| 2022-12-31 | 10.27% |
| 2022-09-30 | 13.06% |
| 2022-06-30 | 15.12% |
| 2022-03-31 | 16.51% |
| 2021-12-31 | 19.10% |
| 2021-09-30 | 22.27% |
| 2021-06-30 | 22.63% |
| 2021-03-31 | 22.22% |
| 2020-12-31 | 15.73% |
| 2020-09-30 | 14.83% |
| 2020-06-30 | 13.61% |
| 2020-03-31 | 12.11% |
| 2019-12-31 | 11.11% |
| 2019-09-30 | 10.02% |
| 2019-06-30 | 9.88% |
| 2019-03-31 | 10.61% |
| 2018-12-31 | 11.92% |
| 2018-09-30 | 11.67% |
| 2018-06-30 | 12.36% |
| 2018-03-31 | 11.39% |
| 2017-12-31 | 11.63% |
| 2017-09-30 | 10.47% |
| 2017-06-30 | 9.66% |
| 2017-03-31 | 8.87% |
| 2016-12-31 | 9.73% |
| 2016-09-30 | 9.22% |
| 2016-06-30 | 9.34% |
| 2016-03-31 | 9.10% |
| 2015-12-31 | 9.39% |
| 2015-09-30 | 8.86% |
| 2015-06-30 | 7.62% |
| 2015-03-31 | 6.95% |
| 2014-12-31 | 6.91% |
| 2014-09-30 | 7.13% |
| 2014-06-30 | 8.20% |
| 2014-03-31 | 8.22% |
| 2013-12-31 | 7.81% |
| 2013-09-30 | 18.44% |
| 2013-06-30 | 18.83% |
