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 7.04% is 34% above its 5-year average of 5.25%, near the high end of its 5-year range (3.86%–7.04%).
As of the fiscal period ended Wednesday, July 1, 2026. 16.56% above its 12-month average of 6.04%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-07-01): 7.04%.
RETURN ON INVESTED CAPITAL (ROIC)
7.04%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
6.04%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
5.69%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
5.25%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
4.93%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
+16.56%
CURRENT VS 3Y AVG
+23.78%
CURRENT VS 5Y AVG
+34.07%
CURRENT VS 10Y AVG
+42.68%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · CONSUMER CYCLICAL
3.85%
median of 302 covered companies
CURRENT VS SECTOR MEDIAN
+82.80%
vs the sector median at left
El Pollo Loco Holdings, Inc.
Market Cap
$438.25M
Return on Invested Capital (ROIC)
7.04%
TTM Avg
6.04%
3Y Avg
5.69%
5Y Avg
5.25%
Market Cap
$446.94M
Return on Invested Capital (ROIC)
0.28%
TTM Avg
1.50%
3Y Avg
2.40%
5Y Avg
8.19%
Market Cap
$427.38M
Return on Invested Capital (ROIC)
2.25%
TTM Avg
2.20%
3Y Avg
2.78%
5Y Avg
3.49%
Market Cap
$423.32M
Return on Invested Capital (ROIC)
N/A
TTM Avg
9.51%
3Y Avg
-54.36%
5Y Avg
-62.02%
Market Cap
$417.31M
Return on Invested Capital (ROIC)
47.14%
TTM Avg
62.99%
3Y Avg
65.26%
5Y Avg
58.24%
Market Cap
$417.26M
Return on Invested Capital (ROIC)
3.84%
TTM Avg
5.89%
3Y Avg
-13.42%
5Y Avg
-6.87%
Market Cap
$414.29M
Return on Invested Capital (ROIC)
-14.09%
TTM Avg
-16.16%
3Y Avg
-19.24%
5Y Avg
-21.14%
Market Cap
$409.75M
Return on Invested Capital (ROIC)
1.64%
TTM Avg
-7.52%
3Y Avg
-6.87%
5Y Avg
0.69%
Market Cap
$469.48M
Return on Invested Capital (ROIC)
1.88%
TTM Avg
-3.24%
3Y Avg
-3.23%
5Y Avg
2.90%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| El Pollo Loco Holdings, Inc. (LOCO) | $438.25M | 7.04% | 6.04% | 5.69% | 5.25% |
| Malibu Boats, Inc. (MBUU)vs › | $446.94M | 0.28% | 1.50% | 2.40% | 8.19% |
| Monro Inc. (MNRO)vs › | $427.38M | 2.25% | 2.20% | 2.78% | 3.49% |
| Codere Online Luxembourg, S.A. (CDRO)vs › | $423.32M | N/A | 9.51% | -54.36% | -62.02% |
| Nathan's Famous, Inc. (NATH)vs › | $417.31M | 47.14% | 62.99% | 65.26% | 58.24% |
| Fossil Group, Inc. (FOSL)vs › | $417.26M | 3.84% | 5.89% | -13.42% | -6.87% |
| EVgo, Inc. (EVGO)vs › | $414.29M | -14.09% | -16.16% | -19.24% | -21.14% |
| Citi Trends, Inc. (CTRN)vs › | $409.75M | 1.64% | -7.52% | -6.87% | 0.69% |
| Johnson Outdoors Inc. (JOUT)vs › | $469.48M | 1.88% | -3.24% | -3.23% | 2.90% |
| MasterCraft Boat Holdings, Inc. (MCFT)vs › | $470.15M | 1.23% | 2.91% | 11.24% | 19.69% |
ROIC
7.0%
ROE
11.0%
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) |
|---|---|
| 2026-07-01 | 7.04% |
| 2026-04-01 | 5.96% |
| 2025-12-31 | 5.55% |
| 2025-09-24 | 5.60% |
| 2025-06-25 | 5.58% |
| 2025-03-26 | 5.67% |
| 2024-12-25 | 5.80% |
| 2024-09-25 | 5.53% |
| 2024-06-26 | 5.85% |
| 2024-03-27 | 5.65% |
| 2023-12-27 | 4.85% |
| 2023-09-27 | 5.66% |
| 2023-06-28 | 4.69% |
| 2023-03-29 | 4.74% |
| 2022-12-31 | 4.10% |
| 2022-09-28 | 3.86% |
| 2022-06-29 | 4.69% |
| 2022-03-30 | 5.11% |
| 2021-12-31 | 5.45% |
| 2021-09-29 | 5.39% |
| 2021-06-30 | 5.48% |
| 2021-03-31 | 4.93% |
| 2020-12-31 | 4.86% |
| 2020-09-23 | 4.48% |
| 2020-06-24 | 3.67% |
| 2020-03-25 | 4.92% |
| 2019-12-31 | 4.86% |
| 2019-09-25 | 0.36% |
| 2019-06-26 | 0.25% |
| 2019-03-27 | -2.12% |
| 2018-12-31 | -2.58% |
| 2018-09-26 | 2.93% |
| 2018-06-27 | -0.81% |
| 2018-03-28 | 0.49% |
| 2017-12-31 | 1.63% |
| 2017-09-27 | 2.78% |
| 2017-06-28 | 5.01% |
| 2017-03-29 | 4.80% |
| 2016-12-31 | 4.79% |
| 2016-09-28 | 5.79% |
| 2016-06-29 | 5.85% |
| 2016-03-30 | 5.98% |
| 2015-12-31 | 6.37% |
| 2015-09-30 | 7.72% |
| 2015-07-01 | 12.47% |
| 2015-04-01 | 12.18% |
| 2014-12-31 | 11.63% |
| 2014-09-24 | 10.98% |
| 2014-06-25 | 11.39% |
| 2014-03-31 | 11.45% |
| 2013-12-31 | 11.18% |
