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 16.10% is 51% above its 5-year average of 10.67%, near the high end of its 5-year range (5.64%–16.10%).
As of the fiscal period ended Tuesday, June 30, 2026. 10.44% above its 12-month average of 14.58%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
16.10%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
14.58%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
12.69%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
10.67%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
7.12%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
5.60%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
6.02%
CURRENT VS TTM AVG
+10.44%
CURRENT VS 3Y AVG
+26.86%
CURRENT VS 5Y AVG
+50.87%
CURRENT VS 10Y AVG
+126.15%
CURRENT VS 15Y AVG
+187.41%
CURRENT VS 20Y AVG
+167.45%
SECTOR MEDIAN · CONSUMER DEFENSIVE
8.33%
median of 49 covered companies
CURRENT VS SECTOR MEDIAN
+93.24%
vs the sector median at left
Stride, Inc.
Market Cap
$3.64B
Return on Invested Capital (ROIC)
16.10%
TTM Avg
14.58%
3Y Avg
12.69%
5Y Avg
10.67%
Market Cap
$3.95B
Return on Invested Capital (ROIC)
9.34%
TTM Avg
25.46%
3Y Avg
26.07%
5Y Avg
18.52%
Market Cap
$3.11B
Return on Invested Capital (ROIC)
5.71%
TTM Avg
6.47%
3Y Avg
7.51%
5Y Avg
6.73%
Market Cap
$1.14B
Return on Invested Capital (ROIC)
3.56%
TTM Avg
5.67%
3Y Avg
6.27%
5Y Avg
5.92%
Market Cap
$809.36M
Return on Invested Capital (ROIC)
4.01%
TTM Avg
19.34%
3Y Avg
18.35%
5Y Avg
18.43%
Market Cap
$7.00B
Return on Invested Capital (ROIC)
6.72%
TTM Avg
8.04%
3Y Avg
8.35%
5Y Avg
8.75%
Market Cap
$27.47M
Return on Invested Capital (ROIC)
-244.75%
TTM Avg
-90.02%
3Y Avg
-50.96%
5Y Avg
-41.92%
Market Cap
$619728.00
Return on Invested Capital (ROIC)
-15.45%
TTM Avg
-2.83%
3Y Avg
-2.44%
5Y Avg
-1.54%
Market Cap
$7.61B
Return on Invested Capital (ROIC)
6.54%
TTM Avg
6.47%
3Y Avg
9.04%
5Y Avg
10.00%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Stride, Inc. (LRN) | $3.64B | 16.10% | 14.58% | 12.69% | 10.67% |
| Cal-Maine Foods, Inc. (CALM)vs › | $3.95B | 9.34% | 25.46% | 26.07% | 18.52% |
| Tootsie Roll Industries, Inc. (TR)vs › | $3.11B | 5.71% | 6.47% | 7.51% | 6.73% |
| Universal Corporation (UVV)vs › | $1.14B | 3.56% | 5.67% | 6.27% | 5.92% |
| Oddity Tech Ltd. (ODD)vs › | $809.36M | 4.01% | 19.34% | 18.35% | 18.43% |
| Campbell Soup Company (CPB)vs › | $7.00B | 6.72% | 8.04% | 8.35% | 8.75% |
| Borealis Foods Inc. (BRLS)vs › | $27.47M | -244.75% | -90.02% | -50.96% | -41.92% |
| Maison Solutions Inc. Class A Common Stock (MSS)vs › | $619728.00 | -15.45% | -2.83% | -2.44% | -1.54% |
| Lamb Weston Holdings, Inc. (LW)vs › | $7.61B | 6.54% | 6.47% | 9.04% | 10.00% |
| Conagra Brands, Inc. (CAG)vs › | $7.78B | -10.93% | -10.93% | -0.31% | 1.66% |
ROIC
16.1%
ROE
20.7%
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 | 16.10% |
| 2026-03-31 | 14.27% |
| 2025-12-31 | 14.84% |
| 2025-09-30 | 14.01% |
| 2025-06-30 | 13.67% |
| 2025-03-31 | 14.72% |
| 2024-12-31 | 13.80% |
| 2024-09-30 | 12.88% |
| 2024-06-30 | 11.32% |
| 2024-03-31 | 10.65% |
| 2023-12-31 | 10.36% |
| 2023-09-30 | 9.95% |
| 2023-06-30 | 8.40% |
| 2023-03-31 | 8.13% |
| 2022-12-31 | 7.68% |
| 2022-09-30 | 7.27% |
| 2022-06-30 | 9.25% |
| 2022-03-31 | 7.87% |
| 2021-12-31 | 6.79% |
| 2021-09-30 | 5.64% |
| 2021-06-30 | 6.47% |
| 2021-03-31 | 5.69% |
| 2020-12-31 | 4.46% |
| 2020-09-30 | 4.15% |
| 2020-06-30 | 2.67% |
| 2020-03-31 | 2.48% |
| 2019-12-31 | 4.26% |
| 2019-09-30 | 4.97% |
| 2019-06-30 | 5.34% |
| 2019-03-31 | 6.38% |
| 2018-12-31 | 5.81% |
| 2018-09-30 | 4.20% |
| 2018-06-30 | 4.08% |
| 2018-03-31 | 3.19% |
| 2017-12-31 | 2.13% |
| 2017-09-30 | 1.59% |
| 2017-06-30 | 1.17% |
| 2017-03-31 | 0.82% |
| 2016-12-31 | 1.68% |
| 2016-09-30 | 1.23% |
| 2016-06-30 | 1.46% |
| 2016-03-31 | -0.48% |
| 2015-12-31 | 0.49% |
| 2015-09-30 | 1.04% |
| 2015-06-30 | 1.90% |
| 2015-03-31 | 4.91% |
| 2014-12-31 | 4.90% |
| 2014-09-30 | 2.14% |
| 2014-06-30 | 2.37% |
| 2014-03-31 | 1.08% |
| 2013-12-31 | 0.40% |
| 2013-09-30 | 2.62% |
| 2013-06-30 | 4.27% |
| 2013-03-31 | 4.49% |
| 2012-12-31 | 3.83% |
| 2012-09-30 | 2.97% |
| 2012-06-30 | 3.02% |
| 2012-03-31 | 2.23% |
| 2011-12-31 | 2.08% |
| 2011-09-30 | 2.89% |
| 2011-06-30 | 2.66% |
| 2011-03-31 | 4.23% |
| 2010-12-31 | 4.18% |
| 2010-09-30 | 5.02% |
| 2010-06-30 | 8.50% |
| 2010-03-31 | 9.54% |
| 2009-12-31 | 8.83% |
| 2009-09-30 | 6.63% |
| 2009-06-30 | 6.21% |
| 2009-03-31 | 10.91% |
| 2008-12-31 | 9.30% |
| 2008-09-30 | 8.52% |
| 2008-06-30 | 20.71% |
| 2008-03-31 | 11.48% |
| 2007-12-31 | -17.43% |
| 2007-06-30 | 10.82% |
| 2007-03-31 | -179.26% |
| 2006-06-30 | 5.60% |
