Basis: Latest reported fiscal year. 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 -0.21% is 105% below its 5-year average of 4.01%, near the low end of its 5-year range (-0.21%–6.64%).
As of the fiscal period ended Wednesday, December 31, 2025.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
-0.21%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
3.46%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
4.01%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
N/A
CURRENT VS 3Y AVG
-106.07%
CURRENT VS 5Y AVG
-105.24%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
6.38%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-103.29%
vs the sector median at left
Lufax Holding Ltd
Market Cap
$612.13M
Return on Invested Capital (ROIC)
-0.21%
TTM Avg
N/A
3Y Avg
3.46%
5Y Avg
4.01%
Market Cap
$557.61M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$693.88M
Return on Invested Capital (ROIC)
5.98%
TTM Avg
5.54%
3Y Avg
4.80%
5Y Avg
2.71%
Market Cap
$735.74M
Return on Invested Capital (ROIC)
-1.72%
TTM Avg
-1.64%
3Y Avg
0.93%
5Y Avg
2.96%
Market Cap
$323.90M
Return on Invested Capital (ROIC)
4.57%
TTM Avg
5.10%
3Y Avg
3.12%
5Y Avg
1.85%
Market Cap
$287.36M
Return on Invested Capital (ROIC)
4.45%
TTM Avg
4.27%
3Y Avg
5.52%
5Y Avg
5.21%
Market Cap
$200.55M
Return on Invested Capital (ROIC)
8.38%
TTM Avg
10.51%
3Y Avg
4.68%
5Y Avg
4.95%
Market Cap
$182.63M
Return on Invested Capital (ROIC)
26.89%
TTM Avg
13.75%
3Y Avg
-9.44%
5Y Avg
-5.72%
Market Cap
$166.21M
Return on Invested Capital (ROIC)
17.94%
TTM Avg
-32.52%
3Y Avg
-32.91%
5Y Avg
-20.81%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Lufax Holding Ltd (LU) | $612.13M | -0.21% | N/A | 3.46% | 4.01% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $557.61M | N/A | N/A | N/A | N/A |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $693.88M | 5.98% | 5.54% | 4.80% | 2.71% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $735.74M | -1.72% | -1.64% | 0.93% | 2.96% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $323.90M | 4.57% | 5.10% | 3.12% | 1.85% |
| Isabella Bank Corporation (ISBA)vs › | $287.36M | 4.45% | 4.27% | 5.52% | 5.21% |
| Franklin Universal Trust (FT)vs › | $200.55M | 8.38% | 10.51% | 4.68% | 4.95% |
| The New Germany Fund, Inc. (GF)vs › | $182.63M | 26.89% | 13.75% | -9.44% | -5.72% |
| DeFi Technologies Inc. (DEFT)vs › | $166.21M | 17.94% | -32.52% | -32.91% | -20.81% |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $154.61M | N/A | N/A | N/A | N/A |
ROIC
-0.2%
ROE
-3.7%
ROIC = NOPAT / Invested Capital
Return on invested capital measures the after-tax return a company earns on all capital (debt and equity) invested in the business.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2025-12-31 | -0.21% |
| 2023-12-31 | 3.95% |
| 2022-12-31 | 6.64% |
| 2021-12-31 | 4.67% |
| 2020-12-31 | 4.98% |
| 2019-12-31 | 9.07% |
| 2018-12-31 | 20.91% |
| 2017-12-31 | 3.38% |
| 2016-12-31 | 0.00% |
