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 18.76% is 802% above its 5-year average of -2.67%, near the high end of its 5-year range (-19.56%–19.20%).
As of the fiscal period ended Tuesday, June 30, 2026. 35.41% above its 12-month average of 13.86%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 18.76%.
RETURN ON INVESTED CAPITAL (ROIC)
18.76%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
13.86%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
5.83%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
-2.67%
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
+35.41%
CURRENT VS 3Y AVG
+222.02%
CURRENT VS 5Y AVG
+802.37%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · COMMUNICATION SERVICES
1.94%
median of 148 covered companies
CURRENT VS SECTOR MEDIAN
+867.11%
vs the sector median at left
NerdWallet, Inc.
Market Cap
$640.67M
Return on Invested Capital (ROIC)
18.76%
TTM Avg
13.86%
3Y Avg
5.83%
5Y Avg
-2.67%
Market Cap
$636.89M
Return on Invested Capital (ROIC)
-1.16%
TTM Avg
-1.48%
3Y Avg
-1.08%
5Y Avg
-0.80%
Market Cap
$629.18M
Return on Invested Capital (ROIC)
2.98%
TTM Avg
3.23%
3Y Avg
2.64%
5Y Avg
2.71%
Market Cap
$666.50M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$675.72M
Return on Invested Capital (ROIC)
32.25%
TTM Avg
24.77%
3Y Avg
-9.24%
5Y Avg
-12.32%
Market Cap
$702.52M
Return on Invested Capital (ROIC)
0.06%
TTM Avg
0.21%
3Y Avg
3.27%
5Y Avg
4.53%
Market Cap
$701.31M
Return on Invested Capital (ROIC)
1.35%
TTM Avg
1.46%
3Y Avg
2.62%
5Y Avg
2.60%
Market Cap
$722.27M
Return on Invested Capital (ROIC)
1.80%
TTM Avg
3.46%
3Y Avg
-12.60%
5Y Avg
-15.39%
Market Cap
$739.78M
Return on Invested Capital (ROIC)
7.82%
TTM Avg
10.03%
3Y Avg
6.40%
5Y Avg
6.92%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| NerdWallet, Inc. (NRDS) | $640.67M | 18.76% | 13.86% | 5.83% | -2.67% |
| Shenandoah Telecommunications Company (SHEN)vs › | $636.89M | -1.16% | -1.48% | -1.08% | -0.80% |
| Reservoir Media, Inc. (RSVR)vs › | $629.18M | 2.98% | 3.23% | 2.64% | 2.71% |
| QVC Group, Inc. (QVCG)vs › | $666.50M | N/A | N/A | N/A | N/A |
| EverQuote, Inc. (EVER)vs › | $675.72M | 32.25% | 24.77% | -9.24% | -12.32% |
| Telesat Corporation (TSAT)vs › | $702.52M | 0.06% | 0.21% | 3.27% | 4.53% |
| Scholastic Corporation (SCHL)vs › | $701.31M | 1.35% | 1.46% | 2.62% | 2.60% |
| Groupon, Inc. (GRPN)vs › | $722.27M | 1.80% | 3.46% | -12.60% | -15.39% |
| Criteo S.A. (CRTO)vs › | $739.78M | 7.82% | 10.03% | 6.40% | 6.92% |
| Nexxen International Ltd. (NEXN)vs › | $481.65M | 2.31% | 5.54% | 3.18% | 3.97% |
ROIC
18.8%
ROE
19.9%
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 | 18.76% |
| 2026-03-31 | 19.20% |
| 2025-12-31 | 11.72% |
| 2025-09-30 | 13.03% |
| 2025-06-30 | 6.57% |
| 2025-03-31 | 1.66% |
| 2024-12-31 | 2.47% |
| 2024-09-30 | 0.87% |
| 2024-06-30 | 0.38% |
| 2024-03-31 | 1.14% |
| 2023-12-31 | 0.52% |
| 2023-09-30 | 1.00% |
| 2023-06-30 | -1.57% |
| 2023-03-31 | -2.88% |
| 2022-12-31 | -5.38% |
| 2022-09-30 | -9.06% |
| 2022-06-30 | -7.69% |
| 2022-03-31 | -11.68% |
| 2021-12-31 | -13.07% |
| 2021-09-30 | -19.56% |
| 2021-06-30 | -19.22% |
| 2021-03-31 | -11.48% |
| 2020-12-31 | 0.82% |
