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 10.34% is in line with its 5-year average of 9.85%, around the middle of its 5-year range (8.57%–11.33%).
As of the fiscal period ended Sunday, May 31, 2026. 2.88% below its 12-month average of 10.65%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q3 FY2026 (2026-05-31): 10.34%.
RETURN ON INVESTED CAPITAL (ROIC)
10.34%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
10.65%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
10.42%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
9.85%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
9.69%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
11.22%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
10.86%
CURRENT VS TTM AVG
-2.88%
CURRENT VS 3Y AVG
-0.72%
CURRENT VS 5Y AVG
+4.95%
CURRENT VS 10Y AVG
+6.77%
CURRENT VS 15Y AVG
-7.84%
CURRENT VS 20Y AVG
-4.74%
SECTOR MEDIAN · CONSUMER DEFENSIVE
5.37%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
+92.78%
vs the sector median at left
PriceSmart, Inc.
Market Cap
$5.31B
Return on Invested Capital (ROIC)
10.34%
TTM Avg
10.65%
3Y Avg
10.42%
5Y Avg
9.85%
Market Cap
$5.30B
Return on Invested Capital (ROIC)
10.09%
TTM Avg
8.96%
3Y Avg
8.04%
5Y Avg
9.24%
Market Cap
$5.27B
Return on Invested Capital (ROIC)
16.49%
TTM Avg
17.21%
3Y Avg
13.56%
5Y Avg
7.72%
Market Cap
$5.67B
Return on Invested Capital (ROIC)
4.91%
TTM Avg
6.47%
3Y Avg
6.66%
5Y Avg
7.81%
Market Cap
$4.70B
Return on Invested Capital (ROIC)
9.25%
TTM Avg
9.25%
3Y Avg
8.62%
5Y Avg
8.69%
Market Cap
$6.06B
Return on Invested Capital (ROIC)
6.12%
TTM Avg
7.73%
3Y Avg
10.77%
5Y Avg
8.50%
Market Cap
$6.08B
Return on Invested Capital (ROIC)
14.19%
TTM Avg
14.39%
3Y Avg
12.20%
5Y Avg
12.04%
Market Cap
$4.54B
Return on Invested Capital (ROIC)
7.82%
TTM Avg
6.48%
3Y Avg
5.54%
5Y Avg
1.91%
Market Cap
$6.44B
Return on Invested Capital (ROIC)
-12.09%
TTM Avg
-10.93%
3Y Avg
-0.31%
5Y Avg
1.66%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| PriceSmart, Inc. (PSMT) | $5.31B | 10.34% | 10.65% | 10.42% | 9.85% |
| Ollie's Bargain Outlet Holdings, Inc. (OLLI)vs › | $5.30B | 10.09% | 8.96% | 8.04% | 9.24% |
| Laureate Education, Inc. (LAUR)vs › | $5.27B | 16.49% | 17.21% | 13.56% | 7.72% |
| Campbell Soup Company (CPB)vs › | $5.67B | 4.91% | 6.47% | 6.66% | 7.81% |
| Reynolds Consumer Products Inc. (REYN)vs › | $4.70B | 9.25% | 9.25% | 8.62% | 8.69% |
| e.l.f. Beauty, Inc. (ELF)vs › | $6.06B | 6.12% | 7.73% | 10.77% | 8.50% |
| Sprouts Farmers Market, Inc. (SFM)vs › | $6.08B | 14.19% | 14.39% | 12.20% | 12.04% |
| The Chefs' Warehouse, Inc. (CHEF)vs › | $4.54B | 7.82% | 6.48% | 5.54% | 1.91% |
| Conagra Brands, Inc. (CAG)vs › | $6.44B | -12.09% | -10.93% | -0.31% | 1.66% |
| Grand Canyon Education, Inc. (LOPE)vs › | $4.05B | 30.30% | 24.84% | 24.55% | 21.69% |
ROIC
10.3%
ROE
11.4%
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) |
|---|---|
| 2026-05-31 | 10.34% |
| 2026-02-28 | 10.67% |
| 2025-11-30 | 10.36% |
| 2025-08-31 | 10.61% |
| 2025-05-31 | 11.27% |
| 2025-02-28 | 11.33% |
| 2024-11-30 | 11.13% |
| 2024-08-31 | 11.14% |
| 2024-05-31 | 10.13% |
| 2024-02-29 | 9.87% |
| 2023-11-30 | 9.59% |
| 2023-08-31 | 9.18% |
| 2023-05-31 | 9.81% |
| 2023-02-28 | 9.46% |
| 2022-11-30 | 9.05% |
| 2022-08-31 | 8.91% |
| 2022-05-31 | 8.57% |
| 2022-02-28 | 8.81% |
| 2021-11-30 | 8.79% |
| 2021-08-31 | 8.89% |
| 2021-05-31 | 9.04% |
| 2021-02-28 | 8.18% |
| 2020-11-30 | 7.76% |
| 2020-08-31 | 7.10% |
| 2020-05-31 | 7.15% |
| 2020-02-29 | 7.70% |
| 2019-11-30 | 7.62% |
| 2019-08-31 | 8.54% |
| 2019-05-31 | 8.60% |
| 2019-02-28 | 9.20% |
| 2018-11-30 | 8.21% |
| 2018-08-31 | 9.05% |
| 2018-05-31 | 9.07% |
| 2018-02-28 | 9.35% |
| 2017-11-30 | 10.72% |
| 2017-08-31 | 11.35% |
| 2017-05-31 | 11.67% |
| 2017-02-28 | 11.74% |
| 2016-11-30 | 12.30% |
| 2016-08-31 | 12.19% |
| 2016-05-31 | 12.72% |
| 2016-02-29 | 13.95% |
| 2015-11-30 | 13.81% |
| 2015-08-31 | 14.06% |
| 2015-05-31 | 13.81% |
| 2015-02-28 | 14.00% |
| 2014-11-30 | 13.98% |
| 2014-08-31 | 14.55% |
| 2014-05-31 | 14.87% |
| 2014-02-28 | 16.03% |
| 2013-11-30 | 14.99% |
| 2013-08-31 | 15.52% |
| 2013-05-31 | 15.31% |
| 2013-02-28 | 15.30% |
| 2012-11-30 | 14.88% |
| 2012-08-31 | 13.99% |
| 2012-05-31 | 13.36% |
| 2012-02-29 | 13.55% |
| 2011-11-30 | 13.44% |
| 2011-08-31 | 13.80% |
| 2011-05-31 | 14.19% |
| 2011-02-28 | 14.29% |
| 2010-11-30 | 13.09% |
| 2010-08-31 | 12.56% |
| 2010-05-31 | 12.26% |
| 2010-02-28 | 11.76% |
| 2009-11-30 | 11.72% |
| 2009-08-31 | 12.49% |
| 2009-05-31 | 13.38% |
| 2009-02-28 | 14.31% |
| 2008-11-30 | 13.41% |
| 2008-08-31 | 12.33% |
| 2008-05-31 | 8.99% |
| 2008-02-29 | 7.91% |
| 2007-11-30 | 6.25% |
| 2007-08-31 | 5.93% |
| 2007-05-31 | 6.57% |
| 2007-02-28 | 5.92% |
| 2006-11-30 | 4.90% |
| 2006-08-31 | 3.80% |
| 2006-05-31 | 3.04% |
| 2006-02-28 | 0.48% |
| 2005-11-30 | -1.59% |
| 2005-08-31 | -2.23% |
| 2005-05-31 | -3.98% |
| 2005-02-28 | -2.55% |
| 2004-11-30 | -3.68% |
| 2004-08-31 | -5.93% |
| 2004-05-31 | -14.52% |
| 2004-02-29 | -13.98% |
| 2003-11-30 | -11.02% |
| 2003-08-31 | -7.94% |
| 2003-05-31 | 1.83% |
