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 5.29% is 29% below its 5-year average of 7.49%, near the low end of its 5-year range (5.29%–8.06%).
As of the fiscal period ended Tuesday, June 30, 2026. 21.18% below its 12-month average of 6.71%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 5.29%.
RETURN ON INVESTED CAPITAL (ROIC)
5.29%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
6.71%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
7.44%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
7.49%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
6.83%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
5.02%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
4.87%
CURRENT VS TTM AVG
-21.18%
CURRENT VS 3Y AVG
-28.91%
CURRENT VS 5Y AVG
-29.36%
CURRENT VS 10Y AVG
-22.53%
CURRENT VS 15Y AVG
+5.42%
CURRENT VS 20Y AVG
+8.69%
SECTOR MEDIAN · REAL ESTATE
4.78%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
+10.71%
vs the sector median at left
Regency Centers Corporation
Market Cap
$13.52B
Return on Invested Capital (ROIC)
5.29%
TTM Avg
6.71%
3Y Avg
7.44%
5Y Avg
7.49%
Market Cap
$13.90B
Return on Invested Capital (ROIC)
2.36%
TTM Avg
2.50%
3Y Avg
2.56%
5Y Avg
2.34%
Market Cap
$12.79B
Return on Invested Capital (ROIC)
0.60%
TTM Avg
-0.18%
3Y Avg
1.60%
5Y Avg
2.44%
Market Cap
$14.43B
Return on Invested Capital (ROIC)
4.05%
TTM Avg
4.20%
3Y Avg
3.81%
5Y Avg
4.13%
Market Cap
$14.49B
Return on Invested Capital (ROIC)
5.17%
TTM Avg
5.63%
3Y Avg
5.85%
5Y Avg
5.26%
Market Cap
$15.16B
Return on Invested Capital (ROIC)
6.84%
TTM Avg
6.42%
3Y Avg
6.46%
5Y Avg
2.72%
Market Cap
$15.50B
Return on Invested Capital (ROIC)
3.95%
TTM Avg
3.38%
3Y Avg
3.04%
5Y Avg
2.90%
Market Cap
$11.22B
Return on Invested Capital (ROIC)
4.92%
TTM Avg
2.76%
3Y Avg
3.41%
5Y Avg
3.13%
Market Cap
$16.07B
Return on Invested Capital (ROIC)
3.67%
TTM Avg
3.48%
3Y Avg
7.17%
5Y Avg
9.13%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Regency Centers Corporation (REG) | $13.52B | 5.29% | 6.71% | 7.44% | 7.49% |
| Healthpeak Properties, Inc. (DOC)vs › | $13.90B | 2.36% | 2.50% | 2.56% | 2.34% |
| CoStar Group, Inc. (CSGP)vs › | $12.79B | 0.60% | -0.18% | 1.60% | 2.44% |
| Sun Communities, Inc. (SUI)vs › | $14.43B | 4.05% | 4.20% | 3.81% | 4.13% |
| Mid-America Apartment Communities, Inc. (MAA)vs › | $14.49B | 5.17% | 5.63% | 5.85% | 5.26% |
| Host Hotels & Resorts, Inc. (HST)vs › | $15.16B | 6.84% | 6.42% | 6.46% | 2.72% |
| Kimco Realty Corporation (KIM)vs › | $15.50B | 3.95% | 3.38% | 3.04% | 2.90% |
| UDR, Inc. (UDR)vs › | $11.22B | 4.92% | 2.76% | 3.41% | 3.13% |
| Weyerhaeuser Company (WY)vs › | $16.07B | 3.67% | 3.48% | 7.17% | 9.13% |
| Invitation Homes Inc. (INVH)vs › | $16.42B | 4.67% | 4.02% | 3.82% | 3.49% |
ROIC
5.3%
ROE
9.6%
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 | 5.29% |
| 2026-03-31 | 6.16% |
| 2025-12-31 | 6.99% |
| 2025-09-30 | 7.07% |
| 2025-06-30 | 8.06% |
| 2025-03-31 | 7.96% |
| 2024-12-31 | 7.95% |
| 2024-09-30 | 7.89% |
| 2024-06-30 | 7.74% |
| 2024-03-31 | 7.32% |
| 2023-12-31 | 7.25% |
| 2023-09-30 | 7.04% |
| 2023-06-30 | 7.90% |
| 2023-03-31 | 8.05% |
| 2022-12-31 | 7.73% |
| 2022-09-30 | 7.74% |
| 2022-06-30 | 7.90% |
| 2022-03-31 | 7.56% |
| 2021-12-31 | 7.61% |
| 2021-09-30 | 7.23% |
| 2021-06-30 | 6.69% |
| 2021-03-31 | 6.19% |
| 2020-12-31 | 6.20% |
| 2020-09-30 | 6.21% |
| 2020-06-30 | 6.44% |
| 2020-03-31 | 6.69% |
| 2019-12-31 | 7.15% |
| 2019-09-30 | 7.37% |
| 2019-06-30 | 7.45% |
| 2019-03-31 | 7.62% |
| 2018-12-31 | 7.48% |
| 2018-09-30 | 5.82% |
| 2018-06-30 | 4.54% |
| 2018-03-31 | 3.12% |
| 2017-12-31 | 1.13% |
| 2017-09-30 | 0.58% |
| 2017-06-30 | -0.02% |
| 2017-03-31 | 0.54% |
| 2016-12-31 | 4.81% |
| 2016-09-30 | 2.99% |
| 2016-06-30 | 3.69% |
| 2016-03-31 | 2.03% |
| 2015-12-31 | 0.00% |
| 2015-09-30 | 0.38% |
| 2015-06-30 | 0.22% |
| 2015-03-31 | 0.15% |
| 2014-12-31 | 0.00% |
| 2014-09-30 | 2.01% |
| 2014-06-30 | 2.83% |
| 2014-03-31 | 3.29% |
| 2013-12-31 | 4.04% |
| 2013-09-30 | 4.24% |
| 2013-06-30 | 4.07% |
| 2013-03-31 | 2.72% |
| 2012-12-31 | 2.79% |
| 2012-09-30 | 5.56% |
| 2012-06-30 | 5.61% |
| 2012-03-31 | 4.55% |
| 2011-12-31 | 2.11% |
| 2011-09-30 | 4.35% |
| 2011-06-30 | 4.12% |
| 2011-03-31 | 4.88% |
| 2010-12-31 | 2.52% |
| 2010-09-30 | 4.41% |
| 2010-06-30 | 3.96% |
| 2010-03-31 | 3.94% |
| 2009-12-31 | 3.94% |
| 2009-09-30 | 4.16% |
| 2009-06-30 | 4.81% |
| 2009-03-31 | 3.36% |
| 2008-12-31 | 3.07% |
| 2008-09-30 | 5.14% |
| 2008-06-30 | 4.47% |
| 2008-03-31 | 3.87% |
| 2007-12-31 | 5.02% |
| 2007-09-30 | 4.82% |
| 2007-06-30 | 4.85% |
| 2007-03-31 | 5.18% |
| 2006-12-31 | 5.27% |
| 2006-09-30 | 5.36% |
| 2006-06-30 | 5.14% |
| 2006-03-31 | 5.40% |
| 2005-12-31 | 4.68% |
| 2005-09-30 | 4.65% |
| 2005-06-30 | 4.93% |
| 2005-03-31 | 4.63% |
| 2004-12-31 | 4.43% |
| 2004-09-30 | 2.91% |
| 2004-06-30 | 3.32% |
| 2004-03-31 | 3.51% |
| 2003-12-31 | 3.64% |
| 2003-09-30 | 4.15% |
| 2003-06-30 | 4.28% |
