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 8.25% is 35% below its 5-year average of 12.68%, near the low end of its 5-year range (5.56%–21.40%).
As of the fiscal period ended Tuesday, June 30, 2026. 10.18% above its 12-month average of 7.49%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q3 FY2026 (2026-06-30): 8.25%.
RETURN ON INVESTED CAPITAL (ROIC)
8.25%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
7.49%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
10.97%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
12.68%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
19.76%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
+10.18%
CURRENT VS 3Y AVG
-24.80%
CURRENT VS 5Y AVG
-34.95%
CURRENT VS 10Y AVG
-58.27%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · REAL ESTATE
3.65%
median of 97 covered companies
CURRENT VS SECTOR MEDIAN
+125.95%
vs the sector median at left
The RMR Group Inc.
Market Cap
$283.49M
Return on Invested Capital (ROIC)
8.25%
TTM Avg
7.49%
3Y Avg
10.97%
5Y Avg
12.68%
Market Cap
$264.19M
Return on Invested Capital (ROIC)
0.75%
TTM Avg
-3.25%
3Y Avg
-2.24%
5Y Avg
-2.24%
Market Cap
$348.40M
Return on Invested Capital (ROIC)
1.46%
TTM Avg
1.46%
3Y Avg
1.46%
5Y Avg
1.46%
Market Cap
$208.88M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$364.84M
Return on Invested Capital (ROIC)
-4.51%
TTM Avg
-47.48%
3Y Avg
-62.29%
5Y Avg
-50.27%
Market Cap
$188.23M
Return on Invested Capital (ROIC)
19.19%
TTM Avg
16.66%
3Y Avg
18.50%
5Y Avg
16.40%
Market Cap
$388.20M
Return on Invested Capital (ROIC)
0.68%
TTM Avg
0.99%
3Y Avg
1.03%
5Y Avg
0.85%
Market Cap
$416.70M
Return on Invested Capital (ROIC)
1.78%
TTM Avg
2.19%
3Y Avg
2.31%
5Y Avg
2.37%
Market Cap
$131.55M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| The RMR Group Inc. (RMR) | $283.49M | 8.25% | 7.49% | 10.97% | 12.68% |
| National Healthcare Properties, Inc. (NHP) (NHP)vs › | $264.19M | 0.75% | -3.25% | -2.24% | -2.24% |
| Office Properties Income Trust (OPI)vs › | $348.40M | 1.46% | 1.46% | 1.46% | 1.46% |
| Chicago Atlantic Real Estate Finance, Inc. (REFI)vs › | $208.88M | N/A | N/A | N/A | N/A |
| The Real Brokerage Inc. (REAX)vs › | $364.84M | -4.51% | -47.48% | -62.29% | -50.27% |
| Comstock Holding Companies, Inc. (CHCI)vs › | $188.23M | 19.19% | 16.66% | 18.50% | 16.40% |
| FRP Holdings, Inc. (FRPH)vs › | $388.20M | 0.68% | 0.99% | 1.03% | 0.85% |
| Gladstone Land Corporation (LAND)vs › | $416.70M | 1.78% | 2.19% | 2.31% | 2.37% |
| Seven Hills Realty Trust (SEVN)vs › | $131.55M | N/A | N/A | N/A | N/A |
| Star Holdings (STHO)vs › | $106.38M | 2.24% | 0.06% | -2.80% | -2.80% |
ROIC
8.2%
ROE
8.8%
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 | 8.25% |
| 2026-03-31 | 8.81% |
| 2025-12-31 | 8.56% |
| 2025-09-30 | 5.56% |
| 2025-06-30 | 6.24% |
| 2025-03-31 | 6.41% |
| 2024-12-31 | 7.04% |
| 2024-09-30 | 6.56% |
| 2024-06-30 | 8.52% |
| 2024-03-31 | 17.01% |
| 2023-12-31 | 17.82% |
| 2023-09-30 | 20.38% |
| 2023-06-30 | 21.40% |
| 2023-03-31 | 15.28% |
| 2022-12-31 | 17.26% |
| 2022-09-30 | 17.42% |
| 2022-06-30 | 17.82% |
| 2022-03-31 | 16.54% |
| 2021-12-31 | 15.51% |
| 2021-09-30 | 14.88% |
| 2021-06-30 | 8.96% |
| 2021-03-31 | 8.25% |
| 2020-12-31 | 8.43% |
| 2020-09-30 | 9.62% |
| 2020-06-30 | 10.62% |
| 2020-03-31 | 11.35% |
| 2019-12-31 | 11.43% |
| 2019-09-30 | 29.95% |
| 2019-06-30 | 30.65% |
| 2019-03-31 | 30.68% |
| 2018-12-31 | 31.06% |
| 2018-09-30 | 41.67% |
| 2018-06-30 | 39.87% |
| 2018-03-31 | 39.77% |
| 2017-12-31 | 39.92% |
| 2017-09-30 | 30.12% |
| 2017-06-30 | 31.32% |
| 2017-03-31 | 31.38% |
| 2016-12-31 | 30.89% |
| 2016-09-30 | 38.54% |
| 2016-06-30 | 38.43% |
| 2016-03-31 | 38.68% |
| 2015-12-31 | 41.83% |
| 2015-09-30 | 27.04% |
| 2015-06-30 | -5.04% |
| 2015-03-31 | -0.78% |
| 2014-09-30 | 6.25% |
