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 -36.27% is 63% above its 5-year average of -97.75%, near the high end of its 5-year range (-285.58%–-24.50%).
As of the fiscal period ended Tuesday, June 30, 2026. 45.31% above its 12-month average of -66.32%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -36.27%.
RETURN ON INVESTED CAPITAL (ROIC)
-36.27%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
-66.32%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
-95.40%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
-97.75%
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
+45.31%
CURRENT VS 3Y AVG
+61.98%
CURRENT VS 5Y AVG
+62.90%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · INDUSTRIALS
9.55%
median of 154 covered companies
CURRENT VS SECTOR MEDIAN
-479.59%
vs the sector median at left
NuScale Power Corporation
Market Cap
$2.59B
Return on Invested Capital (ROIC)
-36.27%
TTM Avg
-66.32%
3Y Avg
-95.40%
5Y Avg
-97.75%
Market Cap
$2.85B
Return on Invested Capital (ROIC)
-30.72%
TTM Avg
-50.51%
3Y Avg
-36.76%
5Y Avg
-34.08%
Market Cap
$2.23B
Return on Invested Capital (ROIC)
3.08%
TTM Avg
4.04%
3Y Avg
4.00%
5Y Avg
2.75%
Market Cap
$2.09B
Return on Invested Capital (ROIC)
8.70%
TTM Avg
7.79%
3Y Avg
9.80%
5Y Avg
9.26%
Market Cap
$2.06B
Return on Invested Capital (ROIC)
0.61%
TTM Avg
2.31%
3Y Avg
4.46%
5Y Avg
6.01%
Market Cap
$3.17B
Return on Invested Capital (ROIC)
18.49%
TTM Avg
13.96%
3Y Avg
14.96%
5Y Avg
17.01%
Market Cap
$1.93B
Return on Invested Capital (ROIC)
7.55%
TTM Avg
5.89%
3Y Avg
5.82%
5Y Avg
5.91%
Market Cap
$3.28B
Return on Invested Capital (ROIC)
17.97%
TTM Avg
15.37%
3Y Avg
19.26%
5Y Avg
11.99%
Market Cap
$1.86B
Return on Invested Capital (ROIC)
15.21%
TTM Avg
14.71%
3Y Avg
11.05%
5Y Avg
8.88%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| NuScale Power Corporation (SMR) | $2.59B | -36.27% | -66.32% | -95.40% | -97.75% |
| Plug Power Inc. (PLUG)vs › | $2.85B | -30.72% | -50.51% | -36.76% | -34.08% |
| Trinity Industries, Inc. (TRN)vs › | $2.23B | 3.08% | 4.04% | 4.00% | 2.75% |
| Preformed Line Products Company (PLPC)vs › | $2.09B | 8.70% | 7.79% | 9.80% | 9.26% |
| Werner Enterprises, Inc. (WERN)vs › | $2.06B | 0.61% | 2.31% | 4.46% | 6.01% |
| Exponent, Inc. (EXPO)vs › | $3.17B | 18.49% | 13.96% | 14.96% | 17.01% |
| Allient Inc. (ALNT)vs › | $1.93B | 7.55% | 5.89% | 5.82% | 5.91% |
| Teekay Tankers Ltd. (TNK)vs › | $3.28B | 17.97% | 15.37% | 19.26% | 11.99% |
| Enerpac Tool Group Corp. (EPAC)vs › | $1.86B | 15.21% | 14.71% | 11.05% | 8.88% |
| Bright Horizons Family Solutions Inc. (BFAM)vs › | $3.50B | 6.87% | 6.04% | 4.79% | 4.02% |
ROIC
-36.3%
ROE
-20.2%
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 | -36.27% |
| 2026-03-31 | -63.70% |
| 2025-12-31 | -61.76% |
| 2025-09-30 | -143.70% |
| 2025-06-30 | -26.18% |
| 2025-03-31 | -24.50% |
| 2024-12-31 | -30.49% |
| 2024-09-30 | -114.59% |
| 2024-06-30 | -146.60% |
| 2024-03-31 | -182.48% |
| 2023-12-31 | -200.56% |
| 2023-09-30 | -119.75% |
| 2023-06-30 | -89.67% |
| 2023-03-31 | -86.08% |
| 2022-12-31 | -74.17% |
| 2022-09-30 | -59.05% |
| 2022-06-30 | -51.33% |
| 2022-03-31 | -285.58% |
| 2021-12-31 | -200.74% |
| 2021-09-30 | -145.64% |
