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 2.90% is 55% below its 5-year average of 6.48%, near the low end of its 5-year range (1.11%–11.90%).
As of the fiscal period ended Tuesday, June 30, 2026. 12.92% below its 12-month average of 3.33%.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 2.90%.
RETURN ON INVESTED CAPITAL (ROIC)
2.90%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
3.33%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
4.45%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
6.48%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
7.74%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
7.57%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-12.92%
CURRENT VS 3Y AVG
-34.81%
CURRENT VS 5Y AVG
-55.22%
CURRENT VS 10Y AVG
-62.51%
CURRENT VS 15Y AVG
-61.65%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · CONSUMER CYCLICAL
10.97%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
-73.57%
vs the sector median at left
Smurfit Westrock plc
Market Cap
$22.67B
Return on Invested Capital (ROIC)
2.90%
TTM Avg
3.33%
3Y Avg
4.45%
5Y Avg
6.48%
Market Cap
$22.76B
Return on Invested Capital (ROIC)
19.68%
TTM Avg
18.43%
3Y Avg
14.01%
5Y Avg
14.11%
Market Cap
$22.78B
Return on Invested Capital (ROIC)
10.25%
TTM Avg
9.22%
3Y Avg
9.50%
5Y Avg
9.23%
Market Cap
$22.83B
Return on Invested Capital (ROIC)
11.61%
TTM Avg
17.02%
3Y Avg
18.63%
5Y Avg
18.01%
Market Cap
$23.51B
Return on Invested Capital (ROIC)
23.11%
TTM Avg
24.69%
3Y Avg
26.34%
5Y Avg
27.55%
Market Cap
$23.94B
Return on Invested Capital (ROIC)
31.15%
TTM Avg
19.06%
3Y Avg
15.55%
5Y Avg
15.27%
Market Cap
$24.03B
Return on Invested Capital (ROIC)
13.11%
TTM Avg
13.11%
3Y Avg
12.40%
5Y Avg
12.43%
Market Cap
$20.88B
Return on Invested Capital (ROIC)
9.27%
TTM Avg
10.04%
3Y Avg
11.38%
5Y Avg
11.45%
Market Cap
$20.68B
Return on Invested Capital (ROIC)
17.08%
TTM Avg
16.66%
3Y Avg
13.63%
5Y Avg
13.03%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Smurfit Westrock plc (SW) | $22.67B | 2.90% | 3.33% | 4.45% | 6.48% |
| SharkNinja, Inc. (SN)vs › | $22.76B | 19.68% | 18.43% | 14.01% | 14.11% |
| Casey's General Stores, Inc. (CASY)vs › | $22.78B | 10.25% | 9.22% | 9.50% | 9.23% |
| PulteGroup, Inc. (PHM)vs › | $22.83B | 11.61% | 17.02% | 18.63% | 18.01% |
| Ulta Beauty, Inc. (ULTA)vs › | $23.51B | 23.11% | 24.69% | 26.34% | 27.55% |
| Tapestry, Inc. (TPR)vs › | $23.94B | 31.15% | 19.06% | 15.55% | 15.27% |
| Darden Restaurants, Inc. (DRI)vs › | $24.03B | 13.11% | 13.11% | 12.40% | 12.43% |
| Packaging Corporation of America (PKG)vs › | $20.88B | 9.27% | 10.04% | 11.38% | 11.45% |
| Ralph Lauren Corporation (RL)vs › | $20.68B | 17.08% | 16.66% | 13.63% | 13.03% |
| Lennar Corporation (LEN)vs › | $19.76B | 4.62% | 8.48% | 11.01% | 10.93% |
ROIC
2.9%
ROE
2.7%
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 | 2.90% |
| 2026-03-31 | 2.81% |
| 2025-12-31 | 4.22% |
| 2025-09-30 | 4.09% |
| 2025-06-30 | 2.64% |
| 2025-03-31 | 2.53% |
| 2024-12-31 | 1.54% |
| 2024-09-30 | 1.11% |
| 2024-06-30 | 5.61% |
| 2024-03-31 | 8.06% |
| 2023-12-31 | 8.03% |
| 2023-06-30 | 9.87% |
| 2022-12-31 | 10.89% |
| 2022-09-30 | 11.90% |
| 2022-06-30 | 11.53% |
| 2022-03-31 | 10.29% |
| 2021-12-31 | 8.28% |
| 2021-09-30 | 8.43% |
| 2021-06-30 | 8.36% |
| 2021-03-31 | 8.15% |
| 2020-12-31 | 6.21% |
| 2020-09-30 | 7.10% |
| 2020-06-30 | 5.96% |
| 2020-03-31 | 7.25% |
| 2019-12-31 | 7.22% |
| 2019-09-30 | 7.21% |
| 2019-06-30 | 12.16% |
| 2019-03-31 | 13.61% |
| 2018-12-31 | 12.41% |
| 2018-09-30 | 8.10% |
| 2018-06-30 | 9.01% |
| 2018-03-31 | 11.14% |
| 2017-12-31 | 8.76% |
| 2017-09-30 | 8.27% |
| 2017-06-30 | 8.50% |
| 2017-03-31 | 6.16% |
| 2016-12-31 | 7.97% |
| 2016-09-30 | 8.32% |
| 2016-06-30 | 8.24% |
| 2016-03-31 | 7.89% |
| 2015-12-31 | 6.83% |
| 2015-09-30 | 6.92% |
| 2015-06-30 | 8.53% |
| 2015-03-31 | 8.31% |
| 2014-12-31 | 6.50% |
| 2014-09-30 | 9.13% |
| 2014-06-30 | 8.18% |
| 2014-03-31 | 6.44% |
| 2013-12-31 | 6.07% |
| 2013-09-30 | 6.41% |
| 2013-06-30 | 6.78% |
| 2013-03-31 | 6.89% |
| 2012-12-31 | 7.16% |
| 2012-09-30 | 6.30% |
| 2012-06-30 | 6.23% |
| 2012-03-31 | 6.50% |
| 2011-12-31 | 6.59% |
| 2011-09-30 | 6.01% |
| 2011-06-30 | 5.78% |
| 2011-03-31 | 4.04% |
| 2010-12-31 | 3.59% |
| 2010-09-30 | 5.02% |
| 2010-06-30 | 4.43% |
| 2010-03-31 | 4.37% |
| 2009-12-31 | 3.90% |
