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 -0.80% is 76% below its 1-year average of -0.46%, near the low end of its 1-year range (-0.80%–-0.21%).
As of the fiscal period ended Tuesday, June 30, 2026.
Trailing-twelve-month return on invested capital at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -0.80%.
RETURN ON INVESTED CAPITAL (ROIC)
-0.80%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
N/A
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
N/A
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
-0.59%
median of 183 covered companies
CURRENT VS SECTOR MEDIAN
-36.18%
vs the sector median at left
Berto Acquisition Corp.
Market Cap
$392.45M
Return on Invested Capital (ROIC)
-0.80%
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$392.50M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$391.88M
Return on Invested Capital (ROIC)
-0.14%
TTM Avg
-0.12%
3Y Avg
-0.12%
5Y Avg
-0.12%
Market Cap
$391.51M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$393.39M
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$391.13M
Return on Invested Capital (ROIC)
-0.28%
TTM Avg
-0.25%
3Y Avg
-0.25%
5Y Avg
-0.25%
Market Cap
$396.03M
Return on Invested Capital (ROIC)
-2.32%
TTM Avg
-0.18%
3Y Avg
-2.78%
5Y Avg
-2.82%
Market Cap
$388.48M
Return on Invested Capital (ROIC)
-0.60%
TTM Avg
-0.06%
3Y Avg
-0.06%
5Y Avg
-16.41%
Market Cap
$388.20M
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 |
|---|---|---|---|---|---|
| Berto Acquisition Corp. (TACO) | $392.45M | -0.80% | N/A | N/A | N/A |
| Lafayette Digital Acquisition Corp. I Class A Ordinary Shares (ZKP)vs › | $392.50M | N/A | N/A | N/A | N/A |
| Republic Digital Acquisition Company Class A (RDAG)vs › | $391.88M | -0.14% | -0.12% | -0.12% | -0.12% |
| Berto Acquisition Corp. II (GUAC)vs › | $391.51M | N/A | N/A | N/A | N/A |
| Chemung Financial Corporation (CHMG)vs › | $393.39M | N/A | N/A | N/A | N/A |
| Wen Acquisition Corp Class A Ordinary Shares (WENN)vs › | $391.13M | -0.28% | -0.25% | -0.25% | -0.25% |
| GP-Act III Acquisition Corp. (GPAT)vs › | $396.03M | -2.32% | -0.18% | -2.78% | -2.82% |
| Centurion Acquisition Corp. (ALF)vs › | $388.48M | -0.60% | -0.06% | -0.06% | -16.41% |
| Parke Bancorp, Inc. (PKBK)vs › | $388.20M | N/A | N/A | N/A | N/A |
| Primis Financial Corp (FRST)vs › | $385.12M | N/A | N/A | N/A | N/A |
ROIC
-0.8%
ROE
3.1%
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 | -0.80% |
| 2026-03-31 | -0.36% |
| 2025-12-31 | -0.21% |
