Ticker: —

Return on Invested Capital

Alpha Finance Academy

ROIC

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Formula

ROIC =
NOPAT Invested Capital
× 100
  • NOPAT = Net Operating Profit After Tax = Operating Income × (1 − Tax Rate); profit from core operations after tax, excluding financing costs.
  • Invested Capital = Shareholders' Equity + Total Debt + Short-term Investments − Goodwill; total capital deployed by investors.
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Current Value TTM

NOPAT
Invested Capital
ROIC

ROIC Drivers —

Table

Year ROIC

Definition

Return on Invested Capital (ROIC) measures how effectively a company generates returns from its total invested capital — including both equity and debt. A higher ROIC indicates stronger value creation and efficient capital allocation. The benchmark depends on the industry: technology and consumer goods companies often achieve 12–20%, while utilities or industrial firms typically show 5–8% due to higher capital requirements. ROIC above the company's cost of capital (WACC) means it is genuinely creating value.

Excellent≥ 15%
Good8 – 15%
Moderate0 – 8%
Negative< 0%
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