FREE TOOL · NO ACCOUNT NEEDED · LIVE TICKER DATA
ROIC History Chart
Chart any stock's trailing quarterly return on invested capital in one view. Auto-populates from Yahoo Finance. Pair it with the ROIC calculator and the ROIC screener for full context.
How to Read the ROIC Trend
Return on invested capital (ROIC) measures how many cents of profit a company squeezes from each dollar of capital — equity plus debt — put to work in the business. A single quarter tells you the level; the trend tells you the story. A line that climbs quarter after quarter is the signature of a widening competitive moat; a line that fades is capital being deployed at falling returns.
ROIC only creates value when it clears the company's cost of capital. Read the trend against the hurdle rate from the WACC calculator, and confirm the level against peers with the ROIC screener. For the full framework — NOPAT, invested-capital definitions, and sector benchmarks — see the ROIC guide.
This chart uses a simplified book-value ROIC (net income ÷ (equity + total debt)) for fast trend-spotting. For a precise, NOPAT-based figure on a single date, use the ROIC calculator.
Frequently Asked Questions
What does the ROIC history chart show?
It plots up to eight trailing quarters of a company's return on invested capital (ROIC) as a line, so you can see whether the business is getting more or less efficient at turning invested dollars into profit. A rising line means expanding returns on capital; a falling line means the opposite.
How is ROIC calculated here?
ROIC is net income divided by invested capital — total stockholders' equity plus total debt — expressed as a percentage. When total debt is unavailable for a quarter, the denominator falls back to total equity alone. It is a simplified, book-value ROIC meant for trend-spotting rather than a full NOPAT-based valuation input.
Why does the oldest quarter show no QoQ change?
Quarter-over-quarter change is measured in percentage points against the immediately preceding quarter. The oldest quarter in the window has no prior period on the chart to compare against, so its change value is left blank rather than shown as zero.
FINISHED THE NUMBERS?
A chart gives you the trend. The report gives you the argument.
Assumptions, scenarios, and what breaks them — on any public company.
See a sample report →