TrendRadar

ROIC - Return on Invested Capital

Fundamental metric explanation

Meaning

ROIC compares operating profit after tax with the capital invested in the business.

Formula

NOPAT / invested capital

Practical reading

ROIC above the cost of capital suggests the company may be creating value.

Calculation detail

NOPAT is operating profit after an estimated tax charge. Invested capital commonly combines interest-bearing debt and equity, less non-operating cash; providers can differ slightly in the exact definition.

What to check

A company generally creates value when its ROIC exceeds its weighted cost of capital over time. Watch the trend and compare it with asset-heavy peers rather than with every sector.

Limits and caveats

Acquisitions, goodwill write-downs and a temporary fall in invested capital can distort a single reported year.

External references