ROIC Excel Template

Written by CFI Team

Read Time 2 minutes

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ROIC Excel Template

This ROIC Excel Template will aid you in calculating the NOPAT and Book Value of Invested Capital, and from these elements calculate the period ROIC.

Here is a snippet of the template:

ROIC Template Screenshot

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The ROIC Formula

Return on Invested Capital is calculated by taking into account the cost of the investment and the returns generated. Returns are all the earnings acquired after taxes but before interests are paid.

The value of an investment is calculated by subtracting all current long-term liabilities, those due within the year, from the company’s assets. The cost of investment can either be the total amount of assets a company requires to run its business or the amount of financing from creditors or shareholders. The return is then divided by the cost of investment.

ROIC Formula

Note: NOPAT is equal to EBIT x (1 – tax rate)

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Additional Resources

CFI is a global provider of financial modeling courses and of the FMVA Certification. CFI’s mission is to help all professionals improve their technical skills. If you are a student or looking for a career change, the CFI website has many free resources to help you jumpstart your Career in Finance. If you are seeking to improve your technical skills, check out some of our most popular courses. Below are some additional resources for you to further explore:

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The Financial Modeling Certification

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A well rounded financial analyst possesses all of the above skills!

Additional Questions & Answers

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Excel Tutorial

The Financial Modeling Certification

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