JACK (Jack In The Box) ROIC %: 5.73% (As of Mar. 2026)


JACK Jack In The Box Inc JACK
65 GF Score
Price $13.35
GF Value $37.97
Valuation Possible Value Trap
! 5 Warning Signs
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What is Jack In The Box ROIC %?

Jack In The Box JACK +15.33% 65 ROIC % is 5.73% as of Mar. 2026. GuruFocus rates JACK with a GF Score™ of 65/100 and a GF Value™ of $37.97 (Possible Value Trap). The stock has 5 warning signs investors should review.

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. Jack In The Box's annualized return on invested capital (ROIC %) for the quarter that ended in Mar. 2026 was 5.73%.

As of today (2026-06-24), Jack In The Box's WACC % is 3.10%. Jack In The Box's ROIC % is 5.99% (calculated using TTM income statement data). Jack In The Box generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.


Jack In The Box  (NAS:JACK) ROIC % Explanation

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. The reason book values of debt and equity are used is because the book values are the capital the company received when issuing the debt or receiving the equity investments.

There are four key components to this definition. The first is the use of operating income or EBIT rather than net income in the numerator. The second is the tax adjustment to this operating income or EBIT, computed as a hypothetical tax based on an effective or marginal tax rate. The third is the use of book values for invested capital, rather than market values. The final is the timing difference; the capital invested is from the end of the prior year whereas the operating income or EBIT is the current year's number.

Why is ROIC % important?

Because it costs money to raise capital. A firm that generates higher returns on investment than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.

As of today, Jack In The Box's WACC % is 3.10%. Jack In The Box's ROIC % is 5.99% (calculated using TTM income statement data). Jack In The Box generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.


Be Aware

Like ROE % and ROA %, ROIC % is calculated with only 12 months of data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.


Jack In The Box ROIC % Related Terms


Jack In The Box ROIC % Historical Data

* Premium members only.

The historical data trend for Jack In The Box's ROIC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Jack In The Box ROIC % Chart

Jack In The Box Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
ROIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 11.95 7.60 6.31 9.56 6.42

Jack In The Box Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
ROIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.45 8.62 6.70 5.36 5.73

JACK vs VENU, RICK, BRCB: ROIC % Comparison

For the Restaurants subindustry, Jack In The Box's ROIC %, along with its competitors' market caps and ROIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Jack In The Box ROIC % vs Restaurants Industry

For the Restaurants industry and Consumer Cyclical sector, Jack In The Box's ROIC % distribution charts can be found below:

* The bar in red indicates where Jack In The Box's ROIC % falls into.


JACK
65GF Score
Jack In The Box Inc JACK
ROIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Jack In The Box ROIC % Calculation

Jack In The Box's annualized Return on Invested Capital (ROIC %) for the fiscal year that ended in Sep. 2025 is calculated as:

ROIC % (A: Sep. 2025 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (A: Sep. 2024 ) + Invested Capital (A: Sep. 2025 ))/ count )
=217.882 * ( 1 - 21.5% )/( (2758.923 + 2568.565)/ 2 )
=171.03737/2663.744
=6.42 %

where

Invested Capital(A: Sep. 2024 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=2735.629 - 229.688 - ( 24.745 - max(0, 434.259 - 181.277+24.745))
=2758.923

Invested Capital(A: Sep. 2025 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=2593.421 - 235.107 - ( 51.531 - max(0, 430.623 - 220.372+51.531))
=2568.565

Jack In The Box's annualized Return on Invested Capital (ROIC %) for the quarter that ended in Mar. 2026 is calculated as:

ROIC % (Q: Mar. 2026 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (Q: Sep. 2025 ) + Invested Capital (Q: Mar. 2026 ))/ count )
=185.844 * ( 1 - 30.24% )/( (2568.565 + 1958.48)/ 2 )
=129.6447744/2263.5225
=5.73 %

where

Invested Capital(Q: Sep. 2025 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=2593.421 - 235.107 - ( 51.531 - max(0, 430.623 - 220.372+51.531))
=2568.565

Invested Capital(Q: Mar. 2026 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=2005.374 - 169.006 - ( 43.035 - max(0, 348.736 - 226.624+43.035))
=1958.48

Note: The Operating Income data used here is two times the semi-annual (Mar. 2026) data. The tax rate is limited to between 0% and 100%.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about ROIC % →
What does a ROIC % of 5.73% mean?
Jack In The Box (JACK) has a ROIC % of 5.73% as of Mar. 2026. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Jack In The Box and its competitors.
Is Jack In The Box's ROIC % too high?
Jack In The Box's current ROIC % is 5.73%. The Restaurants industry median ROIC % is 4.21. Jack In The Box's value of 5.73% is 36.1% above this industry median. Overall, Jack In The Box has a GF Score™ of 65/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Jack In The Box's ROIC % compare to VENU and RICK?
Jack In The Box's ROIC % of 5.73% can be compared against companies in the Restaurants industry. The industry median ROIC % is 4.21. Jack In The Box's value of 5.73% is 36.1% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROIC % for a Restaurants company?
The median ROIC % among Restaurants companies is 4.21, based on 359 companies in the industry. Companies in the top quartile (top 25%) have a ROIC % significantly above this median, while those in the bottom quartile fall well below. However, ROIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Jack In The Box's current ROIC % of 5.73% is 36.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROIC % mean?
A high ROIC % can signal that a stock is expensive relative to its fundamentals. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Jack In The Box and its competitors. For the Restaurants industry, the median ROIC % is 4.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Jack In The Box's current ROIC % is 5.73%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Jack In The Box stock overvalued right now?
Based on GuruFocus' analysis, Jack In The Box (JACK) is currently considered Possible Value Trap. The stock's GF Value™ is $37.97, compared to a current price of $13.35 — trading 64.8% below its estimated fair value. The current ROIC % is 5.73% and 36.1% above the Restaurants industry median of 4.21. Jack In The Box's overall GF Score™ is 65/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROIC % calculated?
ROIC % is calculated from a company's financial statements. For Jack In The Box (JACK), the current ROIC % is 5.73% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Jack In The Box (JACK) Overvalued in 2026?

Based on GuruFocus' analysis, Jack In The Box stock appears to be undervalued. The current stock price of $13.35 is trading 64.8% below its estimated GF Value™ of $37.97. GuruFocus considers Jack In The Box to be Possible Value Trap.

Key valuation signals for JACK:

  • ROIC %: 5.73%
  • GF Value™: $37.97 vs. price of $13.35 (64.8% below fair value)
  • GF Score™: 65/100 with 5 warning signs
  • Industry Position: 36.1% above the Restaurants median

No single metric tells the full story. See the JACK stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Jack In The Box Business Description

Other Exchanges JACK:MexicoJBX:Germany
Address 9357 Spectrum Center Boulevard, San Diego, CA, USA, 92123
Jack In The Box Inc operates quick-service restaurants and fast-casual restaurants across various states in the United States of America. Its core business includes the Jack in the Box hamburger chain, known for a broad menu that features hamburgers, tacos, sandwiches, salads, and breakfast items. The company also operates the Del Taco brand, which offers a variety of both Mexican and American favorites such as burritos and fries. These foods are available with the option of customization as per customer requirements. The company also offers catering and delivery services to its customers. Jack in the Box and Del Taco restaurant brands are the two reportable operating segments, of which, Jack in the Box generates maximum revenue for the company.
65GF Score

Get the complete analysis for JACK

ROIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$13.35
Price
$37.97
GF Value