Open Text (OTEX) Return on Invested Capital [ROIC] (2009 - 2026)
Open Text's Return on Invested Capital [ROIC] was 8.12% in fiscal Q4 2026 (quarter ended Jun 30, 2026), up 0.37 percentage points from 7.76% a year earlier and up 0.48 percentage points from the prior quarter.
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Analysis
Open Text (OTEX) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2026 (ended Jun 30, 2026), Return on Invested Capital [ROIC] at Open Text came in at 8.07%, up 0.34 percentage points from FY2025.
- Return on Invested Capital [ROIC] has now increased for three consecutive fiscal years, with a five-year change of +3.62 percentage points (FY2021 to FY2026).
- In earlier fiscal years, Return on Invested Capital [ROIC] was 7.73% in FY2025 (+2.91 pp), 4.82% in FY2024 (+1.50 pp), 3.32% in FY2023 (-2.91 pp) and 6.23% in FY2022 (+1.77 pp).
- The fiscal Q4 2026 figure marks the highest quarterly Return on Invested Capital [ROIC] since fiscal Q4 2016.
- Compared with a year earlier, Return on Invested Capital [ROIC] has increased for ten straight quarters, with an average year-over-year change of +1.48 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was fiscal Q2 2022 (a gain of 5.50 percentage points); the worst was fiscal Q4 2023 (a drop of 3.31 percentage points).
- Per Business Quant data, OTEX's Return on Invested Capital [ROIC] in the three fiscal quarters before Q4 2026 was 7.65% (Q3 2026), 7.76% (Q2 2026) and 7.94% (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Adobe | 103.15 Bn | 78.40 Bn | 6.00 Bn | 54.46% |
| 2 | Atlassian | 59.22 Bn | 52.50 Bn | 1.53 Bn | 0.00% |
| 3 | Autodesk | 52.71 Bn | 40.74 Bn | 1.87 Bn | 26.45% |
| 4 | Twilio | 40.18 Bn | 30.25 Bn | 725.87 Mn | 3.09% |
| 5 | Zoom Communications | 28.00 Bn | -2.79 Bn | 985.50 Mn | - |
| 6 | Figma | 13.07 Bn | 6.58 Bn | 309.61 Mn | - |
| 7 | Dropbox | 8.31 Bn | 3.95 Bn | 506.50 Mn | 104.56% |
| 8 | Nice | 7.32 Bn | 5.79 Bn | 995.81 Mn | - |
| 9 | RingCentral | 7.05 Bn | 6.57 Bn | 494.30 Mn | 26.07% |
| 10 | Open Text | 6.77 Bn | 2.20 Bn | 1.01 Bn | 8.12% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.12% |
| Mar 31, 2026 | 7.65% |
| Dec 31, 2025 | 7.76% |
| Sep 30, 2025 | 7.94% |
| Jun 30, 2025 | 7.76% |
| Mar 31, 2025 | 5.85% |
| Dec 31, 2024 | 6.01% |
| Sep 30, 2024 | 5.40% |
| Jun 30, 2024 | 4.91% |
| Mar 31, 2024 | 5.72% |
| Dec 31, 2023 | 4.98% |
| Sep 30, 2023 | 4.00% |
| Jun 30, 2023 | 2.69% |
| Mar 31, 2023 | 3.87% |
| Dec 31, 2022 | 5.01% |
| Sep 30, 2022 | 4.30% |
| Jun 30, 2022 | 6.01% |
| Mar 31, 2022 | 6.51% |
| Dec 31, 2021 | 7.06% |
| Sep 30, 2021 | 4.78% |
API Access
Open Text Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=OTEX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "OTEX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=OTEX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();