Basis: Latest reported fiscal year. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on invested capital (ROIC) high or low?
The return on invested capital (ROIC) of 14.45% is 71% below its 5-year average of 49.63%, near the low end of its 5-year range (5.14%–105.73%).
As of the fiscal period ended Wednesday, December 31, 2025. 63.80% below its 12-month average of 39.92%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
14.45%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
39.92%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
70.92%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
49.63%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
N/A
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
N/A
CURRENT VS TTM AVG
-63.80%
CURRENT VS 3Y AVG
-79.62%
CURRENT VS 5Y AVG
-70.88%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
6.75%
median of 83 covered companies
CURRENT VS SECTOR MEDIAN
+114.07%
vs the sector median at left
Brookfield Asset Management Ltd.
Market Cap
$86.98B
Return on Invested Capital (ROIC)
14.45%
TTM Avg
39.92%
3Y Avg
70.92%
5Y Avg
49.63%
Market Cap
$85.05B
Return on Invested Capital (ROIC)
7.03%
TTM Avg
6.66%
3Y Avg
6.46%
5Y Avg
6.24%
Market Cap
$85.03B
Return on Invested Capital (ROIC)
7.55%
TTM Avg
7.17%
3Y Avg
-0.42%
5Y Avg
-2.72%
Market Cap
$90.21B
Return on Invested Capital (ROIC)
12.12%
TTM Avg
11.84%
3Y Avg
12.24%
5Y Avg
11.46%
Market Cap
$83.26B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$82.98B
Return on Invested Capital (ROIC)
21.00%
TTM Avg
19.42%
3Y Avg
16.71%
5Y Avg
17.40%
Market Cap
$80.03B
Return on Invested Capital (ROIC)
N/A
TTM Avg
6.91%
3Y Avg
3.79%
5Y Avg
4.20%
Market Cap
$94.40B
Return on Invested Capital (ROIC)
1.62%
TTM Avg
5.06%
3Y Avg
5.96%
5Y Avg
5.84%
Market Cap
$77.25B
Return on Invested Capital (ROIC)
12.10%
TTM Avg
11.86%
3Y Avg
9.68%
5Y Avg
-2.06%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Brookfield Asset Management Ltd. (BAM) | $86.98B | 14.45% | 39.92% | 70.92% | 49.63% |
| Intercontinental Exchange, Inc. (ICE)vs › | $85.05B | 7.03% | 6.66% | 6.46% | 6.24% |
| Robinhood Markets, Inc. (HOOD)vs › | $85.03B | 7.55% | 7.17% | -0.42% | -2.72% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $90.21B | 12.12% | 11.84% | 12.24% | 11.46% |
| iShares Russell 2000 ETF (IWM)vs › | $83.26B | N/A | N/A | N/A | N/A |
| Moody's Corporation (MCO)vs › | $82.98B | 21.00% | 19.42% | 16.71% | 17.40% |
| Apollo Global Management, Inc. (APO)vs › | $80.03B | N/A | 6.91% | 3.79% | 4.20% |
| CME Group Inc. (CME)vs › | $94.40B | 1.62% | 5.06% | 5.96% | 5.84% |
| The Travelers Companies, Inc. (TRV)vs › | $77.25B | 12.10% | 11.86% | 9.68% | -2.06% |
| Schwab U.S. Dividend Equity ETF (SCHD)vs › | $98.05B | N/A | N/A | N/A | N/A |
ROIC
14.4%
ROE
32.9%
ROIC = NOPAT / Invested Capital
Return on invested capital measures the after-tax return a company earns on all capital (debt and equity) invested in the business.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2025-12-31 | 14.45% |
| 2024-12-31 | 65.39% |
| 2023-12-31 | 105.73% |
| 2022-12-31 | 98.11% |
| 2021-12-31 | 8.96% |
| 2020-12-31 | 5.14% |
| 2019-12-31 | 0.00% |
