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 1.38% is 62% below its 5-year average of 3.62%, near the low end of its 5-year range (0.98%–7.16%).
As of the fiscal period ended Tuesday, September 30, 2025. 16.95% above its 12-month average of 1.18%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
1.38%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
1.18%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
2.62%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
3.62%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
6.19%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
8.64%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
9.93%
CURRENT VS TTM AVG
+16.95%
CURRENT VS 3Y AVG
-47.33%
CURRENT VS 5Y AVG
-61.86%
CURRENT VS 10Y AVG
-77.69%
CURRENT VS 15Y AVG
-84.03%
CURRENT VS 20Y AVG
-86.10%
SECTOR MEDIAN · FINANCIAL SERVICES
6.38%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-78.37%
vs the sector median at left
Franklin Resources, Inc.
Market Cap
$17.32B
Return on Invested Capital (ROIC)
1.38%
TTM Avg
1.18%
3Y Avg
2.62%
5Y Avg
3.62%
Market Cap
$17.19B
Return on Invested Capital (ROIC)
-1.80%
TTM Avg
2.39%
3Y Avg
4.03%
5Y Avg
-8.50%
Market Cap
$16.76B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$15.78B
Return on Invested Capital (ROIC)
8.05%
TTM Avg
7.79%
3Y Avg
8.21%
5Y Avg
13.34%
Market Cap
$14.03B
Return on Invested Capital (ROIC)
7.04%
TTM Avg
6.96%
3Y Avg
5.78%
5Y Avg
4.68%
Market Cap
$13.91B
Return on Invested Capital (ROIC)
4.05%
TTM Avg
3.97%
3Y Avg
3.79%
5Y Avg
51.00%
Market Cap
$21.47B
Return on Invested Capital (ROIC)
3.79%
TTM Avg
3.08%
3Y Avg
0.16%
5Y Avg
-1.28%
Market Cap
$13.05B
Return on Invested Capital (ROIC)
-1.18%
TTM Avg
0.60%
3Y Avg
0.88%
5Y Avg
1.79%
Market Cap
$21.71B
Return on Invested Capital (ROIC)
2.50%
TTM Avg
3.54%
3Y Avg
3.38%
5Y Avg
3.30%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Franklin Resources, Inc. (BEN) | $17.32B | 1.38% | 1.18% | 2.62% | 3.62% |
| Circle Internet Group (CRCL)vs › | $17.19B | -1.80% | 2.39% | 4.03% | -8.50% |
| WisdomTree U.S. Quality Dividend Growth Fund (DGRW)vs › | $16.76B | N/A | N/A | N/A | N/A |
| Everest Group, Ltd. (EG)vs › | $15.78B | 8.05% | 7.79% | 8.21% | 13.34% |
| Assurant, Inc. (AIZ)vs › | $14.03B | 7.04% | 6.96% | 5.78% | 4.68% |
| Globe Life Inc. (GL)vs › | $13.91B | 4.05% | 3.97% | 3.79% | 51.00% |
| SoFi Technologies, Inc. (SOFI)vs › | $21.47B | 3.79% | 3.08% | 0.16% | -1.28% |
| Invesco Ltd. (IVZ)vs › | $13.05B | -1.18% | 0.60% | 0.88% | 1.79% |
| Global Payments Inc. (GPN)vs › | $21.71B | 2.50% | 3.54% | 3.38% | 3.30% |
| American Financial Group, Inc. (AFG)vs › | $12.04B | 9.67% | 6.81% | 5.40% | 4.47% |
ROIC
1.4%
ROE
6.7%
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) |
|---|---|
| 2025-09-30 | 1.38% |
| 2024-09-30 | 0.98% |
| 2023-09-30 | 2.94% |
| 2022-09-30 | 5.18% |
| 2021-09-30 | 7.16% |
| 2020-09-30 | 4.07% |
| 2019-09-30 | 8.09% |
| 2018-09-30 | 5.23% |
| 2017-09-30 | 9.32% |
| 2016-09-30 | 10.55% |
| 2015-09-30 | 13.14% |
| 2014-09-30 | 14.20% |
| 2013-09-30 | 13.86% |
| 2012-09-30 | 12.40% |
| 2011-09-30 | 15.63% |
| 2010-09-30 | 14.11% |
| 2009-09-30 | 9.58% |
| 2008-09-30 | 18.06% |
| 2007-09-30 | 16.68% |
| 2006-09-30 | 14.35% |
| 2005-09-30 | 11.58% |
| 2004-09-30 | 8.79% |
| 2003-09-30 | 6.73% |
| 2002-09-30 | 8.60% |
| 2001-09-30 | 8.20% |
| 2000-09-30 | 14.91% |
| 1999-09-30 | 12.87% |
| 1998-09-30 | 16.15% |
| 1997-09-30 | 16.65% |
| 1996-09-30 | 15.78% |
