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 6.38% is 60% above its 5-year average of 3.98%, near the high end of its 5-year range (2.52%–6.38%).
As of the fiscal period ended Wednesday, December 31, 2025. 18.92% above its 12-month average of 5.37%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
6.38%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
5.37%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
4.10%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
3.98%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
3.98%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
3.53%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
3.46%
CURRENT VS TTM AVG
+18.92%
CURRENT VS 3Y AVG
+55.70%
CURRENT VS 5Y AVG
+60.30%
CURRENT VS 10Y AVG
+60.45%
CURRENT VS 15Y AVG
+80.80%
CURRENT VS 20Y AVG
+84.56%
SECTOR MEDIAN · FINANCIAL SERVICES
5.93%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
+7.68%
vs the sector median at left
The Bank of New York Mellon Corporation
Market Cap
$97.40B
Return on Invested Capital (ROIC)
6.38%
TTM Avg
5.37%
3Y Avg
4.10%
5Y Avg
3.98%
Market Cap
$97.02B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$98.46B
Return on Invested Capital (ROIC)
3.19%
TTM Avg
2.88%
3Y Avg
2.78%
5Y Avg
2.53%
Market Cap
$99.60B
Return on Invested Capital (ROIC)
4.46%
TTM Avg
4.21%
3Y Avg
3.98%
5Y Avg
4.46%
Market Cap
$94.81B
Return on Invested Capital (ROIC)
1.62%
TTM Avg
5.06%
3Y Avg
5.96%
5Y Avg
5.84%
Market Cap
$100.77B
Return on Invested Capital (ROIC)
5.27%
TTM Avg
4.87%
3Y Avg
4.89%
5Y Avg
4.90%
Market Cap
$92.31B
Return on Invested Capital (ROIC)
0.10%
TTM Avg
0.17%
3Y Avg
0.21%
5Y Avg
0.71%
Market Cap
$91.46B
Return on Invested Capital (ROIC)
12.12%
TTM Avg
11.84%
3Y Avg
12.24%
5Y Avg
11.46%
Market Cap
$108.21B
Return on Invested Capital (ROIC)
6.38%
TTM Avg
5.37%
3Y Avg
4.10%
5Y Avg
3.98%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| The Bank of New York Mellon Corporation (BK) | $97.40B | 6.38% | 5.37% | 4.10% | 3.98% |
| Schwab U.S. Dividend Equity ETF (SCHD)vs › | $97.02B | N/A | N/A | N/A | N/A |
| Brookfield Corporation (BN)vs › | $98.46B | 3.19% | 2.88% | 2.78% | 2.53% |
| U.S. Bancorp (USB)vs › | $99.60B | 4.46% | 4.21% | 3.98% | 4.46% |
| CME Group Inc. (CME)vs › | $94.81B | 1.62% | 5.06% | 5.96% | 5.84% |
| The PNC Financial Services Group, Inc. (PNC)vs › | $100.77B | 5.27% | 4.87% | 4.89% | 4.90% |
| KKR & Co. Inc. (KKR)vs › | $92.31B | 0.10% | 0.17% | 0.21% | 0.71% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $91.46B | 12.12% | 11.84% | 12.24% | 11.46% |
| Bank of New York Mellon Corp (BNY)vs › | $108.21B | 6.38% | 5.37% | 4.10% | 3.98% |
| Intercontinental Exchange, Inc. (ICE)vs › | $84.38B | 7.03% | 6.66% | 6.46% | 6.24% |
ROIC
6.4%
ROE
14.1%
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 | 6.38% |
| 2024-12-31 | 4.35% |
| 2023-12-31 | 3.14% |
| 2022-12-31 | 2.52% |
| 2021-12-31 | 3.89% |
| 2020-12-31 | 3.60% |
| 2019-12-31 | 4.40% |
| 2018-12-31 | 4.12% |
| 2017-12-31 | 3.88% |
| 2016-12-31 | 3.94% |
| 2015-12-31 | 3.52% |
| 2014-12-31 | 2.95% |
| 2013-12-31 | 2.54% |
| 2012-12-31 | 2.96% |
| 2011-12-31 | 3.37% |
| 2010-12-31 | 3.75% |
| 2009-12-31 | -1.34% |
| 2008-12-31 | 2.15% |
| 2007-12-31 | 3.31% |
| 2006-12-31 | 4.72% |
| 2005-12-31 | 2.57% |
| 2004-12-31 | 3.51% |
| 2003-12-31 | 3.22% |
| 2002-12-31 | 4.05% |
| 2001-12-31 | 5.32% |
| 2000-12-31 | 6.93% |
| 1999-12-31 | 9.21% |
| 1998-12-31 | 6.38% |
| 1997-12-31 | 5.99% |
| 1996-12-31 | 6.27% |
