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 3.67% is in line with its 5-year average of 3.80%, around the middle of its 5-year range (2.62%–4.36%).
As of the fiscal period ended Wednesday, December 31, 2025. 8.36% below its 12-month average of 4.00%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
3.67%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
4.00%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
4.11%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
3.80%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
3.04%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
2.49%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
2.66%
CURRENT VS TTM AVG
-8.36%
CURRENT VS 3Y AVG
-10.76%
CURRENT VS 5Y AVG
-3.46%
CURRENT VS 10Y AVG
+20.72%
CURRENT VS 15Y AVG
+47.20%
CURRENT VS 20Y AVG
+37.74%
SECTOR MEDIAN · FINANCIAL SERVICES
6.38%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-42.48%
vs the sector median at left
BlackRock, Inc.
Market Cap
$167.27B
Return on Invested Capital (ROIC)
3.67%
TTM Avg
4.00%
3Y Avg
4.11%
5Y Avg
3.80%
Market Cap
$161.56B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$156.34B
Return on Invested Capital (ROIC)
13.61%
TTM Avg
13.49%
3Y Avg
10.21%
5Y Avg
13.53%
Market Cap
$181.69B
Return on Invested Capital (ROIC)
9.50%
TTM Avg
7.55%
3Y Avg
7.32%
5Y Avg
6.89%
Market Cap
$149.06B
Return on Invested Capital (ROIC)
17.47%
TTM Avg
19.64%
3Y Avg
19.13%
5Y Avg
15.33%
Market Cap
$140.37B
Return on Invested Capital (ROIC)
7.95%
TTM Avg
0.25%
3Y Avg
430.60%
5Y Avg
429.29%
Market Cap
$128.04B
Return on Invested Capital (ROIC)
1.09%
TTM Avg
2.42%
3Y Avg
3.67%
5Y Avg
4.54%
Market Cap
$127.90B
Return on Invested Capital (ROIC)
20.74%
TTM Avg
20.27%
3Y Avg
13.25%
5Y Avg
11.30%
Market Cap
$124.21B
Return on Invested Capital (ROIC)
9.22%
TTM Avg
8.68%
3Y Avg
7.44%
5Y Avg
15.06%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| BlackRock, Inc. (BLK) | $167.27B | 3.67% | 4.00% | 4.11% | 3.80% |
| Vanguard FTSE Emerging Markets ETF (VWO)vs › | $161.56B | N/A | N/A | N/A | N/A |
| Blackstone Inc. (BX)vs › | $156.34B | 13.61% | 13.49% | 10.21% | 13.53% |
| The Charles Schwab Corporation (SCHW)vs › | $181.69B | 9.50% | 7.55% | 7.32% | 6.89% |
| Interactive Brokers Group, Inc. (IBKR)vs › | $149.06B | 17.47% | 19.64% | 19.13% | 15.33% |
| Chubb Limited (CB)vs › | $140.37B | 7.95% | 0.25% | 430.60% | 429.29% |
| Capital One Financial Corporation (COF)vs › | $128.04B | 1.09% | 2.42% | 3.67% | 4.54% |
| The Progressive Corporation (PGR)vs › | $127.90B | 20.74% | 20.27% | 13.25% | 11.30% |
| S&P Global Inc. (SPGI)vs › | $124.21B | 9.22% | 8.68% | 7.44% | 15.06% |
| Citigroup Inc. (C)vs › | $217.95B | 0.95% | 1.21% | 1.34% | 1.63% |
ROIC
3.7%
ROE
11.6%
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 | 3.67% |
| 2024-12-31 | 4.34% |
| 2023-12-31 | 4.08% |
| 2022-12-31 | 4.36% |
| 2021-12-31 | 3.74% |
| 2020-12-31 | 2.62% |
| 2019-12-31 | 2.59% |
| 2018-12-31 | 2.76% |
| 2017-12-31 | 2.28% |
| 2016-12-31 | 1.48% |
| 2015-12-31 | 1.52% |
| 2014-12-31 | 1.39% |
| 2013-12-31 | 1.31% |
| 2012-12-31 | 1.24% |
| 2011-12-31 | 1.35% |
| 2010-12-31 | 1.16% |
| 2009-12-31 | 0.62% |
| 2008-12-31 | 3.41% |
| 2007-12-31 | 7.11% |
| 2006-12-31 | 2.26% |
| 2005-12-31 | 16.22% |
| 2004-12-31 | 15.24% |
| 2003-12-31 | 17.82% |
| 2002-12-31 | 18.52% |
| 2001-12-31 | 18.76% |
| 2000-12-31 | 20.48% |
| 1999-12-31 | 17.87% |
| 1998-12-31 | 12.57% |
