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 5.87% is 26% below its 5-year average of 7.95%, near the low end of its 5-year range (5.87%–9.12%).
As of the fiscal period ended Wednesday, December 31, 2025. 21.52% below its 12-month average of 7.48%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
5.87%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
7.48%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
7.73%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
7.95%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
8.00%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
7.71%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
8.14%
CURRENT VS TTM AVG
-21.52%
CURRENT VS 3Y AVG
-24.06%
CURRENT VS 5Y AVG
-26.16%
CURRENT VS 10Y AVG
-26.65%
CURRENT VS 15Y AVG
-23.88%
CURRENT VS 20Y AVG
-27.92%
SECTOR MEDIAN · FINANCIAL SERVICES
6.38%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-7.99%
vs the sector median at left
Brown & Brown, Inc.
Market Cap
$23.76B
Return on Invested Capital (ROIC)
5.87%
TTM Avg
7.48%
3Y Avg
7.73%
5Y Avg
7.95%
Market Cap
$23.90B
Return on Invested Capital (ROIC)
3.76%
TTM Avg
3.56%
3Y Avg
2.80%
5Y Avg
-579.32%
Market Cap
$24.20B
Return on Invested Capital (ROIC)
5.83%
TTM Avg
2.69%
3Y Avg
3.04%
5Y Avg
4.15%
Market Cap
$24.37B
Return on Invested Capital (ROIC)
0.39%
TTM Avg
0.45%
3Y Avg
-21.91%
5Y Avg
-14.38%
Market Cap
$24.58B
Return on Invested Capital (ROIC)
9.36%
TTM Avg
9.36%
3Y Avg
9.00%
5Y Avg
9.31%
Market Cap
$25.41B
Return on Invested Capital (ROIC)
11.51%
TTM Avg
12.54%
3Y Avg
13.34%
5Y Avg
16.33%
Market Cap
$26.18B
Return on Invested Capital (ROIC)
13.79%
TTM Avg
10.08%
3Y Avg
9.55%
5Y Avg
8.86%
Market Cap
$21.31B
Return on Invested Capital (ROIC)
2.50%
TTM Avg
3.54%
3Y Avg
3.38%
5Y Avg
3.30%
Market Cap
$26.81B
Return on Invested Capital (ROIC)
10.68%
TTM Avg
11.01%
3Y Avg
7.29%
5Y Avg
382.76%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Brown & Brown, Inc. (BRO) | $23.76B | 5.87% | 7.48% | 7.73% | 7.95% |
| Loews Corporation (L)vs › | $23.90B | 3.76% | 3.56% | 2.80% | -579.32% |
| KeyCorp (KEY)vs › | $24.20B | 5.83% | 2.69% | 3.04% | 4.15% |
| Principal Financial Group, Inc. (PFG)vs › | $24.37B | 0.39% | 0.45% | -21.91% | -14.38% |
| Synchrony Financial (SYF)vs › | $24.58B | 9.36% | 9.36% | 9.00% | 9.31% |
| T. Rowe Price Group, Inc. (TROW)vs › | $25.41B | 11.51% | 12.54% | 13.34% | 16.33% |
| Regions Financial Corporation (RF)vs › | $26.18B | 13.79% | 10.08% | 9.55% | 8.86% |
| Global Payments Inc. (GPN)vs › | $21.31B | 2.50% | 3.54% | 3.38% | 3.30% |
| Cincinnati Financial Corporation (CINF)vs › | $26.81B | 10.68% | 11.01% | 7.29% | 382.76% |
| SoFi Technologies, Inc. (SOFI)vs › | $20.50B | 3.79% | 3.08% | 0.16% | -1.28% |
ROIC
5.9%
ROE
9.6%
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 | 5.87% |
| 2024-12-31 | 9.09% |
| 2023-12-31 | 8.33% |
| 2022-12-31 | 7.63% |
| 2021-12-31 | 9.12% |
| 2020-12-31 | 7.66% |
| 2019-12-31 | 7.62% |
| 2018-12-31 | 7.50% |
| 2017-12-31 | 10.79% |
| 2016-12-31 | 7.33% |
| 2015-12-31 | 7.09% |
| 2014-12-31 | 6.81% |
| 2013-12-31 | 7.88% |
| 2012-12-31 | 7.34% |
| 2011-12-31 | 7.84% |
| 2010-12-31 | 8.57% |
| 2009-12-31 | 9.20% |
| 2008-12-31 | 10.92% |
| 2007-12-31 | 14.08% |
| 2006-12-31 | 14.62% |
| 2005-12-31 | 14.75% |
| 2004-12-31 | 14.80% |
| 2003-12-31 | 18.85% |
| 2002-12-31 | 18.25% |
| 2001-12-31 | 20.90% |
| 2000-12-31 | 28.58% |
| 1999-12-31 | 23.11% |
| 1998-12-31 | 111.80% |
| 1997-12-31 | 113.32% |
| 1996-12-31 | 19.79% |
