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 16.24% is in line with its 5-year average of 16.75%, around the middle of its 5-year range (11.80%–20.91%).
As of the fiscal period ended Sunday, August 31, 2025. 0.22% below its 12-month average of 16.27%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
16.24%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
16.27%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
14.68%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
16.75%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
22.10%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
25.67%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
25.35%
CURRENT VS TTM AVG
-0.22%
CURRENT VS 3Y AVG
+10.61%
CURRENT VS 5Y AVG
-3.05%
CURRENT VS 10Y AVG
-26.50%
CURRENT VS 15Y AVG
-36.74%
CURRENT VS 20Y AVG
-35.95%
SECTOR MEDIAN · FINANCIAL SERVICES
5.98%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
+171.57%
vs the sector median at left
FactSet Research Systems Inc.
Market Cap
$9.76B
Return on Invested Capital (ROIC)
16.24%
TTM Avg
16.27%
3Y Avg
14.68%
5Y Avg
16.75%
Market Cap
$10.31B
Return on Invested Capital (ROIC)
4.00%
TTM Avg
-19.18%
3Y Avg
-22.78%
5Y Avg
-18.63%
Market Cap
$8.26B
Return on Invested Capital (ROIC)
22.98%
TTM Avg
23.88%
3Y Avg
22.14%
5Y Avg
52.74%
Market Cap
$11.29B
Return on Invested Capital (ROIC)
23.22%
TTM Avg
24.41%
3Y Avg
22.93%
5Y Avg
10.72%
Market Cap
$11.39B
Return on Invested Capital (ROIC)
-10.17%
TTM Avg
6.92%
3Y Avg
-0.58%
5Y Avg
-4.72%
Market Cap
$11.69B
Return on Invested Capital (ROIC)
9.67%
TTM Avg
6.81%
3Y Avg
5.40%
5Y Avg
4.47%
Market Cap
$5.98B
Return on Invested Capital (ROIC)
0.00%
TTM Avg
6.01%
3Y Avg
9.29%
5Y Avg
8.79%
Market Cap
$13.94B
Return on Invested Capital (ROIC)
7.04%
TTM Avg
6.96%
3Y Avg
5.78%
5Y Avg
4.68%
Market Cap
$14.19B
Return on Invested Capital (ROIC)
-1.18%
TTM Avg
0.60%
3Y Avg
0.88%
5Y Avg
1.79%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| FactSet Research Systems Inc. (FDS) | $9.76B | 16.24% | 16.27% | 14.68% | 16.75% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $10.31B | 4.00% | -19.18% | -22.78% | -18.63% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $8.26B | 22.98% | 23.88% | 22.14% | 52.74% |
| Erie Indemnity Company (ERIE)vs › | $11.29B | 23.22% | 24.41% | 22.93% | 10.72% |
| Hut 8 Corp. (HUT)vs › | $11.39B | -10.17% | 6.92% | -0.58% | -4.72% |
| American Financial Group, Inc. (AFG)vs › | $11.69B | 9.67% | 6.81% | 5.40% | 4.47% |
| Axos Financial, Inc. (AX)vs › | $5.98B | 0.00% | 6.01% | 9.29% | 8.79% |
| Assurant, Inc. (AIZ)vs › | $13.94B | 7.04% | 6.96% | 5.78% | 4.68% |
| Invesco Ltd. (IVZ)vs › | $14.19B | -1.18% | 0.60% | 0.88% | 1.79% |
| Main Street Capital Corporation (MAIN)vs › | $5.31B | 8.64% | 9.32% | 8.53% | 7.29% |
ROIC
16.2%
ROE
27.9%
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) |
|---|---|
| 2025-08-31 | 16.24% |
| 2024-08-31 | 16.31% |
| 2023-08-31 | 14.38% |
| 2022-08-31 | 11.80% |
| 2021-08-31 | 20.87% |
| 2020-08-31 | 20.91% |
| 2019-08-31 | 27.54% |
| 2018-08-31 | 23.20% |
| 2017-08-31 | 21.79% |
| 2016-08-31 | 29.85% |
| 2015-08-31 | 40.16% |
| 2014-08-31 | 39.31% |
| 2013-08-31 | 36.89% |
| 2012-08-31 | 32.30% |
| 2011-08-31 | 31.13% |
| 2010-08-31 | 28.05% |
| 2009-08-31 | 27.02% |
| 2008-08-31 | 24.58% |
| 2007-08-31 | 24.09% |
| 2006-08-31 | 21.01% |
| 2005-08-31 | 25.02% |
| 2004-08-31 | 33.04% |
| 2003-08-31 | 23.47% |
| 2002-08-31 | 51.93% |
| 2001-08-31 | 22.57% |
| 2000-08-31 | 24.14% |
| 1999-08-31 | 22.21% |
| 1998-08-31 | 22.72% |
| 1997-08-31 | 22.29% |
| 1996-08-31 | 21.26% |
