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 17.47% is 14% above its 5-year average of 15.33%, around the middle of its 5-year range (7.15%–23.32%).
As of the fiscal period ended Wednesday, December 31, 2025. 11.05% below its 12-month average of 19.64%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
17.47%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
19.64%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
19.13%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
15.33%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
12.48%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
10.70%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
10.32%
CURRENT VS TTM AVG
-11.05%
CURRENT VS 3Y AVG
-8.67%
CURRENT VS 5Y AVG
+13.97%
CURRENT VS 10Y AVG
+39.96%
CURRENT VS 15Y AVG
+63.20%
CURRENT VS 20Y AVG
+69.24%
SECTOR MEDIAN · FINANCIAL SERVICES
5.98%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
+192.14%
vs the sector median at left
Interactive Brokers Group, Inc.
Market Cap
$153.35B
Return on Invested Capital (ROIC)
17.47%
TTM Avg
19.64%
3Y Avg
19.13%
5Y Avg
15.33%
Market Cap
$164.31B
Return on Invested Capital (ROIC)
13.61%
TTM Avg
13.49%
3Y Avg
10.21%
5Y Avg
13.53%
Market Cap
$167.54B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$136.01B
Return on Invested Capital (ROIC)
7.95%
TTM Avg
0.25%
3Y Avg
430.60%
5Y Avg
429.29%
Market Cap
$135.97B
Return on Invested Capital (ROIC)
1.09%
TTM Avg
2.42%
3Y Avg
3.67%
5Y Avg
4.54%
Market Cap
$175.70B
Return on Invested Capital (ROIC)
3.67%
TTM Avg
4.00%
3Y Avg
4.11%
5Y Avg
3.80%
Market Cap
$123.70B
Return on Invested Capital (ROIC)
20.74%
TTM Avg
20.27%
3Y Avg
13.25%
5Y Avg
11.30%
Market Cap
$120.88B
Return on Invested Capital (ROIC)
9.22%
TTM Avg
8.68%
3Y Avg
7.44%
5Y Avg
15.06%
Market Cap
$187.86B
Return on Invested Capital (ROIC)
9.50%
TTM Avg
7.55%
3Y Avg
7.32%
5Y Avg
6.89%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Interactive Brokers Group, Inc. (IBKR) | $153.35B | 17.47% | 19.64% | 19.13% | 15.33% |
| Blackstone Inc. (BX)vs › | $164.31B | 13.61% | 13.49% | 10.21% | 13.53% |
| Vanguard FTSE Emerging Markets ETF (VWO)vs › | $167.54B | N/A | N/A | N/A | N/A |
| Chubb Limited (CB)vs › | $136.01B | 7.95% | 0.25% | 430.60% | 429.29% |
| Capital One Financial Corporation (COF)vs › | $135.97B | 1.09% | 2.42% | 3.67% | 4.54% |
| BlackRock, Inc. (BLK)vs › | $175.70B | 3.67% | 4.00% | 4.11% | 3.80% |
| The Progressive Corporation (PGR)vs › | $123.70B | 20.74% | 20.27% | 13.25% | 11.30% |
| S&P Global Inc. (SPGI)vs › | $120.88B | 9.22% | 8.68% | 7.44% | 15.06% |
| The Charles Schwab Corporation (SCHW)vs › | $187.86B | 9.50% | 7.55% | 7.32% | 6.89% |
| Bank of New York Mellon Corp (BNY)vs › | $108.96B | 6.38% | 5.37% | 4.10% | 3.98% |
ROIC
17.5%
ROE
19.1%
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 | 17.47% |
| 2024-12-31 | 21.81% |
| 2023-12-31 | 23.32% |
| 2022-12-31 | 13.91% |
| 2021-12-31 | 8.31% |
| 2020-12-31 | 7.15% |
| 2019-12-31 | 12.04% |
| 2018-12-31 | 13.12% |
| 2017-12-31 | 6.69% |
| 2016-12-31 | 6.20% |
| 2015-12-31 | 7.28% |
| 2014-12-31 | 6.21% |
| 2013-12-31 | 5.53% |
| 2012-12-31 | 5.19% |
| 2011-12-31 | 12.02% |
| 2010-12-31 | 5.02% |
| 2009-12-31 | 7.09% |
| 2008-12-31 | 18.60% |
| 2007-12-31 | 8.09% |
| 2006-12-31 | 5.91% |
| 2005-12-31 | 5.82% |
| 2004-12-31 | 0.00% |
