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 35.34% is 26% above its 5-year average of 28.13%, near the high end of its 5-year range (21.21%–35.34%).
As of the fiscal period ended Wednesday, December 31, 2025. 4.68% above its 12-month average of 33.76%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
35.34%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
33.76%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
30.82%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
28.13%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
22.61%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
18.89%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
16.34%
CURRENT VS TTM AVG
+4.68%
CURRENT VS 3Y AVG
+14.66%
CURRENT VS 5Y AVG
+25.65%
CURRENT VS 10Y AVG
+56.28%
CURRENT VS 15Y AVG
+87.06%
CURRENT VS 20Y AVG
+116.27%
SECTOR MEDIAN · FINANCIAL SERVICES
5.98%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
+490.97%
vs the sector median at left
MSCI Inc.
Market Cap
$41.60B
Return on Invested Capital (ROIC)
35.34%
TTM Avg
33.76%
3Y Avg
30.82%
5Y Avg
28.13%
Market Cap
$41.66B
Return on Invested Capital (ROIC)
5.29%
TTM Avg
4.88%
3Y Avg
2.77%
5Y Avg
2.21%
Market Cap
$42.07B
Return on Invested Capital (ROIC)
5.14%
TTM Avg
4.55%
3Y Avg
3.49%
5Y Avg
3.30%
Market Cap
$42.36B
Return on Invested Capital (ROIC)
0.68%
TTM Avg
0.60%
3Y Avg
0.34%
5Y Avg
-2.38%
Market Cap
$38.90B
Return on Invested Capital (ROIC)
28.21%
TTM Avg
26.01%
3Y Avg
15.25%
5Y Avg
13.97%
Market Cap
$38.53B
Return on Invested Capital (ROIC)
5.24%
TTM Avg
9.40%
3Y Avg
-1.24%
5Y Avg
7.17%
Market Cap
$44.83B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$35.70B
Return on Invested Capital (ROIC)
6.75%
TTM Avg
6.13%
3Y Avg
6.28%
5Y Avg
6.72%
Market Cap
$35.12B
Return on Invested Capital (ROIC)
7.12%
TTM Avg
11.32%
3Y Avg
10.95%
5Y Avg
149.50%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| MSCI Inc. (MSCI) | $41.60B | 35.34% | 33.76% | 30.82% | 28.13% |
| American International Group, Inc. (AIG)vs › | $41.66B | 5.29% | 4.88% | 2.77% | 2.21% |
| Ares Management Corporation (ARES)vs › | $42.07B | 5.14% | 4.55% | 3.49% | 3.30% |
| Prudential Financial, Inc. (PRU)vs › | $42.36B | 0.68% | 0.60% | 0.34% | -2.38% |
| The Hartford Insurance Group, Inc. (HIG)vs › | $38.90B | 28.21% | 26.01% | 15.25% | 13.97% |
| Coinbase Global, Inc. (COIN)vs › | $38.53B | 5.24% | 9.40% | -1.24% | 7.17% |
| State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)vs › | $44.83B | N/A | N/A | N/A | N/A |
| M&T Bank Corporation (MTB)vs › | $35.70B | 6.75% | 6.13% | 6.28% | 6.72% |
| Arch Capital Group Ltd. (ACGL)vs › | $35.12B | 7.12% | 11.32% | 10.95% | 149.50% |
| Huntington Bancshares Incorporated (HBAN)vs › | $34.54B | -2.03% | 1.33% | 3.56% | 3.64% |
ROIC
35.3%
ROE
-45.3%
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 | 35.34% |
| 2024-12-31 | 32.18% |
| 2023-12-31 | 28.95% |
| 2022-12-31 | 26.82% |
| 2021-12-31 | 21.21% |
| 2020-12-31 | 24.25% |
| 2019-12-31 | 21.37% |
| 2018-12-31 | 21.48% |
| 2017-12-31 | 14.15% |
| 2016-12-31 | 12.96% |
| 2015-12-31 | 10.03% |
| 2014-12-31 | 8.98% |
| 2013-12-31 | 9.02% |
| 2012-12-31 | 8.65% |
| 2011-12-31 | 8.00% |
| 2010-11-30 | 4.74% |
| 2009-11-30 | 9.87% |
| 2008-11-30 | 11.33% |
| 2007-11-30 | 11.54% |
| 2006-11-30 | 5.95% |
| 2005-11-30 | 5.51% |
| 2004-11-30 | 0.00% |
| 2003-11-30 | 17.42% |
