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 8.05% is 40% below its 5-year average of 13.34%, near the low end of its 5-year range (4.84%–37.40%).
As of the fiscal period ended Wednesday, December 31, 2025. 3.40% above its 12-month average of 7.79%.
Annual fiscal-year return on invested capital; no daily interpolation.
RETURN ON INVESTED CAPITAL (ROIC)
8.05%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
7.79%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
8.21%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
13.34%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
42.03%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
16.01%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
6.40%
CURRENT VS TTM AVG
+3.40%
CURRENT VS 3Y AVG
-1.92%
CURRENT VS 5Y AVG
-39.64%
CURRENT VS 10Y AVG
-80.85%
CURRENT VS 15Y AVG
-49.72%
CURRENT VS 20Y AVG
+25.72%
SECTOR MEDIAN · FINANCIAL SERVICES
5.93%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
+35.86%
vs the sector median at left
Everest Group, Ltd.
Market Cap
$14.84B
Return on Invested Capital (ROIC)
8.05%
TTM Avg
7.79%
3Y Avg
8.21%
5Y Avg
13.34%
Market Cap
$14.35B
Return on Invested Capital (ROIC)
7.04%
TTM Avg
6.96%
3Y Avg
5.78%
5Y Avg
4.68%
Market Cap
$14.27B
Return on Invested Capital (ROIC)
4.05%
TTM Avg
3.97%
3Y Avg
3.79%
5Y Avg
51.00%
Market Cap
$14.00B
Return on Invested Capital (ROIC)
-1.18%
TTM Avg
0.60%
3Y Avg
0.88%
5Y Avg
1.79%
Market Cap
$17.22B
Return on Invested Capital (ROIC)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$17.55B
Return on Invested Capital (ROIC)
1.38%
TTM Avg
1.18%
3Y Avg
2.62%
5Y Avg
3.62%
Market Cap
$12.10B
Return on Invested Capital (ROIC)
9.67%
TTM Avg
6.81%
3Y Avg
5.40%
5Y Avg
4.47%
Market Cap
$17.82B
Return on Invested Capital (ROIC)
-1.80%
TTM Avg
2.39%
3Y Avg
4.03%
5Y Avg
-8.50%
Market Cap
$11.67B
Return on Invested Capital (ROIC)
23.22%
TTM Avg
24.41%
3Y Avg
22.93%
5Y Avg
10.72%
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Everest Group, Ltd. (EG) | $14.84B | 8.05% | 7.79% | 8.21% | 13.34% |
| Assurant, Inc. (AIZ)vs › | $14.35B | 7.04% | 6.96% | 5.78% | 4.68% |
| Globe Life Inc. (GL)vs › | $14.27B | 4.05% | 3.97% | 3.79% | 51.00% |
| Invesco Ltd. (IVZ)vs › | $14.00B | -1.18% | 0.60% | 0.88% | 1.79% |
| WisdomTree U.S. Quality Dividend Growth Fund (DGRW)vs › | $17.22B | N/A | N/A | N/A | N/A |
| Franklin Resources, Inc. (BEN)vs › | $17.55B | 1.38% | 1.18% | 2.62% | 3.62% |
| American Financial Group, Inc. (AFG)vs › | $12.10B | 9.67% | 6.81% | 5.40% | 4.47% |
| Circle Internet Group (CRCL)vs › | $17.82B | -1.80% | 2.39% | 4.03% | -8.50% |
| Erie Indemnity Company (ERIE)vs › | $11.67B | 23.22% | 24.41% | 22.93% | 10.72% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $10.72B | 4.00% | -19.18% | -22.78% | -18.63% |
ROIC
8.1%
ROE
12.4%
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 | 8.05% |
| 2024-12-31 | 7.52% |
| 2023-12-31 | 12.42% |
| 2022-12-31 | 4.84% |
| 2021-12-31 | 9.79% |
| 2020-12-31 | 37.40% |
| 2019-12-31 | 254.22% |
| 2018-12-31 | 22.43% |
| 2017-12-31 | 105.69% |
| 2016-12-31 | 0.00% |
| 2015-12-31 | 0.00% |
| 2014-12-31 | 0.00% |
| 2013-12-31 | 506.19% |
| 2012-12-31 | 0.00% |
| 2011-12-31 | 0.00% |
| 2010-12-31 | 1182.48% |
| 2009-12-31 | 403.56% |
| 2008-12-31 | 0.00% |
| 2007-12-31 | 0.00% |
| 2006-12-31 | 0.00% |
| 2005-12-31 | 0.00% |
| 2004-12-31 | 0.00% |
| 2003-12-31 | 608.61% |
| 2002-12-31 | 330.43% |
| 2001-12-31 | 86.04% |
| 2000-12-31 | 79.31% |
| 1999-12-31 | 267.90% |
| 1998-12-31 | 0.00% |
| 1997-12-31 | 0.00% |
| 1996-12-31 | 0.00% |
