Return on Invested Capital (ROIC): 8.05%
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 Friday, June 26, 2026. 3.40% above its 12-month average of 7.79%.
EG Return on Invested Capital (ROIC) Chart
Annual fiscal-year return on invested capital; no daily interpolation.
EG Average Return on Invested Capital (ROIC) Chart
EG Current vs Average Return on Invested Capital (ROIC) Chart
EG Return on Invested Capital (ROIC) Metrics
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%
EG Competitors' Return on Invested Capital (ROIC)
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Everest Group, Ltd. (EG) | $13.57B | 8.05% | 7.79% | 8.21% | 13.34% |
| Globe Life Inc. (GL)vs › | $13.71B | 4.05% | 3.97% | 3.79% | 51.00% |
| Assurant, Inc. (AIZ)vs › | $13.06B | 7.04% | 6.96% | 5.78% | 4.68% |
| Invesco Ltd. (IVZ)vs › | $11.53B | -1.18% | 0.60% | 0.88% | 1.79% |
| American Financial Group, Inc. (AFG)vs › | $11.29B | 9.67% | 6.81% | 5.40% | 4.47% |
| Global Payments Inc. (GPN)vs › | $16.13B | 2.50% | 3.54% | 3.38% | 3.30% |
| Franklin Resources, Inc. (BEN)vs › | $17.22B | 1.38% | 1.18% | 2.62% | 3.62% |
| Circle Internet Group (CRCL)vs › | $18.39B | -1.80% | 2.39% | 4.03% | -8.50% |
| FactSet Research Systems Inc. (FDS)vs › | $7.61B | 16.24% | 16.27% | 14.68% | 16.75% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.11B | 22.98% | 23.88% | 22.14% | 52.74% |
Capital Efficiency
ROIC
8.1%
ROE
13.3%
Return on Invested Capital (ROIC) Formula & Definition
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
Return on Invested Capital (ROIC) FAQ
- What is the return on invested capital (ROIC) for Everest Group, Ltd. (EG)?
- The return on invested capital (ROIC) for EG stock is 8.05%.
- Is Everest Group, Ltd.'s 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%).
- What is the TTM average return on invested capital (ROIC) for Everest Group, Ltd. (EG)?
- The TTM average return on invested capital (ROIC) for EG stock is 7.79%.
- What is the 3Y average return on invested capital (ROIC) for Everest Group, Ltd. (EG)?
- The 3Y average return on invested capital (ROIC) for EG stock is 8.21%.
- What is the 5Y average return on invested capital (ROIC) for Everest Group, Ltd. (EG)?
- The 5Y average return on invested capital (ROIC) for EG stock is 13.34%.
- What is the 10Y average return on invested capital (ROIC) for Everest Group, Ltd. (EG)?
- The 10Y average return on invested capital (ROIC) for EG stock is 42.03%.
- What is the 15Y average return on invested capital (ROIC) for Everest Group, Ltd. (EG)?
- The 15Y average return on invested capital (ROIC) for EG stock is 16.01%.
- What is the 20Y average return on invested capital (ROIC) for Everest Group, Ltd. (EG)?
- The 20Y average return on invested capital (ROIC) for EG stock is 6.40%.
EG Return on Invested Capital (ROIC) History
| 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% |
Related Metrics
About Everest Group, Ltd.
Everest Group, Ltd., together with subsidiaries, provides reinsurance and insurance products in the United States, Europe, and internationally. It operates in two segment, Insurance and Reinsurance. The company writes property and casualty reinsurance; treaty and facultative reinsurance products; and specialty lines of business through reinsurance brokers, as well as directly with ceding companies; and writes property and casualty insurance directly, as well as through brokers, surplus lines, and general agents. It provides reinsurance products comprising mortgage, catastrophe, marine, aviation, engineering, professional line, credit and surety, motor, agriculture/crop, and political violence reinsurance products. In addition, the company offers commercial property and casualty insurance products through wholesale and retail brokers, surplus lines brokers, and program administrators. The company was formerly known as Everest Re Group, Ltd. and changed its name to Everest Group, Ltd. in July 2023.Everest Group, Ltd., was founded in 1973 and is headquartered in Hamilton, Bermuda.
- Sector
- Financial Services
- Industry
- Insurance - Reinsurance
- CEO
- James Williamson