Return on Invested Capital (ROIC): 23.22%
Is the return on invested capital (ROIC) high or low?
The return on invested capital (ROIC) of 23.22% is 117% above its 5-year average of 10.72%, near the high end of its 5-year range (-43.02%–25.61%).
As of Monday, June 29, 2026. 4.89% below its 12-month average of 24.41%.
ERIE Return on Invested Capital (ROIC) Chart
Annual fiscal-year return on invested capital; no daily interpolation.
ERIE Average Return on Invested Capital (ROIC) Chart
ERIE Current vs Average Return on Invested Capital (ROIC) Chart
ERIE Return on Invested Capital (ROIC) Metrics
RETURN ON INVESTED CAPITAL (ROIC)
23.22%
RETURN ON INVESTED CAPITAL (ROIC) AVG TTM
24.41%
RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y
22.93%
RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y
10.72%
RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y
13.46%
RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y
16.63%
RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y
14.81%
CURRENT VS TTM AVG
-4.89%
CURRENT VS 3Y AVG
+1.24%
CURRENT VS 5Y AVG
+116.60%
CURRENT VS 10Y AVG
+72.51%
CURRENT VS 15Y AVG
+39.60%
CURRENT VS 20Y AVG
+56.74%
ERIE Competitors' Return on Invested Capital (ROIC)
| NAME | MARKET CAP | RETURN ON INVESTED CAPITAL (ROIC) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Erie Indemnity Company (ERIE) | $11.03B | 23.22% | 24.41% | 22.93% | 10.72% |
| American Financial Group, Inc. (AFG)vs › | $11.56B | 9.67% | 6.81% | 5.40% | 4.47% |
| Invesco Ltd. (IVZ)vs › | $11.59B | -1.18% | 0.60% | 0.88% | 1.79% |
| Assurant, Inc. (AIZ)vs › | $13.10B | 7.04% | 6.96% | 5.78% | 4.68% |
| FactSet Research Systems Inc. (FDS)vs › | $8.44B | 16.24% | 16.27% | 14.68% | 16.75% |
| Hut 8 Corp. (HUT)vs › | $13.85B | -10.17% | 6.92% | -0.58% | -4.72% |
| Globe Life Inc. (GL)vs › | $13.92B | 4.05% | 3.97% | 3.79% | 51.00% |
| Everest Group, Ltd. (EG)vs › | $14.07B | 8.05% | 7.79% | 8.21% | 13.34% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.57B | 22.98% | 23.88% | 22.14% | 52.74% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $7.29B | 4.00% | -19.18% | -22.78% | -18.63% |
Capital Efficiency
ROIC
23.2%
ROE
24.3%
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 Erie Indemnity Company (ERIE)?
- The return on invested capital (ROIC) for ERIE stock is 23.22%.
- Is Erie Indemnity Company's return on invested capital (ROIC) high or low?
- The return on invested capital (ROIC) of 23.22% is 117% above its 5-year average of 10.72%, near the high end of its 5-year range (-43.02%–25.61%).
- What is the TTM average return on invested capital (ROIC) for Erie Indemnity Company (ERIE)?
- The TTM average return on invested capital (ROIC) for ERIE stock is 24.41%.
- What is the 3Y average return on invested capital (ROIC) for Erie Indemnity Company (ERIE)?
- The 3Y average return on invested capital (ROIC) for ERIE stock is 22.93%.
- What is the 5Y average return on invested capital (ROIC) for Erie Indemnity Company (ERIE)?
- The 5Y average return on invested capital (ROIC) for ERIE stock is 10.72%.
- What is the 10Y average return on invested capital (ROIC) for Erie Indemnity Company (ERIE)?
- The 10Y average return on invested capital (ROIC) for ERIE stock is 13.46%.
- What is the 15Y average return on invested capital (ROIC) for Erie Indemnity Company (ERIE)?
- The 15Y average return on invested capital (ROIC) for ERIE stock is 16.63%.
- What is the 20Y average return on invested capital (ROIC) for Erie Indemnity Company (ERIE)?
- The 20Y average return on invested capital (ROIC) for ERIE stock is 14.81%.
ERIE Return on Invested Capital (ROIC) History
| DATE | RETURN ON INVESTED CAPITAL (ROIC) |
|---|---|
| 2025-12-31 | 23.22% |
| 2024-12-31 | 25.61% |
| 2023-12-31 | 23.42% |
| 2022-12-31 | 19.49% |
| 2021-12-31 | 15.60% |
| 2020-12-31 | -43.02% |
| 2019-12-31 | 19.79% |
| 2018-12-31 | 20.42% |
| 2017-12-31 | 12.75% |
| 2016-12-31 | 14.91% |
| 2015-12-31 | 15.87% |
| 2014-12-31 | 99.57% |
| 2013-12-31 | 226.57% |
| 2012-12-31 | 4.25% |
| 2011-12-31 | 131.37% |
| 2010-12-31 | 4.27% |
| 2009-12-31 | 15.95% |
| 2008-12-31 | -20.95% |
| 2007-12-31 | 6.23% |
| 2006-12-31 | 7.24% |
| 2005-12-31 | 8.01% |
| 2004-12-31 | 8.12% |
| 2003-12-31 | 7.12% |
| 2002-12-31 | 5.43% |
| 2001-12-31 | 5.58% |
| 2000-12-31 | 5.17% |
| 1999-12-31 | 7.98% |
| 1998-12-31 | 7.38% |
| 1997-12-31 | 7.53% |
| 1996-12-31 | 9.14% |
Related Metrics
About Erie Indemnity Company
Erie Indemnity Company operates as a managing attorney-in-fact for the subscribers at the Erie Insurance Exchange in the United States. It provides issuance and renewal services; sales related services, including agent compensation and sales and advertising support services; underwriting services that include underwriting and policy processing; and other services consist of customer services and administrative support services, as well as information technology services. The company was incorporated in 1925 and is based in Erie, Pennsylvania.
- Sector
- Financial Services
- Industry
- Insurance - Property & Casualty
- CEO
- Timothy G. NeCastro