Beacon Financial (BBT) Return on Invested Capital [ROIC] (2012 - 2026)
Beacon Financial's Return on Invested Capital [ROIC] came in at 13.83% for Q2 2026, down 2.55 percentage points from 16.38% a year earlier but up 1.91 percentage points from the prior quarter.
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Analysis
Beacon Financial (BBT) Return on Invested Capital [ROIC] (2012 - 2026) Analysis & Trends
For FY2025, Beacon Financial's Return on Invested Capital [ROIC] was 11.67%, down 2.06 percentage points from FY2024.
- Return on Invested Capital [ROIC] carries a five-year change of +32.08 percentage points (FY2020 to FY2025).
- Going back by year, Return on Invested Capital [ROIC] was 13.73% in FY2024 (-5.90 pp), 19.63% in FY2023 (+9.00 pp), 10.63% in FY2022 (+0.51 pp) and 10.12% in FY2021 (+30.53 pp).
- The five-year range for quarterly Return on Invested Capital [ROIC] is 9.15% (Q3 2022) to 19.81% (Q1 2024).
- Year-over-year, Return on Invested Capital [ROIC] has declined for seven consecutive quarters, with an average year-over-year change of -2.60 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in Q1 2022 (a gain of 38.12 percentage points), and the weakest in Q1 2025 (a drop of 7.09 percentage points).
- Business Quant data shows BBT's Return on Invested Capital [ROIC] at 11.92% (Q1 2026), 10.61% (Q4 2025) and 11.15% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 881.30 Bn | 881.30 Bn | - | 15.80% |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 13.07% |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | - |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 12.02% |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | 49.26% |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 14.05% |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | 3.63% |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 14.79% |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | - |
| 10 | Beacon Financial | 2.52 Bn | -3.07 Bn | - | 10.03% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 10.03% |
| Mar 31, 2026 | 8.72% |
| Dec 31, 2025 | 7.73% |
| Sep 30, 2025 | 8.68% |
| Jun 30, 2025 | 15.40% |
| Mar 31, 2025 | 9.07% |
| Dec 31, 2024 | 8.82% |
| Sep 30, 2024 | 14.67% |
| Jun 30, 2024 | 16.34% |
| Mar 31, 2024 | 18.29% |
| Dec 31, 2023 | 15.67% |
| Sep 30, 2023 | 13.20% |
| Jun 30, 2023 | 10.54% |
| Mar 31, 2023 | 10.12% |
| Dec 31, 2022 | 11.64% |
| Sep 30, 2022 | 9.10% |
| Jun 30, 2022 | 12.02% |
| Mar 31, 2022 | 12.02% |
| Dec 31, 2021 | 11.53% |
| Sep 30, 2021 | 11.28% |
API Access
Beacon Financial Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BBT&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "BBT", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=BBT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();