Brookfield (BN) Return on Invested Capital [ROIC] (2009 - 2026)
Brookfield's Return on Invested Capital [ROIC] was -21.34% in Q2 2026, up 5.80 percentage points from -27.14% a year earlier.
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Analysis
Brookfield (BN) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2021, Return on Invested Capital [ROIC] at Brookfield came in at -30.04%.
- Return on Invested Capital [ROIC] shows a five-year change of -38.56 percentage points (FY2016 to FY2021).
- In earlier years, Return on Invested Capital [ROIC] was 5.70% in FY2020 (+40.06 pp), -34.36% in FY2019 (-45.15 pp), 10.79% in FY2018 (+41.49 pp) and -30.71% in FY2017 (-39.22 pp).
- The Q2 2026 figure marks the highest quarterly Return on Invested Capital [ROIC] since Q2 2024.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | - |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 21.55% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | -21.34% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | - |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 26.84% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 20.60% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | - |
| 10 | Ameriprise Financial | 43.37 Bn | 4.79 Bn | 4.72 Bn | 49.52% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -21.34% |
| Jun 30, 2025 | -27.14% |
| Jun 30, 2024 | -18.45% |
| Jun 30, 2023 | -16.80% |
| Jun 30, 2021 | -31.33% |
| Jun 30, 2020 | -7.39% |
| Mar 31, 2020 | -9.07% |
| Jun 30, 2019 | -15.46% |
| Mar 31, 2019 | -5.79% |
| Jun 30, 2018 | -3.30% |
| Sep 30, 2017 | 2.64% |
| Sep 30, 2015 | 5.21% |
| Sep 30, 2014 | 5.14% |
| Sep 30, 2012 | 4.13% |
| Jun 30, 2012 | 4.11% |
| Mar 31, 2012 | 4.39% |
| Dec 31, 2011 | 1.03% |
| Sep 30, 2011 | 1.16% |
| Jun 30, 2011 | 1.26% |
| Mar 31, 2011 | 1.10% |
API Access
Brookfield 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=BN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "BN", "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=BN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();