Berkshire Hathaway (BRK-B) Return on Invested Capital [ROIC] (2019 - 2022)
Berkshire Hathaway (BRK-B) recorded Return on Invested Capital [ROIC] of -1.98% in Q1 2022, up 12.94 percentage points from -14.92% a year earlier but down 0.46 percentage points from the prior quarter.
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Analysis
Berkshire Hathaway (BRK-B) Return on Invested Capital [ROIC] (2019 - 2022) Analysis & Trends
For FY2021, Berkshire Hathaway reported Return on Invested Capital [ROIC] of -13.78%, up 1.48 percentage points from FY2020.
- Annual Return on Invested Capital [ROIC] has a five-year change of -20.15 percentage points (FY2016 to FY2021).
- Across earlier years, Return on Invested Capital [ROIC] came in at -15.26% in FY2020 (+0.40 pp), -15.67% in FY2019 (-23.70 pp), 8.03% in FY2018 (+2.21 pp) and 5.82% in FY2017 (-0.55 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from -16.78% in Q2 2020 to -1.52% in Q4 2021 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased for five consecutive quarters, with an average year-over-year change of +2.53 percentage points over the last seven quarters.
- Per Business Quant, the preceding three quarters came in at -1.52% (Q4 2021), -13.49% (Q3 2021) and -13.43% (Q2 2021).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | - |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | -11.59% |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | 12.87% |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | - |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | 11.21% |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | -102.80% |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | 5.67% |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | 14.78% |
| 10 | Allstate | 56.84 Bn | 18.09 Bn | 8.73 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2022 | -1.98% |
| Dec 31, 2021 | -1.52% |
| Sep 30, 2021 | -13.49% |
| Jun 30, 2021 | -13.43% |
| Mar 31, 2021 | -14.92% |
| Dec 31, 2020 | -15.44% |
| Sep 30, 2020 | -16.45% |
| Jun 30, 2020 | -16.78% |
| Mar 31, 2020 | -16.47% |
| Dec 31, 2019 | -9.90% |
| Sep 30, 2019 | -4.96% |
API Access
Berkshire Hathaway 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=BRK-B&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "BRK-B", "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=BRK-B&period=max&api_key=YOUR_API_KEY");
const data = await res.json();