Berkshire Hathaway (BRK-B) Return on Invested Capital [ROIC] (2009 - 2026)
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] (2009 - 2026) 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 | 1,168.75 Bn | -248.72 Bn | 55.86 Bn | -10.42% |
| 2 | Chubb | 136.94 Bn | 89.00 Bn | 9.13 Bn | -9.62% |
| 3 | Progressive | 132.57 Bn | 108.40 Bn | 9.04 Bn | -78.36% |
| 4 | Marsh & Mclennan Companies | 93.82 Bn | 86.22 Bn | - | 13.08% |
| 5 | Travelers Companies | 83.08 Bn | 59.33 Bn | 6.23 Bn | -27.73% |
| 6 | Manulife Financial | 75.37 Bn | -18.34 Bn | - | - |
| 7 | Arthur J. Gallagher | 68.71 Bn | 63.14 Bn | - | 5.67% |
| 8 | Aon | 64.39 Bn | 57.63 Bn | - | 14.78% |
| 9 | Allstate | 64.30 Bn | 25.55 Bn | 8.73 Bn | -37.39% |
| 10 | Metlife | 63.02 Bn | -43.46 Bn | 7.82 Bn | -101.90% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -10.42% |
| Mar 31, 2026 | -10.46% |
| Dec 31, 2025 | -10.68% |
| Sep 30, 2025 | -10.61% |
| Jun 30, 2025 | -11.25% |
| Mar 31, 2025 | -11.58% |
| Mar 31, 2022 | -13.36% |
| Dec 31, 2021 | -13.28% |
| 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 | -8.88% |
| Sep 30, 2019 | -4.00% |
| Jun 30, 2011 | -6.89% |
| Mar 31, 2011 | -7.47% |
| Dec 31, 2010 | -7.39% |
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();