Brookfield (BXDIF) Return on Invested Capital (2013 - 2026)

Brookfield (BXDIF) recorded quarterly Return on Invested Capital of 0.44% in Q1 2026, down 1.88% quarter-over-quarter from 0.43% in Q4 2025, and down 6.0% on a YoY basis from 0.47% in Q1 2025.

Brookfield (BXDIF) Return on Invested Capital (2013 - 2026) Analysis & Trends

Brookfield's Return on Invested Capital history runs 12 years deep, the most recent figure standing at 0.44% for Q1 2026.

  • In Q1 2026, Return on Invested Capital fell 6.0% year-over-year to 0.44%; the TTM figure through Mar 2026 stood at 0.44% (down 6.0% YoY), while the FY2025 annual figure was 0.28%, changed 0.0% from the prior year.
  • Return on Invested Capital was 0.44% for Q1 2026 at Brookfield, down from 0.43% in the prior quarter.
  • In the past five years, Return on Invested Capital ranged from a high of 0.07% in Q2 2022 to a low of 1.35% in Q1 2022.
  • Historically, Return on Invested Capital has averaged 0.49% across 5 years, with a median of 0.43% in 2025.
  • The sharpest annual moves came in 2022 and 2023: Return on Invested Capital sank 132 bps in 2022, then surged 97 bps in 2023.
  • A 5-year view of Return on Invested Capital shows it stood at 0.31% in 2022, then sank by 242 bps to 1.05% in 2023, then soared by 71 bps to 0.3% in 2024, then sank by 44 bps to 0.43% in 2025, then declined by 2 bps to 0.44% in 2026.
  • The last three Return on Invested Capital figures came in at 0.44% (Q1 2026), 0.43% (Q4 2025), and 0.43% (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 BlackRock 160.20 Bn 150.57 Bn - 0.00%
2 Blackstone 96.40 Bn 95.35 Bn - 0.00%
3 Kkr 85.87 Bn 133.39 Bn - 0.00%
4 Apollo Global Management 79.90 Bn 98.63 Bn 5.04 Bn 0.00%
5 State Street 46.62 Bn 20.95 Bn - -
6 Ameriprise Financial 42.78 Bn 42.65 Bn 4.57 Bn 0.00%
7 Northern Trust 32.35 Bn 32.35 Bn - 0.01%
8 Ares Management 30.25 Bn 33.62 Bn - 0.00%
9 Raymond James Financial 30.24 Bn 18.99 Bn - -
10 Brookfield - - 4.44 Bn -0.44%

Historic Data

Download Data
DateValue
Mar 31, 2026 -0.44%
Dec 31, 2025 -0.43%
Sep 30, 2025 -0.43%
Jun 30, 2025 -0.38%
Mar 31, 2025 -0.38%
Dec 31, 2024 -0.30%
Sep 30, 2024 -0.30%
Jun 30, 2024 -0.46%
Mar 31, 2024 -0.64%
Dec 31, 2023 -1.05%
Sep 30, 2023 -0.67%
Jun 30, 2023 -0.48%
Mar 31, 2023 -0.38%
Dec 31, 2022 -0.31%
Sep 30, 2022 -0.31%
Jun 30, 2022 -0.07%
Mar 31, 2022 -1.35%
Dec 31, 2021 -0.97%
Sep 30, 2021 -0.75%
Jun 30, 2021 -0.97%