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| Date | Value |
|---|---|
| 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% |