Carter Bankshares (CARE) Return on Invested Capital [ROIC] (2021 - 2026)
Carter Bankshares' Return on Invested Capital [ROIC] was 38.75% in Q2 2026, up 15.00 percentage points from 23.75% a year earlier and up 5.20 percentage points from the prior quarter.
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Analysis
Carter Bankshares (CARE) Return on Invested Capital [ROIC] (2021 - 2026) Analysis & Trends
For FY2025, Return on Invested Capital [ROIC] at Carter Bankshares came in at 21.07%, up 2.76 percentage points from FY2024.
- Return on Invested Capital [ROIC] shows a five-year change of +23.00 percentage points (FY2020 to FY2025).
- In earlier years, Return on Invested Capital [ROIC] was 18.31% in FY2024 (+4.95 pp), 13.35% in FY2023 (-1.06 pp), 14.41% in FY2022 (+2.79 pp) and 11.62% in FY2021 (+13.55 pp).
- The Q2 2026 figure marks the highest quarterly Return on Invested Capital [ROIC] in data going back to Q1 2021.
- Compared with a year earlier, Return on Invested Capital [ROIC] was higher in seven of the last eight quarters, with an average year-over-year change of +7.91 percentage points.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was Q2 2022 (a gain of 17.62 percentage points); the worst was Q3 2023 (a drop of 5.28 percentage points).
- Per Business Quant data, CARE's Return on Invested Capital [ROIC] in the three quarters before Q2 2026 was 33.55% (Q1 2026), 18.68% (Q4 2025) and 20.40% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 32.13% |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | - |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 25.16% |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 42.00% |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 11.34% |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 6.24% |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 14.05% |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 27.68% |
| 10 | Carter Bankshares | 681.49 Mn | 163.84 Mn | - | 38.75% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 38.75% |
| Mar 31, 2026 | 33.55% |
| Dec 31, 2025 | 18.68% |
| Sep 30, 2025 | 20.40% |
| Jun 30, 2025 | 23.75% |
| Mar 31, 2025 | 24.84% |
| Dec 31, 2024 | 23.57% |
| Sep 30, 2024 | 17.83% |
| Jun 30, 2024 | 14.09% |
| Mar 31, 2024 | 12.58% |
| Dec 31, 2023 | 10.54% |
| Sep 30, 2023 | 10.93% |
| Jun 30, 2023 | 10.79% |
| Mar 31, 2023 | 12.03% |
| Dec 31, 2022 | 15.59% |
| Sep 30, 2022 | 16.21% |
| Jun 30, 2022 | 15.52% |
| Mar 31, 2022 | 12.85% |
| Dec 31, 2021 | 12.16% |
| Sep 30, 2021 | 11.98% |
API Access
Carter Bankshares 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=CARE&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "CARE", "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=CARE&period=max&api_key=YOUR_API_KEY");
const data = await res.json();