Coastal Financial (CCB) Return on Invested Capital [ROIC] (2018 - 2026)
Coastal Financial (CCB) reported Return on Invested Capital [ROIC] of 14.75% for Q2 2026, down 14.33 percentage points from 29.08% a year earlier and down 11.25 percentage points from the prior quarter.
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Analysis
Coastal Financial (CCB) Return on Invested Capital [ROIC] (2018 - 2026) Analysis & Trends
For FY2025, Coastal Financial posted Return on Invested Capital [ROIC] of 27.24%, down 7.51 percentage points from FY2024.
- Return on Invested Capital [ROIC] has a five-year change of +13.45 percentage points (FY2020 to FY2025).
- By year, Return on Invested Capital [ROIC] came in at 34.75% in FY2024 (-2.30 pp), 37.05% in FY2023 (+14.83 pp), 22.22% in FY2022 (+6.32 pp) and 15.90% in FY2021 (+2.10 pp).
- The Q2 2026 figure ranks as the lowest quarterly Return on Invested Capital [ROIC] since Q2 2022.
- Year over year, Return on Invested Capital [ROIC] has now declined in each of the last seven quarters, with an average year-over-year change of -5.58 percentage points over the last eight quarters.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was Q3 2023 (a gain of 16.48 percentage points); the low point was Q2 2026 (a drop of 14.33 percentage points).
- Per Business Quant data, the three quarters before Q2 2026 came in at 26.00% (Q1 2026), 26.30% (Q4 2025) and 27.69% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 881.30 Bn | 881.30 Bn | - | 15.80% |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 13.07% |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | - |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 12.02% |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | 49.26% |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 14.05% |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | 3.63% |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 14.79% |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | - |
| 10 | Coastal Financial | 690.99 Mn | 690.99 Mn | - | 14.75% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 14.75% |
| Mar 31, 2026 | 26.00% |
| Dec 31, 2025 | 26.30% |
| Sep 30, 2025 | 27.69% |
| Jun 30, 2025 | 29.08% |
| Mar 31, 2025 | 29.94% |
| Dec 31, 2024 | 33.25% |
| Sep 30, 2024 | 37.17% |
| Jun 30, 2024 | 35.87% |
| Mar 31, 2024 | 35.12% |
| Dec 31, 2023 | 34.77% |
| Sep 30, 2023 | 33.61% |
| Jun 30, 2023 | 30.09% |
| Mar 31, 2023 | 25.43% |
| Dec 31, 2022 | 21.09% |
| Sep 30, 2022 | 17.14% |
| Jun 30, 2022 | 14.29% |
| Mar 31, 2022 | 13.08% |
| Dec 31, 2021 | 14.54% |
| Sep 30, 2021 | 15.72% |
API Access
Coastal Financial 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=CCB&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "CCB", "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=CCB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();