Ellington Financial (EFC) Return on Invested Capital [ROIC] (2019 - 2026)
Ellington Financial's Return on Invested Capital [ROIC] came in at 22.56% for Q2 2026, up 3.11 percentage points from 19.45% a year earlier and up 1.47 percentage points from the prior quarter.
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Analysis
Ellington Financial (EFC) Return on Invested Capital [ROIC] (2019 - 2026) Analysis & Trends
For FY2025, Ellington Financial's Return on Invested Capital [ROIC] was 19.28%, down 2.44 percentage points from FY2024.
- Return on Invested Capital [ROIC] carries a five-year change of +19.28 percentage points (FY2020 to FY2025).
- Going back by year, Return on Invested Capital [ROIC] was 21.72% in FY2024 (+0.39 pp), 21.33% in FY2023 (+19.01 pp), 2.33% in FY2022 (-8.11 pp) and 10.44% in FY2021 (+10.44 pp).
- The Q2 2026 figure represents the highest quarterly Return on Invested Capital [ROIC] in data going back to Q4 2019.
- Year-over-year, Return on Invested Capital [ROIC] increased in three of the last eight quarters, with an average year-over-year change of -0.35 percentage points.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in Q3 2023 (a gain of 19.71 percentage points), and the weakest in Q2 2022 (a drop of 15.87 percentage points).
- Business Quant data shows EFC's Return on Invested Capital [ROIC] at 21.09% (Q1 2026), 18.62% (Q4 2025) and 19.36% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.94 Bn | 29.62 Bn | - | 3.08% |
| 2 | Orix | 41.70 Bn | 42.20 Bn | - | 2.93% |
| 3 | Royalty Pharma | 32.87 Bn | 32.78 Bn | - | - |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - | - |
| 5 | Affirm Holdings | 23.86 Bn | 17.55 Bn | - | 5.55% |
| 6 | Synchrony Financial | 23.33 Bn | -44.64 Bn | - | 26.91% |
| 7 | Royal Gold | 19.87 Bn | 19.09 Bn | 390.45 Mn | 9.67% |
| 8 | Annaly Capital Management | 13.89 Bn | 4.98 Bn | - | 16.56% |
| 9 | Ares Capital | 13.54 Bn | 10.98 Bn | - | - |
| 10 | Ellington Financial | 1.48 Bn | 714.69 Mn | - | 22.56% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 22.56% |
| Mar 31, 2026 | 21.09% |
| Dec 31, 2025 | 18.62% |
| Sep 30, 2025 | 19.36% |
| Jun 30, 2025 | 19.45% |
| Mar 31, 2025 | 21.10% |
| Dec 31, 2024 | 20.97% |
| Sep 30, 2024 | 21.25% |
| Jun 30, 2024 | 21.89% |
| Mar 31, 2024 | 19.94% |
| Dec 31, 2023 | 20.45% |
| Sep 30, 2023 | 22.13% |
| Jun 30, 2023 | 18.75% |
| Mar 31, 2023 | 13.09% |
| Dec 31, 2022 | 2.49% |
| Sep 30, 2022 | 2.42% |
| Jun 30, 2022 | 0.95% |
| Mar 31, 2022 | 6.29% |
| Dec 31, 2021 | 9.58% |
| Sep 30, 2021 | 13.84% |
API Access
Ellington 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=EFC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "EFC", "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=EFC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();