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.
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 Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 41.00 Bn | 29.82 Bn | - | 3.67% |
| 2 | Royalty Pharma | 39.88 Bn | 40.21 Bn | - | - |
| 3 | Orix | 36.75 Bn | 7.39 Bn | 13.83 Bn | 2.77% |
| 4 | Federal National Mortgage Association Fannie Mae | 25.40 Bn | -16,108.71 Bn | - | 2.85% |
| 5 | Royal Gold | 23.20 Bn | 22.41 Bn | 402.46 Mn | 11.12% |
| 6 | Affirm Holdings | 22.35 Bn | 15.40 Bn | - | 6.19% |
| 7 | Synchrony Financial | 22.29 Bn | -45.34 Bn | - | 25.70% |
| 8 | Annaly Capital Management | 14.69 Bn | 5.72 Bn | - | 12.15% |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - | - |
| 10 | Ellington Financial | 1.48 Bn | 636.79 Mn | - | 4.13% |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 4.13% |
| Jun 30, 2026 | 3.84% |
| Mar 31, 2026 | 3.62% |
| Dec 31, 2025 | 3.13% |
| Sep 30, 2025 | 3.24% |
| Jun 30, 2025 | 3.29% |
| Mar 31, 2025 | 3.53% |
| Dec 31, 2024 | 3.63% |
| Sep 30, 2024 | 3.69% |
| Jun 30, 2024 | 3.68% |
| Mar 31, 2024 | 3.41% |
| Dec 31, 2023 | 3.49% |
| Sep 30, 2023 | 3.67% |
| Jun 30, 2023 | 3.22% |
| Mar 31, 2023 | 2.23% |
| Dec 31, 2022 | 0.64% |
| Sep 30, 2022 | 2.42% |
| Jun 30, 2022 | 0.95% |
| Mar 31, 2022 | 6.29% |
| Dec 31, 2021 | 9.58% |
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_KEY
import 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();