Everest (EG) Return on Invested Capital [ROIC] (2009 - 2026)
Everest (EG) posted Return on Invested Capital [ROIC] of 10.75% for Q2 2026, up 5.57 percentage points from 5.19% a year earlier but down 0.64 percentage points from the prior quarter.
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Analysis
Everest (EG) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Everest's Return on Invested Capital [ROIC] came in at 9.41%, up 0.54 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] shows a five-year change of +4.31 percentage points (FY2020 to FY2025).
- In prior years, Everest's Return on Invested Capital [ROIC] was 8.87% in FY2024 (-7.41 pp), 16.28% in FY2023 (+10.72 pp), 5.57% in FY2022 (-6.02 pp) and 11.59% in FY2021 (+6.49 pp).
- Quarterly Return on Invested Capital [ROIC] has run from a low of -10.61% in Q3 2022 to a high of 16.41% in Q3 2023 over five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased in each of the last three quarters, with an average year-over-year change of -3.59 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was Q4 2021, with a gain of 36.34 percentage points; the weakest was Q4 2022, with a drop of 21.51 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 11.39% (Q1 2026), 9.03% (Q4 2025) and 3.70% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,248.67 Bn | -185.49 Bn | 56.71 Bn | -11.13% |
| 2 | Chubb | 141.22 Bn | 92.15 Bn | 8.67 Bn | 11.97% |
| 3 | Progressive | 134.26 Bn | 109.78 Bn | 8.29 Bn | 28.24% |
| 4 | Marsh & Mclennan Companies | 98.32 Bn | 90.72 Bn | - | 13.08% |
| 5 | Travelers Companies | 82.09 Bn | 59.57 Bn | 5.93 Bn | 21.49% |
| 6 | Manulife Financial | 75.36 Bn | -19.02 Bn | - | - |
| 7 | Arthur J. Gallagher | 72.54 Bn | 67.17 Bn | 3.33 Bn | 6.01% |
| 8 | Aon | 71.33 Bn | 50.56 Bn | - | 11.58% |
| 9 | Allstate | 65.04 Bn | 22.10 Bn | -9.85 Bn | 9.71% |
| 10 | Everest | 15.88 Bn | 266.86 Mn | 1.28 Bn | 10.91% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 10.91% |
| Jun 30, 2026 | 10.75% |
| Mar 31, 2026 | 11.39% |
| Dec 31, 2025 | 9.03% |
| Sep 30, 2025 | 3.70% |
| Jun 30, 2025 | 5.19% |
| Mar 31, 2025 | 5.63% |
| Dec 31, 2024 | 8.35% |
| Sep 30, 2024 | 14.66% |
| Jun 30, 2024 | 16.22% |
| Mar 31, 2024 | 16.17% |
| Dec 31, 2023 | 14.82% |
| Sep 30, 2023 | 16.41% |
| Jun 30, 2023 | 10.11% |
| Mar 31, 2023 | -8.24% |
| Dec 31, 2022 | -10.15% |
| Sep 30, 2022 | -10.61% |
| Jun 30, 2022 | -6.83% |
| Mar 31, 2022 | 10.87% |
| Dec 31, 2021 | 11.36% |
API Access
Everest 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=EG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "EG", "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=EG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();