First United (FUNC) Return on Invested Capital [ROIC] (2012 - 2026)
First United (FUNC) posted Return on Invested Capital [ROIC] of 19.38% for Q2 2026, down 2.17 percentage points from 21.55% a year earlier and down 2.91 percentage points from the prior quarter.
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Analysis
First United (FUNC) Return on Invested Capital [ROIC] (2012 - 2026) Analysis & Trends
For FY2025, First United's Return on Invested Capital [ROIC] came in at 21.11%, up 1.31 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has increased for five consecutive years, with a five-year change of +10.86 percentage points (FY2020 to FY2025).
- In prior years, First United's Return on Invested Capital [ROIC] was 19.80% in FY2024 (+4.91 pp), 14.89% in FY2023 (+2.89 pp), 12.00% in FY2022 (+1.10 pp) and 10.90% in FY2021 (+0.65 pp).
- The Q2 2026 figure stands as the lowest quarterly Return on Invested Capital [ROIC] since Q4 2024.
- On a year-over-year basis, Return on Invested Capital [ROIC] increased in seven of the last eight quarters, with an average year-over-year change of +2.46 percentage points.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was Q2 2025, with a gain of 5.05 percentage points; the weakest was Q2 2026, with a drop of 2.17 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 22.29% (Q1 2026), 22.33% (Q4 2025) and 21.46% (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 | First United | 296.42 Mn | -105.40 Mn | - | 17.27% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 17.27% |
| Mar 31, 2026 | 17.36% |
| Dec 31, 2025 | 15.55% |
| Sep 30, 2025 | 14.60% |
| Jun 30, 2025 | 13.97% |
| Mar 31, 2025 | 13.55% |
| Dec 31, 2024 | 12.59% |
| Sep 30, 2024 | 12.61% |
| Jun 30, 2024 | 12.68% |
| Mar 31, 2024 | 11.62% |
| Dec 31, 2023 | 10.62% |
| Sep 30, 2023 | 10.87% |
| Jun 30, 2023 | 10.13% |
| Mar 31, 2023 | 9.84% |
| Dec 31, 2022 | 10.80% |
| Sep 30, 2022 | 11.62% |
| Jun 30, 2022 | 11.26% |
| Mar 31, 2022 | 10.47% |
| Dec 31, 2021 | 9.65% |
| Sep 30, 2021 | 8.50% |
API Access
First United 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=FUNC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "FUNC", "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=FUNC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();