Wright Investors Service Holdings (IWSH) Return on Capital Employed [ROCE] (2011 - 2026)
Wright Investors Service Holdings' Return on Capital Employed [ROCE] came in at -119.09% for Q2 2026, down 64.84 percentage points from -54.25% a year earlier and down 26.47 percentage points from the prior quarter.
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Analysis
Wright Investors Service Holdings (IWSH) Return on Capital Employed [ROCE] (2011 - 2026) Analysis & Trends
For FY2025, Wright Investors Service Holdings' Return on Capital Employed [ROCE] was -59.66%, down 21.06 percentage points from FY2024.
- Return on Capital Employed [ROCE] has declined in each of the last five years, with a five-year change of -40.55 percentage points (FY2020 to FY2025).
- Going back by year, Return on Capital Employed [ROCE] was -38.60% in FY2024 (-7.80 pp), -30.81% in FY2023 (-5.49 pp), -25.32% in FY2022 (-5.72 pp) and -19.60% in FY2021 (-0.49 pp).
- The Q2 2026 figure represents the lowest quarterly Return on Capital Employed [ROCE] in data going back to Q3 2011.
- Year-over-year, Return on Capital Employed [ROCE] has declined for 19 consecutive quarters, with an average year-over-year change of -26.33 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Capital Employed [ROCE] over five years came in Q3 2021 (a gain of 2.97 percentage points), and the weakest in Q2 2026 (a drop of 64.84 percentage points).
- Business Quant data shows IWSH's Return on Capital Employed [ROCE] at -92.62% (Q1 2026), -76.40% (Q4 2025) and -63.66% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.32 Bn | 122.67 Bn | - | - |
| 2 | Spdr Gold Trust | 129.90 Bn | -428.11 Bn | - | - |
| 3 | Blackstone | 89.36 Bn | 84.29 Bn | - | - |
| 4 | Brookfield | 86.01 Bn | -97.08 Bn | - | - |
| 5 | Kkr | 83.57 Bn | 50.05 Bn | - | - |
| 6 | Brookfield Asset Management | 76.11 Bn | 72.36 Bn | - | - |
| 7 | Apollo Global Management | 66.07 Bn | 3.75 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 56.02 Bn | 51.45 Bn | 687.86 Mn | 21.24% |
| 9 | Franco Nevada | 44.70 Bn | 42.06 Bn | 451.00 Mn | 20.87% |
| 10 | Wright Investors Service Holdings | 2.27 Mn | -2.65 Mn | - | -119.09% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -119.09% |
| Mar 31, 2026 | -92.62% |
| Dec 31, 2025 | -76.40% |
| Sep 30, 2025 | -63.66% |
| Jun 30, 2025 | -54.25% |
| Mar 31, 2025 | -49.01% |
| Dec 31, 2024 | -44.35% |
| Sep 30, 2024 | -40.13% |
| Jun 30, 2024 | -37.75% |
| Mar 31, 2024 | -35.95% |
| Dec 31, 2023 | -34.43% |
| Sep 30, 2023 | -32.99% |
| Jun 30, 2023 | -31.25% |
| Mar 31, 2023 | -29.74% |
| Dec 31, 2022 | -27.97% |
| Sep 30, 2022 | -25.53% |
| Jun 30, 2022 | -24.50% |
| Mar 31, 2022 | -22.34% |
| Dec 31, 2021 | -21.07% |
| Sep 30, 2021 | -20.59% |
API Access
Wright Investors Service Holdings Return on Capital Employed [ROCE] 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-capital-employed-%5Broce%5D&ticker=IWSH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-capital-employed-[roce]", "ticker": "IWSH", "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-capital-employed-%5Broce%5D&ticker=IWSH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();