Oracle (ORCL) Return on Invested Capital [ROIC] (2009 - 2026)
Oracle (ORCL) recorded Return on Invested Capital [ROIC] of 10.99% in fiscal Q1 2027 (quarter ended Aug 31, 2026), down 2.51 percentage points from 13.51% a year earlier but up 0.59 percentage points from the prior quarter.
Oracle (ORCL) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2026 (ended May 31, 2026), Oracle reported Return on Invested Capital [ROIC] of 12.59%, down 2.23 percentage points from FY2025.
- Annual Return on Invested Capital [ROIC] has a five-year change of -1.76 percentage points (FY2021 to FY2026).
- Across earlier fiscal years, Return on Invested Capital [ROIC] came in at 14.82% in FY2025 (+0.27 pp), 14.55% in FY2024 (-0.50 pp), 15.05% in FY2023 (+3.08 pp) and 11.97% in FY2022 (-2.38 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from 10.40% in fiscal Q4 2026 to 15.06% in fiscal Q3 2024 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has declined for eight consecutive quarters, with an average year-over-year change of -1.70 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 3.08 percentage points in fiscal Q2 2023, against a drop of 4.56 percentage points in fiscal Q2 2022 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at 10.40% (Q4 2026), 11.09% (Q3 2026) and 12.89% (Q2 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Palantir Technologies | 450.61 Bn | 419.56 Bn | 1.64 Bn | - |
| 2 | Oracle | 384.78 Bn | 256.91 Bn | - | 10.99% |
| 3 | Sap Se | 260.57 Bn | 188.35 Bn | 8.40 Bn | 35.90% |
| 4 | Salesforce | 196.73 Bn | 152.60 Bn | 8.70 Bn | 9.01% |
| 5 | ServiceNow | 145.16 Bn | 123.62 Bn | 2.82 Bn | - |
| 6 | Automatic Data Processing | 115.27 Bn | 97.40 Bn | 2.51 Bn | -46.53% |
| 7 | Intuit | 89.38 Bn | 68.73 Bn | 3.44 Bn | 16.71% |
| 8 | Relx | 71.32 Bn | 70.41 Bn | - | - |
| 9 | Strategy | 48.72 Bn | 41.71 Bn | 81.55 Mn | -73.94% |
| 10 | Thomson Reuters | 48.18 Bn | 44.96 Bn | - | - |
Historic Data
| Date | Value |
|---|---|
| Aug 31, 2026 | 10.99% |
| May 31, 2026 | 10.40% |
| Feb 28, 2026 | 11.09% |
| Nov 30, 2025 | 12.89% |
| Aug 31, 2025 | 13.51% |
| May 31, 2025 | 13.68% |
| Feb 28, 2025 | 14.06% |
| Nov 30, 2024 | 14.75% |
| Aug 31, 2024 | 14.65% |
| May 31, 2024 | 14.39% |
| Feb 29, 2024 | 15.06% |
| Nov 30, 2023 | 14.92% |
| Aug 31, 2023 | 14.26% |
| May 31, 2023 | 13.41% |
| Feb 28, 2023 | 13.20% |
| Nov 30, 2022 | 13.87% |
| Aug 31, 2022 | 11.37% |
| May 31, 2022 | 13.68% |
| Feb 28, 2022 | 14.82% |
| Nov 30, 2021 | 10.79% |
Oracle 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=ORCL&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "ORCL", "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=ORCL&period=max&api_key=YOUR_API_KEY");
const data = await res.json();