Pultegroup (PHM) Return on Invested Capital [ROIC] (2011 - 2023)
Pultegroup (PHM) recorded Return on Invested Capital [ROIC] of 31.72% in Q1 2023, up 3.33 percentage points from 28.40% a year earlier but down 0.48 percentage points from the prior quarter.
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Analysis
Pultegroup (PHM) Return on Invested Capital [ROIC] (2011 - 2023) Analysis & Trends
For FY2022, Pultegroup reported Return on Invested Capital [ROIC] of 33.02%, up 4.16 percentage points from FY2021.
- Annual Return on Invested Capital [ROIC] has increased for three straight years, with a five-year change of +20.84 percentage points (FY2017 to FY2022).
- Across earlier years, Return on Invested Capital [ROIC] came in at 28.86% in FY2021 (+3.48 pp), 25.38% in FY2020 (+6.63 pp), 18.76% in FY2019 (-2.41 pp) and 21.16% in FY2018 (+8.98 pp).
- Quarterly Return on Invested Capital [ROIC] has ranged from 18.98% in Q2 2018 to 32.20% in Q4 2022 over the past five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased for 12 consecutive quarters, with an average year-over-year change of +4.37 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 13.61 percentage points in Q4 2018, against a drop of 3.22 percentage points in Q4 2019 at the low end.
- Per Business Quant, the preceding three quarters came in at 32.20% (Q4 2022), 31.09% (Q3 2022) and 30.21% (Q2 2022).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Horton D R | 37.89 Bn | 28.78 Bn | 2.15 Bn | - |
| 2 | Pultegroup | 21.69 Bn | 14.98 Bn | 1.06 Bn | - |
| 3 | Lennar | 16.59 Bn | 6.36 Bn | 618.54 Mn | - |
| 4 | Nvr | 15.98 Bn | 9.26 Bn | 485.14 Mn | 26.53% |
| 5 | Toll Brothers | 12.59 Bn | 7.97 Bn | 625.22 Mn | 10.68% |
| 6 | Taylor Morrison Home | 6.77 Bn | 4.76 Bn | 290.64 Mn | 14.03% |
| 7 | Champion Homes | 4.87 Bn | 2.35 Bn | - | - |
| 8 | Cavco Industries | 4.53 Bn | 3.28 Bn | - | - |
| 9 | Meritage Homes | 4.16 Bn | 1.08 Bn | 513.60 Mn | 19.24% |
| 10 | M | 3.41 Bn | 480.42 Mn | 235.50 Mn | -91.38% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2023 | 31.72% |
| Dec 31, 2022 | 32.20% |
| Sep 30, 2022 | 31.09% |
| Jun 30, 2022 | 30.21% |
| Mar 31, 2022 | 28.40% |
| Dec 31, 2021 | 27.41% |
| Sep 30, 2021 | 26.29% |
| Jun 30, 2021 | 26.58% |
| Mar 31, 2021 | 24.45% |
| Dec 31, 2020 | 22.83% |
| Sep 30, 2020 | 22.16% |
| Jun 30, 2020 | 20.85% |
| Mar 31, 2020 | 19.95% |
| Dec 31, 2019 | 20.08% |
| Sep 30, 2019 | 19.37% |
| Jun 30, 2019 | 20.17% |
| Mar 31, 2019 | 22.65% |
| Dec 31, 2018 | 23.30% |
| Sep 30, 2018 | 20.22% |
| Jun 30, 2018 | 18.98% |
API Access
Pultegroup 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=PHM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "PHM", "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=PHM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();