Southside Bancshares (SBSI) Return on Invested Capital [ROIC] (2009 - 2026)
Southside Bancshares (SBSI) posted Return on Invested Capital [ROIC] of 24.75% for Q3 2026, up 2.09 percentage points from 22.65% a year earlier and up 2.24 percentage points from the prior quarter.
Powered by 
Analysis
Southside Bancshares (SBSI) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Southside Bancshares' Return on Invested Capital [ROIC] came in at 22.26%, down 6.17 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] shows a five-year change of +9.98 percentage points (FY2020 to FY2025).
- In prior years, Southside Bancshares' Return on Invested Capital [ROIC] was 28.44% in FY2024 (+3.82 pp), 24.62% in FY2023 (+9.46 pp), 15.17% in FY2022 (+2.08 pp) and 13.09% in FY2021 (+0.81 pp).
- The Q3 2026 figure stands as the highest quarterly Return on Invested Capital [ROIC] since Q2 2025.
- On a year-over-year basis, Return on Invested Capital [ROIC] increased in three of the last eight quarters, with an average year-over-year change of -1.98 percentage points.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was Q4 2023, with a gain of 7.90 percentage points; the weakest was Q4 2025, with a drop of 7.45 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 22.51% (Q2 2026), 21.24% (Q1 2026) and 20.51% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 909.02 Bn | 886.77 Bn | - | 3.60% |
| 2 | Banco Santander Chile | 406.67 Bn | -7,110.43 Bn | - | - |
| 3 | Bank Of America | 350.91 Bn | -2,025.20 Bn | - | 12.95% |
| 4 | Hsbc Holdings | 308.71 Bn | -2,966.46 Bn | - | - |
| 5 | Morgan Stanley | 293.66 Bn | -249.15 Bn | - | 11.83% |
| 6 | Royal Bank Of Canada | 283.56 Bn | -546.44 Bn | - | 49.27% |
| 7 | Goldman Sachs | 262.71 Bn | -3,480.74 Bn | - | 6.60% |
| 8 | Wells Fargo & Company | 257.44 Bn | 92.87 Bn | - | 3.32% |
| 9 | Mitsubishi Ufj Financial | 256.82 Bn | -75.42 Bn | 10.89 Bn | 3.69% |
| 10 | Southside Bancshares | 1.05 Bn | -562.60 Mn | - | 9.75% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 9.75% |
| Jun 30, 2026 | 11.11% |
| Mar 31, 2026 | 13.95% |
| Dec 31, 2025 | 15.93% |
| Sep 30, 2025 | 16.05% |
| Jun 30, 2025 | 15.49% |
| Mar 31, 2025 | 15.05% |
| Dec 31, 2024 | 14.49% |
| Sep 30, 2024 | 14.44% |
| Jun 30, 2024 | 0.00% |
| Mar 31, 2024 | 0.00% |
| Dec 31, 2023 | 14.67% |
| Sep 30, 2023 | 0.00% |
| Jun 30, 2023 | 0.00% |
| Mar 31, 2023 | 0.00% |
| Dec 31, 2022 | 0.00% |
| Sep 30, 2022 | 0.00% |
| Jun 30, 2022 | 0.00% |
| Mar 31, 2022 | 0.00% |
| Dec 31, 2021 | 10.48% |
API Access
Southside Bancshares 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=SBSI&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "SBSI", "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=SBSI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();