Southside Bancshares (SBSI) Return on Invested Capital [ROIC] (2011 - 2026)
Southside Bancshares (SBSI) posted Return on Invested Capital [ROIC] of 22.51% for Q2 2026, down 4.15 percentage points from 26.66% a year earlier but up 1.27 percentage points from the prior quarter.
Powered by 
Analysis
Southside Bancshares (SBSI) Return on Invested Capital [ROIC] (2011 - 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).
- Quarterly Return on Invested Capital [ROIC] has run from a low of 13.23% in Q1 2022 to a high of 27.96% in Q4 2024 over five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has declined in each of the last five quarters, with an average year-over-year change of -1.74 percentage points over the last eight quarters.
- 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 21.24% (Q1 2026), 20.51% (Q4 2025) and 22.65% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 32.13% |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | - |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 25.16% |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 42.00% |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 11.34% |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 6.24% |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 14.05% |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 27.68% |
| 10 | Southside Bancshares | 918.98 Mn | -722.45 Mn | - | 22.51% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 22.51% |
| Mar 31, 2026 | 21.24% |
| Dec 31, 2025 | 20.51% |
| Sep 30, 2025 | 22.65% |
| Jun 30, 2025 | 26.66% |
| Mar 31, 2025 | 27.50% |
| Dec 31, 2024 | 27.96% |
| Sep 30, 2024 | 27.58% |
| Jun 30, 2024 | 26.76% |
| Mar 31, 2024 | 25.58% |
| Dec 31, 2023 | 24.94% |
| Sep 30, 2023 | 23.58% |
| Jun 30, 2023 | 21.41% |
| Mar 31, 2023 | 18.99% |
| Dec 31, 2022 | 17.04% |
| Sep 30, 2022 | 15.92% |
| Jun 30, 2022 | 15.01% |
| Mar 31, 2022 | 13.23% |
| Dec 31, 2021 | 13.71% |
| Sep 30, 2021 | 13.51% |
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();