Southern First Bancshares (SFST) Return on Invested Capital [ROIC] (2016 - 2026)
Southern First Bancshares (SFST) recorded Return on Invested Capital [ROIC] of 27.54% in Q2 2026, down 2.29 percentage points from 29.83% a year earlier and down 1.54 percentage points from the prior quarter.
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Analysis
Southern First Bancshares (SFST) Return on Invested Capital [ROIC] (2016 - 2026) Analysis & Trends
For FY2025, Southern First Bancshares reported Return on Invested Capital [ROIC] of 29.92%, down 1.07 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of +41.56 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 30.99% in FY2024 (+4.38 pp), 26.61% in FY2023 (+12.83 pp), 13.78% in FY2022 (+28.08 pp) and -14.30% in FY2021 (-2.66 pp).
- The Q2 2026 figure is the lowest quarterly Return on Invested Capital [ROIC] since Q4 2023.
- On a year-over-year basis, Return on Invested Capital [ROIC] has declined for four consecutive quarters, with an average year-over-year change of +1.01 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 29.25 percentage points in Q1 2023, against a drop of 8.68 percentage points in Q3 2021 at the low end.
- Per Business Quant, the preceding three quarters came in at 29.08% (Q1 2026), 28.92% (Q4 2025) and 29.51% (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 | Southern First Bancshares | 576.16 Mn | 549.87 Mn | - | 27.54% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 27.54% |
| Mar 31, 2026 | 29.08% |
| Dec 31, 2025 | 28.92% |
| Sep 30, 2025 | 29.51% |
| Jun 30, 2025 | 29.83% |
| Mar 31, 2025 | 30.40% |
| Dec 31, 2024 | 30.88% |
| Sep 30, 2024 | 30.32% |
| Jun 30, 2024 | 29.79% |
| Mar 31, 2024 | 28.25% |
| Dec 31, 2023 | 26.25% |
| Sep 30, 2023 | 22.68% |
| Jun 30, 2023 | 18.82% |
| Mar 31, 2023 | 15.53% |
| Dec 31, 2022 | 7.40% |
| Sep 30, 2022 | -0.18% |
| Jun 30, 2022 | -7.37% |
| Mar 31, 2022 | -13.72% |
| Dec 31, 2021 | -13.43% |
| Sep 30, 2021 | -13.55% |
API Access
Southern First 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=SFST&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "SFST", "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=SFST&period=max&api_key=YOUR_API_KEY");
const data = await res.json();