Southern First Bancshares (SFST) Return on Invested Capital [ROIC] (2009 - 2026)
Southern First Bancshares (SFST) recorded Return on Invested Capital [ROIC] of 26.38% in Q2 2026, down 3.46 percentage points from 29.83% a year earlier and down 0.99 percentage points from the prior quarter.
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Analysis
Southern First Bancshares (SFST) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Southern First Bancshares reported Return on Invested Capital [ROIC] of 28.06%, down 0.46 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of +17.61 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 28.51% in FY2024 (+4.47 pp), 24.05% in FY2023 (+11.00 pp), 13.05% in FY2022 (+2.95 pp) and 10.10% in FY2021 (-0.35 pp).
- The Q2 2026 figure is the lowest quarterly Return on Invested Capital [ROIC] since Q1 2024.
- On a year-over-year basis, Return on Invested Capital [ROIC] has declined for three consecutive quarters, with an average year-over-year change of +1.38 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 12.48 percentage points in Q4 2023, against a drop of 4.35 percentage points in Q3 2021 at the low end.
- Per Business Quant, the preceding three quarters came in at 27.37% (Q1 2026), 28.02% (Q4 2025) and 29.51% (Q3 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 | Southern First Bancshares | 573.54 Mn | -556.77 Mn | - | 4.02% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 4.02% |
| Jun 30, 2026 | 4.08% |
| Mar 31, 2026 | 4.08% |
| Dec 31, 2025 | 6.40% |
| Sep 30, 2025 | 15.86% |
| Jun 30, 2025 | 15.74% |
| Mar 31, 2025 | 20.30% |
| Dec 31, 2024 | 22.91% |
| Sep 30, 2024 | 18.48% |
| Jun 30, 2024 | 17.97% |
| Mar 31, 2024 | 6.20% |
| Dec 31, 2023 | 5.83% |
| Sep 30, 2023 | 15.64% |
| Jun 30, 2023 | 12.95% |
| Mar 31, 2023 | 3.56% |
| Dec 31, 2022 | 2.55% |
| Sep 30, 2022 | 3.87% |
| Jun 30, 2022 | 3.40% |
| Mar 31, 2022 | 2.12% |
| Dec 31, 2021 | 2.42% |
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();