Sumitomo Mitsui Financial (SMFG) Return on Invested Capital [ROIC] (2010 - 2026)
Sumitomo Mitsui Financial (SMFG) posted Return on Invested Capital [ROIC] of 53.19% for the quarter ended Jun 30, 2026, up 19.34 percentage points from 33.86% a year earlier and up 1.11 percentage points from the prior quarter.
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Analysis
Sumitomo Mitsui Financial (SMFG) Return on Invested Capital [ROIC] (2010 - 2026) Analysis & Trends
For the year ended Mar 31, 2026, Sumitomo Mitsui Financial's Return on Invested Capital [ROIC] came in at 3.64%, down 0.12 percentage points from the prior year.
- Annual Return on Invested Capital [ROIC] shows a five-year change of +2.64 percentage points (years ended Mar 2021 to Mar 2026).
- In prior years, Sumitomo Mitsui Financial's Return on Invested Capital [ROIC] was 3.76% in the year ended Mar 31, 2025 (+1.86 pp), 1.90% in the year ended Mar 31, 2024 (+0.51 pp), 1.40% in the year ended Mar 31, 2023 (+0.18 pp) and 1.21% in the year ended Mar 31, 2022 (+0.22 pp).
- The figure for the quarter ended Jun 30, 2026 stands as the highest quarterly Return on Invested Capital [ROIC] in data going back to the quarter ended Sep 30, 2010.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased in each of the last 14 quarters, with an average year-over-year change of +9.84 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 the quarter ended Jun 30, 2026, with a gain of 19.34 percentage points; the weakest was the quarter ended Sep 30, 2022, with a drop of 4.88 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 52.08% (quarter ended Mar 31, 2026), 34.45% (quarter ended Dec 31, 2025) and 32.42% (quarter ended Sep 30, 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 | Sumitomo Mitsui Financial | 93.05 Bn | -1,261.58 Bn | 8.81 Bn | -0.94% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -0.94% |
| Mar 31, 2026 | -1.51% |
| Dec 31, 2025 | -3.47% |
| Sep 30, 2025 | -3.97% |
| Jun 30, 2025 | -7.32% |
| Mar 31, 2025 | -7.70% |
| Dec 31, 2024 | -1.92% |
| Sep 30, 2024 | 2.06% |
| Jun 30, 2024 | 4.16% |
| Mar 31, 2024 | 3.79% |
| Dec 31, 2023 | 3.78% |
| Sep 30, 2023 | 7.94% |
| Jun 30, 2023 | 6.75% |
| Mar 31, 2023 | 9.22% |
| Dec 31, 2022 | 7.14% |
| Sep 30, 2022 | 7.04% |
| Jun 30, 2022 | 3.73% |
| Mar 31, 2022 | 4.03% |
| Dec 31, 2021 | 3.66% |
| Sep 30, 2021 | 4.86% |
API Access
Sumitomo Mitsui Financial 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=SMFG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "SMFG", "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=SMFG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();