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 | 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 | Sumitomo Mitsui Financial | 97.26 Bn | 98.14 Bn | - | 53.19% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 53.19% |
| Mar 31, 2026 | 52.08% |
| Dec 31, 2025 | 34.45% |
| Sep 30, 2025 | 32.42% |
| Jun 30, 2025 | 33.86% |
| Mar 31, 2025 | 34.41% |
| Dec 31, 2024 | 32.27% |
| Sep 30, 2024 | 21.27% |
| Jun 30, 2024 | 26.67% |
| Mar 31, 2024 | 25.65% |
| Dec 31, 2023 | 21.42% |
| Sep 30, 2023 | 19.70% |
| Jun 30, 2023 | 20.99% |
| Mar 31, 2023 | 17.33% |
| Dec 31, 2022 | 14.99% |
| Sep 30, 2022 | 16.04% |
| Jun 30, 2022 | 14.19% |
| Mar 31, 2022 | 13.37% |
| Dec 31, 2021 | 16.24% |
| Sep 30, 2021 | 20.92% |
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();