Sony (SONY) Return on Invested Capital [ROIC] (2009 - 2026)
Sony's Return on Invested Capital [ROIC] was 12.73% in the quarter ended Jun 30, 2026, up 2.66 percentage points from 10.07% a year earlier and up 0.74 percentage points from the prior quarter.
Sony (SONY) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For the year ended Mar 31, 2026, Return on Invested Capital [ROIC] at Sony came in at 10.33%, up 1.77 percentage points from the prior year.
- Return on Invested Capital [ROIC] shows a five-year change of -1.30 percentage points (years ended Mar 2021 to Mar 2026).
- In earlier years, Return on Invested Capital [ROIC] was 8.56% in the year ended Mar 31, 2025 (+1.21 pp), 7.35% in the year ended Mar 31, 2024 (-1.60 pp), 8.95% in the year ended Mar 31, 2023 (-0.52 pp) and 9.47% in the year ended Mar 31, 2022 (-2.16 pp).
- Quarterly Return on Invested Capital [ROIC] has moved between 7.76% (the quarter ended Dec 31, 2024) and 14.03% (the quarter ended Mar 31, 2023) over five years.
- Compared with a year earlier, Return on Invested Capital [ROIC] has increased for four straight quarters, with an average year-over-year change of +1.29 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was the quarter ended Dec 31, 2025 (a gain of 5.05 percentage points); the worst was the quarter ended Dec 31, 2021 (a drop of 3.93 percentage points).
- Per Business Quant data, SONY's Return on Invested Capital [ROIC] in the three quarters before the quarter ended Jun 30, 2026 was 11.99% (quarter ended Mar 31, 2026), 12.81% (quarter ended Dec 31, 2025) and 11.32% (quarter ended Sep 30, 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Apple | 4,874.86 Bn | 4,622.35 Bn | 54.77 Bn | 66.86% |
| 2 | Cisco Systems | 442.74 Bn | 378.67 Bn | 11.06 Bn | 15.92% |
| 3 | Dell Technologies | 360.03 Bn | 315.78 Bn | 9.83 Bn | 37.37% |
| 4 | Arista Networks | 261.51 Bn | 214.96 Bn | 1.91 Bn | - |
| 5 | Sandisk | 251.12 Bn | 239.64 Bn | 7.58 Bn | 73.74% |
| 6 | Seagate Technology Holdings | 192.54 Bn | 187.54 Bn | 1.90 Bn | 66.09% |
| 7 | Western Digital | 149.92 Bn | 138.05 Bn | 2.03 Bn | 40.01% |
| 8 | Sony | 146.49 Bn | 96.88 Bn | 6.53 Bn | 12.73% |
| 9 | Lumentum Holdings | 96.17 Bn | 87.98 Bn | 477.30 Mn | 8.09% |
| 10 | Hewlett Packard Enterprise | 92.09 Bn | 69.97 Bn | 4.93 Bn | 5.57% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 12.73% |
| Mar 31, 2026 | 11.99% |
| Dec 31, 2025 | 12.81% |
| Sep 30, 2025 | 11.32% |
| Jun 30, 2025 | 10.07% |
| Mar 31, 2025 | 8.34% |
| Dec 31, 2024 | 7.76% |
| Sep 30, 2024 | 8.51% |
| Jun 30, 2024 | 11.09% |
| Mar 31, 2024 | 11.65% |
| Dec 31, 2023 | 7.98% |
| Sep 30, 2023 | 7.80% |
| Jun 30, 2023 | 12.02% |
| Mar 31, 2023 | 14.03% |
| Dec 31, 2022 | 10.81% |
| Sep 30, 2022 | 11.24% |
| Jun 30, 2022 | 10.49% |
| Mar 31, 2022 | 10.22% |
| Dec 31, 2021 | 9.70% |
| Sep 30, 2021 | 8.89% |
Sony 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=SONY&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "SONY", "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=SONY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();