Sony (SONY) Return on Invested Capital [ROIC] (2009 - 2026)
Sony's Return on Invested Capital [ROIC] was 12.20% in fiscal Q1 2027 (quarter ended Jun 30, 2026), up 2.87 percentage points from 9.33% a year earlier and up 0.69 percentage points from the prior quarter.
Sony (SONY) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2026 (ended Mar 31, 2026), Return on Invested Capital [ROIC] at Sony came in at 9.59%, up 1.49 percentage points from FY2025.
- Return on Invested Capital [ROIC] shows a five-year change of -3.04 percentage points (FY2021 to FY2026).
- In earlier fiscal years, Return on Invested Capital [ROIC] was 8.11% in FY2025 (+1.21 pp), 6.90% in FY2024 (-2.06 pp), 8.96% in FY2023 (-0.87 pp) and 9.83% in FY2022 (-2.80 pp).
- Quarterly Return on Invested Capital [ROIC] has moved between 7.50% (fiscal Q3 2025) and 12.52% (fiscal Q3 2026) over five years.
- Compared with a year earlier, Return on Invested Capital [ROIC] has increased for six straight quarters, with an average year-over-year change of +1.96 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was fiscal Q3 2026 (a gain of 5.02 percentage points); the worst was fiscal Q3 2022 (a drop of 3.75 percentage points).
- Per Business Quant data, SONY's Return on Invested Capital [ROIC] in the three fiscal quarters before Q1 2027 was 11.51% (Q4 2026), 12.52% (Q3 2026) and 11.01% (Q2 2026).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Apple | 5,020.54 Bn | 4,766.00 Bn | 54.82 Bn | 68.32% |
| 2 | Cisco Systems | 371.11 Bn | 307.04 Bn | 11.06 Bn | 15.92% |
| 3 | Arista Networks | 215.34 Bn | 164.54 Bn | 2.33 Bn | - |
| 4 | Dell Technologies | 212.13 Bn | 167.88 Bn | 9.83 Bn | 37.37% |
| 5 | Sony | 161.14 Bn | 95.68 Bn | 7.96 Bn | 12.98% |
| 6 | Sandisk | 122.92 Bn | 107.75 Bn | 9.38 Bn | - |
| 7 | Seagate Technology Holdings | 105.29 Bn | 100.14 Bn | 2.43 Bn | 82.33% |
| 8 | Western Digital | 96.46 Bn | 86.29 Bn | 2.53 Bn | 53.78% |
| 9 | Hewlett Packard Enterprise | 59.75 Bn | 37.63 Bn | 4.93 Bn | 5.57% |
| 10 | Garmin | 55.13 Bn | 44.69 Bn | 1.26 Bn | - |
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 12.98% |
| Jun 30, 2026 | 12.20% |
| Mar 31, 2026 | 11.51% |
| Dec 31, 2025 | 12.52% |
| Sep 30, 2025 | 11.01% |
| Jun 30, 2025 | 9.33% |
| Mar 31, 2025 | 8.01% |
| Dec 31, 2024 | 7.63% |
| Sep 30, 2024 | 8.34% |
| Jun 30, 2024 | 7.84% |
| Mar 31, 2024 | 7.86% |
| Dec 31, 2023 | 7.85% |
| Sep 30, 2023 | 8.10% |
| Jun 30, 2023 | 8.70% |
| Mar 31, 2023 | 9.41% |
| Dec 31, 2022 | 10.66% |
| Sep 30, 2022 | 11.75% |
| Jun 30, 2022 | 10.84% |
| Mar 31, 2022 | 10.33% |
| Dec 31, 2021 | 9.76% |
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();