SWK Holdings (SWKHL) Return on Invested Capital [ROIC] (2009 - 2025)
SWK Holdings (SWKHL) recorded Return on Invested Capital [ROIC] of 0.00% in Q4 2025, down 2.68 percentage points from 2.68% a year earlier and down 6.77 percentage points from the prior quarter.
SWK Holdings (SWKHL) Return on Invested Capital [ROIC] (2009 - 2025) Analysis & Trends
Starting with Q1 2014, SWK Holdings' Return on Invested Capital [ROIC] history includes 14 quarters.
- Annual Return on Invested Capital [ROIC] has a four-year change of -10.10 percentage points (FY2021 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at 2.70% in FY2024 (-2.24 pp), 4.94% in FY2023 (+1.36 pp), 3.58% in FY2022 (-6.52 pp) and 10.10% in FY2021.
- The Q4 2025 figure is the lowest quarterly Return on Invested Capital [ROIC] in data going back to Q1 2014.
- On a year-over-year basis, Return on Invested Capital [ROIC] rose in four of the last six quarters, with an average year-over-year change of +0.73 percentage points.
- Per Business Quant, the preceding three quarters came in at 6.77% (Q3 2025), 5.54% (Q2 2025) and 4.32% (Q1 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 41.00 Bn | 29.82 Bn | - | 3.67% |
| 2 | Royalty Pharma | 39.88 Bn | 40.21 Bn | - | - |
| 3 | Orix | 36.75 Bn | 7.39 Bn | 13.83 Bn | 2.77% |
| 4 | Federal National Mortgage Association Fannie Mae | 25.40 Bn | -16,108.71 Bn | - | 2.85% |
| 5 | Royal Gold | 23.20 Bn | 22.41 Bn | 402.46 Mn | 11.12% |
| 6 | Affirm Holdings | 22.35 Bn | 15.40 Bn | - | 6.19% |
| 7 | Synchrony Financial | 22.29 Bn | -45.34 Bn | - | 25.70% |
| 8 | Annaly Capital Management | 14.69 Bn | 5.72 Bn | - | 12.15% |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - | - |
| 10 | SWK Holdings | 304.94 Mn | 214.16 Mn | - | 0.00% |
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2025 | 0.00% |
| Sep 30, 2025 | 6.77% |
| Jun 30, 2025 | 5.53% |
| Mar 31, 2025 | 4.24% |
| Dec 31, 2024 | 2.63% |
| Sep 30, 2024 | 2.03% |
| Jun 30, 2024 | 2.12% |
| Mar 31, 2024 | 3.22% |
| Dec 31, 2023 | 4.61% |
| Mar 31, 2023 | 3.53% |
| Dec 31, 2021 | 9.24% |
| Mar 31, 2021 | 4.15% |
| Jun 30, 2020 | 0.44% |
| Jun 30, 2014 | 14.08% |
| Mar 31, 2014 | 11.86% |
| Sep 30, 2009 | -266.34% |
| Jun 30, 2009 | -189.32% |
| Mar 31, 2009 | -89.92% |
SWK Holdings 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=SWKHL&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "SWKHL", "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=SWKHL&period=max&api_key=YOUR_API_KEY");
const data = await res.json();