Umb Financial (UMBF) Return on Invested Capital [ROIC] (2011 - 2026)
Umb Financial (UMBF) reported Return on Invested Capital [ROIC] of 26.29% for Q2 2026, down 0.25 percentage points from the prior quarter.
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Analysis
Umb Financial (UMBF) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2025, Umb Financial posted Return on Invested Capital [ROIC] of 34.05%, up 0.71 percentage points from FY2024.
- By year, Return on Invested Capital [ROIC] came in at 33.35% in FY2024.
- The Q2 2026 figure ranks as the lowest quarterly Return on Invested Capital [ROIC] since Q1 2024.
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 | Umb Financial | 9.94 Bn | 3.29 Bn | - | 26.29% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 26.29% |
| Mar 31, 2026 | 26.54% |
| Dec 31, 2024 | 34.65% |
| Sep 30, 2024 | 29.35% |
| Jun 30, 2024 | 26.91% |
| Mar 31, 2024 | 24.83% |
| Dec 31, 2023 | 22.24% |
| Sep 30, 2023 | 20.77% |
| Jun 30, 2023 | 16.65% |
| Sep 30, 2020 | 10.29% |
| Jun 30, 2020 | 11.43% |
| Mar 31, 2012 | 15.88% |
| Dec 31, 2011 | 14.40% |
| Sep 30, 2011 | 14.64% |
| Jun 30, 2011 | 14.93% |
| Mar 31, 2011 | 13.74% |
API Access
Umb 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=UMBF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "UMBF", "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=UMBF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();