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 | 881.30 Bn | 881.30 Bn | - | 15.80% |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 13.07% |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | - |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 12.02% |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | 49.26% |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 14.05% |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | 3.63% |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 14.79% |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | - |
| 10 | Umb Financial | 10.29 Bn | 3.63 Bn | - | 24.79% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 24.79% |
| Mar 31, 2026 | 25.00% |
| Dec 31, 2025 | 23.63% |
| Sep 30, 2025 | 22.10% |
| Jun 30, 2025 | 20.90% |
| Mar 31, 2025 | 25.33% |
| Dec 31, 2024 | 31.63% |
| Sep 30, 2024 | 27.07% |
| Jun 30, 2024 | 24.89% |
| Mar 31, 2024 | 23.04% |
| Dec 31, 2023 | 20.66% |
| Sep 30, 2023 | 19.25% |
| Jun 30, 2023 | 15.50% |
| Mar 31, 2023 | 16.02% |
| Dec 31, 2022 | 20.60% |
| Sep 30, 2022 | 17.23% |
| Jun 30, 2022 | 15.62% |
| Mar 31, 2022 | 12.55% |
| Dec 31, 2021 | 11.49% |
| Sep 30, 2021 | 13.94% |
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();