Utg (UTGN) Return on Invested Capital [ROIC] (2009 - 2024)
Utg's Return on Invested Capital [ROIC] came in at 7.64% for FY2025, down 17.58 percentage points from 25.21% in FY2024.
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Analysis
Utg (UTGN) Return on Invested Capital [ROIC] (2009 - 2024) Analysis & Trends
Going back to FY2009, Utg's Return on Invested Capital [ROIC] data covers 15 years.
- Return on Invested Capital [ROIC] carries a five-year change of +5.99 percentage points (FY2020 to FY2025).
- The five-year range for annual Return on Invested Capital [ROIC] is 1.56% (FY2023) to 25.21% (FY2024).
- Per Business Quant, earlier years put Return on Invested Capital [ROIC] at 25.21% in FY2024 (+23.65 pp), 1.56% in FY2023 (-18.57 pp), 20.13% in FY2022 (+13.68 pp) and 6.45% in FY2021 (+4.80 pp).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,268.35 Bn | -165.80 Bn | 56.71 Bn | -11.13% |
| 2 | Chubb | 143.74 Bn | 94.67 Bn | 8.67 Bn | 11.97% |
| 3 | Progressive | 136.59 Bn | 112.11 Bn | 8.29 Bn | 28.24% |
| 4 | Marsh & Mclennan Companies | 98.68 Bn | 91.07 Bn | - | 13.08% |
| 5 | Travelers Companies | 82.62 Bn | 60.10 Bn | 5.93 Bn | 21.49% |
| 6 | Manulife Financial | 75.03 Bn | -19.34 Bn | - | - |
| 7 | Arthur J. Gallagher | 72.55 Bn | 67.18 Bn | 3.33 Bn | 6.01% |
| 8 | Aon | 71.77 Bn | 51.00 Bn | - | 11.58% |
| 9 | Allstate | 66.66 Bn | 23.71 Bn | -9.85 Bn | 9.71% |
| 10 | Utg | 189.31 Mn | 16.25 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2024 | 23.76% |
| Sep 30, 2024 | 24.42% |
| Jun 30, 2024 | 14.00% |
| Mar 31, 2024 | 10.80% |
| Dec 31, 2023 | 1.67% |
| Sep 30, 2023 | 10.64% |
| Jun 30, 2023 | 12.54% |
| Mar 31, 2023 | 11.09% |
| Dec 31, 2022 | 21.25% |
| Sep 30, 2022 | 13.29% |
| Jun 30, 2022 | 1.51% |
| Mar 31, 2022 | 3.01% |
| Dec 31, 2021 | 6.41% |
| Sep 30, 2021 | 10.29% |
| Jun 30, 2021 | 14.54% |
| Mar 31, 2021 | 22.19% |
| Dec 31, 2020 | 1.66% |
| Dec 31, 2017 | 3.15% |
| Sep 30, 2017 | -2.04% |
| Jun 30, 2017 | -2.40% |
API Access
Utg 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=UTGN&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "UTGN", "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=UTGN&period=max&api_key=YOUR_API_KEY");
const data = await res.json();