Uwharrie Capital (UWHR) Return on Invested Capital [ROIC] (2011 - 2026)
Uwharrie Capital (UWHR) posted Return on Invested Capital [ROIC] of 35.46% for Q2 2026, down 4.05 percentage points from 39.51% a year earlier but up 0.18 percentage points from the prior quarter.
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Analysis
Uwharrie Capital (UWHR) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2025, Uwharrie Capital's Return on Invested Capital [ROIC] came in at 38.35%, down 5.14 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] shows a five-year change of +20.57 percentage points (FY2020 to FY2025).
- In prior years, Uwharrie Capital's Return on Invested Capital [ROIC] was 43.49% in FY2024 (+2.05 pp), 41.44% in FY2023 (+19.15 pp), 22.29% in FY2022 (+4.02 pp) and 18.27% in FY2021 (+0.49 pp).
- Quarterly Return on Invested Capital [ROIC] has run from a low of 13.71% in Q1 2022 to a high of 45.21% in Q3 2023 over five years.
- On a year-over-year basis, Return on Invested Capital [ROIC] has declined in each of the last four quarters, with an average year-over-year change of -2.49 percentage points over the last eight quarters.
- The strongest year-over-year quarter for Return on Invested Capital [ROIC] in the past five years was Q3 2023, with a gain of 22.28 percentage points; the weakest was Q1 2022, with a drop of 8.80 percentage points.
- According to Business Quant data, Return on Invested Capital [ROIC] for the three prior quarters was 35.28% (Q1 2026), 35.60% (Q4 2025) and 37.03% (Q3 2025).
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 | Uwharrie Capital | 99.57 Mn | -283.86 Mn | - | 25.81% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 25.81% |
| Mar 31, 2026 | 29.64% |
| Dec 31, 2025 | 29.69% |
| Sep 30, 2025 | 25.99% |
| Jun 30, 2025 | 27.29% |
| Mar 31, 2025 | 32.98% |
| Dec 31, 2024 | 32.51% |
| Sep 30, 2024 | 26.50% |
| Jun 30, 2024 | 25.19% |
| Mar 31, 2024 | 30.29% |
| Dec 31, 2023 | 32.22% |
| Sep 30, 2023 | 26.25% |
| Jun 30, 2023 | 23.20% |
| Mar 31, 2023 | 25.59% |
| Dec 31, 2022 | 22.47% |
| Sep 30, 2022 | 12.74% |
| Jun 30, 2022 | 10.73% |
| Mar 31, 2022 | 10.92% |
| Dec 31, 2021 | 14.60% |
| Sep 30, 2021 | 17.63% |
API Access
Uwharrie Capital 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=UWHR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "UWHR", "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=UWHR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();