Uwharrie Capital (UWHR) Return on Sales [ROS] (2010 - 2026)
Uwharrie Capital (UWHR) recorded Return on Sales [ROS] of 68.06% in Q2 2026, up 4.18 percentage points from 63.88% a year earlier but down 1.97 percentage points from the prior quarter.
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Analysis
Uwharrie Capital (UWHR) Return on Sales [ROS] (2010 - 2026) Analysis & Trends
On a TTM basis, Uwharrie Capital's Return on Sales [ROS] came in at 68.24% as of Jun 30, 2026, down 1.06 percentage points year-over-year; for FY2025, it was 66.99%, down 2.12 percentage points from FY2024.
- Annual Return on Sales [ROS] has a five-year change of -291.80 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Sales [ROS] came in at 69.11% in FY2024 (+12.70 pp), 56.42% in FY2023 (+20.04 pp), 36.37% in FY2022 (+4.42 pp) and 31.96% in FY2021 (-326.84 pp).
- Quarterly Return on Sales [ROS] has ranged from 22.30% in Q4 2021 to 409.55% in Q3 2022 over the past five years.
- On a year-over-year basis, Return on Sales [ROS] has increased for three consecutive quarters, with an average year-over-year change of +2.56 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Sales [ROS] in the last five years was a gain of 66.40 percentage points in Q3 2022, against a drop of 608.36 percentage points in Q4 2021 at the low end.
- Per Business Quant, the preceding three quarters came in at 70.02% (Q1 2026), 67.93% (Q4 2025) and 66.98% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROS (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 881.30 Bn | 881.30 Bn | - | 91.77% |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 93.16% |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | 46.36% |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 95.89% |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | 138.04% |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 131.07% |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | 51.45% |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 84.05% |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | 6.25% |
| 10 | Uwharrie Capital | 99.57 Mn | -283.86 Mn | - | 68.06% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 68.06% |
| Mar 31, 2026 | 70.02% |
| Dec 31, 2025 | 67.93% |
| Sep 30, 2025 | 66.98% |
| Jun 30, 2025 | 63.88% |
| Mar 31, 2025 | 69.43% |
| Dec 31, 2024 | 66.38% |
| Sep 30, 2024 | 78.22% |
| Jun 30, 2024 | 65.97% |
| Mar 31, 2024 | 65.66% |
| Dec 31, 2023 | 62.52% |
| Sep 30, 2023 | 58.34% |
| Jun 30, 2023 | 54.46% |
| Mar 31, 2023 | 49.70% |
| Dec 31, 2022 | 48.80% |
| Sep 30, 2022 | 46.72% |
| Jun 30, 2022 | 28.73% |
| Mar 31, 2022 | 17.16% |
| Dec 31, 2021 | 22.30% |
| Sep 30, 2021 | 32.80% |
API Access
Uwharrie Capital Return on Sales [ROS] 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-sales-%5Bros%5D&ticker=UWHR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-sales-[ros]", "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-sales-%5Bros%5D&ticker=UWHR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();