Wafd (WAFD) Return on Invested Capital [ROIC] (2011 - 2026)
Wafd's Return on Invested Capital [ROIC] came in at 11.84% for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 2.88 percentage points from 14.73% a year earlier and down 0.93 percentage points from the prior quarter.
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Analysis
Wafd (WAFD) Return on Invested Capital [ROIC] (2011 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Wafd's Return on Invested Capital [ROIC] was 13.74%, up 1.50 percentage points from FY2024.
- Return on Invested Capital [ROIC] has increased in each of the last four fiscal years, with a five-year change of +7.22 percentage points (FY2020 to FY2025).
- Going back by fiscal year, Return on Invested Capital [ROIC] was 12.24% in FY2024 (+1.99 pp), 10.25% in FY2023 (+3.14 pp), 7.10% in FY2022 (+1.22 pp) and 5.88% in FY2021 (-0.64 pp).
- The fiscal Q3 2026 figure represents the lowest quarterly Return on Invested Capital [ROIC] since fiscal Q4 2024.
- Year-over-year, Return on Invested Capital [ROIC] increased in four of the last six quarters, with an average year-over-year change of +1.61 percentage points.
- The fastest year-over-year change in Return on Invested Capital [ROIC] over five years came in fiscal Q3 2025 (a gain of 5.56 percentage points), and the weakest in fiscal Q3 2026 (a drop of 2.88 percentage points).
- Business Quant data shows WAFD's Return on Invested Capital [ROIC] at 12.77% (Q2 2026), 14.55% (Q1 2026) and 15.59% (Q4 2025) in the three fiscal quarters before Q3 2026.
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 | Wafd | 2.28 Bn | -460.70 Mn | - | 11.84% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 11.84% |
| Mar 31, 2026 | 12.77% |
| Dec 31, 2025 | 14.55% |
| Sep 30, 2025 | 15.59% |
| Jun 30, 2025 | 14.73% |
| Mar 31, 2025 | 14.29% |
| Dec 31, 2024 | 12.84% |
| Sep 30, 2024 | 11.48% |
| Jun 30, 2024 | 9.17% |
| Sep 30, 2023 | 8.78% |
| Jun 30, 2023 | 7.84% |
| Mar 31, 2023 | 7.18% |
| Dec 31, 2022 | 7.12% |
| Sep 30, 2022 | 7.04% |
| Jun 30, 2022 | 6.80% |
| Mar 31, 2022 | 6.51% |
| Dec 31, 2021 | 6.60% |
| Sep 30, 2021 | 6.28% |
| Jun 30, 2021 | 5.68% |
| Mar 31, 2021 | 5.33% |
API Access
Wafd 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=WAFD&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "WAFD", "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=WAFD&period=max&api_key=YOUR_API_KEY");
const data = await res.json();