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2.57%Return on Invested Capital
VS
Market
Sector
Industry
History
$ 23.86Close
$ 23.86 - $ 37.7 52-Week Range
Ticker Information
Ticker
UNBCompany Name
UNION BANKSHARES INCSector
Financial ServicesIndustry
Banks - RegionalExchange
NASDAQUNION BANKSHARES INC - Return on Invested Capital Chart Analysis (TTM)
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UNB - ROIC Historical data
| Date | Invested Capital | Net Income Common Stock | Return on Invested Capital |
|---|---|---|---|
| 6/30/2025 | $ 358.22M | $ 9.22M | 2.57% |
| 3/31/2025 | $ 327.05M | $ 8.85M | 2.7% |
| 12/31/2024 | $ 342.45M | $ 8.76M | 2.56% |
| 9/30/2024 | $ 329.26M | $ 8.81M | 2.68% |
| 6/30/2024 | $ 327.4M | $ 10.02M | 3.06% |
| 3/31/2024 | $ 230.76M | $ 10.7M | 4.64% |
| 12/31/2023 | $ 147.74M | $ 11.26M | 7.62% |
| 9/30/2023 | $ 156.17M | $ 11.65M | 7.46% |
| 6/30/2023 | $ 195.82M | $ 12.88M | 6.58% |
| 3/31/2023 | $ 121.91M | $ 13.11M | 10.75% |
Key Performance Insights, Last 5 Years
- UNION BANKSHARES INC's latest trailing twelve months (TTM) ROIC stands at 13.39%.
- Over the past 5 years, UNION BANKSHARES INC's average ROIC has been 9.56%.
- The median ROIC for UNION BANKSHARES INC during this period was 10.57%
- UNION BANKSHARES INC reached its highest ROIC over the past 5 years at 16.7%.
- The lowest ROIC recorded by UNION BANKSHARES INC in the same timeframe 2.56%
UNION BANKSHARES INC's ROIC vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROIC Benchmarks
Similar metrics to ROIC:
- Cash Return on Invested Capital - [Calculation] Cash Return on Invested Capital (CROIC) measures how well a company uses its invested capital to produce cash. It is calculated as Free Cash Flow [FCF] divided by invested capital [InvCapital].
- Invested Capital - [Calculation] Invested Capital is the total amount of money raised by a business in the form [Equity] and/or [Debt].
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Assets - [Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.
- Capital Expenditures to Operating Cash Flow - [Calculation] The CapEx to Operating Cash Flow ratio, measures how much of a company’s operating cash flow is reinvested into productive [Assets]. It is capital expenditures [CapEx] divided by net operating cash flow [NCFO].
Definition of Return on Invested Capital
[Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].Net Inc. Cmn. / Inv. Capital
(=) ROIC ROIC for UNION BANKSHARES INC is calculated as follows: Net Inc. Cmn. [ $ 11.77M ] / Inv. Capital [ $ 87.92M ]
(=) ROIC [ 13.39% ] UNB - Return on Invested Capital, Last 5 years
2.56%
Minimum
Dec 31, 2024
16.7%
Maximum
Jun 30, 2022
9.56%
Average
10.57%
Median
ROIC Benchmark AnalysisMarket
The chart above depicts the distribution of ROIC for companies in the Total Stock Market. The average ROIC of the companies is 0.68% with a standard deviation of 15.2%.
The following table provides additional summary stats:
ROIC in the Market:
| filtered constituents | 3.36K |
|---|---|
| min | -46.36% |
| max | 48.66% |
| average | 0.68% |
| median | 3.38% |
| std | 15.2% |