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6.13%Return on Invested Capital
VS
Market
Sector
Industry
History
$ 29.82Close
$ 25.3 - $ 32.7 52-Week Range
Ticker Information
Ticker
UVSPCompany Name
UNIVEST FINANCIAL CORPSector
Financial ServicesIndustry
Banks - RegionalExchange
NASDAQUNIVEST FINANCIAL CORP - Return on Invested Capital Chart Analysis (TTM)
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UVSP - ROIC Historical data
| Date | Invested Capital | Net Income Common Stock | Return on Invested Capital |
|---|---|---|---|
| 6/30/2025 | $ 1.3B | $ 79.89M | 6.13% |
| 3/31/2025 | $ 1.26B | $ 78.02M | 6.18% |
| 12/31/2024 | $ 1.3B | $ 75.93M | 5.82% |
| 9/30/2024 | $ 1.29B | $ 73.24M | 5.67% |
| 6/30/2024 | $ 1.3B | $ 71.68M | 5.52% |
| 3/31/2024 | $ 1.28B | $ 70.38M | 5.49% |
| 12/31/2023 | $ 1.34B | $ 71.1M | 5.31% |
| 9/30/2023 | $ 1.32B | $ 78.69M | 5.94% |
| 6/30/2023 | $ 1.55B | $ 82.47M | 5.31% |
| 3/31/2023 | $ 1.47B | $ 78.84M | 5.35% |
Key Performance Insights, Last 5 Years
- UNIVEST FINANCIAL CORP's latest trailing twelve months (TTM) ROIC stands at 3.25%.
- Over the past 5 years, UNIVEST FINANCIAL CORP's average ROIC has been 6.41%.
- The median ROIC for UNIVEST FINANCIAL CORP during this period was 6.04%
- UNIVEST FINANCIAL CORP reached its highest ROIC over the past 5 years at 10.04%.
- The lowest ROIC recorded by UNIVEST FINANCIAL CORP in the same timeframe 3.25%
UNIVEST FINANCIAL CORP'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 UNIVEST FINANCIAL CORP is calculated as follows: Net Inc. Cmn. [ $ 36.55M ] / Inv. Capital [ $ 1.12B ]
(=) ROIC [ 3.25% ] UVSP - Return on Invested Capital, Last 5 years
3.25%
Minimum
Sep 30, 2020
10.04%
Maximum
Sep 30, 2021
6.41%
Average
6.04%
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 15.21%.
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 | 15.21% |