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3.84%Return on Invested Capital
VS
Market
Sector
Industry
History
$ 305.53Close
$ 210.28 - $ 316.06 52-Week Range
Ticker Information
Ticker
JPMCompany Name
JPMORGAN CHASE & COSector
Financial ServicesIndustry
Banks - DiversifiedExchange
NYSEJPMORGAN CHASE & CO - Return on Invested Capital Chart Analysis (TTM)
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JPM - ROIC Historical data
| Date | Invested Capital | Net Income Common Stock | Return on Invested Capital |
|---|---|---|---|
| 6/30/2025 | $ 1.44T | $ 55.15B | 3.84% |
| 3/31/2025 | $ 1.36T | $ 58.24B | 4.29% |
| 12/31/2024 | $ 1.1T | $ 56.87B | 5.19% |
| 9/30/2024 | $ 1.2T | $ 52.07B | 4.35% |
| 6/30/2024 | $ 1.18T | $ 52.22B | 4.41% |
| 3/31/2024 | $ 1.1T | $ 48.51B | 4.39% |
| 12/31/2023 | $ 980.95B | $ 47.76B | 4.87% |
| 9/30/2023 | $ 994.38B | $ 49.49B | 4.98% |
| 6/30/2023 | $ 983.89B | $ 46.06B | 4.68% |
| 3/31/2023 | $ 887.21B | $ 40.24B | 4.54% |
Key Performance Insights, Last 5 Years
- JPMORGAN CHASE & CO's latest trailing twelve months (TTM) ROIC stands at 2.87%.
- Over the past 5 years, JPMORGAN CHASE & CO's average ROIC has been 4.48%.
- The median ROIC for JPMORGAN CHASE & CO during this period was 4.4%
- JPMORGAN CHASE & CO reached its highest ROIC over the past 5 years at 5.52%.
- The lowest ROIC recorded by JPMORGAN CHASE & CO in the same timeframe 2.87%
JPMORGAN CHASE & CO'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 JPMORGAN CHASE & CO is calculated as follows: Net Inc. Cmn. [ $ 23.8B ] / Inv. Capital [ $ 828.72B ]
(=) ROIC [ 2.87% ] JPM - Return on Invested Capital, Last 5 years
2.87%
Minimum
Sep 30, 2020
5.52%
Maximum
Dec 31, 2021
4.48%
Average
4.4%
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 0.69% 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 | 0.69% |
| median | 3.38% |
| std | 15.2% |