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-2.29%Return on Invested Capital
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Market
40
Sector
8
Industry
11
History
7
$ -1Close
$ -1 - $ -1 52-Week Range
Ticker Information

Ticker

BRDG

Company Name

BRIDGE INVESTMENT GROUP HOLDINGS INC

Sector

Financial Services

Industry

Asset Management

Exchange

NYSE

BRIDGE INVESTMENT GROUP HOLDINGS INC - Return on Invested Capital Chart Analysis (TTM)

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BRDG - ROIC Historical data
DateInvested CapitalNet Income Common StockReturn on Invested Capital
6/30/2025$ 524.93M$ -12.04M-2.29%
3/31/2025$ 537.65M$ -13.99M-2.6%
12/31/2024$ 533.53M$ 8.01M1.5%
9/30/2024$ 550.52M$ 7.73M1.4%
6/30/2024$ 543.11M$ 3.36M0.62%
3/31/2024$ 554.19M$ 1.02M0.18%
12/31/2023$ 558.87M$ -6.77M-1.21%
9/30/2023$ 575.95M$ 15.5M2.69%
6/30/2023$ 618.78M$ 46.07M7.44%
3/31/2023$ 618.95M$ 125.47M20.27%
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Key Performance Insights, Last 5 Years

  • BRIDGE INVESTMENT GROUP HOLDINGS INC's latest trailing twelve months (TTM) ROIC stands at 41.95%.
  • Over the past 5 years, BRIDGE INVESTMENT GROUP HOLDINGS INC's average ROIC has been 32.15%.
  • The median ROIC for BRIDGE INVESTMENT GROUP HOLDINGS INC during this period was 5.07%
  • BRIDGE INVESTMENT GROUP HOLDINGS INC reached its highest ROIC over the past 5 years at 114.63%.
  • The lowest ROIC recorded by BRIDGE INVESTMENT GROUP HOLDINGS INC in the same timeframe -2.6%

BRIDGE INVESTMENT GROUP HOLDINGS 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
CompanyROIC
GSBD : GOLDMAN SACHS BDC INC 4.39%NMFC : NEW MOUNTAIN FINANCE CORP 2.69%MFIC : MIDCAP FINANCIAL INVESTMENT CORP 2.89%PX : P10 INC 1.97%TRIN : TRINITY CAPITAL INC 7.02%CSWC : CAPITAL SOUTHWEST CORP 4.53%AAMI : ACADIAN ASSET MANAGEMENT INC 20.13%BCSF : BAIN CAPITAL SPECIALTY FINANCE INC 3.98%WT : WISDOMTREE INC 7.52%PFLT : PENNANTPARK FLOATING RATE CAPITAL LTD 2.83%

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 BRIDGE INVESTMENT GROUP HOLDINGS INC is calculated as follows: Net Inc. Cmn. [ $ 146.92M ] / Inv. Capital [ $ 350.27M ]
(=) ROIC [ 41.95% ]

BRDG - Return on Invested Capital, Last 5 years

-2.6%

Minimum

Mar 31, 2025

114.63%

Maximum

Mar 31, 2022

32.15%

Average

5.07%

Median

ROIC Benchmark Analysis

The chart above depicts the distribution of ROIC for companies in the Total Stock Market. The average ROIC of the companies is 0.67% with a standard deviation of 15.21%.
The following table provides additional summary stats:
ROIC in the Market:
filtered constituents3.36K
min-46.36%
max48.66%
average0.67%
median3.37%
std15.21%