Erie Indemnity Co
Erie Indemnity Co returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | — | 30.38% | — | 24.81% | 17.26% | — |
| FY 2026 Q1 | Mar 31, 2026 | — | 31.63% | — | 25.85% | 18.01% | — |
| FY 2025 Q4 | Dec 31, 2025 | — | 31.9% | — | 26.19% | 17.92% | — |
| FY 2025 Q3 | Sep 30, 2025 | — | 32.42% | — | 30.44% | 20.94% | — |
| FY 2025 Q2 | Jun 30, 2025 | — | 33.35% | — | 31.14% | 21.48% | — |
| FY 2025 Q1 | Mar 31, 2025 | — | 34.59% | — | 32.38% | 22.24% | — |
| FY 2024 Q4 | Dec 31, 2024 | — | 35.15% | — | 32.89% | 22.4% | — |
| FY 2024 Q3 | Sep 30, 2024 | — | 33.74% | — | 31.42% | 21.27% | — |
| FY 2024 Q2 | Jun 30, 2024 | — | 33.65% | — | 31.44% | 21.14% | — |
| FY 2024 Q1 | Mar 31, 2024 | — | 31.88% | — | 30.15% | 20.27% | — |
| FY 2023 Q4 | Dec 31, 2023 | — | 31.18% | — | 28.67% | 18.94% | — |
| FY 2023 Q3 | Sep 30, 2023 | — | 29.14% | — | 26.99% | 17.52% | — |
| FY 2023 Q2 | Jun 30, 2023 | — | 26.89% | — | 24.54% | 15.71% | — |
| FY 2023 Q1 | Mar 31, 2023 | — | 24.88% | — | 22.42% | 14.22% | — |
| FY 2022 Q4 | Dec 31, 2022 | — | 23.62% | — | 21.4% | 13.32% | — |
| FY 2022 Q3 | Sep 30, 2022 | — | 22.53% | — | 21.8% | 13.05% | — |
| FY 2022 Q2 | Jun 30, 2022 | — | 22.16% | — | 22.75% | 13.54% | — |
| FY 2022 Q1 | Mar 31, 2022 | — | 20.72% | — | 23.04% | 13.55% | — |
| FY 2021 Q4 | Dec 31, 2021 | — | 20.52% | — | 23.54% | 13.67% | — |
| FY 2021 Q3 | Sep 30, 2021 | — | 20.24% | — | 24.12% | 13.9% | — |
| FY 2021 Q2 | Jun 30, 2021 | — | 21.04% | — | 24.97% | 14.35% | — |
| FY 2021 Q1 | Mar 31, 2021 | — | 22.33% | — | 26.45% | 15.16% | — |
| FY 2020 Q4 | Dec 31, 2020 | — | 23.18% | — | 25.27% | 14.19% | — |
| FY 2020 Q3 | Sep 30, 2020 | — | 23.11% | — | 24.52% | 14.04% | — |
| FY 2020 Q2 | Jun 30, 2020 | — | 24.68% | — | 26.14% | 14.86% | — |
| FY 2020 Q1 | Mar 31, 2020 | — | 26.31% | — | 28.24% | 16.01% | — |
| FY 2019 Q4 | Dec 31, 2019 | — | 26.87% | — | 30.07% | 16.7% | — |
| FY 2019 Q3 | Sep 30, 2019 | — | 27.73% | — | 31.32% | 17.12% | — |
| FY 2019 Q2 | Jun 30, 2019 | — | 28.24% | — | 31.47% | 17.27% | — |
| FY 2019 Q1 | Mar 31, 2019 | — | 29.13% | — | 32.12% | 17.66% | — |
| FY 2018 Q4 | Dec 31, 2018 | 35.09% | 28.85% | 96.36% | 31.48% | 16.74% | 27.4 pp |
| FY 2018 Q3 | Sep 30, 2018 | — | 27.72% | — | 28.72% | 15.21% | — |
| FY 2018 Q2 | Jun 30, 2018 | — | 27.21% | — | 27.24% | 14.66% | — |
| FY 2018 Q1 | Mar 31, 2018 | — | 27.08% | — | 25.73% | 14.03% | — |
| FY 2017 Q4 | Dec 31, 2017 | — | 25.8% | — | 23.53% | 12.26% | — |
| FY 2017 Q3 | Sep 30, 2017 | — | 26.34% | — | 24.59% | 13.52% | — |
| FY 2017 Q2 | Jun 30, 2017 | — | 27.02% | — | 25.12% | 14.06% | — |
| FY 2017 Q1 | Mar 31, 2017 | — | 28.35% | — | 26.3% | 15% | — |
| FY 2016 Q4 | Dec 31, 2016 | — | 28.65% | — | 26.52% | 14.23% | — |
| FY 2016 Q3 | Sep 30, 2016 | — | — | — | 24.51% | 1.99% | — |
| FY 2016 Q2 | Jun 30, 2016 | — | — | — | 24.22% | 1.92% | — |
| FY 2016 Q1 | Mar 31, 2016 | — | — | — | 24.35% | 1.88% | — |
| FY 2015 Q4 | Dec 31, 2015 | — | 2.54% | — | 23.73% | 1.82% | — |
| FY 2015 Q3 | Sep 30, 2015 | — | — | — | 22.49% | 0.96% | — |
| FY 2015 Q2 | Jun 30, 2015 | — | — | — | 22.6% | 0.95% | — |
| FY 2015 Q1 | Mar 31, 2015 | — | — | — | 22.18% | 0.92% | — |
| FY 2014 Q4 | Dec 31, 2014 | — | — | — | 23.38% | 0.98% | — |
| FY 2014 Q3 | Sep 30, 2014 | — | — | — | 24.93% | 1.05% | — |
| FY 2014 Q2 | Jun 30, 2014 | — | — | — | 25.25% | 1.06% | — |
| FY 2014 Q1 | Mar 31, 2014 | — | — | — | 24.96% | 1.05% | — |
| FY 2013 Q4 | Dec 31, 2013 | — | — | — | 23.69% | 1.02% | — |
| FY 2013 Q3 | Sep 30, 2013 | — | — | — | 21.82% | 0.98% | — |
| FY 2013 Q2 | Jun 30, 2013 | — | — | — | 22.93% | 1.05% | — |
| FY 2013 Q1 | Mar 31, 2013 | — | — | — | 22.8% | 1.05% | — |
| FY 2012 Q4 | Dec 31, 2012 | — | — | — | 22.49% | 1.07% | — |
| FY 2012 Q3 | Sep 30, 2012 | — | — | — | 19.18% | 1.05% | — |
| FY 2012 Q2 | Jun 30, 2012 | — | — | — | 18.63% | 1.02% | — |
| FY 2012 Q1 | Mar 31, 2012 | — | — | — | — | 1.1% | — |
| FY 2011 Q4 | Dec 31, 2011 | — | — | — | 19.96% | 1.18% | — |
| FY 2011 Q3 | Sep 30, 2011 | — | — | — | — | 1.09% | — |
| FY 2011 Q2 | Jun 30, 2011 | — | — | — | — | 1.15% | — |
| FY 2011 Q1 | Mar 31, 2011 | — | — | — | — | — | — |
| FY 2010 Q4 | Dec 31, 2010 | — | — | — | — | — | — |
| FY 2010 Q3 | Sep 30, 2010 | — | — | — | — | — | — |
| FY 2010 Q2 | Jun 30, 2010 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · ERIE, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.