Pultegroup
Pultegroup returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
Reported borrowing balances are unavailable in the extracted statements for this period.
ROCE
% · Annual / TTM
Operating income is unavailable in the extracted statements for this period.
ROIIC
% · Annual / TTM
Reported borrowing balances are unavailable in the extracted statements for this period.
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Reported borrowing balances are unavailable in the extracted statements for this period.
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | — | — | — | 14.9% | 10.64% | — |
| FY 2026 Q1 | Mar 31, 2026 | — | — | — | 16.18% | 11.5% | — |
| FY 2025 Q4 | Dec 31, 2025 | — | — | — | 17.67% | 12.53% | — |
| FY 2025 Q3 | Sep 30, 2025 | — | — | — | 21.57% | 15.11% | — |
| FY 2025 Q2 | Jun 30, 2025 | — | — | — | 23.05% | 16.07% | — |
| FY 2025 Q1 | Mar 31, 2025 | — | — | — | 25.52% | 17.4% | — |
| FY 2024 Q4 | Dec 31, 2024 | — | — | — | 27.4% | 18.43% | — |
| FY 2024 Q3 | Sep 30, 2024 | — | — | — | 26.68% | 17.64% | — |
| FY 2024 Q2 | Jun 30, 2024 | — | — | — | 26.92% | 17.76% | — |
| FY 2024 Q1 | Mar 31, 2024 | — | — | — | 27.22% | 17.45% | — |
| FY 2023 Q4 | Dec 31, 2023 | — | — | — | 26.87% | 16.85% | — |
| FY 2023 Q3 | Sep 30, 2023 | — | — | — | 30.38% | 18.53% | — |
| FY 2023 Q2 | Jun 30, 2023 | — | — | — | 31.51% | 19.1% | — |
| FY 2023 Q1 | Mar 31, 2023 | — | — | — | 32.14% | 19.25% | — |
| FY 2022 Q4 | Dec 31, 2022 | — | — | — | 31.71% | 18.6% | — |
| FY 2022 Q3 | Sep 30, 2022 | — | — | — | 31.12% | 17.91% | — |
| FY 2022 Q2 | Jun 30, 2022 | — | — | — | 30.32% | 17.42% | — |
| FY 2022 Q1 | Mar 31, 2022 | — | — | — | 29.51% | 17.04% | — |
| FY 2021 Q4 | Dec 31, 2021 | — | — | — | 27.45% | 15.23% | — |
| FY 2021 Q3 | Sep 30, 2021 | — | — | — | 25.57% | 14.38% | — |
| FY 2021 Q2 | Jun 30, 2021 | — | — | — | 25.79% | 14.43% | — |
| FY 2021 Q1 | Mar 31, 2021 | — | — | — | 24.53% | 13.18% | — |
| FY 2020 Q4 | Dec 31, 2020 | — | — | — | 23.19% | 12.28% | — |
| FY 2020 Q3 | Sep 30, 2020 | — | — | — | 22.7% | 12.06% | — |
| FY 2020 Q2 | Jun 30, 2020 | — | — | — | 21.13% | 11.03% | — |
| FY 2020 Q1 | Mar 31, 2020 | — | — | — | 20.01% | 9.74% | — |
| FY 2019 Q4 | Dec 31, 2019 | — | — | — | 19.59% | 9.73% | — |
| FY 2019 Q3 | Sep 30, 2019 | — | — | — | 18.4% | 9.04% | — |
| FY 2019 Q2 | Jun 30, 2019 | — | — | — | 19.33% | 9.39% | — |
| FY 2019 Q1 | Mar 31, 2019 | — | — | — | 21.93% | 10.22% | — |
| FY 2018 Q4 | Dec 31, 2018 | — | — | — | 22.53% | 10.29% | — |
| FY 2018 Q3 | Sep 30, 2018 | — | — | — | 18.8% | 8.61% | — |
| FY 2018 Q2 | Jun 30, 2018 | — | — | — | 16.55% | 7.64% | — |
| FY 2018 Q1 | Mar 31, 2018 | — | — | — | 11.67% | 5.36% | — |
| FY 2017 Q4 | Dec 31, 2017 | — | — | — | 10.04% | 4.5% | — |
| FY 2017 Q3 | Sep 30, 2017 | — | — | — | 14.17% | 6.48% | — |
| FY 2017 Q2 | Jun 30, 2017 | — | — | — | 12.76% | 6.15% | — |
| FY 2017 Q1 | Mar 31, 2017 | — | — | — | 12.89% | 6.18% | — |
| FY 2016 Q4 | Dec 31, 2016 | — | — | — | 12.7% | 6.3% | — |
| FY 2016 Q3 | Sep 30, 2016 | — | — | — | 12% | 5.97% | — |
| FY 2016 Q2 | Jun 30, 2016 | — | — | — | 11.34% | 6.08% | — |
| FY 2016 Q1 | Mar 31, 2016 | — | — | — | 10.94% | 5.72% | — |
| FY 2015 Q4 | Dec 31, 2015 | — | — | — | 10.27% | 5.63% | — |
| FY 2015 Q3 | Sep 30, 2015 | — | — | — | 10.37% | 5.55% | — |
| FY 2015 Q2 | Jun 30, 2015 | — | — | — | 11.12% | 6.21% | — |
| FY 2015 Q1 | Mar 31, 2015 | — | — | — | 9.63% | 5.42% | — |
| FY 2014 Q4 | Dec 31, 2014 | — | — | — | 9.97% | 5.48% | — |
| FY 2014 Q3 | Sep 30, 2014 | — | — | — | 10.34% | 5.52% | — |
| FY 2014 Q2 | Jun 30, 2014 | — | — | — | 74.69% | 35.1% | — |
| FY 2014 Q1 | Mar 31, 2014 | — | — | — | 74.83% | 34.63% | — |
| FY 2013 Q4 | Dec 31, 2013 | — | — | — | 76.05% | 33.88% | — |
| FY 2013 Q3 | Sep 30, 2013 | — | — | — | 73.87% | 31.06% | — |
| FY 2013 Q2 | Jun 30, 2013 | — | — | — | 13.64% | 4.38% | — |
| FY 2013 Q1 | Mar 31, 2013 | — | — | — | — | — | — |
| FY 2012 Q4 | Dec 31, 2012 | — | — | — | 9.99% | 3.03% | — |
| FY 2012 Q3 | Sep 30, 2012 | — | — | — | 7.97% | 2.24% | — |
| FY 2012 Q2 | Jun 30, 2012 | — | — | — | -4.21% | -1.18% | — |
| FY 2011 Q4 | Dec 31, 2011 | — | — | — | -10.33% | -2.88% | — |
| FY 2011 Q3 | Sep 30, 2011 | — | — | — | -18.47% | -4.77% | — |
| FY 2011 Q2 | Jun 30, 2011 | — | — | — | -47.1% | -14.48% | — |
| 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 · PHM, 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.