Price T Rowe Group
Price T Rowe Group 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
The reported inputs required for this metric are 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 | — | — | — | 20.61% | 14.96% | — |
| FY 2026 Q1 | Mar 31, 2026 | — | — | — | 19.79% | 14.76% | — |
| FY 2025 Q4 | Dec 31, 2025 | — | — | — | 19.68% | 15.01% | — |
| FY 2025 Q3 | Sep 30, 2025 | — | — | — | 19.77% | 14.64% | — |
| FY 2025 Q2 | Jun 30, 2025 | — | — | — | 19.9% | 14.86% | — |
| FY 2025 Q1 | Mar 31, 2025 | — | — | — | 19.99% | 15.02% | — |
| FY 2024 Q4 | Dec 31, 2024 | — | — | — | 21.16% | 16.31% | — |
| FY 2024 Q3 | Sep 30, 2024 | — | — | — | 21.35% | 15.98% | — |
| FY 2024 Q2 | Jun 30, 2024 | — | — | — | 20.3% | 15.15% | — |
| FY 2024 Q1 | Mar 31, 2024 | — | — | — | 20.62% | 15.52% | — |
| FY 2023 Q4 | Dec 31, 2023 | — | — | — | 19.5% | 14.95% | — |
| FY 2023 Q3 | Sep 30, 2023 | — | — | — | 17.67% | 13.17% | — |
| FY 2023 Q2 | Jun 30, 2023 | — | — | — | 16.99% | 12.7% | — |
| FY 2023 Q1 | Mar 31, 2023 | — | — | — | 15.6% | 11.52% | — |
| FY 2022 Q4 | Dec 31, 2022 | — | — | — | 17.44% | 12.9% | — |
| FY 2022 Q3 | Sep 30, 2022 | — | — | — | 23.68% | 17.34% | — |
| FY 2022 Q2 | Jun 30, 2022 | — | — | — | 28.77% | 21.05% | — |
| FY 2022 Q1 | Mar 31, 2022 | — | — | — | 34.01% | 25.11% | — |
| FY 2021 Q4 | Dec 31, 2021 | — | — | — | 36.86% | 26.61% | — |
| FY 2021 Q3 | Sep 30, 2021 | — | — | — | 40.62% | 28.96% | — |
| FY 2021 Q2 | Jun 30, 2021 | — | — | — | 40.86% | 28.83% | — |
| FY 2021 Q1 | Mar 31, 2021 | — | — | — | 38.48% | 28.65% | — |
| FY 2020 Q4 | Dec 31, 2020 | — | — | — | 32.04% | 23.74% | — |
| FY 2020 Q3 | Sep 30, 2020 | — | — | — | 30.56% | 21.86% | — |
| FY 2020 Q2 | Jun 30, 2020 | — | — | — | 30.57% | 22.16% | — |
| FY 2020 Q1 | Mar 31, 2020 | — | — | — | 30.79% | 22.95% | — |
| FY 2019 Q4 | Dec 31, 2019 | — | — | — | 32.23% | 25.05% | — |
| FY 2019 Q3 | Sep 30, 2019 | — | — | — | 29.14% | 21.62% | — |
| FY 2019 Q2 | Jun 30, 2019 | — | — | — | 31.12% | 23.52% | — |
| FY 2019 Q1 | Mar 31, 2019 | — | — | — | 31.06% | 23.95% | — |
| FY 2018 Q4 | Dec 31, 2018 | — | — | — | 30.76% | 24.14% | — |
| FY 2018 Q3 | Sep 30, 2018 | — | — | — | 30.57% | 23.04% | — |
| FY 2018 Q2 | Jun 30, 2018 | — | — | — | 29.08% | 22.76% | — |
| FY 2018 Q1 | Mar 31, 2018 | — | — | — | 28.72% | 22.94% | — |
| FY 2017 Q4 | Dec 31, 2017 | — | — | — | 27.65% | 21.77% | — |
| FY 2017 Q3 | Sep 30, 2017 | — | — | — | 29.54% | 21.7% | — |
| FY 2017 Q2 | Jun 30, 2017 | — | — | — | 29.26% | 22.38% | — |
| FY 2017 Q1 | Mar 31, 2017 | — | — | — | 26.4% | 20.65% | — |
| FY 2016 Q4 | Dec 31, 2016 | — | — | — | 24.87% | 21.44% | — |
| FY 2016 Q3 | Sep 30, 2016 | — | — | — | 23.59% | 18.71% | — |
| FY 2016 Q2 | Jun 30, 2016 | — | — | — | 21.79% | 17.85% | — |
| FY 2016 Q1 | Mar 31, 2016 | — | — | — | 24.75% | 19.87% | — |
| FY 2015 Q4 | Dec 31, 2015 | — | — | — | 24.08% | 22.75% | — |
| FY 2015 Q3 | Sep 30, 2015 | — | — | — | 24.96% | 22.4% | — |
| FY 2015 Q2 | Jun 30, 2015 | — | — | — | 24.65% | 22.77% | — |
| FY 2015 Q1 | Mar 31, 2015 | — | — | — | 24.6% | 21.62% | — |
| FY 2014 Q4 | Dec 31, 2014 | — | — | — | 24.08% | 23.03% | — |
| FY 2014 Q3 | Sep 30, 2014 | — | — | — | 24.6% | 22.05% | — |
| FY 2014 Q2 | Jun 30, 2014 | — | — | — | 24.38% | 22.32% | — |
| FY 2014 Q1 | Mar 31, 2014 | — | — | — | 24.28% | 22.04% | — |
| FY 2013 Q4 | Dec 31, 2013 | — | — | — | 24.18% | 22.69% | — |
| FY 2013 Q3 | Sep 30, 2013 | — | — | — | 23.62% | 20.81% | — |
| FY 2013 Q2 | Jun 30, 2013 | — | — | — | 24.32% | 21.74% | — |
| FY 2013 Q1 | Mar 31, 2013 | — | — | — | 23.99% | 21.36% | — |
| FY 2012 Q4 | Dec 31, 2012 | — | — | — | 24.32% | 22.16% | — |
| FY 2012 Q3 | Sep 30, 2012 | — | — | — | 23.57% | 20.38% | — |
| FY 2012 Q2 | Jun 30, 2012 | — | — | — | 22.01% | 19.46% | — |
| FY 2012 Q1 | Mar 31, 2012 | — | — | — | 21.91% | 19.49% | — |
| FY 2011 Q4 | Dec 31, 2011 | — | — | — | 23.02% | 20.86% | — |
| FY 2011 Q3 | Sep 30, 2011 | — | — | — | — | 20.98% | — |
| FY 2011 Q2 | Jun 30, 2011 | — | — | — | — | 20.86% | — |
| FY 2011 Q1 | Mar 31, 2011 | — | — | — | — | 19.61% | — |
| FY 2010 Q4 | Dec 31, 2010 | — | — | — | 21.76% | 19.62% | — |
| FY 2010 Q3 | Sep 30, 2010 | — | — | — | — | 18.83% | — |
| FY 2010 Q2 | Jun 30, 2010 | — | — | — | — | 18.77% | — |
| FY 2010 Q1 | Mar 31, 2010 | — | — | — | — | — | — |
| FY 2009 Q4 | Dec 31, 2009 | — | — | — | — | — | — |
| FY 2009 Q3 | Sep 30, 2009 | — | — | — | — | — | — |
| FY 2009 Q2 | Jun 30, 2009 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 19, 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 · TROW, USD. Latest completed close Oct 27, 2026. Price data retrieved Oct 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.