Basis: Latest reported fiscal year. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 17.04% is 25% above its 5-year average of 13.66%, around the middle of its 5-year range (6.54%–24.92%).
As of the fiscal period ended Wednesday, December 31, 2025. 14.55% above its 12-month average of 14.88%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
17.04%
RETURN ON EQUITY (ROE) AVG TTM
14.88%
RETURN ON EQUITY (ROE) AVG 3Y
12.41%
RETURN ON EQUITY (ROE) AVG 5Y
13.66%
RETURN ON EQUITY (ROE) AVG 10Y
11.16%
RETURN ON EQUITY (ROE) AVG 15Y
9.53%
RETURN ON EQUITY (ROE) AVG 20Y
10.58%
CURRENT VS TTM AVG
+14.55%
CURRENT VS 3Y AVG
+37.28%
CURRENT VS 5Y AVG
+24.71%
CURRENT VS 10Y AVG
+52.69%
CURRENT VS 15Y AVG
+78.82%
CURRENT VS 20Y AVG
+61.10%
SECTOR MEDIAN · FINANCIAL SERVICES
14.10%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
+20.85%
vs the sector median at left
Assurant, Inc.
Market Cap
$13.94B
Return on Equity (ROE)
17.04%
TTM Avg
14.88%
3Y Avg
12.41%
5Y Avg
13.66%
Market Cap
$14.19B
Return on Equity (ROE)
-0.52%
TTM Avg
1.51%
3Y Avg
2.10%
5Y Avg
4.04%
Market Cap
$14.28B
Return on Equity (ROE)
19.92%
TTM Avg
19.80%
3Y Avg
20.98%
5Y Avg
17.36%
Market Cap
$14.61B
Return on Equity (ROE)
12.40%
TTM Avg
10.09%
3Y Avg
11.58%
5Y Avg
10.87%
Market Cap
$11.69B
Return on Equity (ROE)
18.79%
TTM Avg
18.66%
3Y Avg
19.88%
5Y Avg
21.68%
Market Cap
$11.39B
Return on Equity (ROE)
-22.62%
TTM Avg
9.04%
3Y Avg
0.57%
5Y Avg
-9.32%
Market Cap
$11.29B
Return on Equity (ROE)
16.22%
TTM Avg
27.36%
3Y Avg
25.54%
5Y Avg
24.84%
Market Cap
$16.91B
Return on Equity (ROE)
-2.31%
TTM Avg
12.60%
3Y Avg
-11.02%
5Y Avg
3.46%
Market Cap
$17.09B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Assurant, Inc. (AIZ) | $13.94B | 17.04% | 14.88% | 12.41% | 13.66% |
| Invesco Ltd. (IVZ)vs › | $14.19B | -0.52% | 1.51% | 2.10% | 4.04% |
| Globe Life Inc. (GL)vs › | $14.28B | 19.92% | 19.80% | 20.98% | 17.36% |
| Everest Group, Ltd. (EG)vs › | $14.61B | 12.40% | 10.09% | 11.58% | 10.87% |
| American Financial Group, Inc. (AFG)vs › | $11.69B | 18.79% | 18.66% | 19.88% | 21.68% |
| Hut 8 Corp. (HUT)vs › | $11.39B | -22.62% | 9.04% | 0.57% | -9.32% |
| Erie Indemnity Company (ERIE)vs › | $11.29B | 16.22% | 27.36% | 25.54% | 24.84% |
| Circle Internet Group (CRCL)vs › | $16.91B | -2.31% | 12.60% | -11.02% | 3.46% |
| WisdomTree U.S. Quality Dividend Growth Fund (DGRW)vs › | $17.09B | N/A | N/A | N/A | N/A |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $10.31B | -75.47% | -38.27% | -35.75% | -27.85% |
ROE
17.0%
ROA
2.8%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2025-12-31 | 14.86% |
| 2024-12-31 | 14.89% |
| 2023-12-31 | 13.36% |
| 2022-12-31 | 6.54% |
| 2021-12-31 | 24.92% |
| 2020-12-31 | 7.41% |
| 2019-12-31 | 6.77% |
| 2018-12-31 | 4.91% |
| 2017-12-31 | 12.17% |
| 2016-12-31 | 13.80% |
| 2015-12-31 | 3.13% |
| 2014-12-31 | 9.09% |
| 2013-12-31 | 10.12% |
| 2012-12-31 | 9.33% |
| 2011-12-31 | 10.72% |
| 2010-12-31 | 5.84% |
| 2009-12-31 | 8.87% |
| 2008-12-31 | 12.07% |
| 2007-12-31 | 15.99% |
| 2006-12-31 | 18.72% |
| 2005-12-31 | 12.96% |
| 2004-12-31 | 9.64% |
| 2003-12-31 | 7.05% |
| 2002-12-31 | -39.18% |
| 2001-12-31 | 2.84% |
| 2000-12-31 | 2.66% |
