Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. 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 2.62% is 18% below its 1-year average of 3.21%, near the low end of its 1-year range (2.62%–3.79%).
As of the fiscal period ended Tuesday, June 30, 2026. 18.46% below its 12-month average of 3.21%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 2.62%.
RETURN ON EQUITY (ROE)
2.62%
RETURN ON EQUITY (ROE) AVG TTM
3.21%
RETURN ON EQUITY (ROE) AVG 3Y
N/A
RETURN ON EQUITY (ROE) AVG 5Y
N/A
RETURN ON EQUITY (ROE) AVG 10Y
N/A
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-18.46%
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
9.93%
median of 391 covered companies
CURRENT VS SECTOR MEDIAN
-73.61%
vs the sector median at left
Aldel Financial II Inc.
Market Cap
$323.62M
Return on Equity (ROE)
2.62%
TTM Avg
3.21%
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$323.68M
Return on Equity (ROE)
10.47%
TTM Avg
9.50%
3Y Avg
11.20%
5Y Avg
11.64%
Market Cap
$324.16M
Return on Equity (ROE)
-0.09%
TTM Avg
0.00%
3Y Avg
0.00%
5Y Avg
0.00%
Market Cap
$325.24M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$320.37M
Return on Equity (ROE)
0.95%
TTM Avg
3.18%
3Y Avg
3.18%
5Y Avg
2.01%
Market Cap
$319.87M
Return on Equity (ROE)
12.10%
TTM Avg
11.00%
3Y Avg
12.51%
5Y Avg
11.53%
Market Cap
$318.54M
Return on Equity (ROE)
9.74%
TTM Avg
7.55%
3Y Avg
7.30%
5Y Avg
7.97%
Market Cap
$329.43M
Return on Equity (ROE)
10.46%
TTM Avg
11.34%
3Y Avg
12.28%
5Y Avg
13.55%
Market Cap
$330.18M
Return on Equity (ROE)
N/A
TTM Avg
1.04%
3Y Avg
1.04%
5Y Avg
1.04%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Aldel Financial II Inc. (ALDF) | $323.62M | 2.62% | 3.21% | N/A | N/A |
| C&F Financial Corporation (CFFI)vs › | $323.68M | 10.47% | 9.50% | 11.20% | 11.64% |
| Evolution Global Acquisition Corp Class A Ordinary Shares (EVOX)vs › | $324.16M | -0.09% | 0.00% | 0.00% | 0.00% |
| B&R Technology Merger Corp. Class A (BRTM)vs › | $325.24M | N/A | N/A | N/A | N/A |
| Lionheart Holdings (CUB)vs › | $320.37M | 0.95% | 3.18% | 3.18% | 2.01% |
| Fidelity D & D Bancorp, Inc. (FDBC)vs › | $319.87M | 12.10% | 11.00% | 12.51% | 11.53% |
| FVCBankcorp, Inc. (FVCB)vs › | $318.54M | 9.74% | 7.55% | 7.30% | 7.97% |
| FS Bancorp, Inc. (FSBW)vs › | $329.43M | 10.46% | 11.34% | 12.28% | 13.55% |
| Fifth Era Acquisition Corp I Class A Ordinary Shares (FERA)vs › | $330.18M | N/A | 1.04% | 1.04% | 1.04% |
| Archimedes Tech SPAC Partners II Co. Ordinary Shares (ATII)vs › | $316.61M | -133.10% | 1.79% | 1.79% | 1.79% |
ROE
2.6%
ROA
2.6%
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) |
|---|---|
| 2026-06-30 | 2.62% |
| 2025-12-31 | 3.79% |
| 2025-09-30 | 3.72% |
| 2025-06-30 | 2.73% |
