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 -18.43% is 21% below its 5-year average of -15.23%, around the middle of its 5-year range (-51.25%–10.01%).
As of the fiscal period ended Tuesday, June 30, 2026. 13.17% above its 12-month average of -21.23%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -18.43%.
RETURN ON EQUITY (ROE)
-18.43%
RETURN ON EQUITY (ROE) AVG TTM
-21.23%
RETURN ON EQUITY (ROE) AVG 3Y
-18.29%
RETURN ON EQUITY (ROE) AVG 5Y
-15.23%
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
+13.17%
CURRENT VS 3Y AVG
-0.74%
CURRENT VS 5Y AVG
-21.01%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
9.87%
median of 394 covered companies
CURRENT VS SECTOR MEDIAN
-286.83%
vs the sector median at left
AlTi Global, Inc.
Market Cap
$438.05M
Return on Equity (ROE)
-18.43%
TTM Avg
-21.23%
3Y Avg
-18.29%
5Y Avg
-15.23%
Market Cap
$437.50M
Return on Equity (ROE)
-0.47%
TTM Avg
0.00%
3Y Avg
0.00%
5Y Avg
0.00%
Market Cap
$435.42M
Return on Equity (ROE)
18.79%
TTM Avg
20.14%
3Y Avg
19.76%
5Y Avg
19.21%
Market Cap
$443.92M
Return on Equity (ROE)
16.34%
TTM Avg
4.54%
3Y Avg
6.23%
5Y Avg
6.79%
Market Cap
$431.98M
Return on Equity (ROE)
9.47%
TTM Avg
15.93%
3Y Avg
12.15%
5Y Avg
12.38%
Market Cap
$444.63M
Return on Equity (ROE)
9.39%
TTM Avg
10.08%
3Y Avg
9.58%
5Y Avg
9.96%
Market Cap
$428.51M
Return on Equity (ROE)
12.93%
TTM Avg
13.66%
3Y Avg
14.48%
5Y Avg
14.48%
Market Cap
$428.29M
Return on Equity (ROE)
5.88%
TTM Avg
3.35%
3Y Avg
-0.88%
5Y Avg
0.64%
Market Cap
$448.81M
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 |
|---|---|---|---|---|---|
| AlTi Global, Inc. (ALTI) | $438.05M | -18.43% | -21.23% | -18.29% | -15.23% |
| Idea Acquisition Corp. Class A Ordinary Shares (IACO)vs › | $437.50M | -0.47% | 0.00% | 0.00% | 0.00% |
| AMERISAFE, Inc. (AMSF)vs › | $435.42M | 18.79% | 20.14% | 19.76% | 19.21% |
| Bank of Marin Bancorp (BMRC)vs › | $443.92M | 16.34% | 4.54% | 6.23% | 6.79% |
| Gladstone Capital Corporation (GLAD)vs › | $431.98M | 9.47% | 15.93% | 12.15% | 12.38% |
| First Bank (FRBA)vs › | $444.63M | 9.39% | 10.08% | 9.58% | 9.96% |
| Commercial Bancgroup, Inc. Common Stock (CBK)vs › | $428.51M | 12.93% | 13.66% | 14.48% | 14.48% |
| PIMCO California Municipal Income Fund (PCQ)vs › | $428.29M | 5.88% | 3.35% | -0.88% | 0.64% |
| Churchill Capital Corp. Xii (CXII)vs › | $448.81M | N/A | N/A | N/A | N/A |
| American Coastal Insurance Corporation (ACIC)vs › | $449.75M | 29.40% | 32.89% | 127.54% | 77.88% |
ROE
-18.4%
ROA
-10.2%
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 | -18.43% |
| 2026-03-31 | -18.41% |
| 2025-12-31 | -19.95% |
| 2025-09-30 | -27.07% |
| 2025-06-30 | -22.29% |
| 2025-03-31 | -20.26% |
| 2024-12-31 | -16.25% |
| 2024-09-30 | -13.84% |
| 2024-06-30 | -21.28% |
| 2024-03-31 | -12.88% |
| 2023-12-31 | -51.25% |
| 2023-09-30 | -36.38% |
| 2023-06-30 | -10.58% |
| 2023-03-31 | -24.76% |
| 2022-12-31 | -33.56% |
| 2022-09-30 | -4.48% |
| 2022-06-30 | -0.72% |
| 2022-03-31 | -0.27% |
| 2021-12-31 | 2.00% |
| 2021-09-30 | 10.01% |
