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 40.51% is in line with its 5-year average of 39.83%, near the low end of its 5-year range (33.19%–217.40%).
As of the fiscal period ended Tuesday, June 30, 2026. 8.01% above its 12-month average of 37.51%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
40.51%
RETURN ON EQUITY (ROE) AVG TTM
37.51%
RETURN ON EQUITY (ROE) AVG 3Y
38.86%
RETURN ON EQUITY (ROE) AVG 5Y
39.83%
RETURN ON EQUITY (ROE) AVG 10Y
36.78%
RETURN ON EQUITY (ROE) AVG 15Y
28.60%
RETURN ON EQUITY (ROE) AVG 20Y
24.89%
CURRENT VS TTM AVG
+8.01%
CURRENT VS 3Y AVG
+4.23%
CURRENT VS 5Y AVG
+1.71%
CURRENT VS 10Y AVG
+10.13%
CURRENT VS 15Y AVG
+41.62%
CURRENT VS 20Y AVG
+62.75%
SECTOR MEDIAN · FINANCIAL SERVICES
13.52%
median of 101 covered companies
CURRENT VS SECTOR MEDIAN
+199.62%
vs the sector median at left
Market Cap
$65.25B
Return on Equity (ROE)
39.49%
TTM Avg
27.68%
3Y Avg
11.73%
5Y Avg
11.97%
Market Cap
$64.60B
Return on Equity (ROE)
6.61%
TTM Avg
6.83%
3Y Avg
8.71%
5Y Avg
9.79%
Market Cap
$62.98B
Return on Equity (ROE)
9.11%
TTM Avg
7.86%
3Y Avg
6.05%
5Y Avg
6.64%
Market Cap
$72.31B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$61.45B
Return on Equity (ROE)
13.27%
TTM Avg
14.02%
3Y Avg
12.74%
5Y Avg
11.40%
Market Cap
$74.25B
Return on Equity (ROE)
27.22%
TTM Avg
25.60%
3Y Avg
14.96%
5Y Avg
2.83%
Market Cap
$58.61B
Return on Equity (ROE)
16.04%
TTM Avg
16.61%
3Y Avg
19.09%
5Y Avg
17.22%
Market Cap
$75.92B
Return on Equity (ROE)
8.93%
TTM Avg
20.30%
3Y Avg
11.46%
5Y Avg
17.56%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Aon plc (AON) | $66.99B | 40.51% | 37.51% | 38.86% | 39.83% |
| The Allstate Corporation (ALL)vs › | $65.25B | 39.49% | 27.68% | 11.73% | 11.97% |
| Arthur J. Gallagher & Co. (AJG)vs › | $64.60B | 6.61% | 6.83% | 8.71% | 9.79% |
| Truist Financial Corporation (TFC)vs › | $62.98B | 9.11% | 7.86% | 6.05% | 6.64% |
| VanEck Semiconductor ETF (SMH)vs › | $72.31B | N/A | N/A | N/A | N/A |
| MetLife, Inc. (MET)vs › | $61.45B | 13.27% | 14.02% | 12.74% | 11.40% |
| Nu Holdings Ltd. (NU)vs › | $74.25B | 27.22% | 25.60% | 14.96% | 2.83% |
| Aflac Incorporated (AFL)vs › | $58.61B | 16.04% | 16.61% | 19.09% | 17.22% |
| Apollo Global Management, Inc. (APO)vs › | $75.92B | 8.93% | 20.30% | 11.46% | 17.56% |
| The Travelers Companies, Inc. (TRV)vs › | $76.27B | 25.07% | 18.53% | 15.56% | 14.03% |
ROE
40.5%
ROA
7.3%
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 | 40.51% |
| 2026-03-31 | 40.09% |
| 2025-12-31 | 39.51% |
| 2025-09-30 | 34.24% |
| 2025-06-30 | 33.19% |
| 2025-03-31 | 36.38% |
| 2024-12-31 | 43.36% |
| 2024-09-30 | 39.01% |
| 2024-06-30 | 43.50% |
| 2022-06-30 | 217.40% |
| 2022-03-31 | 115.97% |
| 2021-12-31 | 118.28% |
| 2021-09-30 | 41.47% |
| 2021-06-30 | 46.86% |
| 2021-03-31 | 49.53% |
| 2020-12-31 | 56.34% |
| 2020-09-30 | 51.36% |
| 2020-06-30 | 49.04% |
| 2020-03-31 | 51.91% |
| 2019-12-31 | 45.39% |
| 2019-09-30 | 43.04% |
| 2019-06-30 | 37.23% |
| 2019-03-31 | 25.11% |
| 2018-12-31 | 27.32% |
| 2018-09-30 | 18.07% |
| 2018-06-30 | 17.78% |
| 2018-03-31 | 28.84% |
| 2017-12-31 | 26.75% |
| 2017-09-30 | 33.76% |
| 2017-06-30 | 34.28% |
| 2017-03-31 | 24.54% |
| 2016-12-31 | 26.41% |
| 2016-09-30 | 28.12% |
| 2016-06-30 | 27.35% |
| 2016-03-31 | 26.17% |
| 2015-12-31 | 22.68% |
| 2015-09-30 | 21.42% |
| 2015-06-30 | 19.91% |
| 2015-03-31 | 22.00% |
| 2014-12-31 | 21.26% |
| 2014-09-30 | 17.92% |
| 2014-06-30 | 16.10% |
| 2014-03-31 | 14.81% |
| 2013-12-31 | 13.66% |
| 2013-09-30 | 14.11% |
| 2013-06-30 | 13.37% |
| 2013-03-31 | 13.41% |
| 2012-12-31 | 12.79% |
| 2012-09-30 | 11.62% |
| 2012-06-30 | 11.76% |
| 2012-03-31 | 11.62% |
| 2011-12-31 | 12.12% |
| 2011-09-30 | 11.33% |
| 2011-06-30 | 10.47% |
| 2011-03-31 | 9.19% |
| 2010-12-31 | 8.56% |
| 2010-09-30 | 11.62% |
| 2010-06-30 | 11.96% |
| 2010-03-31 | 11.94% |
| 2009-12-31 | 13.89% |
| 2009-09-30 | 9.07% |
| 2009-06-30 | 9.21% |
| 2009-03-31 | 27.44% |
| 2008-12-31 | 27.53% |
| 2008-09-30 | 28.17% |
| 2008-06-30 | 27.30% |
| 2008-03-31 | 13.47% |
| 2007-12-31 | 13.89% |
| 2007-09-30 | 15.67% |
| 2007-06-30 | 14.63% |
| 2007-03-31 | 13.97% |
| 2006-12-31 | 13.80% |
| 2006-09-30 | 13.42% |
| 2006-06-30 | 13.67% |
| 2006-03-31 | 13.85% |
| 2005-12-31 | 13.90% |
| 2005-09-30 | 11.15% |
| 2005-06-30 | 11.31% |
| 2005-03-31 | 11.20% |
| 2004-12-31 | 10.70% |
| 2004-09-30 | 13.97% |
| 2004-06-30 | 14.27% |
| 2004-03-31 | 13.88% |
| 2003-12-31 | 13.96% |
| 2003-09-30 | 13.43% |
| 2003-06-30 | 13.99% |
