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 10.78% is 41% below its 5-year average of 18.27%, around the middle of its 5-year range (-29.53%–48.54%).
As of the fiscal period ended Wednesday, December 31, 2025. 51.93% below its 12-month average of 22.42%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
10.78%
RETURN ON EQUITY (ROE) AVG TTM
22.42%
RETURN ON EQUITY (ROE) AVG 3Y
12.52%
RETURN ON EQUITY (ROE) AVG 5Y
18.27%
RETURN ON EQUITY (ROE) AVG 10Y
23.23%
RETURN ON EQUITY (ROE) AVG 15Y
24.29%
RETURN ON EQUITY (ROE) AVG 20Y
28.96%
CURRENT VS TTM AVG
-51.93%
CURRENT VS 3Y AVG
-13.90%
CURRENT VS 5Y AVG
-40.99%
CURRENT VS 10Y AVG
-53.59%
CURRENT VS 15Y AVG
-55.61%
CURRENT VS 20Y AVG
-62.77%
SECTOR MEDIAN · FINANCIAL SERVICES
13.30%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-18.95%
vs the sector median at left
Apollo Global Management, Inc.
Market Cap
$71.89B
Return on Equity (ROE)
10.78%
TTM Avg
22.42%
3Y Avg
12.52%
5Y Avg
18.27%
Market Cap
$71.10B
Return on Equity (ROE)
25.29%
TTM Avg
25.60%
3Y Avg
14.96%
5Y Avg
2.83%
Market Cap
$70.13B
Return on Equity (ROE)
38.43%
TTM Avg
27.68%
3Y Avg
11.73%
5Y Avg
11.97%
Market Cap
$68.16B
Return on Equity (ROE)
6.78%
TTM Avg
6.83%
3Y Avg
8.71%
5Y Avg
9.79%
Market Cap
$76.73B
Return on Equity (ROE)
32.88%
TTM Avg
47.35%
3Y Avg
65.96%
5Y Avg
47.85%
Market Cap
$66.02B
Return on Equity (ROE)
9.11%
TTM Avg
7.86%
3Y Avg
6.05%
5Y Avg
6.64%
Market Cap
$65.94B
Return on Equity (ROE)
15.47%
TTM Avg
16.61%
3Y Avg
19.09%
5Y Avg
17.22%
Market Cap
$79.30B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$62.73B
Return on Equity (ROE)
13.24%
TTM Avg
14.02%
3Y Avg
12.74%
5Y Avg
11.40%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Apollo Global Management, Inc. (APO) | $71.89B | 10.78% | 22.42% | 12.52% | 18.27% |
| Nu Holdings Ltd. (NU)vs › | $71.10B | 25.29% | 25.60% | 14.96% | 2.83% |
| The Allstate Corporation (ALL)vs › | $70.13B | 38.43% | 27.68% | 11.73% | 11.97% |
| Arthur J. Gallagher & Co. (AJG)vs › | $68.16B | 6.78% | 6.83% | 8.71% | 9.79% |
| Brookfield Asset Management Ltd. (BAM)vs › | $76.73B | 32.88% | 47.35% | 65.96% | 47.85% |
| Truist Financial Corporation (TFC)vs › | $66.02B | 9.11% | 7.86% | 6.05% | 6.64% |
| Aflac Incorporated (AFL)vs › | $65.94B | 15.47% | 16.61% | 19.09% | 17.22% |
| iShares Russell 2000 ETF (IWM)vs › | $79.30B | N/A | N/A | N/A | N/A |
| MetLife, Inc. (MET)vs › | $62.73B | 13.24% | 14.02% | 12.74% | 11.40% |
| Aon plc (AON)vs › | $81.43B | 40.09% | 41.44% | -179.24% | -90.39% |
ROE
10.8%
ROA
0.5%
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 | 19.20% |
| 2024-12-31 | 25.65% |
| 2023-12-31 | 34.76% |
| 2022-12-31 | -29.53% |
| 2021-12-31 | 48.54% |
| 2020-12-31 | 10.98% |
| 2019-12-31 | 43.62% |
| 2018-12-31 | -2.07% |
| 2017-12-31 | 41.59% |
| 2016-12-31 | 46.46% |
| 2015-12-31 | 16.32% |
| 2014-12-31 | 9.42% |
| 2013-12-31 | 25.00% |
| 2012-12-31 | 11.66% |
| 2011-12-31 | -64.54% |
| 2010-12-31 | 62.70% |
| 2009-12-31 | 51.04% |
| 2008-12-31 | 183.53% |
| 2007-12-31 | -593.12% |
| 2006-12-31 | 76.92% |
