Basis: Trailing twelve months (TTM). 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 32.88% is 31% below its 5-year average of 47.85%, around the middle of its 5-year range (4.20%–88.58%).
30.56% below its 12-month average of 47.35%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
32.88%
RETURN ON EQUITY (ROE) AVG TTM
47.35%
RETURN ON EQUITY (ROE) AVG 3Y
65.96%
RETURN ON EQUITY (ROE) AVG 5Y
47.85%
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
-30.56%
CURRENT VS 3Y AVG
-50.15%
CURRENT VS 5Y AVG
-31.29%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
14.11%
median of 94 covered companies
CURRENT VS SECTOR MEDIAN
+133.03%
vs the sector median at left
Brookfield Asset Management Ltd.
Market Cap
$87.06B
Return on Equity (ROE)
32.88%
TTM Avg
47.35%
3Y Avg
65.96%
5Y Avg
47.85%
Market Cap
$85.49B
Return on Equity (ROE)
21.86%
TTM Avg
19.14%
3Y Avg
3.85%
5Y Avg
-7.96%
Market Cap
$85.05B
Return on Equity (ROE)
13.63%
TTM Avg
10.70%
3Y Avg
9.24%
5Y Avg
10.93%
Market Cap
$90.20B
Return on Equity (ROE)
26.21%
TTM Avg
28.99%
3Y Avg
29.44%
5Y Avg
28.08%
Market Cap
$83.30B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$82.90B
Return on Equity (ROE)
92.40%
TTM Avg
59.19%
3Y Avg
55.34%
5Y Avg
69.31%
Market Cap
$80.20B
Return on Equity (ROE)
13.72%
TTM Avg
22.42%
3Y Avg
12.52%
5Y Avg
18.27%
Market Cap
$94.49B
Return on Equity (ROE)
16.11%
TTM Avg
13.70%
3Y Avg
12.37%
5Y Avg
11.18%
Market Cap
$77.71B
Return on Equity (ROE)
25.07%
TTM Avg
18.53%
3Y Avg
15.56%
5Y Avg
14.03%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Brookfield Asset Management Ltd. (BAM) | $87.06B | 32.88% | 47.35% | 65.96% | 47.85% |
| Robinhood Markets, Inc. (HOOD)vs › | $85.49B | 21.86% | 19.14% | 3.85% | -7.96% |
| Intercontinental Exchange, Inc. (ICE)vs › | $85.05B | 13.63% | 10.70% | 9.24% | 10.93% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $90.20B | 26.21% | 28.99% | 29.44% | 28.08% |
| iShares Russell 2000 ETF (IWM)vs › | $83.30B | N/A | N/A | N/A | N/A |
| Moody's Corporation (MCO)vs › | $82.90B | 92.40% | 59.19% | 55.34% | 69.31% |
| Apollo Global Management, Inc. (APO)vs › | $80.20B | 13.72% | 22.42% | 12.52% | 18.27% |
| CME Group Inc. (CME)vs › | $94.49B | 16.11% | 13.70% | 12.37% | 11.18% |
| The Travelers Companies, Inc. (TRV)vs › | $77.71B | 25.07% | 18.53% | 15.56% | 14.03% |
| Schwab U.S. Dividend Equity ETF (SCHD)vs › | $98.07B | N/A | N/A | N/A | N/A |
ROE
32.9%
ROA
14.0%
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 | 27.93% |
| 2024-12-31 | 66.77% |
| 2023-12-31 | 88.58% |
| 2022-12-31 | 80.56% |
| 2021-12-31 | 19.08% |
| 2020-12-31 | 4.20% |
| 2019-12-31 | 0.00% |
