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 5.99% is 89% below its 3-year average of 56.50%, near the low end of its 3-year range (5.99%–91.24%).
As of the fiscal period ended Tuesday, June 30, 2026. 76.28% below its 12-month average of 25.24%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 5.99%.
RETURN ON EQUITY (ROE)
5.99%
RETURN ON EQUITY (ROE) AVG TTM
25.24%
RETURN ON EQUITY (ROE) AVG 3Y
52.08%
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
-76.28%
CURRENT VS 3Y AVG
-88.50%
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
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
-55.30%
vs the sector median at left
Brookfield Asset Management Ltd.
Market Cap
$71.20B
Return on Equity (ROE)
5.99%
TTM Avg
25.24%
3Y Avg
52.08%
5Y Avg
N/A
Market Cap
$70.09B
Return on Equity (ROE)
8.93%
TTM Avg
20.30%
3Y Avg
11.46%
5Y Avg
17.56%
Market Cap
$75.72B
Return on Equity (ROE)
25.07%
TTM Avg
18.53%
3Y Avg
15.56%
5Y Avg
14.03%
Market Cap
$76.45B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$65.82B
Return on Equity (ROE)
27.22%
TTM Avg
25.60%
3Y Avg
14.96%
5Y Avg
2.83%
Market Cap
$77.56B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$62.86B
Return on Equity (ROE)
13.27%
TTM Avg
14.02%
3Y Avg
12.74%
5Y Avg
11.40%
Market Cap
$81.18B
Return on Equity (ROE)
92.40%
TTM Avg
59.19%
3Y Avg
55.34%
5Y Avg
69.31%
Market Cap
$81.66B
Return on Equity (ROE)
26.21%
TTM Avg
28.99%
3Y Avg
29.44%
5Y Avg
28.08%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Brookfield Asset Management Ltd. (BAM) | $71.20B | 5.99% | 25.24% | 52.08% | N/A |
| Apollo Global Management, Inc. (APO)vs › | $70.09B | 8.93% | 20.30% | 11.46% | 17.56% |
| The Travelers Companies, Inc. (TRV)vs › | $75.72B | 25.07% | 18.53% | 15.56% | 14.03% |
| VanEck Semiconductor ETF (SMH)vs › | $76.45B | N/A | N/A | N/A | N/A |
| Nu Holdings Ltd. (NU)vs › | $65.82B | 27.22% | 25.60% | 14.96% | 2.83% |
| iShares Russell 2000 ETF (IWM)vs › | $77.56B | N/A | N/A | N/A | N/A |
| MetLife, Inc. (MET)vs › | $62.86B | 13.27% | 14.02% | 12.74% | 11.40% |
| Moody's Corporation (MCO)vs › | $81.18B | 92.40% | 59.19% | 55.34% | 69.31% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $81.66B | 26.21% | 28.99% | 29.44% | 28.08% |
| Brookfield Corporation (BN)vs › | $82.35B | 3.04% | 2.06% | 2.82% | 3.25% |
ROE
6.0%
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) |
|---|---|
| 2026-06-30 | 5.99% |
| 2026-03-31 | 32.88% |
| 2025-12-31 | 27.84% |
| 2025-09-30 | 30.79% |
| 2025-06-30 | 28.72% |
| 2025-03-31 | 27.19% |
| 2024-12-31 | 66.77% |
| 2024-09-30 | 57.63% |
| 2024-06-30 | 55.87% |
| 2024-03-31 | 79.53% |
| 2023-12-31 | 88.58% |
| 2023-09-30 | 91.24% |
| 2023-06-30 | 84.04% |
| 2023-03-31 | 89.78% |
| 2022-12-31 | 80.56% |
