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 10.26% is 63% above its 5-year average of 6.28%, near the high end of its 5-year range (-1.39%–11.23%).
As of the fiscal period ended Tuesday, June 30, 2026. 5.75% above its 12-month average of 9.70%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 10.26%.
RETURN ON EQUITY (ROE)
10.26%
RETURN ON EQUITY (ROE) AVG TTM
9.70%
RETURN ON EQUITY (ROE) AVG 3Y
7.35%
RETURN ON EQUITY (ROE) AVG 5Y
6.28%
RETURN ON EQUITY (ROE) AVG 10Y
6.18%
RETURN ON EQUITY (ROE) AVG 15Y
6.18%
RETURN ON EQUITY (ROE) AVG 20Y
5.30%
CURRENT VS TTM AVG
+5.75%
CURRENT VS 3Y AVG
+39.67%
CURRENT VS 5Y AVG
+63.49%
CURRENT VS 10Y AVG
+65.94%
CURRENT VS 15Y AVG
+65.94%
CURRENT VS 20Y AVG
+93.66%
SECTOR MEDIAN · FINANCIAL SERVICES
10.25%
median of 350 covered companies
CURRENT VS SECTOR MEDIAN
+0.06%
vs the sector median at left
California BanCorp
Market Cap
$697.98M
Return on Equity (ROE)
10.26%
TTM Avg
9.70%
3Y Avg
7.35%
5Y Avg
6.28%
Market Cap
$679.47M
Return on Equity (ROE)
7.61%
TTM Avg
11.28%
3Y Avg
13.91%
5Y Avg
13.09%
Market Cap
$677.06M
Return on Equity (ROE)
23.85%
TTM Avg
6.92%
3Y Avg
8.94%
5Y Avg
5.52%
Market Cap
$722.62M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$672.06M
Return on Equity (ROE)
10.67%
TTM Avg
10.86%
3Y Avg
5.55%
5Y Avg
6.20%
Market Cap
$726.07M
Return on Equity (ROE)
10.47%
TTM Avg
11.52%
3Y Avg
10.90%
5Y Avg
12.50%
Market Cap
$669.58M
Return on Equity (ROE)
25.53%
TTM Avg
20.37%
3Y Avg
16.53%
5Y Avg
16.70%
Market Cap
$726.78M
Return on Equity (ROE)
10.01%
TTM Avg
2.00%
3Y Avg
7.50%
5Y Avg
9.45%
Market Cap
$733.89M
Return on Equity (ROE)
3.43%
TTM Avg
7.91%
3Y Avg
8.81%
5Y Avg
8.82%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| California BanCorp (BCAL) | $697.98M | 10.26% | 9.70% | 7.35% | 6.28% |
| Farmers National Banc Corp. (FMNB)vs › | $679.47M | 7.61% | 11.28% | 13.91% | 13.09% |
| Carter Bankshares, Inc. (CARE)vs › | $677.06M | 23.85% | 6.92% | 8.94% | 5.52% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $722.62M | N/A | N/A | N/A | N/A |
| Donegal Group Inc. (DGICA)vs › | $672.06M | 10.67% | 10.86% | 5.55% | 6.20% |
| Fidus Investment Corporation (FDUS)vs › | $726.07M | 10.47% | 11.52% | 10.90% | 12.50% |
| Gladstone Investment Corporation (GAINI)vs › | $669.58M | 25.53% | 20.37% | 16.53% | 16.70% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $726.78M | 10.01% | 2.00% | 7.50% | 9.45% |
| Carlyle Secured Lending, Inc. (CGBD)vs › | $733.89M | 3.43% | 7.91% | 8.81% | 8.82% |
| Capital Bancorp, Inc. (CBNK)vs › | $651.85M | 13.35% | 11.47% | 13.92% | 15.35% |
ROE
10.3%
ROA
1.5%
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 | 10.26% |
| 2026-03-31 | 10.38% |
| 2025-12-31 | 10.94% |
| 2025-09-30 | 11.23% |
| 2025-06-30 | 5.71% |
| 2025-03-31 | 3.27% |
| 2024-12-31 | 1.06% |
| 2024-09-30 | -1.39% |
| 2024-06-30 | 5.49% |
| 2024-03-31 | 7.73% |
| 2023-12-31 | 8.99% |
| 2023-09-30 | 10.76% |
| 2023-06-30 | 11.08% |
| 2023-03-31 | 8.56% |
| 2022-12-31 | 6.19% |
| 2022-09-30 | 4.42% |
| 2022-06-30 | 3.09% |
| 2022-03-31 | 4.35% |
| 2021-12-31 | 4.34% |
| 2021-09-30 | 3.00% |
| 2021-06-30 | 2.34% |
| 2021-03-31 | 2.48% |
| 2020-12-31 | 2.80% |
| 2020-09-30 | 6.53% |
| 2020-06-30 | 6.25% |
| 2020-03-31 | 5.59% |
| 2019-12-31 | 5.62% |
| 2019-09-30 | 6.65% |
| 2019-06-30 | 5.97% |
| 2019-03-31 | 5.83% |
| 2018-12-31 | 5.19% |
| 2018-09-30 | 4.44% |
| 2018-06-30 | 5.97% |
| 2018-03-31 | 5.77% |
| 2017-12-31 | 7.98% |
| 2007-12-31 | -1.16% |
| 2007-09-30 | -3.00% |
| 2007-06-30 | -3.36% |
| 2007-03-31 | -5.37% |
| 2006-12-31 | -7.00% |
| 2006-09-30 | -4.78% |
| 2006-06-30 | -17.71% |
| 2006-03-31 | -11.56% |
| 2005-12-31 | -8.07% |
| 2005-06-30 | -0.96% |
| 2005-03-31 | 0.83% |
| 2004-12-31 | 0.90% |
| 2004-09-30 | -3.14% |
| 2004-06-30 | -6.57% |
| 2004-03-31 | -8.25% |
| 2003-12-31 | -7.15% |
