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 6.70% is 21% below its 5-year average of 8.49%, near the low end of its 5-year range (3.72%–16.32%).
As of the fiscal period ended Tuesday, September 30, 2025. 66.05% above its 12-month average of 4.04%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
6.70%
RETURN ON EQUITY (ROE) AVG TTM
4.04%
RETURN ON EQUITY (ROE) AVG 3Y
6.69%
RETURN ON EQUITY (ROE) AVG 5Y
8.49%
RETURN ON EQUITY (ROE) AVG 10Y
10.53%
RETURN ON EQUITY (ROE) AVG 15Y
13.75%
RETURN ON EQUITY (ROE) AVG 20Y
15.05%
CURRENT VS TTM AVG
+66.05%
CURRENT VS 3Y AVG
+0.22%
CURRENT VS 5Y AVG
-21.11%
CURRENT VS 10Y AVG
-36.38%
CURRENT VS 15Y AVG
-51.28%
CURRENT VS 20Y AVG
-55.47%
SECTOR MEDIAN · FINANCIAL SERVICES
13.30%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-49.62%
vs the sector median at left
Franklin Resources, Inc.
Market Cap
$17.32B
Return on Equity (ROE)
6.70%
TTM Avg
4.04%
3Y Avg
6.69%
5Y Avg
8.49%
Market Cap
$17.19B
Return on Equity (ROE)
-2.31%
TTM Avg
12.60%
3Y Avg
-11.02%
5Y Avg
3.46%
Market Cap
$16.76B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$15.78B
Return on Equity (ROE)
13.30%
TTM Avg
10.09%
3Y Avg
11.58%
5Y Avg
10.87%
Market Cap
$14.03B
Return on Equity (ROE)
17.04%
TTM Avg
14.88%
3Y Avg
12.41%
5Y Avg
13.66%
Market Cap
$13.91B
Return on Equity (ROE)
19.92%
TTM Avg
19.80%
3Y Avg
20.98%
5Y Avg
17.36%
Market Cap
$21.47B
Return on Equity (ROE)
5.34%
TTM Avg
6.12%
3Y Avg
0.25%
5Y Avg
-2.77%
Market Cap
$13.05B
Return on Equity (ROE)
-0.81%
TTM Avg
1.51%
3Y Avg
2.10%
5Y Avg
4.04%
Market Cap
$21.71B
Return on Equity (ROE)
-2.97%
TTM Avg
6.58%
3Y Avg
4.49%
5Y Avg
3.98%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Franklin Resources, Inc. (BEN) | $17.32B | 6.70% | 4.04% | 6.69% | 8.49% |
| Circle Internet Group (CRCL)vs › | $17.19B | -2.31% | 12.60% | -11.02% | 3.46% |
| WisdomTree U.S. Quality Dividend Growth Fund (DGRW)vs › | $16.76B | N/A | N/A | N/A | N/A |
| Everest Group, Ltd. (EG)vs › | $15.78B | 13.30% | 10.09% | 11.58% | 10.87% |
| Assurant, Inc. (AIZ)vs › | $14.03B | 17.04% | 14.88% | 12.41% | 13.66% |
| Globe Life Inc. (GL)vs › | $13.91B | 19.92% | 19.80% | 20.98% | 17.36% |
| SoFi Technologies, Inc. (SOFI)vs › | $21.47B | 5.34% | 6.12% | 0.25% | -2.77% |
| Invesco Ltd. (IVZ)vs › | $13.05B | -0.81% | 1.51% | 2.10% | 4.04% |
| Global Payments Inc. (GPN)vs › | $21.71B | -2.97% | 6.58% | 4.49% | 3.98% |
| American Financial Group, Inc. (AFG)vs › | $12.04B | 18.79% | 18.66% | 19.88% | 21.68% |
ROE
6.7%
ROA
2.4%
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) |
|---|---|
| 2025-09-30 | 4.35% |
| 2024-09-30 | 3.72% |
| 2023-09-30 | 7.41% |
| 2022-09-30 | 11.26% |
| 2021-09-30 | 16.32% |
| 2020-09-30 | 7.90% |
| 2019-09-30 | 12.07% |
| 2018-09-30 | 7.72% |
| 2017-09-30 | 13.44% |
| 2016-09-30 | 14.47% |
| 2015-09-30 | 17.19% |
| 2014-09-30 | 20.58% |
| 2013-09-30 | 21.35% |
| 2012-09-30 | 20.99% |
| 2011-09-30 | 22.56% |
| 2010-09-30 | 18.71% |
| 2009-09-30 | 11.75% |
| 2008-09-30 | 22.45% |
| 2007-09-30 | 24.18% |
| 2006-09-30 | 18.96% |
| 2005-09-30 | 18.61% |
| 2004-09-30 | 13.84% |
| 2003-09-30 | 11.67% |
| 2002-09-30 | 10.14% |
| 2001-09-30 | 12.19% |
| 2000-09-30 | 18.95% |
| 1999-09-30 | 16.06% |
| 1998-09-30 | 21.94% |
| 1997-09-30 | 23.41% |
| 1996-09-30 | 22.47% |
