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 15.06% is in line with its 5-year average of 15.70%, around the middle of its 5-year range (9.17%–28.62%).
As of the fiscal period ended Tuesday, June 30, 2026. 11.60% above its 12-month average of 13.50%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 15.06%.
RETURN ON EQUITY (ROE)
15.06%
RETURN ON EQUITY (ROE) AVG TTM
13.50%
RETURN ON EQUITY (ROE) AVG 3Y
12.06%
RETURN ON EQUITY (ROE) AVG 5Y
15.70%
RETURN ON EQUITY (ROE) AVG 10Y
10.59%
RETURN ON EQUITY (ROE) AVG 15Y
9.69%
RETURN ON EQUITY (ROE) AVG 20Y
9.08%
CURRENT VS TTM AVG
+11.60%
CURRENT VS 3Y AVG
+24.93%
CURRENT VS 5Y AVG
-4.06%
CURRENT VS 10Y AVG
+42.31%
CURRENT VS 15Y AVG
+55.45%
CURRENT VS 20Y AVG
+65.89%
SECTOR MEDIAN · FINANCIAL SERVICES
8.84%
median of 567 covered companies
CURRENT VS SECTOR MEDIAN
+70.41%
vs the sector median at left
Popular Capital Trust II PFD GTD 6.125%
Market Cap
$11.16B
Return on Equity (ROE)
15.06%
TTM Avg
13.50%
3Y Avg
12.06%
5Y Avg
15.70%
Market Cap
$11.49B
Return on Equity (ROE)
-56.75%
TTM Avg
-27.14%
3Y Avg
-13.95%
5Y Avg
1.02%
Market Cap
$10.69B
Return on Equity (ROE)
10.07%
TTM Avg
8.63%
3Y Avg
18.98%
5Y Avg
28.50%
Market Cap
$11.68B
Return on Equity (ROE)
19.77%
TTM Avg
18.66%
3Y Avg
19.88%
5Y Avg
21.68%
Market Cap
$11.72B
Return on Equity (ROE)
-56.75%
TTM Avg
-27.14%
3Y Avg
-13.95%
5Y Avg
1.02%
Market Cap
$10.32B
Return on Equity (ROE)
10.32%
TTM Avg
8.19%
3Y Avg
8.80%
5Y Avg
8.67%
Market Cap
$12.01B
Return on Equity (ROE)
-56.75%
TTM Avg
-27.14%
3Y Avg
-13.95%
5Y Avg
1.02%
Market Cap
$10.25B
Return on Equity (ROE)
23.39%
TTM Avg
27.36%
3Y Avg
25.54%
5Y Avg
24.84%
Market Cap
$10.21B
Return on Equity (ROE)
10.32%
TTM Avg
8.19%
3Y Avg
8.80%
5Y Avg
8.67%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Popular Capital Trust II PFD GTD 6.125% (BPOPM) | $11.16B | 15.06% | 13.50% | 12.06% | 15.70% |
| Oxford Lane Capital Corp. 6.75% Notes due 2031 (OXLCL)vs › | $11.49B | -56.75% | -27.14% | -13.95% | 1.02% |
| Freedom Holding Corp. (FRHC)vs › | $10.69B | 10.07% | 8.63% | 18.98% | 28.50% |
| American Financial Group, Inc. (AFG)vs › | $11.68B | 19.77% | 18.66% | 19.88% | 21.68% |
| Oxford Lane Capital Corp. (OXLCN)vs › | $11.72B | -56.75% | -27.14% | -13.95% | 1.02% |
| Old National Bancorp (ONBPP)vs › | $10.32B | 10.32% | 8.19% | 8.80% | 8.67% |
| Oxford Lane Capital Corp. 5.00% Notes due 2027 (OXLCZ)vs › | $12.01B | -56.75% | -27.14% | -13.95% | 1.02% |
| Erie Indemnity Company (ERIE)vs › | $10.25B | 23.39% | 27.36% | 25.54% | 24.84% |
| Old National Bancorp (ONBPO)vs › | $10.21B | 10.32% | 8.19% | 8.80% | 8.67% |
| Popular, Inc. (BPOP)vs › | $10.13B | 15.06% | 12.13% | 15.43% | 14.30% |
ROE
15.1%
ROA
1.2%
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 | 15.06% |
| 2026-03-31 | 14.28% |
| 2025-12-31 | 13.33% |
| 2025-09-30 | 12.71% |
| 2025-06-30 | 12.11% |
| 2025-03-31 | 11.87% |
| 2024-12-31 | 10.94% |
| 2024-09-30 | 9.17% |
| 2024-06-30 | 9.53% |
| 2024-03-31 | 9.38% |
| 2023-12-31 | 10.52% |
| 2023-09-30 | 15.79% |
| 2023-06-30 | 21.68% |
| 2023-03-31 | 23.48% |
| 2022-12-31 | 26.94% |
| 2022-09-30 | 28.62% |
| 2022-06-30 | 20.43% |
| 2022-03-31 | 18.92% |
| 2021-12-31 | 15.66% |
| 2021-09-30 | 15.13% |
| 2021-06-30 | 14.20% |
| 2021-03-31 | 12.46% |
| 2020-12-31 | 8.40% |
| 2020-09-30 | 8.41% |
| 2020-06-30 | 8.55% |
| 2020-03-31 | 9.48% |
| 2019-12-31 | 11.15% |
| 2019-09-30 | 10.34% |
| 2019-06-30 | 10.25% |
| 2019-03-31 | 12.77% |
| 2018-12-31 | 11.37% |
| 2018-09-30 | 7.81% |
| 2018-06-30 | 5.48% |
| 2018-03-31 | 2.09% |
| 2017-12-31 | 2.11% |
| 2017-09-30 | 3.89% |
| 2017-06-30 | 4.39% |
| 2017-03-31 | 4.33% |
| 2016-12-31 | 4.17% |
| 2016-09-30 | 6.66% |
| 2016-06-30 | 7.41% |
| 2016-03-31 | 17.25% |
| 2015-12-31 | 17.54% |
| 2015-09-30 | 15.98% |
| 2015-06-30 | 15.83% |
| 2015-03-31 | -7.43% |
| 2014-12-31 | -7.35% |
| 2014-09-30 | -4.64% |
| 2014-06-30 | -0.77% |
| 2014-03-31 | 16.98% |
| 2013-12-31 | 12.96% |
| 2013-09-30 | 11.84% |
| 2013-06-30 | 8.06% |
| 2013-03-31 | 1.93% |
| 2012-12-31 | 5.97% |
| 2012-09-30 | 4.04% |
| 2012-06-30 | 3.60% |
| 2012-03-31 | 4.78% |
| 2011-12-31 | 3.86% |
| 2011-09-30 | -1.69% |
| 2011-06-30 | 10.06% |
| 2011-03-31 | 1.36% |
| 2010-12-31 | -1.14% |
| 2010-09-30 | -0.98% |
| 2010-06-30 | -18.30% |
| 2010-03-31 | -24.38% |
| 2009-12-31 | -22.61% |
| 2009-09-30 | -38.78% |
| 2009-06-30 | -55.42% |
| 2009-03-31 | -44.69% |
| 2008-12-31 | -38.06% |
| 2008-09-30 | -27.77% |
| 2008-06-30 | -3.52% |
| 2008-03-31 | -2.30% |
| 2007-12-31 | -1.80% |
| 2007-09-30 | 7.60% |
| 2007-06-30 | 9.07% |
| 2007-03-31 | 9.58% |
| 2006-12-31 | 9.88% |
| 2006-09-30 | 11.78% |
| 2006-06-30 | 13.32% |
| 2006-03-31 | 14.23% |
| 2005-12-31 | 15.68% |
| 2005-09-30 | 16.72% |
| 2005-06-30 | 16.48% |
| 2005-03-31 | 17.43% |
| 2004-12-31 | 15.78% |
| 2004-09-30 | 15.54% |
| 2004-06-30 | 17.37% |
| 2004-03-31 | 16.62% |
| 2003-12-31 | 17.10% |
| 2003-09-30 | 16.19% |
| 2003-06-30 | 14.23% |
