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 9.97% is in line with its 5-year average of 10.45%, around the middle of its 5-year range (-4.81%–17.77%).
As of the fiscal period ended Wednesday, December 31, 2025. 13.42% below its 12-month average of 11.52%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
9.97%
RETURN ON EQUITY (ROE) AVG TTM
11.52%
RETURN ON EQUITY (ROE) AVG 3Y
8.84%
RETURN ON EQUITY (ROE) AVG 5Y
10.45%
RETURN ON EQUITY (ROE) AVG 10Y
10.35%
RETURN ON EQUITY (ROE) AVG 15Y
10.54%
RETURN ON EQUITY (ROE) AVG 20Y
9.00%
CURRENT VS TTM AVG
-13.42%
CURRENT VS 3Y AVG
+12.78%
CURRENT VS 5Y AVG
-4.62%
CURRENT VS 10Y AVG
-3.71%
CURRENT VS 15Y AVG
-5.41%
CURRENT VS 20Y AVG
+10.77%
SECTOR MEDIAN · FINANCIAL SERVICES
13.30%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-25.04%
vs the sector median at left
Berkshire Hathaway Inc.
Market Cap
$1.07T
Return on Equity (ROE)
9.97%
TTM Avg
11.52%
3Y Avg
8.84%
5Y Avg
10.45%
Market Cap
$1.07T
Return on Equity (ROE)
9.97%
TTM Avg
11.52%
3Y Avg
8.84%
5Y Avg
10.45%
Market Cap
$946.43B
Return on Equity (ROE)
17.37%
TTM Avg
16.35%
3Y Avg
15.18%
5Y Avg
14.59%
Market Cap
$778.74B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$681.89B
Return on Equity (ROE)
62.35%
TTM Avg
51.68%
3Y Avg
47.50%
5Y Avg
42.13%
Market Cap
$624.45B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.65T
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$476.83B
Return on Equity (ROE)
231.63%
TTM Avg
195.99%
3Y Avg
177.81%
5Y Avg
155.05%
Market Cap
$475.41B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc. (BRK-A) | $1.07T | 9.97% | 11.52% | 8.84% | 10.45% |
| Berkshire Hathaway Inc. (BRK-B)vs › | $1.07T | 9.97% | 11.52% | 8.84% | 10.45% |
| JPMorgan Chase & Co. (JPM)vs › | $946.43B | 17.37% | 16.35% | 15.18% | 14.59% |
| State Street SPDR S&P 500 ETF (SPY)vs › | $778.74B | N/A | N/A | N/A | N/A |
| Visa Inc. (V)vs › | $681.89B | 62.35% | 51.68% | 47.50% | 42.13% |
| Vanguard Total Stock Market ETF (VTI)vs › | $624.45B | N/A | N/A | N/A | N/A |
| Vanguard S&P 500 ETF (VOO)vs › | $1.65T | N/A | N/A | N/A | N/A |
| Mastercard Incorporated (MA)vs › | $476.83B | 231.63% | 195.99% | 177.81% | 155.05% |
| Invesco QQQ Trust, Series 1 (QQQ)vs › | $475.41B | N/A | N/A | N/A | N/A |
| Bank of America Corporation (BAC)vs › | $440.34B | 11.18% | 9.62% | 9.60% | 9.47% |
ROE
10.0%
ROA
5.8%
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 | 9.33% |
| 2024-12-31 | 13.70% |
| 2023-12-31 | 17.14% |
| 2022-12-31 | -4.81% |
| 2021-12-31 | 17.77% |
| 2020-12-31 | 9.59% |
| 2019-12-31 | 19.17% |
| 2018-12-31 | 1.15% |
| 2017-12-31 | 12.90% |
| 2016-12-31 | 8.53% |
| 2015-12-31 | 9.42% |
| 2014-12-31 | 8.27% |
| 2013-12-31 | 8.78% |
| 2012-12-31 | 7.90% |
| 2011-12-31 | 6.22% |
| 2010-12-31 | 8.24% |
| 2009-12-31 | 6.14% |
| 2008-12-31 | 4.57% |
| 2007-12-31 | 10.94% |
| 2006-12-31 | 10.16% |
| 2005-12-31 | 9.32% |
| 2004-12-31 | 8.51% |
| 2003-12-31 | 10.50% |
| 2002-12-31 | 6.69% |
| 2001-12-31 | 1.37% |
| 2000-12-31 | 5.39% |
| 1999-12-31 | 2.70% |
| 1998-12-31 | 4.93% |
| 1997-12-31 | 6.04% |
| 1996-12-31 | 10.62% |
