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 11.43% is in line with its 5-year average of 12.17%, around the middle of its 5-year range (-4.79%–22.49%).
As of the fiscal period ended Tuesday, June 30, 2026. 14.75% above its 12-month average of 9.96%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 11.43%.
RETURN ON EQUITY (ROE)
11.43%
RETURN ON EQUITY (ROE) AVG TTM
9.96%
RETURN ON EQUITY (ROE) AVG 3Y
12.68%
RETURN ON EQUITY (ROE) AVG 5Y
12.17%
RETURN ON EQUITY (ROE) AVG 10Y
10.93%
RETURN ON EQUITY (ROE) AVG 15Y
9.56%
RETURN ON EQUITY (ROE) AVG 20Y
9.05%
CURRENT VS TTM AVG
+14.75%
CURRENT VS 3Y AVG
-9.83%
CURRENT VS 5Y AVG
-6.09%
CURRENT VS 10Y AVG
+4.61%
CURRENT VS 15Y AVG
+19.62%
CURRENT VS 20Y AVG
+26.39%
SECTOR MEDIAN · FINANCIAL SERVICES
13.52%
median of 101 covered companies
CURRENT VS SECTOR MEDIAN
-15.44%
vs the sector median at left
Berkshire Hathaway Inc.
Market Cap
$1.09T
Return on Equity (ROE)
11.43%
TTM Avg
9.96%
3Y Avg
12.68%
5Y Avg
12.17%
Market Cap
$1.09T
Return on Equity (ROE)
11.43%
TTM Avg
11.52%
3Y Avg
8.84%
5Y Avg
10.45%
Market Cap
$950.45B
Return on Equity (ROE)
17.37%
TTM Avg
16.35%
3Y Avg
15.18%
5Y Avg
14.59%
Market Cap
$812.14B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$685.93B
Return on Equity (ROE)
64.22%
TTM Avg
51.68%
3Y Avg
47.50%
5Y Avg
42.13%
Market Cap
$671.84B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$510.40B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$497.72B
Return on Equity (ROE)
289.73%
TTM Avg
195.99%
3Y Avg
177.81%
5Y Avg
155.05%
Market Cap
$1.71T
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-B) | $1.09T | 11.43% | 9.96% | 12.68% | 12.17% |
| Berkshire Hathaway Inc. (BRK-A)vs › | $1.09T | 11.43% | 11.52% | 8.84% | 10.45% |
| JPMorgan Chase & Co. (JPM)vs › | $950.45B | 17.37% | 16.35% | 15.18% | 14.59% |
| State Street SPDR S&P 500 ETF (SPY)vs › | $812.14B | N/A | N/A | N/A | N/A |
| Visa Inc. (V)vs › | $685.93B | 64.22% | 51.68% | 47.50% | 42.13% |
| Vanguard Total International Stock ETF (VXUS)vs › | $671.84B | N/A | N/A | N/A | N/A |
| Invesco QQQ Trust, Series 1 (QQQ)vs › | $510.40B | N/A | N/A | N/A | N/A |
| Mastercard Incorporated (MA)vs › | $497.72B | 289.73% | 195.99% | 177.81% | 155.05% |
| Vanguard S&P 500 ETF (VOO)vs › | $1.71T | N/A | N/A | N/A | N/A |
| Bank of America Corporation (BAC)vs › | $444.74B | 11.18% | 9.62% | 9.60% | 9.47% |
ROE
11.4%
ROA
6.8%
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) |
|---|---|
| 2026-06-30 | 11.43% |
| 2026-03-31 | 9.97% |
| 2025-12-31 | 9.33% |
| 2025-09-30 | 9.66% |
| 2025-06-30 | 9.42% |
| 2025-03-31 | 12.36% |
| 2024-12-31 | 13.70% |
| 2024-09-30 | 16.99% |
| 2024-06-30 | 11.28% |
| 2024-03-31 | 12.85% |
| 2023-12-31 | 17.14% |
| 2023-09-30 | 14.62% |
| 2023-06-30 | 16.07% |
| 2023-03-31 | 1.44% |
| 2022-12-31 | -4.79% |
| 2022-09-30 | -0.26% |
| 2022-06-30 | 2.59% |
| 2022-03-31 | 16.46% |
| 2021-12-31 | 17.74% |
| 2021-09-30 | 18.20% |
| 2021-06-30 | 22.49% |
| 2021-03-31 | 23.21% |
| 2020-12-31 | 9.59% |
| 2020-09-30 | 8.63% |
| 2020-06-30 | 5.65% |
| 2020-03-31 | 2.69% |
| 2019-12-31 | 19.17% |
| 2019-09-30 | 6.76% |
| 2019-06-30 | 7.55% |
| 2019-03-31 | 7.27% |
| 2018-12-31 | 1.15% |
| 2018-09-30 | 16.50% |
| 2018-06-30 | 13.26% |
| 2018-03-31 | 11.44% |
| 2017-12-31 | 12.90% |
| 2017-09-30 | 6.06% |
| 2017-06-30 | 7.25% |
| 2017-03-31 | 7.70% |
| 2016-12-31 | 8.53% |
| 2016-09-30 | 8.64% |
| 2016-06-30 | 9.69% |
| 2016-03-31 | 9.47% |
| 2015-12-31 | 9.42% |
| 2015-09-30 | 9.17% |
| 2015-06-30 | 7.30% |
| 2015-03-31 | 8.42% |
| 2014-12-31 | 8.27% |
| 2014-09-30 | 8.72% |
| 2014-06-30 | 9.04% |
| 2014-03-31 | 8.47% |
| 2013-12-31 | 8.78% |
| 2013-09-30 | 9.14% |
| 2013-06-30 | 8.86% |
| 2013-03-31 | 8.32% |
| 2012-12-31 | 7.90% |
| 2012-09-30 | 7.22% |
| 2012-06-30 | 6.58% |
| 2012-03-31 | 6.81% |
| 2011-12-31 | 6.22% |
| 2011-09-30 | 7.24% |
| 2011-06-30 | 7.54% |
| 2011-03-31 | 6.78% |
| 2010-12-31 | 8.24% |
| 2010-09-30 | 7.78% |
| 2010-06-30 | 8.33% |
| 2010-03-31 | 8.98% |
| 2009-12-31 | 6.14% |
| 2009-09-30 | 4.06% |
| 2009-06-30 | 2.56% |
| 2009-03-31 | 2.45% |
| 2008-12-31 | 4.57% |
| 2008-09-30 | 6.51% |
| 2008-06-30 | 9.59% |
| 2008-03-31 | 9.68% |
| 2007-12-31 | 10.94% |
| 2007-09-30 | 11.55% |
| 2007-06-30 | 10.47% |
| 2007-03-31 | 10.28% |
| 2006-12-31 | 10.16% |
| 2006-09-30 | 12.29% |
| 2006-06-30 | 10.63% |
| 2006-03-31 | 9.94% |
| 2005-12-31 | 9.32% |
| 2005-09-30 | 7.53% |
| 2005-06-30 | 8.27% |
| 2005-03-31 | 8.24% |
| 2004-12-31 | 8.51% |
| 2004-09-30 | 7.88% |
| 2004-06-30 | 8.73% |
| 2004-03-31 | 10.00% |
| 2003-12-31 | 10.50% |
| 2003-09-30 | 9.66% |
| 2003-06-30 | 8.90% |