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 13.25% is 16% above its 5-year average of 11.39%, near the high end of its 5-year range (3.61%–16.34%).
As of the fiscal period ended Tuesday, June 30, 2026. 20.70% above its 12-month average of 10.98%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 13.25%.
RETURN ON EQUITY (ROE)
13.25%
RETURN ON EQUITY (ROE) AVG TTM
10.98%
RETURN ON EQUITY (ROE) AVG 3Y
10.07%
RETURN ON EQUITY (ROE) AVG 5Y
11.39%
RETURN ON EQUITY (ROE) AVG 10Y
9.92%
RETURN ON EQUITY (ROE) AVG 15Y
9.06%
RETURN ON EQUITY (ROE) AVG 20Y
8.73%
CURRENT VS TTM AVG
+20.70%
CURRENT VS 3Y AVG
+31.59%
CURRENT VS 5Y AVG
+16.31%
CURRENT VS 10Y AVG
+33.63%
CURRENT VS 15Y AVG
+46.25%
CURRENT VS 20Y AVG
+51.80%
SECTOR MEDIAN · FINANCIAL SERVICES
9.61%
median of 414 covered companies
CURRENT VS SECTOR MEDIAN
+37.82%
vs the sector median at left
Bankwell Financial Group, Inc.
Market Cap
$527.43M
Return on Equity (ROE)
13.25%
TTM Avg
10.98%
3Y Avg
10.07%
5Y Avg
11.39%
Market Cap
$530.08M
Return on Equity (ROE)
10.31%
TTM Avg
9.89%
3Y Avg
10.27%
5Y Avg
10.43%
Market Cap
$530.89M
Return on Equity (ROE)
15.76%
TTM Avg
19.30%
3Y Avg
18.94%
5Y Avg
18.65%
Market Cap
$537.75M
Return on Equity (ROE)
-73.73%
TTM Avg
-2.49%
3Y Avg
-32.79%
5Y Avg
-22.96%
Market Cap
$515.19M
Return on Equity (ROE)
12.27%
TTM Avg
11.47%
3Y Avg
11.09%
5Y Avg
11.09%
Market Cap
$505.73M
Return on Equity (ROE)
-50.02%
TTM Avg
0.10%
3Y Avg
0.10%
5Y Avg
0.10%
Market Cap
$553.92M
Return on Equity (ROE)
14.11%
TTM Avg
12.72%
3Y Avg
11.00%
5Y Avg
15.49%
Market Cap
$556.35M
Return on Equity (ROE)
N/A
TTM Avg
-0.98%
3Y Avg
-2.82%
5Y Avg
-2.22%
Market Cap
$557.41M
Return on Equity (ROE)
9.59%
TTM Avg
8.33%
3Y Avg
10.00%
5Y Avg
10.10%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Bankwell Financial Group, Inc. (BWFG) | $527.43M | 13.25% | 10.98% | 10.07% | 11.39% |
| Home Bancorp, Inc. (HBCP)vs › | $530.08M | 10.31% | 9.89% | 10.27% | 10.43% |
| Bank7 Corp. (BSVN)vs › | $530.89M | 15.76% | 19.30% | 18.94% | 18.65% |
| Bit Digital, Inc. (BTBT)vs › | $537.75M | -73.73% | -2.49% | -32.79% | -22.96% |
| Sierra Bancorp (BSRR)vs › | $515.19M | 12.27% | 11.47% | 11.09% | 11.09% |
| Churchill Capital Corp XI (CCXI)vs › | $505.73M | -50.02% | 0.10% | 0.10% | 0.10% |
| Investors Title Company (ITIC)vs › | $553.92M | 14.11% | 12.72% | 11.00% | 15.49% |
| Nuveen California AMT-Free Quality Municipal Income Fund (NKX)vs › | $556.35M | N/A | -0.98% | -2.82% | -2.22% |
| Civista Bancshares, Inc. (CIVB)vs › | $557.41M | 9.59% | 8.33% | 10.00% | 10.10% |
| Community West Bancshares (CWBC)vs › | $559.63M | 5.96% | 5.71% | 9.75% | 9.80% |
ROE
13.3%
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 | 13.25% |
| 2026-03-31 | 12.69% |
| 2025-12-31 | 11.67% |
| 2025-09-30 | 9.91% |
| 2025-06-30 | 7.37% |
| 2025-03-31 | 4.69% |
| 2024-12-31 | 3.61% |
| 2024-09-30 | 5.72% |
| 2024-06-30 | 8.68% |
| 2024-03-31 | 11.21% |
| 2023-12-31 | 13.80% |
| 2023-09-30 | 14.02% |
| 2023-06-30 | 14.29% |
| 2023-03-31 | 16.34% |
| 2022-12-31 | 15.70% |
| 2022-09-30 | 16.08% |
| 2022-06-30 | 15.48% |
| 2022-03-31 | 13.85% |
| 2021-12-31 | 13.16% |
| 2021-09-30 | 9.74% |
| 2021-06-30 | 7.99% |
| 2021-03-31 | 5.44% |
| 2020-12-31 | 3.34% |
| 2020-09-30 | 5.19% |
| 2020-06-30 | 5.95% |
| 2020-03-31 | 8.52% |
| 2019-12-31 | 9.99% |
| 2019-09-30 | 10.23% |
| 2019-06-30 | 10.61% |
| 2019-03-31 | 10.13% |
| 2018-12-31 | 10.01% |
| 2018-09-30 | 9.31% |
| 2018-06-30 | 9.24% |
| 2018-03-31 | 8.88% |
| 2017-12-31 | 8.59% |
| 2017-09-30 | 9.51% |
| 2017-06-30 | 9.07% |
| 2017-03-31 | 8.73% |
| 2016-12-31 | 8.46% |
| 2016-09-30 | 8.28% |
| 2016-06-30 | 7.85% |
| 2016-03-31 | 7.55% |
| 2015-12-31 | 6.85% |
| 2015-09-30 | 5.26% |
| 2015-06-30 | 4.77% |
| 2015-03-31 | 4.05% |
| 2014-12-31 | 3.54% |
| 2014-09-30 | 4.39% |
| 2014-06-30 | 4.29% |
| 2014-03-31 | 7.41% |
| 2013-12-31 | 7.43% |
| 2007-09-30 | 1.79% |
| 2007-06-30 | 1.59% |
| 2007-03-31 | 1.55% |
| 2006-12-31 | 3.76% |
| 2006-09-30 | 12.83% |
| 2006-06-30 | 13.97% |
| 2006-03-31 | 13.80% |
| 2005-12-31 | 13.15% |
| 2005-09-30 | 1.44% |
| 2005-06-30 | -0.82% |
| 2005-03-31 | -1.97% |
| 2004-12-31 | -4.04% |
