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 3.43% is 66% below its 5-year average of 10.08%, near the low end of its 5-year range (3.43%–17.42%).
As of the fiscal period ended Tuesday, June 30, 2026. 34.25% below its 12-month average of 5.21%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 3.43%.
RETURN ON EQUITY (ROE)
3.43%
RETURN ON EQUITY (ROE) AVG TTM
5.21%
RETURN ON EQUITY (ROE) AVG 3Y
7.87%
RETURN ON EQUITY (ROE) AVG 5Y
10.08%
RETURN ON EQUITY (ROE) AVG 10Y
8.36%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-34.25%
CURRENT VS 3Y AVG
-56.46%
CURRENT VS 5Y AVG
-66.00%
CURRENT VS 10Y AVG
-58.98%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 662 covered companies
CURRENT VS SECTOR MEDIAN
-60.87%
vs the sector median at left
Carlyle Secured Lending, Inc.
Market Cap
$731.46M
Return on Equity (ROE)
3.43%
TTM Avg
5.21%
3Y Avg
7.87%
5Y Avg
10.08%
Market Cap
$731.08M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$729.45M
Return on Equity (ROE)
10.01%
TTM Avg
2.00%
3Y Avg
7.50%
5Y Avg
9.45%
Market Cap
$728.56M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$728.51M
Return on Equity (ROE)
-4.70%
TTM Avg
4.89%
3Y Avg
6.43%
5Y Avg
7.62%
Market Cap
$739.10M
Return on Equity (ROE)
13.58%
TTM Avg
14.16%
3Y Avg
15.29%
5Y Avg
15.22%
Market Cap
$722.46M
Return on Equity (ROE)
10.47%
TTM Avg
11.52%
3Y Avg
10.90%
5Y Avg
12.50%
Market Cap
$742.67M
Return on Equity (ROE)
N/A
TTM Avg
0.79%
3Y Avg
0.79%
5Y Avg
0.79%
Market Cap
$746.04M
Return on Equity (ROE)
-25.35%
TTM Avg
-12.46%
3Y Avg
-5.63%
5Y Avg
0.47%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Carlyle Secured Lending, Inc. (CGBD) | $731.46M | 3.43% | 5.21% | 7.87% | 10.08% |
| OFS Credit Company, Inc. (OCCIM)vs › | $731.08M | N/A | N/A | N/A | N/A |
| Washington Trust Bancorp, Inc. (WASH)vs › | $729.45M | 10.01% | 2.00% | 7.50% | 9.45% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $728.56M | N/A | N/A | N/A | N/A |
| New Mountain Finance Corporation 8.250% Notes due 2028 (NMFCZ)vs › | $728.51M | -4.70% | 4.89% | 6.43% | 7.62% |
| Independent Bank Corporation (IBCP)vs › | $739.10M | 13.58% | 14.16% | 15.29% | 15.22% |
| Fidus Investment Corporation (FDUS)vs › | $722.46M | 10.47% | 11.52% | 10.90% | 12.50% |
| Armada Acquisition Corp. II (XRPN)vs › | $742.67M | N/A | 0.79% | 0.79% | 0.79% |
| PRA Group, Inc. (PRAA)vs › | $746.04M | -25.35% | -12.46% | -5.63% | 0.47% |
| VersaBank (VBNK)vs › | $716.93M | 6.09% | 7.65% | 8.23% | 7.88% |
ROE
3.4%
ROA
1.5%
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 | 3.43% |
| 2026-03-31 | 4.63% |
| 2025-12-31 | 5.99% |
| 2025-09-30 | 6.20% |
| 2025-06-30 | 5.81% |
| 2025-03-31 | 6.08% |
| 2024-12-31 | 9.83% |
| 2024-09-30 | 10.72% |
| 2024-06-30 | 11.81% |
| 2024-03-31 | 10.20% |
| 2023-12-31 | 10.11% |
| 2023-09-30 | 8.29% |
| 2023-06-30 | 9.22% |
| 2023-03-31 | 9.03% |
| 2022-12-31 | 9.33% |
| 2022-09-30 | 11.45% |
| 2022-06-30 | 12.62% |
| 2022-03-31 | 16.32% |
| 2021-12-31 | 16.90% |
| 2021-09-30 | 17.42% |
| 2021-06-30 | 16.28% |
| 2021-03-31 | 17.99% |
| 2020-12-31 | 0.76% |
| 2020-09-30 | -0.50% |
| 2020-06-30 | -5.33% |
| 2020-03-31 | -11.71% |
| 2019-12-31 | 6.41% |
| 2019-09-30 | 3.41% |
| 2019-06-30 | 4.71% |
| 2019-03-31 | 4.88% |
| 2018-12-31 | 3.68% |
| 2018-09-30 | 6.09% |
| 2018-06-30 | 7.73% |
| 2018-03-31 | 7.87% |
| 2017-12-31 | 7.47% |
| 2017-09-30 | 6.64% |
| 2017-06-30 | 7.02% |
| 2017-03-31 | 11.62% |
| 2016-12-31 | 9.14% |
| 2016-09-30 | 5.80% |
| 2016-06-30 | 3.48% |
| 2016-03-31 | 1.05% |
| 2015-12-31 | 3.27% |
| 2015-09-30 | 4.66% |
| 2015-06-30 | 3.14% |
| 2015-03-31 | 2.82% |
| 2014-12-31 | 1.66% |
| 2014-09-30 | 4.31% |
| 2014-06-30 | 3.62% |
| 2014-03-31 | 0.83% |
| 2013-12-31 | -1.71% |
