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 12.40% is in line with its 5-year average of 11.97%, around the middle of its 5-year range (3.59%–21.17%).
As of the fiscal period ended Tuesday, June 30, 2026. 37.92% above its 12-month average of 8.99%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 12.40%.
RETURN ON EQUITY (ROE)
12.40%
RETURN ON EQUITY (ROE) AVG TTM
8.99%
RETURN ON EQUITY (ROE) AVG 3Y
13.13%
RETURN ON EQUITY (ROE) AVG 5Y
11.97%
RETURN ON EQUITY (ROE) AVG 10Y
9.80%
RETURN ON EQUITY (ROE) AVG 15Y
10.55%
RETURN ON EQUITY (ROE) AVG 20Y
10.19%
CURRENT VS TTM AVG
+37.92%
CURRENT VS 3Y AVG
-5.56%
CURRENT VS 5Y AVG
+3.58%
CURRENT VS 10Y AVG
+26.56%
CURRENT VS 15Y AVG
+17.56%
CURRENT VS 20Y AVG
+21.70%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
-7.44%
vs the sector median at left
Everest Group, Ltd.
Market Cap
$14.72B
Return on Equity (ROE)
12.40%
TTM Avg
8.99%
3Y Avg
13.13%
5Y Avg
11.97%
Market Cap
$15.97B
Return on Equity (ROE)
-75.47%
TTM Avg
-38.27%
3Y Avg
-35.75%
5Y Avg
-27.85%
Market Cap
$12.99B
Return on Equity (ROE)
19.69%
TTM Avg
19.80%
3Y Avg
20.98%
5Y Avg
17.36%
Market Cap
$12.97B
Return on Equity (ROE)
17.44%
TTM Avg
14.88%
3Y Avg
12.41%
5Y Avg
13.66%
Market Cap
$16.89B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$16.91B
Return on Equity (ROE)
7.59%
TTM Avg
4.04%
3Y Avg
6.69%
5Y Avg
8.49%
Market Cap
$11.50B
Return on Equity (ROE)
19.77%
TTM Avg
18.66%
3Y Avg
19.88%
5Y Avg
21.68%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Everest Group, Ltd. (EG) | $14.72B | 12.40% | 8.99% | 13.13% | 11.97% |
| Invesco Ltd. (IVZ)vs › | $13.60B | -0.52% | 1.51% | 2.10% | 4.04% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $15.97B | -75.47% | -38.27% | -35.75% | -27.85% |
| Globe Life Inc. (GL)vs › | $12.99B | 19.69% | 19.80% | 20.98% | 17.36% |
| Assurant, Inc. (AIZ)vs › | $12.97B | 17.44% | 14.88% | 12.41% | 13.66% |
| TransUnion (TRU)vs › | $12.94B | 17.51% | 8.50% | 4.56% | 11.22% |
| WisdomTree U.S. Quality Dividend Growth Fund (DGRW)vs › | $16.89B | N/A | N/A | N/A | N/A |
| Franklin Resources, Inc. (BEN)vs › | $16.91B | 7.59% | 4.04% | 6.69% | 8.49% |
| American Financial Group, Inc. (AFG)vs › | $11.50B | 19.77% | 18.66% | 19.88% | 21.68% |
| Hut 8 Corp. (HUT)vs › | $11.43B | -41.56% | 9.04% | 0.57% | -9.32% |
ROE
12.4%
ROA
3.1%
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 | 12.40% |
| 2026-03-31 | 13.30% |
| 2025-12-31 | 10.29% |
| 2025-09-30 | 3.59% |
| 2025-06-30 | 5.37% |
| 2025-03-31 | 6.01% |
| 2024-12-31 | 9.89% |
| 2024-09-30 | 18.06% |
| 2024-06-30 | 20.72% |
| 2024-03-31 | 21.17% |
| 2023-12-31 | 19.07% |
| 2023-09-30 | 19.68% |
| 2023-06-30 | 11.12% |
| 2023-03-31 | 7.37% |
| 2022-12-31 | 7.07% |
| 2022-09-30 | 6.95% |
| 2022-06-30 | 8.78% |
| 2022-03-31 | 14.02% |
| 2021-12-31 | 13.61% |
| 2021-09-30 | 10.15% |
| 2021-06-30 | 12.75% |
| 2021-03-31 | 8.67% |
| 2020-12-31 | 5.29% |
| 2020-09-30 | 6.97% |
| 2020-06-30 | 5.70% |
| 2020-03-31 | 7.83% |
| 2019-12-31 | 11.05% |
| 2019-09-30 | 4.56% |
| 2019-06-30 | 5.67% |
| 2019-03-31 | 2.85% |
| 2018-12-31 | 1.23% |
| 2018-09-30 | 12.60% |
| 2018-06-30 | 2.57% |
| 2018-03-31 | 4.65% |
| 2017-12-31 | 5.60% |
| 2017-09-30 | 3.41% |
| 2017-06-30 | 14.05% |
| 2017-03-31 | 13.37% |
| 2016-12-31 | 12.34% |
| 2016-09-30 | 12.19% |
| 2016-06-30 | 9.68% |
| 2016-03-31 | 10.54% |
| 2015-12-31 | 12.85% |
| 2015-09-30 | 12.83% |
| 2015-06-30 | 14.85% |
| 2015-03-31 | 16.02% |
| 2014-12-31 | 16.09% |
| 2014-09-30 | 16.58% |
| 2014-06-30 | 16.16% |
| 2014-03-31 | 16.61% |
| 2013-12-31 | 18.07% |
| 2013-09-30 | 14.19% |
| 2013-06-30 | 14.64% |
| 2013-03-31 | 13.33% |
| 2012-12-31 | 12.31% |
| 2012-09-30 | 11.96% |
| 2012-06-30 | 9.71% |
| 2012-03-31 | 8.53% |
| 2011-12-31 | -1.33% |
| 2011-09-30 | 2.97% |
| 2011-06-30 | 4.75% |
| 2011-03-31 | 5.37% |
| 2010-12-31 | 9.72% |
| 2010-09-30 | 8.05% |
| 2010-06-30 | 9.28% |
| 2010-03-31 | 11.19% |
| 2009-12-31 | 13.23% |
| 2009-09-30 | 9.75% |
| 2009-06-30 | 2.37% |
| 2009-03-31 | 0.24% |
| 2008-12-31 | -0.38% |
| 2008-09-30 | 0.20% |
| 2008-06-30 | 8.80% |
| 2008-03-31 | 11.00% |
| 2007-12-31 | 14.76% |
| 2007-09-30 | 18.41% |
| 2007-06-30 | 19.34% |
| 2007-03-31 | 18.67% |
| 2006-12-31 | 16.46% |
| 2006-09-30 | 9.79% |
| 2006-06-30 | -4.36% |
| 2006-03-31 | -5.10% |
| 2005-12-31 | -5.28% |
| 2005-09-30 | 1.02% |
| 2005-06-30 | 11.42% |
| 2005-03-31 | 14.27% |
| 2004-12-31 | 13.33% |
| 2004-09-30 | 14.81% |
| 2004-06-30 | 18.19% |
| 2004-03-31 | 13.61% |
| 2003-12-31 | 13.46% |
| 2003-09-30 | 11.89% |
| 2003-06-30 | 10.50% |
