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 4.78% is 66% below its 5-year average of 13.98%, around the middle of its 5-year range (-29.31%–54.57%).
As of the fiscal period ended Tuesday, June 30, 2026. 140.48% above its 12-month average of -11.81%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q4 FY2026 (2026-06-30): 4.78%.
RETURN ON EQUITY (ROE)
4.78%
RETURN ON EQUITY (ROE) AVG TTM
-11.81%
RETURN ON EQUITY (ROE) AVG 3Y
-2.84%
RETURN ON EQUITY (ROE) AVG 5Y
13.98%
RETURN ON EQUITY (ROE) AVG 10Y
21.23%
RETURN ON EQUITY (ROE) AVG 15Y
27.70%
RETURN ON EQUITY (ROE) AVG 20Y
27.00%
CURRENT VS TTM AVG
+140.48%
CURRENT VS 3Y AVG
+268.17%
CURRENT VS 5Y AVG
-65.79%
CURRENT VS 10Y AVG
-77.47%
CURRENT VS 15Y AVG
-82.74%
CURRENT VS 20Y AVG
-82.29%
SECTOR MEDIAN · CONSUMER DEFENSIVE
15.89%
median of 49 covered companies
CURRENT VS SECTOR MEDIAN
-69.91%
vs the sector median at left
The Estée Lauder Companies Inc.
Market Cap
$33.79B
Return on Equity (ROE)
4.78%
TTM Avg
-11.81%
3Y Avg
-2.84%
5Y Avg
13.98%
Market Cap
$34.20B
Return on Equity (ROE)
15.71%
TTM Avg
12.16%
3Y Avg
12.37%
5Y Avg
9.15%
Market Cap
$34.44B
Return on Equity (ROE)
32.64%
TTM Avg
33.08%
3Y Avg
40.36%
5Y Avg
45.38%
Market Cap
$32.48B
Return on Equity (ROE)
111.71%
TTM Avg
218.77%
3Y Avg
245.97%
5Y Avg
285.42%
Market Cap
$36.76B
Return on Equity (ROE)
18.56%
TTM Avg
24.66%
3Y Avg
22.65%
5Y Avg
21.56%
Market Cap
$37.80B
Return on Equity (ROE)
65.90%
TTM Avg
82.90%
3Y Avg
89.75%
5Y Avg
81.85%
Market Cap
$28.97B
Return on Equity (ROE)
-9.43%
TTM Avg
-4.22%
3Y Avg
0.54%
5Y Avg
0.84%
Market Cap
$27.00B
Return on Equity (ROE)
18.34%
TTM Avg
16.48%
3Y Avg
25.29%
5Y Avg
27.89%
Market Cap
$41.05B
Return on Equity (ROE)
7.51%
TTM Avg
6.43%
3Y Avg
11.29%
5Y Avg
11.01%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| The Estée Lauder Companies Inc. (EL) | $33.79B | 4.78% | -11.81% | -2.84% | 13.98% |
| Kenvue Inc. (KVUE)vs › | $34.20B | 15.71% | 12.16% | 12.37% | 9.15% |
| The Hershey Company (HSY)vs › | $34.44B | 32.64% | 33.08% | 40.36% | 45.38% |
| Kimberly-Clark Corporation (KMB)vs › | $32.48B | 111.71% | 218.77% | 245.97% | 285.42% |
| The Kroger Co. (KR)vs › | $36.76B | 18.56% | 24.66% | 22.65% | 21.56% |
| Sysco Corporation (SYY)vs › | $37.80B | 65.90% | 82.90% | 89.75% | 81.85% |
| The Kraft Heinz Company (KHC)vs › | $28.97B | -9.43% | -4.22% | 0.54% | 0.84% |
| Dollar General Corporation (DG)vs › | $27.00B | 18.34% | 16.48% | 25.29% | 27.89% |
| Archer-Daniels-Midland Company (ADM)vs › | $41.05B | 7.51% | 6.43% | 11.29% | 11.01% |
| Keurig Dr Pepper Inc. (KDP)vs › | $42.12B | 5.70% | 7.04% | 7.08% | 7.07% |
ROE
4.8%
ROA
0.9%
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 | 4.78% |
| 2026-03-31 | -6.21% |
| 2025-12-31 | -4.42% |
| 2025-09-30 | -23.91% |
| 2025-06-30 | -29.31% |
| 2025-03-31 | -20.05% |
| 2024-12-31 | -16.79% |
| 2024-09-30 | 3.99% |
| 2024-06-30 | 7.34% |
| 2024-03-31 | 11.16% |
| 2023-12-31 | 8.18% |
| 2023-09-30 | 10.26% |
| 2023-06-30 | 18.01% |
| 2023-03-31 | 18.56% |
| 2022-12-31 | 25.30% |
| 2022-09-30 | 39.64% |
| 2022-06-30 | 42.75% |
| 2022-03-31 | 54.57% |
| 2021-12-31 | 52.33% |
| 2021-09-30 | 49.98% |
| 2021-06-30 | 47.38% |
| 2021-03-31 | 25.14% |
| 2020-12-31 | 17.12% |
| 2020-09-30 | 13.75% |
| 2020-06-30 | 17.38% |
| 2020-03-31 | 30.10% |
| 2019-12-31 | 40.75% |
| 2019-09-30 | 41.50% |
| 2019-06-30 | 40.70% |
| 2019-03-31 | 39.54% |
| 2018-12-31 | 37.88% |
| 2018-09-30 | 26.80% |
| 2018-06-30 | 23.63% |
| 2018-03-31 | 24.43% |
| 2017-12-31 | 23.59% |
| 2017-09-30 | 29.21% |
| 2017-06-30 | 28.49% |
| 2017-03-31 | 27.03% |
| 2016-12-31 | 28.50% |
| 2016-09-30 | 30.06% |
| 2016-06-30 | 31.20% |
| 2016-03-31 | 30.80% |
| 2015-12-31 | 32.76% |
| 2015-09-30 | 33.52% |
| 2015-06-30 | 29.89% |
| 2015-03-31 | 30.96% |
| 2014-12-31 | 29.72% |
| 2014-09-30 | 29.93% |
| 2014-06-30 | 31.24% |
| 2014-03-31 | 28.37% |
| 2013-12-31 | 26.00% |
| 2013-09-30 | 28.39% |
| 2013-06-30 | 31.03% |
| 2013-03-31 | 30.59% |
| 2012-12-31 | 29.86% |
| 2012-09-30 | 29.02% |
| 2012-06-30 | 31.35% |
| 2012-03-31 | 29.86% |
| 2011-12-31 | 32.03% |
| 2011-09-30 | 31.85% |
| 2011-06-30 | 26.65% |
| 2011-03-31 | 27.25% |
| 2010-12-31 | 25.82% |
| 2010-09-30 | 24.93% |
| 2010-06-30 | 24.55% |
| 2010-03-31 | 21.02% |
| 2009-12-31 | 20.50% |
| 2009-09-30 | 16.79% |
| 2009-06-30 | 13.32% |
| 2009-03-31 | 21.59% |
| 2008-12-31 | 25.36% |
| 2008-09-30 | 28.30% |
| 2008-06-30 | 28.66% |
| 2008-03-31 | 28.39% |
| 2007-12-31 | 32.46% |
| 2007-09-30 | 35.15% |
| 2007-06-30 | 37.46% |
| 2007-03-31 | 38.04% |
| 2006-12-31 | 22.95% |
| 2006-10-24 | 15.36% |
| 2006-06-30 | 15.05% |
| 2006-03-31 | 17.31% |
| 2005-12-31 | 21.04% |
| 2005-09-30 | 21.32% |
| 2005-06-30 | 23.99% |
| 2005-03-31 | 21.45% |
| 2004-12-31 | 22.36% |
| 2004-09-30 | 20.74% |
| 2004-06-30 | 19.73% |
| 2004-03-31 | 19.74% |
| 2003-12-31 | 19.49% |
| 2003-09-30 | 21.51% |
| 2003-06-30 | 22.46% |
