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 23.39% is in line with its 5-year average of 25.07%, near the low end of its 5-year range (20.61%–30.21%).
As of the fiscal period ended Tuesday, June 30, 2026. 9.23% below its 12-month average of 25.77%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 23.39%.
RETURN ON EQUITY (ROE)
23.39%
RETURN ON EQUITY (ROE) AVG TTM
25.77%
RETURN ON EQUITY (ROE) AVG 3Y
26.85%
RETURN ON EQUITY (ROE) AVG 5Y
25.07%
RETURN ON EQUITY (ROE) AVG 10Y
25.49%
RETURN ON EQUITY (ROE) AVG 15Y
24.48%
RETURN ON EQUITY (ROE) AVG 20Y
23.14%
CURRENT VS TTM AVG
-9.23%
CURRENT VS 3Y AVG
-12.91%
CURRENT VS 5Y AVG
-6.72%
CURRENT VS 10Y AVG
-8.26%
CURRENT VS 15Y AVG
-4.48%
CURRENT VS 20Y AVG
+1.07%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+74.60%
vs the sector median at left
Erie Indemnity Company
Market Cap
$10.27B
Return on Equity (ROE)
23.39%
TTM Avg
25.77%
3Y Avg
26.85%
5Y Avg
25.07%
Market Cap
$10.46B
Return on Equity (ROE)
-41.56%
TTM Avg
9.04%
3Y Avg
0.57%
5Y Avg
-9.32%
Market Cap
$9.25B
Return on Equity (ROE)
27.85%
TTM Avg
27.70%
3Y Avg
28.53%
5Y Avg
32.49%
Market Cap
$11.50B
Return on Equity (ROE)
19.77%
TTM Avg
18.66%
3Y Avg
19.88%
5Y Avg
21.68%
Market Cap
$12.32B
Return on Equity (ROE)
17.51%
TTM Avg
8.50%
3Y Avg
4.56%
5Y Avg
11.22%
Market Cap
$12.90B
Return on Equity (ROE)
19.69%
TTM Avg
19.80%
3Y Avg
20.98%
5Y Avg
17.36%
Market Cap
$13.06B
Return on Equity (ROE)
17.44%
TTM Avg
14.88%
3Y Avg
12.41%
5Y Avg
13.66%
Market Cap
$7.48B
Return on Equity (ROE)
-1323.42%
TTM Avg
-250.28%
3Y Avg
-152.67%
5Y Avg
-114.98%
Market Cap
$7.36B
Return on Equity (ROE)
27.94%
TTM Avg
26.83%
3Y Avg
25.84%
5Y Avg
23.42%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Erie Indemnity Company (ERIE) | $10.27B | 23.39% | 25.77% | 26.85% | 25.07% |
| Hut 8 Corp. (HUT)vs › | $10.46B | -41.56% | 9.04% | 0.57% | -9.32% |
| FactSet Research Systems Inc. (FDS)vs › | $9.25B | 27.85% | 27.70% | 28.53% | 32.49% |
| American Financial Group, Inc. (AFG)vs › | $11.50B | 19.77% | 18.66% | 19.88% | 21.68% |
| TransUnion (TRU)vs › | $12.32B | 17.51% | 8.50% | 4.56% | 11.22% |
| Globe Life Inc. (GL)vs › | $12.90B | 19.69% | 19.80% | 20.98% | 17.36% |
| Assurant, Inc. (AIZ)vs › | $13.06B | 17.44% | 14.88% | 12.41% | 13.66% |
| TeraWulf Inc. (WULF)vs › | $7.48B | -1323.42% | -250.28% | -152.67% | -114.98% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.36B | 27.94% | 26.83% | 25.84% | 23.42% |
| Invesco Ltd. (IVZ)vs › | $13.49B | -0.52% | 1.51% | 2.10% | 4.04% |
ROE
23.4%
ROA
16.2%
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 | 23.39% |
| 2026-03-31 | 24.28% |
| 2025-12-31 | 24.50% |
| 2025-09-30 | 28.06% |
| 2025-06-30 | 28.61% |
| 2025-03-31 | 29.71% |
| 2024-12-31 | 30.21% |
| 2024-09-30 | 28.71% |
| 2024-06-30 | 29.00% |
| 2024-03-31 | 28.06% |
| 2023-12-31 | 26.83% |
| 2023-09-30 | 24.85% |
| 2023-06-30 | 22.91% |
| 2023-03-31 | 21.26% |
| 2022-12-31 | 20.61% |
| 2022-09-30 | 21.24% |
| 2022-06-30 | 21.95% |
| 2022-03-31 | 21.95% |
| 2021-12-31 | 22.19% |
| 2021-09-30 | 23.75% |
| 2021-06-30 | 24.46% |
| 2021-03-31 | 25.46% |
| 2020-12-31 | 24.69% |
| 2020-09-30 | 23.26% |
| 2020-06-30 | 24.71% |
| 2020-03-31 | 26.93% |
| 2019-12-31 | 27.96% |
| 2019-09-30 | 28.55% |
| 2019-06-30 | 28.76% |
| 2019-03-31 | 29.37% |
| 2018-12-31 | 29.60% |
| 2018-09-30 | 28.01% |
| 2018-06-30 | 26.82% |
| 2018-03-31 | 25.58% |
| 2017-12-31 | 22.98% |
| 2017-09-30 | 24.08% |
| 2017-06-30 | 24.56% |
| 2017-03-31 | 25.59% |
| 2016-12-31 | 25.75% |
| 2016-09-30 | 23.16% |
| 2016-06-30 | 22.87% |
| 2016-03-31 | 23.10% |
| 2015-12-31 | 22.64% |
| 2015-09-30 | 22.74% |
| 2015-06-30 | 22.95% |
| 2015-03-31 | 22.65% |
| 2014-12-31 | 23.90% |
| 2014-09-30 | 23.09% |
| 2014-06-30 | 23.44% |
| 2014-03-31 | 23.18% |
| 2013-12-31 | 22.21% |
| 2013-09-30 | 23.90% |
| 2013-06-30 | 25.04% |
| 2013-03-31 | 25.31% |
| 2012-12-31 | 24.92% |
| 2012-09-30 | 19.95% |
| 2012-06-30 | 19.84% |
| 2012-03-31 | 20.75% |
| 2011-12-31 | 21.64% |
| 2011-09-30 | 18.34% |
| 2011-06-30 | 18.71% |
| 2011-03-31 | 17.81% |
| 2010-12-31 | 17.76% |
| 2010-09-30 | 18.26% |
| 2010-06-30 | 17.12% |
| 2010-03-31 | 15.62% |
| 2009-12-31 | 12.08% |
| 2009-09-30 | 8.85% |
| 2009-06-30 | 5.06% |
| 2009-03-31 | 6.47% |
| 2008-12-31 | 8.74% |
| 2008-09-30 | 11.58% |
| 2008-06-30 | 16.20% |
| 2008-03-31 | 18.73% |
| 2007-12-31 | 20.26% |
| 2007-09-30 | 21.59% |
| 2007-06-30 | 18.70% |
| 2007-03-31 | 17.86% |
| 2006-12-31 | 17.56% |
| 2006-09-30 | 17.50% |
| 2006-06-30 | 18.06% |
| 2006-03-31 | 17.70% |
| 2005-12-31 | 18.07% |
| 2005-09-30 | 18.92% |
| 2005-06-30 | 19.36% |
| 2005-03-31 | 18.49% |
| 2004-12-31 | 17.87% |
| 2004-09-30 | 16.81% |
| 2004-06-30 | 17.23% |
| 2004-03-31 | 16.86% |
| 2003-12-31 | 17.16% |
| 2003-09-30 | 16.79% |
| 2003-06-30 | 16.39% |
