Basis: Latest reported fiscal year. 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 27.85% is 14% below its 5-year average of 32.49%, near the low end of its 5-year range (27.31%–41.52%).
As of the fiscal period ended Sunday, August 31, 2025. 0.54% above its 12-month average of 27.70%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
27.85%
RETURN ON EQUITY (ROE) AVG TTM
27.70%
RETURN ON EQUITY (ROE) AVG 3Y
28.53%
RETURN ON EQUITY (ROE) AVG 5Y
32.49%
RETURN ON EQUITY (ROE) AVG 10Y
41.38%
RETURN ON EQUITY (ROE) AVG 15Y
39.41%
RETURN ON EQUITY (ROE) AVG 20Y
34.88%
CURRENT VS TTM AVG
+0.54%
CURRENT VS 3Y AVG
-2.37%
CURRENT VS 5Y AVG
-14.29%
CURRENT VS 10Y AVG
-32.70%
CURRENT VS 15Y AVG
-29.33%
CURRENT VS 20Y AVG
-20.14%
SECTOR MEDIAN · FINANCIAL SERVICES
14.10%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
+97.52%
vs the sector median at left
FactSet Research Systems Inc.
Market Cap
$9.84B
Return on Equity (ROE)
27.85%
TTM Avg
27.70%
3Y Avg
28.53%
5Y Avg
32.49%
Market Cap
$10.19B
Return on Equity (ROE)
-75.47%
TTM Avg
-38.27%
3Y Avg
-35.75%
5Y Avg
-27.85%
Market Cap
$11.36B
Return on Equity (ROE)
-41.56%
TTM Avg
9.04%
3Y Avg
0.57%
5Y Avg
-9.32%
Market Cap
$8.40B
Return on Equity (ROE)
27.94%
TTM Avg
26.83%
3Y Avg
25.84%
5Y Avg
23.42%
Market Cap
$11.41B
Return on Equity (ROE)
16.22%
TTM Avg
27.36%
3Y Avg
25.54%
5Y Avg
24.84%
Market Cap
$12.09B
Return on Equity (ROE)
18.79%
TTM Avg
18.66%
3Y Avg
19.88%
5Y Avg
21.68%
Market Cap
$5.93B
Return on Equity (ROE)
18.29%
TTM Avg
8.07%
3Y Avg
12.96%
5Y Avg
13.65%
Market Cap
$14.18B
Return on Equity (ROE)
-0.52%
TTM Avg
1.51%
3Y Avg
2.10%
5Y Avg
4.04%
Market Cap
$14.31B
Return on Equity (ROE)
19.92%
TTM Avg
19.80%
3Y Avg
20.98%
5Y Avg
17.36%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| FactSet Research Systems Inc. (FDS) | $9.84B | 27.85% | 27.70% | 28.53% | 32.49% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $10.19B | -75.47% | -38.27% | -35.75% | -27.85% |
| Hut 8 Corp. (HUT)vs › | $11.36B | -41.56% | 9.04% | 0.57% | -9.32% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $8.40B | 27.94% | 26.83% | 25.84% | 23.42% |
| Erie Indemnity Company (ERIE)vs › | $11.41B | 16.22% | 27.36% | 25.54% | 24.84% |
| American Financial Group, Inc. (AFG)vs › | $12.09B | 18.79% | 18.66% | 19.88% | 21.68% |
| Axos Financial, Inc. (AX)vs › | $5.93B | 18.29% | 8.07% | 12.96% | 13.65% |
| Invesco Ltd. (IVZ)vs › | $14.18B | -0.52% | 1.51% | 2.10% | 4.04% |
| Globe Life Inc. (GL)vs › | $14.31B | 19.92% | 19.80% | 20.98% | 17.36% |
| Main Street Capital Corporation (MAIN)vs › | $5.24B | 13.78% | 17.32% | 15.85% | 13.97% |
ROE
27.9%
ROA
13.5%
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) |
|---|---|
| 2025-08-31 | 27.31% |
| 2024-08-31 | 28.09% |
| 2023-08-31 | 28.90% |
| 2022-08-31 | 29.81% |
| 2021-08-31 | 39.32% |
| 2020-08-31 | 41.52% |
| 2019-08-31 | 52.48% |
| 2018-08-31 | 50.79% |
| 2017-08-31 | 46.14% |
| 2016-08-31 | 65.49% |
| 2015-08-31 | 45.35% |
| 2014-08-31 | 41.39% |
| 2013-08-31 | 36.66% |
| 2012-08-31 | 34.19% |
| 2011-08-31 | 33.20% |
| 2010-08-31 | 29.90% |
| 2009-08-31 | 28.94% |
| 2008-08-31 | 26.86% |
| 2007-08-31 | 26.77% |
| 2006-08-31 | 23.12% |
| 2005-08-31 | 26.77% |
| 2004-08-31 | 35.26% |
| 2003-08-31 | 24.24% |
| 2002-08-31 | 23.08% |
| 2001-08-31 | 24.16% |
| 2000-08-31 | 24.54% |
| 1999-08-31 | 23.97% |
| 1998-08-31 | 25.10% |
| 1997-08-31 | 23.67% |
| 1996-08-31 | 23.05% |
