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 9.04% is 65% above its 5-year average of 5.48%, around the middle of its 5-year range (-3.64%–16.56%).
As of the fiscal period ended Sunday, August 31, 2025. 29.38% below its 12-month average of 12.80%.
Annual fiscal-year return on equity; no daily interpolation. Historical series through 2025-08-31.
RETURN ON EQUITY (ROE)
9.04%
RETURN ON EQUITY (ROE) AVG TTM
12.80%
RETURN ON EQUITY (ROE) AVG 3Y
4.97%
RETURN ON EQUITY (ROE) AVG 5Y
5.48%
RETURN ON EQUITY (ROE) AVG 10Y
5.46%
RETURN ON EQUITY (ROE) AVG 15Y
7.84%
RETURN ON EQUITY (ROE) AVG 20Y
6.91%
CURRENT VS TTM AVG
-29.38%
CURRENT VS 3Y AVG
+81.89%
CURRENT VS 5Y AVG
+64.86%
CURRENT VS 10Y AVG
+65.49%
CURRENT VS 15Y AVG
+15.36%
CURRENT VS 20Y AVG
+30.85%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
-32.51%
vs the sector median at left
Franklin Universal Trust
Market Cap
$178.69M
Return on Equity (ROE)
9.04%
TTM Avg
12.80%
3Y Avg
4.97%
5Y Avg
5.48%
Market Cap
$175.02M
Return on Equity (ROE)
27.02%
TTM Avg
6.88%
3Y Avg
-9.68%
5Y Avg
-1.05%
Market Cap
$206.36M
Return on Equity (ROE)
17.93%
TTM Avg
-63.45%
3Y Avg
-126.83%
5Y Avg
-91.96%
Market Cap
$142.52M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$142.32M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$266.32M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$274.24M
Return on Equity (ROE)
8.03%
TTM Avg
7.39%
3Y Avg
8.93%
5Y Avg
8.32%
Market Cap
$63.90M
Return on Equity (ROE)
9.39%
TTM Avg
4.52%
3Y Avg
1.85%
5Y Avg
1.12%
Market Cap
$311.37M
Return on Equity (ROE)
7.53%
TTM Avg
6.65%
3Y Avg
6.19%
5Y Avg
5.29%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Franklin Universal Trust (FT) | $178.69M | 9.04% | 12.80% | 4.97% | 5.48% |
| The New Germany Fund, Inc. (GF)vs › | $175.02M | 27.02% | 6.88% | -9.68% | -1.05% |
| DeFi Technologies Inc. (DEFT)vs › | $206.36M | 17.93% | -63.45% | -126.83% | -91.96% |
| Global X - MSCI Colombia ETF (COLO)vs › | $142.52M | N/A | N/A | N/A | N/A |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $142.32M | N/A | N/A | N/A | N/A |
| Thunder Bridge Capital Partners V L (TBCVU)vs › | $266.32M | N/A | N/A | N/A | N/A |
| Isabella Bank Corporation (ISBA)vs › | $274.24M | 8.03% | 7.39% | 8.93% | 8.32% |
| Nuveen Minnesota Quality Municipal Income Fund (NMS)vs › | $63.90M | 9.39% | 4.52% | 1.85% | 1.12% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $311.37M | 7.53% | 6.65% | 6.19% | 5.29% |
| Hypoport SE (HYPOF)vs › | $630.67M | 7.58% | 5.21% | 5.83% | 7.95% |
ROE
9.0%
ROA
7.0%
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 | 9.04% |
| 2024-08-31 | 16.56% |
| 2023-08-31 | -2.08% |
| 2022-08-31 | -3.64% |
| 2021-08-31 | 13.76% |
| 2020-08-31 | -0.74% |
| 2019-08-31 | 11.22% |
| 2018-08-31 | 1.73% |
| 2017-08-31 | 11.56% |
| 2016-08-31 | 13.32% |
| 2015-08-31 | -10.64% |
| 2014-08-31 | 14.46% |
| 2013-08-31 | 7.82% |
| 2012-08-31 | 14.08% |
| 2011-08-31 | 11.08% |
| 2010-08-31 | 17.85% |
| 2009-08-31 | -11.09% |
| 2008-08-31 | -0.11% |
| 2007-08-31 | 10.50% |
| 2006-08-31 | 5.73% |
| 2005-08-31 | 14.67% |
| 2004-08-31 | 17.99% |
| 2003-08-31 | 18.34% |
| 2002-08-31 | -27.36% |
| 2001-08-31 | -1.22% |
