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 25.53% is 50% above its 5-year average of 17.04%, near the high end of its 5-year range (7.40%–29.16%).
As of the fiscal period ended Tuesday, June 30, 2026. 11.87% above its 12-month average of 22.82%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q1 FY2027 (2026-06-30): 25.53%.
RETURN ON EQUITY (ROE)
25.53%
RETURN ON EQUITY (ROE) AVG TTM
22.82%
RETURN ON EQUITY (ROE) AVG 3Y
16.78%
RETURN ON EQUITY (ROE) AVG 5Y
17.04%
RETURN ON EQUITY (ROE) AVG 10Y
14.44%
RETURN ON EQUITY (ROE) AVG 15Y
12.61%
RETURN ON EQUITY (ROE) AVG 20Y
10.08%
CURRENT VS TTM AVG
+11.87%
CURRENT VS 3Y AVG
+52.13%
CURRENT VS 5Y AVG
+49.78%
CURRENT VS 10Y AVG
+76.79%
CURRENT VS 15Y AVG
+102.40%
CURRENT VS 20Y AVG
+153.24%
SECTOR MEDIAN · FINANCIAL SERVICES
9.65%
median of 412 covered companies
CURRENT VS SECTOR MEDIAN
+164.41%
vs the sector median at left
Gladstone Investment Corp.
Market Cap
$618.83M
Return on Equity (ROE)
25.53%
TTM Avg
22.82%
3Y Avg
16.78%
5Y Avg
17.04%
Market Cap
$618.84M
Return on Equity (ROE)
13.07%
TTM Avg
8.95%
3Y Avg
8.52%
5Y Avg
11.74%
Market Cap
$617.85M
Return on Equity (ROE)
11.49%
TTM Avg
8.79%
3Y Avg
9.83%
5Y Avg
10.82%
Market Cap
$624.44M
Return on Equity (ROE)
-0.83%
TTM Avg
9.94%
3Y Avg
12.92%
5Y Avg
12.65%
Market Cap
$630.67M
Return on Equity (ROE)
7.58%
TTM Avg
5.21%
3Y Avg
5.83%
5Y Avg
7.95%
Market Cap
$633.40M
Return on Equity (ROE)
6.96%
TTM Avg
7.56%
3Y Avg
6.50%
5Y Avg
3.41%
Market Cap
$635.10M
Return on Equity (ROE)
-29.00%
TTM Avg
9.63%
3Y Avg
-1180.61%
5Y Avg
-805.61%
Market Cap
$637.82M
Return on Equity (ROE)
12.73%
TTM Avg
17.82%
3Y Avg
12.75%
5Y Avg
-231.02%
Market Cap
$598.14M
Return on Equity (ROE)
-232.31%
TTM Avg
-38.55%
3Y Avg
-60.48%
5Y Avg
-43.64%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Gladstone Investment Corp. (GAIN) | $618.83M | 25.53% | 22.82% | 16.78% | 17.04% |
| Hingham Institution for Savings (HIFS)vs › | $618.84M | 13.07% | 8.95% | 8.52% | 11.74% |
| Arrow Financial Corporation (AROW)vs › | $617.85M | 11.49% | 8.79% | 9.83% | 10.82% |
| Coastal Financial Corporation (CCB)vs › | $624.44M | -0.83% | 9.94% | 12.92% | 12.65% |
| Hypoport SE (HYPOF)vs › | $630.67M | 7.58% | 5.21% | 5.83% | 7.95% |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $633.40M | 6.96% | 7.56% | 6.50% | 3.41% |
| American Bitcoin Corp (ABTC)vs › | $635.10M | -29.00% | 9.63% | -1180.61% | -805.61% |
| CoinShares PLC Ordinary Shares (CSHR)vs › | $637.82M | 12.73% | 17.82% | 12.75% | -231.02% |
| Forward Industries, Inc. (FWDI)vs › | $598.14M | -232.31% | -38.55% | -60.48% | -43.64% |
| Chaince Digital Holdings Inc. (CD)vs › | $596.62M | N/A | -15.20% | -29.09% | -64.23% |
ROE
25.5%
ROA
12.7%
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 | 25.53% |
| 2026-03-31 | 29.16% |
| 2025-12-31 | 21.89% |
| 2025-09-30 | 19.21% |
| 2025-06-30 | 18.31% |
| 2025-03-31 | 13.33% |
| 2024-12-31 | 15.28% |
| 2024-09-30 | 8.32% |
| 2024-06-30 | 14.66% |
| 2024-03-31 | 17.31% |
| 2023-12-31 | 14.65% |
| 2023-09-30 | 16.10% |
| 2023-06-30 | 7.40% |
| 2023-03-31 | 8.08% |
| 2022-12-31 | 10.59% |
| 2022-09-30 | 9.53% |
| 2022-06-30 | 15.06% |
| 2022-03-31 | 22.95% |
| 2021-12-31 | 24.09% |
| 2021-09-30 | 25.20% |
| 2021-06-30 | 21.30% |
| 2021-03-31 | 11.10% |
| 2020-12-31 | -4.25% |
| 2020-09-30 | -4.89% |
| 2020-06-30 | -3.67% |
| 2020-03-31 | -1.96% |
| 2019-12-31 | 7.98% |
| 2019-09-30 | 8.84% |
| 2019-06-30 | 13.71% |
| 2019-03-31 | 20.04% |
| 2018-12-31 | 24.56% |
| 2018-09-30 | 25.20% |
| 2018-06-30 | 22.35% |
| 2018-03-31 | 17.13% |
| 2017-12-31 | 14.29% |
| 2017-09-30 | 12.79% |
| 2017-06-30 | 8.83% |
| 2017-03-31 | 14.87% |
| 2016-12-31 | 19.51% |
| 2016-09-30 | 13.98% |
| 2016-06-30 | 13.71% |
| 2016-03-31 | 8.91% |
| 2015-12-31 | 11.98% |
| 2015-09-30 | 16.50% |
| 2015-06-30 | 17.16% |
| 2015-03-31 | 18.36% |
| 2014-12-31 | 9.72% |
| 2014-09-30 | 1.65% |
| 2014-06-30 | 7.04% |
| 2014-03-31 | -0.60% |
| 2013-12-31 | 6.09% |
| 2013-09-30 | 12.04% |
| 2013-06-30 | 5.98% |
| 2013-03-31 | 7.17% |
| 2012-12-31 | 0.40% |
| 2012-09-30 | 0.87% |
| 2012-06-30 | 7.35% |
| 2012-03-31 | 10.60% |
| 2011-12-31 | 11.90% |
| 2011-09-30 | 16.62% |
| 2011-06-30 | 7.63% |
| 2011-03-31 | 8.27% |
| 2010-12-31 | 17.25% |
| 2010-09-30 | 7.90% |
| 2010-06-30 | 1.78% |
| 2010-03-31 | -5.74% |
| 2009-12-31 | -20.39% |
| 2009-09-30 | -19.34% |
| 2009-06-30 | -7.96% |
| 2009-03-31 | -5.33% |
| 2008-12-31 | -7.77% |
| 2008-09-30 | -3.59% |
| 2008-06-30 | -5.76% |
| 2008-03-31 | -0.46% |
| 2007-12-31 | 4.30% |
| 2007-09-30 | 3.21% |
| 2007-06-30 | 6.27% |
| 2007-03-31 | 3.26% |
| 2006-12-31 | 4.31% |
| 2006-09-30 | 3.83% |
| 2006-06-30 | 3.21% |
| 2006-03-31 | 2.63% |
