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 9.47% is 35% below its 5-year average of 14.61%, near the low end of its 5-year range (4.17%–26.47%).
As of the fiscal period ended Tuesday, June 30, 2026. 12.85% below its 12-month average of 10.86%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q3 FY2026 (2026-06-30): 9.47%.
RETURN ON EQUITY (ROE)
9.47%
RETURN ON EQUITY (ROE) AVG TTM
10.86%
RETURN ON EQUITY (ROE) AVG 3Y
13.89%
RETURN ON EQUITY (ROE) AVG 5Y
14.61%
RETURN ON EQUITY (ROE) AVG 10Y
10.70%
RETURN ON EQUITY (ROE) AVG 15Y
7.86%
RETURN ON EQUITY (ROE) AVG 20Y
6.78%
CURRENT VS TTM AVG
-12.85%
CURRENT VS 3Y AVG
-31.84%
CURRENT VS 5Y AVG
-35.17%
CURRENT VS 10Y AVG
-11.53%
CURRENT VS 15Y AVG
+20.54%
CURRENT VS 20Y AVG
+39.62%
SECTOR MEDIAN · FINANCIAL SERVICES
9.69%
median of 411 covered companies
CURRENT VS SECTOR MEDIAN
-2.28%
vs the sector median at left
Gladstone Capital Corporation
Market Cap
$431.98M
Return on Equity (ROE)
9.47%
TTM Avg
10.86%
3Y Avg
13.89%
5Y Avg
14.61%
Market Cap
$431.68M
Return on Equity (ROE)
N/A
TTM Avg
132.31%
3Y Avg
132.31%
5Y Avg
132.31%
Market Cap
$435.42M
Return on Equity (ROE)
18.79%
TTM Avg
20.14%
3Y Avg
19.76%
5Y Avg
19.21%
Market Cap
$428.51M
Return on Equity (ROE)
12.93%
TTM Avg
13.66%
3Y Avg
14.48%
5Y Avg
14.48%
Market Cap
$428.29M
Return on Equity (ROE)
5.88%
TTM Avg
3.35%
3Y Avg
-0.88%
5Y Avg
0.64%
Market Cap
$437.50M
Return on Equity (ROE)
-0.47%
TTM Avg
0.00%
3Y Avg
0.00%
5Y Avg
0.00%
Market Cap
$438.05M
Return on Equity (ROE)
-18.43%
TTM Avg
-17.80%
3Y Avg
-29.05%
5Y Avg
-19.83%
Market Cap
$424.88M
Return on Equity (ROE)
2.42%
TTM Avg
2.87%
3Y Avg
-0.04%
5Y Avg
0.08%
Market Cap
$443.92M
Return on Equity (ROE)
16.34%
TTM Avg
4.54%
3Y Avg
6.23%
5Y Avg
6.79%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Gladstone Capital Corporation (GLAD) | $431.98M | 9.47% | 10.86% | 13.89% | 14.61% |
| KRAKacquisition Corp Class A Ordinary Shares (KRAQ)vs › | $431.68M | N/A | 132.31% | 132.31% | 132.31% |
| AMERISAFE, Inc. (AMSF)vs › | $435.42M | 18.79% | 20.14% | 19.76% | 19.21% |
| Commercial Bancgroup, Inc. Common Stock (CBK)vs › | $428.51M | 12.93% | 13.66% | 14.48% | 14.48% |
| PIMCO California Municipal Income Fund (PCQ)vs › | $428.29M | 5.88% | 3.35% | -0.88% | 0.64% |
| Idea Acquisition Corp. Class A Ordinary Shares (IACO)vs › | $437.50M | -0.47% | 0.00% | 0.00% | 0.00% |
| AlTi Global, Inc. (ALTI)vs › | $438.05M | -18.43% | -17.80% | -29.05% | -19.83% |
| Invesco California Value Municipal Income Trust (VCV)vs › | $424.88M | 2.42% | 2.87% | -0.04% | 0.08% |
| Bank of Marin Bancorp (BMRC)vs › | $443.92M | 16.34% | 4.54% | 6.23% | 6.79% |
| K&F Growth Acquisition Corp. II Class A Ordinary shares (KFII)vs › | $419.84M | 3.58% | -54.13% | -54.13% | -54.13% |
ROE
9.5%
ROA
5.2%
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 | 9.47% |
| 2026-03-31 | 9.11% |
| 2025-12-31 | 7.73% |
| 2025-09-30 | 12.06% |
| 2025-06-30 | 15.97% |
| 2025-03-31 | 18.24% |
| 2024-12-31 | 21.21% |
| 2024-09-30 | 20.12% |
| 2024-06-30 | 17.07% |
| 2024-03-31 | 15.87% |
| 2023-12-31 | 13.63% |
| 2023-09-30 | 10.44% |
| 2023-06-30 | 9.69% |
| 2023-03-31 | 5.03% |
| 2022-12-31 | 4.17% |
| 2022-09-30 | 6.31% |
| 2022-06-30 | 15.20% |
| 2022-03-31 | 21.85% |
| 2021-12-31 | 25.97% |
| 2021-09-30 | 26.47% |
| 2021-06-30 | 21.14% |
| 2021-03-31 | 21.71% |
| 2020-12-31 | 3.94% |
| 2020-09-30 | -0.80% |
| 2020-06-30 | -2.97% |
| 2020-03-31 | -5.89% |
| 2019-12-31 | 9.68% |
| 2019-09-30 | 7.97% |
| 2019-06-30 | 1.86% |
| 2019-03-31 | 3.32% |
| 2018-12-31 | 3.42% |
| 2018-09-30 | 7.87% |
| 2018-06-30 | 13.88% |
| 2018-03-31 | 12.11% |
| 2017-12-31 | 10.38% |
| 2017-09-30 | 7.82% |
| 2017-06-30 | 14.95% |
| 2017-03-31 | 14.94% |
| 2016-12-31 | 9.84% |
| 2016-09-30 | 5.65% |
| 2016-06-30 | -7.56% |
| 2016-03-31 | -8.76% |
| 2015-12-31 | -0.28% |
| 2015-09-30 | 4.43% |
| 2015-06-30 | 18.03% |
| 2015-03-31 | 6.31% |
| 2014-12-31 | 0.54% |
| 2014-09-30 | 5.63% |
| 2014-06-30 | 9.34% |
| 2014-03-31 | 17.04% |
| 2013-12-31 | 16.20% |
| 2013-09-30 | 15.64% |
| 2013-06-30 | 4.99% |
| 2013-03-31 | 0.26% |
| 2012-12-31 | 0.86% |
| 2012-09-30 | -4.25% |
| 2012-06-30 | -7.49% |
| 2012-03-31 | -8.78% |
| 2011-12-31 | -11.79% |
| 2011-09-30 | -9.87% |
| 2011-06-30 | -7.69% |
| 2011-03-31 | -1.77% |
| 2010-12-31 | 4.94% |
| 2010-09-30 | 6.58% |
| 2010-06-30 | 6.42% |
| 2010-03-31 | 6.64% |
| 2009-12-31 | 7.64% |
| 2009-09-30 | 1.52% |
| 2009-06-30 | -5.47% |
| 2009-03-31 | -3.95% |
| 2008-12-31 | -12.71% |
| 2008-09-30 | -7.82% |
| 2008-06-30 | -2.19% |
| 2008-03-31 | -1.10% |
| 2007-12-31 | 4.77% |
| 2007-09-30 | 6.77% |
| 2007-06-30 | 8.96% |
| 2007-03-31 | 11.14% |
| 2006-12-31 | 11.97% |
| 2006-09-30 | 14.16% |
| 2006-06-30 | 13.67% |
| 2006-03-31 | 12.84% |
| 2005-12-31 | 12.18% |
| 2005-09-30 | 10.32% |
| 2005-06-30 | 9.14% |
| 2005-03-31 | 10.21% |
| 2004-12-31 | 9.42% |
| 2004-09-30 | 7.14% |
| 2004-06-30 | 9.75% |
| 2004-03-31 | 7.40% |
| 2003-12-31 | 7.79% |
| 2003-09-30 | 8.47% |
| 2003-06-30 | 8.55% |