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 11.88% is 292% above its 5-year average of 3.03%, near the high end of its 5-year range (-3.33%–11.88%).
As of the fiscal period ended Friday, July 31, 2026. 20.90% above its 12-month average of 9.83%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2027 (2026-07-31): 11.88%.
RETURN ON EQUITY (ROE)
11.88%
RETURN ON EQUITY (ROE) AVG TTM
9.83%
RETURN ON EQUITY (ROE) AVG 3Y
5.97%
RETURN ON EQUITY (ROE) AVG 5Y
3.03%
RETURN ON EQUITY (ROE) AVG 10Y
5.82%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+20.90%
CURRENT VS 3Y AVG
+99.08%
CURRENT VS 5Y AVG
+291.94%
CURRENT VS 10Y AVG
+104.26%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · HEALTHCARE
-40.20%
median of 539 covered companies
CURRENT VS SECTOR MEDIAN
+129.56%
vs the sector median at left
HealthEquity, Inc.
Market Cap
$7.59B
Return on Equity (ROE)
11.88%
TTM Avg
9.83%
3Y Avg
5.97%
5Y Avg
3.03%
Market Cap
$7.61B
Return on Equity (ROE)
N/A
TTM Avg
277.25%
3Y Avg
262.80%
5Y Avg
141.77%
Market Cap
$7.51B
Return on Equity (ROE)
31.68%
TTM Avg
-71.21%
3Y Avg
-55.91%
5Y Avg
-55.91%
Market Cap
$7.29B
Return on Equity (ROE)
-128.44%
TTM Avg
-77.53%
3Y Avg
-74.21%
5Y Avg
-60.06%
Market Cap
$8.14B
Return on Equity (ROE)
17.77%
TTM Avg
-40.95%
3Y Avg
-11.78%
5Y Avg
-8.64%
Market Cap
$6.95B
Return on Equity (ROE)
3.66%
TTM Avg
19.17%
3Y Avg
13.19%
5Y Avg
6.34%
Market Cap
$8.39B
Return on Equity (ROE)
-19.85%
TTM Avg
-23.25%
3Y Avg
-28.82%
5Y Avg
-25.53%
Market Cap
$8.47B
Return on Equity (ROE)
26.84%
TTM Avg
-21.41%
3Y Avg
-36.14%
5Y Avg
-25.75%
Market Cap
$6.67B
Return on Equity (ROE)
33.11%
TTM Avg
27.03%
3Y Avg
27.48%
5Y Avg
31.41%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| HealthEquity, Inc. (HQY) | $7.59B | 11.88% | 9.83% | 5.97% | 3.03% |
| Cytokinetics, Incorporated (CYTK)vs › | $7.61B | N/A | 277.25% | 262.80% | 141.77% |
| Hinge Health, Inc. (HNGE)vs › | $7.51B | 31.68% | -71.21% | -55.91% | -55.91% |
| Ionis Pharmaceuticals, Inc. (IONS)vs › | $7.29B | -128.44% | -77.53% | -74.21% | -60.06% |
| Caris Life Sciences, Inc. (CAI)vs › | $8.14B | 17.77% | -40.95% | -11.78% | -8.64% |
| Alkermes plc (ALKS)vs › | $6.95B | 3.66% | 19.17% | 13.19% | 6.34% |
| Kymera Therapeutics, Inc. (KYMR)vs › | $8.39B | -19.85% | -23.25% | -28.82% | -25.53% |
| Oscar Health, Inc. (OSCR)vs › | $8.47B | 26.84% | -21.41% | -36.14% | -25.75% |
| Chemed Corporation (CHE)vs › | $6.67B | 33.11% | 27.03% | 27.48% | 31.41% |
| Immunovant, Inc. (IMVT)vs › | $6.63B | -73.19% | -58.90% | -54.50% | -46.46% |
ROE
11.9%
ROA
7.2%
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) |
|---|---|
| 2026-07-31 | 11.88% |
| 2026-04-30 | 11.27% |
| 2026-01-31 | 10.21% |
| 2025-10-31 | 8.99% |
| 2025-07-31 | 6.79% |
| 2025-04-30 | 5.74% |
| 2025-01-31 | 4.57% |
| 2024-10-31 | 4.55% |
| 2024-07-31 | 4.90% |
| 2024-04-30 | 3.83% |
| 2024-01-31 | 2.74% |
| 2023-10-31 | 1.47% |
| 2023-07-31 | 0.66% |
| 2023-04-30 | -0.44% |
| 2023-01-31 | -1.38% |
| 2022-10-31 | -3.12% |
| 2022-07-31 | -3.33% |
| 2022-04-30 | -2.98% |
| 2022-01-31 | -2.39% |
| 2021-10-31 | -0.33% |
| 2021-07-31 | 0.04% |
| 2021-04-30 | 0.24% |
| 2021-01-31 | 0.64% |
| 2020-10-31 | 0.24% |
| 2020-07-31 | -1.48% |
| 2020-04-30 | -0.03% |
| 2020-01-31 | 3.85% |
| 2019-10-31 | 5.20% |
| 2019-07-31 | 8.85% |
| 2019-04-30 | 17.60% |
| 2019-01-31 | 15.49% |
| 2018-10-31 | 14.60% |
| 2018-07-31 | 14.21% |
| 2018-04-30 | 14.08% |
| 2018-01-31 | 13.68% |
| 2017-10-31 | 13.61% |
| 2017-07-31 | 12.99% |
| 2017-04-30 | 11.12% |
| 2017-01-31 | 10.07% |
| 2016-10-31 | 10.07% |
| 2016-07-31 | 9.82% |
| 2016-04-30 | 8.85% |
| 2016-01-31 | 8.17% |
| 2015-10-31 | 7.49% |
| 2015-07-31 | 7.23% |
| 2015-04-30 | 8.04% |
| 2015-01-31 | 7.06% |
| 2014-10-31 | 2.90% |
| 2014-07-31 | 5.63% |
| 2014-01-31 | 3.63% |
