Basis: Trailing twelve months (TTM). Source: stored company filings and market data; unavailable inputs remain N/A.
Is the gross margin high or low?
The gross margin of 40.40% is in line with its 5-year average of 43.31%, near the low end of its 5-year range (38.86%–586.59%).
0.70% below its 12-month average of 40.69%.
Reported quarterly gross margin; no daily interpolation. Q2 FY2026 (2026-06-30): 40.72%.
GROSS MARGIN
40.40%
GROSS MARGIN AVG TTM
40.69%
GROSS MARGIN AVG 3Y
43.15%
GROSS MARGIN AVG 5Y
43.31%
GROSS MARGIN AVG 10Y
52.20%
GROSS MARGIN AVG 15Y
N/A
GROSS MARGIN AVG 20Y
N/A
CURRENT VS TTM AVG
-0.70%
CURRENT VS 3Y AVG
-6.36%
CURRENT VS 5Y AVG
-6.71%
CURRENT VS 10Y AVG
-22.61%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
55.76%
median of 111 covered companies
CURRENT VS SECTOR MEDIAN
-27.55%
vs the sector median at left
Market Cap
$2.40B
Gross Margin
86.34%
TTM Avg
158.88%
3Y Avg
148.28%
5Y Avg
127.23%
Market Cap
$3.21B
Gross Margin
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.60B
Gross Margin
86.22%
TTM Avg
86.29%
3Y Avg
220.08%
5Y Avg
174.81%
Market Cap
$3.66B
Gross Margin
24.28%
TTM Avg
16.05%
3Y Avg
13.69%
5Y Avg
13.56%
Market Cap
$733.26M
Gross Margin
57.83%
TTM Avg
42.63%
3Y Avg
55.72%
5Y Avg
66.29%
| NAME | MARKET CAP | GROSS MARGIN | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Inter & Co, Inc. (INTR) | $2.42B | 40.40% | 40.69% | 43.15% | 43.31% |
| Nuveen Quality Municipal Income Fund (NAD)vs › | $2.40B | 86.34% | 158.88% | 148.28% | 127.23% |
| Strive, Inc. (ASST)vs › | $3.00B | 96.16% | 98.08% | 98.97% | 99.32% |
| iShares Core 80/20 Aggressive Allocation ETF (AOA)vs › | $3.21B | N/A | N/A | N/A | N/A |
| Nuveen California Quality Municipal Income Fund (NAC)vs › | $1.60B | 86.22% | 86.29% | 220.08% | 174.81% |
| Sezzle Inc. (SEZL)vs › | $3.61B | 90.80% | 73.66% | 55.09% | 57.26% |
| Genworth Financial, Inc. (GNW)vs › | $3.66B | 24.28% | 16.05% | 13.69% | 13.56% |
| Lufax Holding Ltd (LU)vs › | $884.02M | 74.93% | 74.93% | 74.92% | 76.18% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $733.26M | 57.83% | 42.63% | 55.72% | 66.29% |
| Defiance Quantum ETF (QTUM)vs › | $4.11B | N/A | N/A | N/A | N/A |
Gross Margin
40.4%
(Revenue - COGS) / Revenue
Gross Margin = Gross Profit / Revenue
Gross margin is the percentage of revenue remaining after the cost of goods sold, reflecting core product profitability.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | GROSS MARGIN |
|---|---|
| 2026-06-30 | 40.72% |
| 2026-03-31 | 39.59% |
| 2025-12-31 | 41.41% |
| 2025-09-30 | 39.87% |
| 2025-06-30 | 41.84% |
| 2025-03-31 | 42.98% |
| 2024-12-31 | 48.42% |
| 2024-09-30 | 47.96% |
| 2024-06-30 | 46.97% |
| 2024-03-31 | 43.26% |
| 2023-12-31 | 44.96% |
| 2023-09-30 | 42.12% |
| 2023-06-30 | 40.79% |
| 2023-03-31 | 38.86% |
| 2022-12-31 | 586.59% |
| 2022-09-30 | 41.06% |
| 2022-06-30 | 46.70% |
| 2022-03-31 | 43.80% |
| 2021-12-31 | 61.90% |
| 2021-09-30 | 59.24% |
| 2021-06-30 | 48.20% |
| 2021-03-31 | 73.19% |
| 2020-12-31 | 69.50% |
| 2020-09-30 | 74.07% |
| 2020-06-30 | 72.63% |
| 2020-03-31 | 57.59% |
| 2019-12-31 | 66.02% |
| 2019-09-30 | 63.94% |
| 2019-06-30 | 60.78% |
| 2019-03-31 | 64.73% |
| 2018-12-31 | 67.76% |
| 2018-09-30 | 66.97% |
| 2018-06-30 | 66.02% |
| 2018-03-31 | 54.30% |
| 2017-12-31 | 41.42% |
| 2017-09-30 | 51.07% |
| 2017-06-30 | 45.01% |
| 2017-03-31 | 35.87% |
| 2014-12-31 | 100.00% |
| 2014-09-30 | 100.00% |
| 2014-06-30 | 100.00% |
| 2014-03-31 | 100.00% |
| 2013-12-31 | 100.00% |
| 2013-09-30 | 100.00% |
| 2013-06-30 | 100.00% |
| 2013-03-31 | 100.00% |
