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 14.32% is 151% above its 5-year average of 5.72%, near the high end of its 5-year range (-0.48%–14.32%).
As of the fiscal period ended Tuesday, June 30, 2026. 11.29% above its 12-month average of 12.87%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 14.32%.
RETURN ON EQUITY (ROE)
14.32%
RETURN ON EQUITY (ROE) AVG TTM
12.87%
RETURN ON EQUITY (ROE) AVG 3Y
9.04%
RETURN ON EQUITY (ROE) AVG 5Y
5.72%
RETURN ON EQUITY (ROE) AVG 10Y
5.62%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+11.29%
CURRENT VS 3Y AVG
+58.48%
CURRENT VS 5Y AVG
+150.50%
CURRENT VS 10Y AVG
+155.10%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
12.98%
median of 111 covered companies
CURRENT VS SECTOR MEDIAN
+10.35%
vs the sector median at left
Inter & Co, Inc.
Market Cap
$2.42B
Return on Equity (ROE)
14.32%
TTM Avg
12.87%
3Y Avg
9.04%
5Y Avg
5.72%
Market Cap
$2.40B
Return on Equity (ROE)
2.29%
TTM Avg
8.94%
3Y Avg
-2.67%
5Y Avg
-0.24%
Market Cap
$3.00B
Return on Equity (ROE)
-85.28%
TTM Avg
-143.49%
3Y Avg
-218.83%
5Y Avg
-144.96%
Market Cap
$3.21B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.60B
Return on Equity (ROE)
-7.34%
TTM Avg
-1.33%
3Y Avg
-3.13%
5Y Avg
-2.46%
Market Cap
$3.61B
Return on Equity (ROE)
69.29%
TTM Avg
83.90%
3Y Avg
-57.71%
5Y Avg
-80.63%
Market Cap
$3.66B
Return on Equity (ROE)
2.43%
TTM Avg
3.04%
3Y Avg
4.77%
5Y Avg
4.29%
Market Cap
$884.02M
Return on Equity (ROE)
-2.75%
TTM Avg
-2.55%
3Y Avg
2.58%
5Y Avg
8.19%
Market Cap
$733.26M
Return on Equity (ROE)
10.01%
TTM Avg
2.00%
3Y Avg
7.50%
5Y Avg
9.45%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Inter & Co, Inc. (INTR) | $2.42B | 14.32% | 12.87% | 9.04% | 5.72% |
| Nuveen Quality Municipal Income Fund (NAD)vs › | $2.40B | 2.29% | 8.94% | -2.67% | -0.24% |
| Strive, Inc. (ASST)vs › | $3.00B | -85.28% | -143.49% | -218.83% | -144.96% |
| 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 | -7.34% | -1.33% | -3.13% | -2.46% |
| Sezzle Inc. (SEZL)vs › | $3.61B | 69.29% | 83.90% | -57.71% | -80.63% |
| Genworth Financial, Inc. (GNW)vs › | $3.66B | 2.43% | 3.04% | 4.77% | 4.29% |
| Lufax Holding Ltd (LU)vs › | $884.02M | -2.75% | -2.55% | 2.58% | 8.19% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $733.26M | 10.01% | 2.00% | 7.50% | 9.45% |
| Defiance Quantum ETF (QTUM)vs › | $4.11B | N/A | N/A | N/A | N/A |
ROE
14.3%
ROA
1.5%
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 | 14.32% |
| 2026-03-31 | 13.70% |
| 2025-12-31 | 12.93% |
| 2025-09-30 | 11.87% |
| 2025-06-30 | 11.53% |
| 2025-03-31 | 11.29% |
| 2024-12-31 | 11.29% |
| 2024-09-30 | 9.32% |
| 2024-06-30 | 8.11% |
| 2024-03-31 | 5.73% |
| 2023-12-31 | 4.00% |
| 2023-09-30 | 2.54% |
| 2023-06-30 | 0.86% |
| 2023-03-31 | -0.03% |
| 2022-12-31 | -0.15% |
| 2022-09-30 | -0.48% |
| 2022-06-30 | 0.43% |
| 2022-03-31 | 0.37% |
| 2021-12-31 | 1.78% |
| 2021-09-30 | 0.61% |
| 2021-06-30 | 0.05% |
| 2021-03-31 | 0.58% |
| 2020-12-31 | -0.19% |
| 2020-09-30 | 0.30% |
| 2020-06-30 | 1.68% |
| 2020-03-31 | 3.64% |
| 2019-12-31 | 3.66% |
| 2019-09-30 | 3.72% |
| 2019-06-30 | 8.61% |
| 2019-03-31 | 7.31% |
| 2018-12-31 | 7.32% |
| 2018-09-30 | 7.28% |
| 2018-06-30 | 6.52% |
| 2018-03-31 | 13.49% |
| 2017-12-31 | 12.52% |
| 2014-12-31 | 8.09% |
| 2014-09-30 | 7.09% |
| 2014-06-30 | 6.13% |
| 2014-03-31 | 6.00% |
| 2013-12-31 | 6.41% |
