Basis: Latest reported fiscal year. 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 -0.52% is 113% below its 5-year average of 4.04%, near the low end of its 5-year range (-2.30%–10.52%).
As of the fiscal period ended Wednesday, December 31, 2025. 134.44% below its 12-month average of 1.51%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
-0.52%
RETURN ON EQUITY (ROE) AVG TTM
1.51%
RETURN ON EQUITY (ROE) AVG 3Y
2.10%
RETURN ON EQUITY (ROE) AVG 5Y
4.04%
RETURN ON EQUITY (ROE) AVG 10Y
6.92%
RETURN ON EQUITY (ROE) AVG 15Y
7.62%
RETURN ON EQUITY (ROE) AVG 20Y
7.58%
CURRENT VS TTM AVG
-134.44%
CURRENT VS 3Y AVG
-124.73%
CURRENT VS 5Y AVG
-112.88%
CURRENT VS 10Y AVG
-107.52%
CURRENT VS 15Y AVG
-106.82%
CURRENT VS 20Y AVG
-106.86%
SECTOR MEDIAN · FINANCIAL SERVICES
14.11%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
-103.69%
vs the sector median at left
Invesco Ltd.
Market Cap
$14.00B
Return on Equity (ROE)
-0.52%
TTM Avg
1.51%
3Y Avg
2.10%
5Y Avg
4.04%
Market Cap
$14.27B
Return on Equity (ROE)
19.69%
TTM Avg
19.80%
3Y Avg
20.98%
5Y Avg
17.36%
Market Cap
$14.35B
Return on Equity (ROE)
17.04%
TTM Avg
14.88%
3Y Avg
12.41%
5Y Avg
13.66%
Market Cap
$14.84B
Return on Equity (ROE)
12.40%
TTM Avg
10.09%
3Y Avg
11.58%
5Y Avg
10.87%
Market Cap
$12.10B
Return on Equity (ROE)
18.79%
TTM Avg
18.66%
3Y Avg
19.88%
5Y Avg
21.68%
Market Cap
$11.67B
Return on Equity (ROE)
23.39%
TTM Avg
27.36%
3Y Avg
25.54%
5Y Avg
24.84%
Market Cap
$17.22B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$10.72B
Return on Equity (ROE)
-75.47%
TTM Avg
-38.27%
3Y Avg
-35.75%
5Y Avg
-27.85%
Market Cap
$17.55B
Return on Equity (ROE)
7.59%
TTM Avg
4.04%
3Y Avg
6.69%
5Y Avg
8.49%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Invesco Ltd. (IVZ) | $14.00B | -0.52% | 1.51% | 2.10% | 4.04% |
| Globe Life Inc. (GL)vs › | $14.27B | 19.69% | 19.80% | 20.98% | 17.36% |
| Assurant, Inc. (AIZ)vs › | $14.35B | 17.04% | 14.88% | 12.41% | 13.66% |
| Everest Group, Ltd. (EG)vs › | $14.84B | 12.40% | 10.09% | 11.58% | 10.87% |
| American Financial Group, Inc. (AFG)vs › | $12.10B | 18.79% | 18.66% | 19.88% | 21.68% |
| Erie Indemnity Company (ERIE)vs › | $11.67B | 23.39% | 27.36% | 25.54% | 24.84% |
| WisdomTree U.S. Quality Dividend Growth Fund (DGRW)vs › | $17.22B | N/A | N/A | N/A | N/A |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $10.72B | -75.47% | -38.27% | -35.75% | -27.85% |
| Franklin Resources, Inc. (BEN)vs › | $17.55B | 7.59% | 4.04% | 6.69% | 8.49% |
| Circle Internet Group (CRCL)vs › | $17.82B | 12.86% | 12.60% | -11.02% | 3.46% |
ROE
-0.5%
ROA
-0.2%
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) |
|---|---|
| 2025-12-31 | -2.30% |
| 2024-12-31 | 5.32% |
| 2023-12-31 | -0.66% |
| 2022-12-31 | 6.05% |
| 2021-12-31 | 10.52% |
| 2020-12-31 | 5.30% |
| 2019-12-31 | 4.97% |
| 2018-12-31 | 10.29% |
| 2017-12-31 | 12.96% |
| 2016-12-31 | 11.38% |
| 2015-12-31 | 12.28% |
| 2014-12-31 | 11.91% |
| 2013-12-31 | 11.20% |
| 2012-12-31 | 8.14% |
| 2011-12-31 | 8.99% |
| 2010-12-31 | 5.63% |
| 2009-12-31 | 4.67% |
| 2008-12-31 | 8.47% |
| 2007-12-31 | 10.22% |
| 2006-12-31 | 7.95% |
| 2005-12-31 | 5.87% |
| 2004-12-31 | -1.01% |
| 2003-12-31 | -0.77% |
| 2002-12-31 | 0.74% |
| 2001-12-31 | 6.79% |
| 2000-12-31 | 13.72% |
| 1999-12-31 | 41.46% |
| 1998-12-31 | 28.44% |
| 1997-12-31 | -544.23% |
