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 30.38% is 11% below its 5-year average of 34.17%, around the middle of its 5-year range (24.36%–40.20%).
As of the fiscal period ended Saturday, December 28, 2024. 7.28% below its 12-month average of 32.77%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
30.38%
RETURN ON EQUITY (ROE) AVG TTM
32.77%
RETURN ON EQUITY (ROE) AVG 3Y
32.47%
RETURN ON EQUITY (ROE) AVG 5Y
34.17%
RETURN ON EQUITY (ROE) AVG 10Y
36.55%
RETURN ON EQUITY (ROE) AVG 15Y
40.89%
RETURN ON EQUITY (ROE) AVG 20Y
41.44%
CURRENT VS TTM AVG
-7.28%
CURRENT VS 3Y AVG
-6.44%
CURRENT VS 5Y AVG
-11.10%
CURRENT VS 10Y AVG
-16.89%
CURRENT VS 15Y AVG
-25.70%
CURRENT VS 20Y AVG
-26.69%
SECTOR MEDIAN · CONSUMER DEFENSIVE
15.59%
median of 48 covered companies
CURRENT VS SECTOR MEDIAN
+94.87%
vs the sector median at left
Market Cap
$29.04B
Return on Equity (ROE)
-6.21%
TTM Avg
-10.98%
3Y Avg
9.70%
5Y Avg
17.26%
Market Cap
$30.44B
Return on Equity (ROE)
-13.74%
TTM Avg
-4.22%
3Y Avg
0.54%
5Y Avg
0.84%
Market Cap
$25.85B
Return on Equity (ROE)
17.69%
TTM Avg
16.48%
3Y Avg
25.29%
5Y Avg
27.89%
Market Cap
$23.58B
Return on Equity (ROE)
4.28%
TTM Avg
8.30%
3Y Avg
13.68%
5Y Avg
16.78%
Market Cap
$34.84B
Return on Equity (ROE)
16.27%
TTM Avg
24.66%
3Y Avg
22.65%
5Y Avg
21.56%
Market Cap
$23.15B
Return on Equity (ROE)
36.68%
TTM Avg
-21.01%
3Y Avg
-18.56%
5Y Avg
-4.00%
Market Cap
$23.14B
Return on Equity (ROE)
17.51%
TTM Avg
15.91%
3Y Avg
15.82%
5Y Avg
19.15%
Market Cap
$35.36B
Return on Equity (ROE)
23.11%
TTM Avg
33.08%
3Y Avg
40.36%
5Y Avg
45.38%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Kellanova (K) | $29.03B | 30.38% | 32.77% | 32.47% | 34.17% |
| The Estée Lauder Companies Inc. (EL)vs › | $29.04B | -6.21% | -10.98% | 9.70% | 17.26% |
| The Kraft Heinz Company (KHC)vs › | $30.44B | -13.74% | -4.22% | 0.54% | 0.84% |
| Dollar General Corporation (DG)vs › | $25.85B | 17.69% | 16.48% | 25.29% | 27.89% |
| Bunge Global S.A. (BG)vs › | $23.58B | 4.28% | 8.30% | 13.68% | 16.78% |
| The Kroger Co. (KR)vs › | $34.84B | 16.27% | 24.66% | 22.65% | 21.56% |
| Dollar Tree, Inc. (DLTR)vs › | $23.15B | 36.68% | -21.01% | -18.56% | -4.00% |
| Church & Dwight Co., Inc. (CHD)vs › | $23.14B | 17.51% | 15.91% | 15.82% | 19.15% |
| The Hershey Company (HSY)vs › | $35.36B | 23.11% | 33.08% | 40.36% | 45.38% |
| Constellation Brands, Inc. (STZ)vs › | $22.23B | 22.10% | 9.85% | 9.14% | 8.49% |
ROE
30.4%
ROA
8.2%
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) |
|---|---|
| 2024-12-28 | 35.58% |
| 2023-12-31 | 29.95% |
| 2022-12-31 | 24.36% |
| 2021-12-31 | 40.00% |
| 2020-12-31 | 40.20% |
| 2019-12-31 | 34.95% |
| 2018-12-31 | 51.36% |
| 2017-12-31 | 57.58% |
| 2016-12-31 | 36.60% |
| 2015-12-31 | 28.85% |
| 2014-12-31 | 22.66% |
| 2013-12-31 | 50.97% |
| 2012-12-31 | 39.98% |
| 2011-12-31 | 48.22% |
| 2010-12-31 | 59.64% |
| 2009-12-31 | 53.35% |
| 2008-12-31 | 79.28% |
| 2007-12-31 | 43.67% |
| 2006-12-31 | 48.53% |
| 2005-12-31 | 42.91% |
| 2004-12-31 | 39.46% |
| 2003-12-31 | 54.54% |
| 2002-12-31 | 80.54% |
| 2001-12-31 | 54.34% |
| 2000-12-31 | 65.48% |
| 1999-12-31 | 41.60% |
| 1998-12-31 | 56.48% |
| 1997-12-31 | 54.71% |
| 1996-12-31 | 41.41% |
| 1995-12-31 | 30.82% |
