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 10.15% is 11% below its 5-year average of 11.45%, around the middle of its 5-year range (-2.98%–34.61%).
As of the fiscal period ended Tuesday, June 30, 2026. 18.88% above its 12-month average of 8.54%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 10.15%.
RETURN ON EQUITY (ROE)
10.15%
RETURN ON EQUITY (ROE) AVG TTM
8.54%
RETURN ON EQUITY (ROE) AVG 3Y
11.53%
RETURN ON EQUITY (ROE) AVG 5Y
11.45%
RETURN ON EQUITY (ROE) AVG 10Y
12.33%
RETURN ON EQUITY (ROE) AVG 15Y
12.82%
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+18.88%
CURRENT VS 3Y AVG
-11.94%
CURRENT VS 5Y AVG
-11.37%
CURRENT VS 10Y AVG
-17.64%
CURRENT VS 15Y AVG
-20.82%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
-24.21%
vs the sector median at left
KKR & Co. Inc.
Market Cap
$90.76B
Return on Equity (ROE)
10.15%
TTM Avg
8.54%
3Y Avg
11.53%
5Y Avg
11.45%
Market Cap
$88.36B
Return on Equity (ROE)
13.63%
TTM Avg
10.70%
3Y Avg
9.24%
5Y Avg
10.93%
Market Cap
$85.37B
Return on Equity (ROE)
3.04%
TTM Avg
2.06%
3Y Avg
2.82%
5Y Avg
3.25%
Market Cap
$96.68B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$84.42B
Return on Equity (ROE)
26.21%
TTM Avg
28.99%
3Y Avg
29.44%
5Y Avg
28.08%
Market Cap
$97.45B
Return on Equity (ROE)
11.92%
TTM Avg
11.13%
3Y Avg
11.59%
5Y Avg
11.75%
Market Cap
$97.65B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$97.89B
Return on Equity (ROE)
12.12%
TTM Avg
11.18%
3Y Avg
10.91%
5Y Avg
11.25%
Market Cap
$99.08B
Return on Equity (ROE)
16.11%
TTM Avg
13.70%
3Y Avg
12.37%
5Y Avg
11.18%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| KKR & Co. Inc. (KKR) | $90.76B | 10.15% | 8.54% | 11.53% | 11.45% |
| Intercontinental Exchange, Inc. (ICE)vs › | $88.36B | 13.63% | 10.70% | 9.24% | 10.93% |
| Brookfield Corporation (BN)vs › | $85.37B | 3.04% | 2.06% | 2.82% | 3.25% |
| Invesco S&P 500 Equal Weight ETF (RSP)vs › | $96.68B | N/A | N/A | N/A | N/A |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $84.42B | 26.21% | 28.99% | 29.44% | 28.08% |
| The PNC Financial Services Group, Inc. (PNC)vs › | $97.45B | 11.92% | 11.13% | 11.59% | 11.75% |
| Schwab U.S. Dividend Equity ETF (SCHD)vs › | $97.65B | N/A | N/A | N/A | N/A |
| U.S. Bancorp (USB)vs › | $97.89B | 12.12% | 11.18% | 10.91% | 11.25% |
| CME Group Inc. (CME)vs › | $99.08B | 16.11% | 13.70% | 12.37% | 11.18% |
| Moody's Corporation (MCO)vs › | $82.29B | 92.40% | 59.19% | 55.34% | 69.31% |
ROE
10.2%
ROA
0.8%
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 | 10.15% |
| 2026-03-31 | 9.71% |
| 2025-12-31 | 7.67% |
| 2025-09-30 | 7.90% |
| 2025-06-30 | 7.27% |
| 2025-03-31 | 8.04% |
| 2024-12-31 | 13.01% |
| 2024-09-30 | 12.42% |
| 2024-06-30 | 17.91% |
| 2024-03-31 | 19.02% |
| 2023-12-31 | 16.33% |
| 2023-09-30 | 13.68% |
| 2023-06-30 | 6.77% |
| 2023-03-31 | -1.15% |
| 2022-12-31 | -2.98% |
| 2022-09-30 | -0.77% |
| 2022-06-30 | 5.09% |
| 2022-03-31 | 19.12% |
| 2021-12-31 | 26.54% |
| 2021-09-30 | 33.38% |
| 2021-06-30 | 34.61% |
| 2021-03-31 | 33.75% |
| 2020-12-31 | 14.60% |
| 2020-09-30 | 8.32% |
| 2020-06-30 | 2.00% |
| 2020-03-31 | 0.16% |
| 2019-12-31 | 18.55% |
| 2019-09-30 | 10.84% |
| 2019-06-30 | 15.15% |
| 2019-03-31 | 17.83% |
| 2018-12-31 | 13.08% |
| 2018-09-30 | 18.77% |
| 2012-09-30 | 25.19% |
| 2012-06-30 | 19.87% |
| 2012-03-31 | 12.61% |
| 2011-09-30 | 0.00% |
| 2011-06-30 | 0.00% |
| 2011-03-31 | 0.00% |
| 2010-12-31 | 8.58% |
| 2010-09-30 | 10.28% |
| 2010-06-30 | 10.23% |
| 2010-03-31 | 10.30% |
| 2009-12-31 | -5.38% |