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 -3.70% is 145% below its 5-year average of 8.19%, near the low end of its 5-year range (-3.70%–18.06%).
As of the fiscal period ended Wednesday, December 31, 2025.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
-3.70%
RETURN ON EQUITY (ROE) AVG TTM
N/A
RETURN ON EQUITY (ROE) AVG 3Y
2.58%
RETURN ON EQUITY (ROE) AVG 5Y
8.19%
RETURN ON EQUITY (ROE) AVG 10Y
N/A
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
N/A
CURRENT VS 3Y AVG
-243.23%
CURRENT VS 5Y AVG
-145.17%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
13.30%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-127.82%
vs the sector median at left
Lufax Holding Ltd
Market Cap
$647.77M
Return on Equity (ROE)
-3.70%
TTM Avg
N/A
3Y Avg
2.58%
5Y Avg
8.19%
Market Cap
$693.60M
Return on Equity (ROE)
9.82%
TTM Avg
7.56%
3Y Avg
6.50%
5Y Avg
3.41%
Market Cap
$559.60M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$751.66M
Return on Equity (ROE)
10.01%
TTM Avg
2.00%
3Y Avg
7.50%
5Y Avg
9.45%
Market Cap
$320.91M
Return on Equity (ROE)
7.75%
TTM Avg
6.65%
3Y Avg
6.19%
5Y Avg
5.29%
Market Cap
$300.34M
Return on Equity (ROE)
8.03%
TTM Avg
7.39%
3Y Avg
8.93%
5Y Avg
8.32%
Market Cap
$200.05M
Return on Equity (ROE)
29.45%
TTM Avg
12.80%
3Y Avg
4.97%
5Y Avg
5.48%
Market Cap
$183.44M
Return on Equity (ROE)
17.19%
TTM Avg
6.88%
3Y Avg
-9.68%
5Y Avg
-1.05%
Market Cap
$157.50M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Lufax Holding Ltd (LU) | $647.77M | -3.70% | N/A | 2.58% | 8.19% |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $693.60M | 9.82% | 7.56% | 6.50% | 3.41% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $559.60M | N/A | N/A | N/A | N/A |
| Washington Trust Bancorp, Inc. (WASH)vs › | $751.66M | 10.01% | 2.00% | 7.50% | 9.45% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $320.91M | 7.75% | 6.65% | 6.19% | 5.29% |
| Isabella Bank Corporation (ISBA)vs › | $300.34M | 8.03% | 7.39% | 8.93% | 8.32% |
| Franklin Universal Trust (FT)vs › | $200.05M | 29.45% | 12.80% | 4.97% | 5.48% |
| The New Germany Fund, Inc. (GF)vs › | $183.44M | 17.19% | 6.88% | -9.68% | -1.05% |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $157.50M | N/A | N/A | N/A | N/A |
| DeFi Technologies Inc. (DEFT)vs › | $154.77M | 24.93% | -63.45% | -126.83% | -91.96% |
ROE
-3.7%
ROA
-1.4%
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 | -2.55% |
| 2023-12-31 | 0.96% |
| 2022-12-31 | 9.34% |
| 2021-12-31 | 18.06% |
| 2020-12-31 | 15.15% |
| 2019-12-31 | 27.75% |
| 2018-12-31 | 38.99% |
| 2017-12-31 | 28.86% |
| 2016-12-31 | 0.00% |
