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 289.73% is 75% above its 5-year average of 165.64%, near the high end of its 5-year range (111.64%–289.73%).
As of the fiscal period ended Tuesday, June 30, 2026. 35.63% above its 12-month average of 213.62%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
289.73%
RETURN ON EQUITY (ROE) AVG TTM
213.62%
RETURN ON EQUITY (ROE) AVG 3Y
182.41%
RETURN ON EQUITY (ROE) AVG 5Y
165.64%
RETURN ON EQUITY (ROE) AVG 10Y
132.38%
RETURN ON EQUITY (ROE) AVG 15Y
106.81%
RETURN ON EQUITY (ROE) AVG 20Y
83.03%
CURRENT VS TTM AVG
+35.63%
CURRENT VS 3Y AVG
+58.84%
CURRENT VS 5Y AVG
+74.91%
CURRENT VS 10Y AVG
+118.86%
CURRENT VS 15Y AVG
+171.25%
CURRENT VS 20Y AVG
+248.94%
SECTOR MEDIAN · FINANCIAL SERVICES
13.52%
median of 101 covered companies
CURRENT VS SECTOR MEDIAN
+2043.01%
vs the sector median at left
Mastercard Incorporated
Market Cap
$500.69B
Return on Equity (ROE)
289.73%
TTM Avg
213.62%
3Y Avg
182.41%
5Y Avg
165.64%
Market Cap
$511.86B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$442.76B
Return on Equity (ROE)
11.18%
TTM Avg
9.62%
3Y Avg
9.60%
5Y Avg
9.47%
Market Cap
$341.18B
Return on Equity (ROE)
18.32%
TTM Avg
13.96%
3Y Avg
12.03%
5Y Avg
12.19%
Market Cap
$676.99B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$305.78B
Return on Equity (ROE)
17.09%
TTM Avg
12.72%
3Y Avg
10.58%
5Y Avg
11.98%
Market Cap
$266.04B
Return on Equity (ROE)
12.57%
TTM Avg
11.39%
3Y Avg
10.17%
5Y Avg
9.05%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Mastercard Incorporated (MA) | $500.69B | 289.73% | 213.62% | 182.41% | 165.64% |
| Invesco QQQ Trust, Series 1 (QQQ)vs › | $511.86B | N/A | N/A | N/A | N/A |
| Bank of America Corporation (BAC)vs › | $442.76B | 11.18% | 9.62% | 9.60% | 9.47% |
| Morgan Stanley (MS)vs › | $341.18B | 18.32% | 13.96% | 12.03% | 12.19% |
| Vanguard Total International Stock ETF (VXUS)vs › | $676.99B | N/A | N/A | N/A | N/A |
| Visa Inc. (V)vs › | $688.27B | 64.22% | 51.68% | 47.50% | 42.13% |
| The Goldman Sachs Group, Inc. (GS)vs › | $305.78B | 17.09% | 12.72% | 10.58% | 11.98% |
| Wells Fargo & Company (WFC)vs › | $266.04B | 12.57% | 11.39% | 10.17% | 9.05% |
| Citigroup Inc. (C)vs › | $234.50B | 8.41% | 6.41% | 6.17% | 6.85% |
| American Express Company (AXP)vs › | $220.22B | 33.39% | 32.91% | 31.52% | 29.34% |
ROE
289.7%
ROA
28.2%
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) |
|---|---|
| 2026-06-30 | 289.73% |
| 2026-03-31 | 231.63% |
| 2025-12-31 | 193.46% |
| 2025-09-30 | 180.29% |
| 2025-06-30 | 173.00% |
| 2025-03-31 | 197.02% |
| 2024-12-31 | 198.52% |
| 2024-09-30 | 165.63% |
| 2024-06-30 | 165.18% |
| 2024-03-31 | 163.54% |
| 2023-12-31 | 161.57% |
| 2023-09-30 | 173.17% |
| 2023-06-30 | 185.86% |
| 2023-03-31 | 181.24% |
| 2022-12-31 | 157.67% |
| 2022-09-30 | 153.81% |
| 2022-06-30 | 157.17% |
| 2022-03-31 | 134.92% |
| 2021-12-31 | 118.80% |
| 2021-09-30 | 120.74% |
| 2021-06-30 | 111.64% |
| 2021-03-31 | 103.46% |
| 2020-12-31 | 100.31% |
| 2020-09-30 | 116.05% |
| 2020-06-30 | 113.15% |
| 2020-03-31 | 147.26% |
| 2019-12-31 | 137.76% |
| 2019-09-30 | 139.77% |
| 2019-06-30 | 133.95% |
| 2019-03-31 | 120.53% |
| 2018-12-31 | 108.60% |
| 2018-09-30 | 89.82% |
| 2018-06-30 | 89.75% |
| 2018-03-31 | 75.85% |
| 2017-12-31 | 71.60% |
| 2017-09-30 | 71.73% |
| 2017-06-30 | 74.76% |
| 2017-03-31 | 74.51% |
| 2016-12-31 | 71.76% |
| 2016-09-30 | 64.58% |
| 2016-06-30 | 65.26% |
| 2016-03-31 | 68.39% |
| 2015-12-31 | 63.17% |
| 2015-09-30 | 59.34% |
| 2015-06-30 | 58.67% |
| 2015-03-31 | 59.78% |
| 2014-12-31 | 53.27% |
| 2014-09-30 | 52.90% |
| 2014-06-30 | 52.71% |
| 2014-03-31 | 49.03% |
| 2013-12-31 | 41.64% |
| 2013-09-30 | 40.46% |
| 2013-06-30 | 42.62% |
| 2013-03-31 | 42.16% |
| 2012-12-31 | 39.89% |
| 2012-09-30 | 31.44% |
| 2012-06-30 | 33.81% |
| 2012-03-31 | 31.80% |
| 2011-12-31 | 32.48% |
| 2011-09-30 | 38.55% |
| 2011-06-30 | 38.45% |
| 2011-03-31 | 37.62% |
| 2010-12-31 | 35.47% |
| 2010-09-30 | 35.63% |
| 2010-06-30 | 40.30% |
| 2010-03-31 | 40.53% |
| 2009-12-31 | 41.72% |
| 2009-09-30 | 43.74% |
| 2009-06-30 | 28.57% |
| 2009-03-31 | -15.03% |
| 2008-12-31 | -13.17% |
| 2008-09-30 | -10.71% |
| 2008-06-30 | 15.57% |
| 2008-03-31 | 41.73% |
| 2007-12-31 | 35.87% |
| 2007-09-30 | 25.93% |
| 2007-06-30 | 24.57% |
| 2007-03-31 | 5.32% |
| 2006-12-31 | 2.12% |
| 2006-09-30 | 3.27% |
| 2006-06-30 | -2.38% |
| 2006-03-31 | 24.99% |
| 2005-12-31 | 22.81% |
| 2005-09-30 | 21.02% |
| 2005-06-30 | 22.36% |
| 2005-03-31 | 23.62% |
| 2004-12-31 | 24.42% |
| 2004-09-30 | 12.03% |
| 2004-06-30 | 15.38% |
| 2004-03-31 | 13.01% |
| 2003-12-31 | -55.21% |
| 2003-09-30 | -50.57% |
| 2003-06-30 | -56.33% |
