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 8.84% is 36% below its 5-year average of 13.90%, around the middle of its 5-year range (0.61%–19.91%).
As of the fiscal period ended Tuesday, June 30, 2026. 14.77% below its 12-month average of 10.37%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 8.84%.
RETURN ON EQUITY (ROE)
8.84%
RETURN ON EQUITY (ROE) AVG TTM
10.37%
RETURN ON EQUITY (ROE) AVG 3Y
12.08%
RETURN ON EQUITY (ROE) AVG 5Y
13.90%
RETURN ON EQUITY (ROE) AVG 10Y
5.49%
RETURN ON EQUITY (ROE) AVG 15Y
8.67%
RETURN ON EQUITY (ROE) AVG 20Y
8.16%
CURRENT VS TTM AVG
-14.77%
CURRENT VS 3Y AVG
-26.86%
CURRENT VS 5Y AVG
-36.44%
CURRENT VS 10Y AVG
+60.99%
CURRENT VS 15Y AVG
+1.93%
CURRENT VS 20Y AVG
+8.27%
SECTOR MEDIAN · FINANCIAL SERVICES
9.36%
median of 480 covered companies
CURRENT VS SECTOR MEDIAN
-5.60%
vs the sector median at left
Medallion Financial Corp.
Market Cap
$274.81M
Return on Equity (ROE)
8.84%
TTM Avg
10.37%
3Y Avg
12.08%
5Y Avg
13.90%
Market Cap
$273.43M
Return on Equity (ROE)
11.20%
TTM Avg
6.84%
3Y Avg
9.37%
5Y Avg
9.46%
Market Cap
$273.52M
Return on Equity (ROE)
10.57%
TTM Avg
6.71%
3Y Avg
11.44%
5Y Avg
10.73%
Market Cap
$277.32M
Return on Equity (ROE)
8.03%
TTM Avg
7.39%
3Y Avg
8.93%
5Y Avg
8.32%
Market Cap
$271.96M
Return on Equity (ROE)
8.74%
TTM Avg
6.88%
3Y Avg
7.54%
5Y Avg
7.88%
Market Cap
$277.49M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$270.19M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$270.05M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$270.29M
Return on Equity (ROE)
0.03%
TTM Avg
30.37%
3Y Avg
-4.86%
5Y Avg
-4.69%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Medallion Financial Corp. (MFIN) | $274.81M | 8.84% | 10.37% | 12.08% | 13.90% |
| First National Corporation (FXNC)vs › | $273.43M | 11.20% | 6.84% | 9.37% | 9.46% |
| National Bankshares, Inc. (NKSH)vs › | $273.52M | 10.57% | 6.71% | 11.44% | 10.73% |
| Isabella Bank Corporation (ISBA)vs › | $277.32M | 8.03% | 7.39% | 8.93% | 8.32% |
| LCNB Corp. (LCNB)vs › | $271.96M | 8.74% | 6.88% | 7.54% | 7.88% |
| NewHold Investment Corp IV Class A Ordinary Shares (NHIV)vs › | $277.49M | N/A | N/A | N/A | N/A |
| Freedom Metals Acquisition Corp. (FDMM)vs › | $270.19M | N/A | N/A | N/A | N/A |
| Cartesian Growth Corp. Iv (CGCF)vs › | $270.05M | N/A | N/A | N/A | N/A |
| Kingstone Companies, Inc. (KINS)vs › | $270.29M | 0.03% | 30.37% | -4.86% | -4.69% |
| FB Bancorp, Inc. Common Stock (FBLA)vs › | $279.67M | -0.10% | -0.75% | 0.15% | 0.15% |
ROE
8.8%
ROA
1.1%
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 | 8.84% |
| 2026-03-31 | 9.68% |
| 2025-12-31 | 11.39% |
| 2025-09-30 | 11.20% |
| 2025-06-30 | 10.73% |
| 2025-03-31 | 9.96% |
| 2024-12-31 | 9.69% |
| 2024-09-30 | 11.05% |
| 2024-06-30 | 12.05% |
| 2024-03-31 | 14.25% |
| 2023-12-31 | 16.06% |
| 2023-09-30 | 16.39% |
| 2023-06-30 | 15.75% |
| 2023-03-31 | 16.11% |
| 2022-12-31 | 14.53% |
| 2022-09-30 | 17.26% |
| 2022-06-30 | 19.91% |
| 2022-03-31 | 18.93% |
| 2021-12-31 | 18.85% |
| 2021-09-30 | 15.38% |
| 2021-06-30 | 0.61% |
| 2021-03-31 | -5.30% |
| 2020-12-31 | -15.03% |
| 2020-09-30 | -18.58% |
| 2020-06-30 | -5.29% |
| 2020-03-31 | -6.65% |
| 2019-12-31 | -0.67% |
| 2019-09-30 | 2.99% |
| 2019-06-30 | -0.70% |
| 2019-03-31 | -3.38% |
| 2018-12-31 | -9.54% |
| 2018-09-30 | -12.21% |
| 2018-06-30 | -9.92% |
| 2018-03-31 | -5.77% |
| 2017-12-31 | 0.10% |
| 2017-09-30 | 1.41% |
| 2017-06-30 | 2.98% |
| 2017-03-31 | 6.19% |
| 2016-12-31 | 8.22% |
| 2016-09-30 | 8.32% |
| 2016-06-30 | 9.23% |
| 2016-03-31 | 10.45% |
| 2015-12-31 | 10.56% |
| 2015-09-30 | 11.05% |
| 2015-06-30 | 10.82% |
| 2015-03-31 | 10.50% |
| 2014-12-31 | 10.45% |
| 2014-09-30 | 9.79% |
| 2014-06-30 | 9.72% |
| 2014-03-31 | 9.48% |
| 2013-12-31 | 9.42% |
| 2013-09-30 | 11.35% |
| 2013-06-30 | 11.58% |
| 2013-03-31 | 11.60% |
| 2012-12-31 | 11.33% |
| 2012-09-30 | 11.05% |
| 2012-06-30 | 10.32% |
| 2012-03-31 | 11.68% |
| 2011-12-31 | 11.17% |
| 2011-09-30 | 10.86% |
| 2011-06-30 | 10.15% |
| 2011-03-31 | 9.40% |
| 2010-12-31 | 6.93% |
| 2010-09-30 | 0.53% |
| 2010-06-30 | 0.17% |
| 2010-03-31 | -0.47% |
| 2009-12-31 | 0.63% |
| 2009-09-30 | 5.50% |
| 2009-06-30 | 6.20% |
| 2009-03-31 | 7.52% |
| 2008-12-31 | 8.33% |
| 2008-09-30 | 8.94% |
| 2008-06-30 | 8.69% |
| 2008-03-31 | 8.70% |
| 2007-12-31 | 6.53% |
| 2007-09-30 | 7.74% |
| 2007-06-30 | 6.48% |
| 2007-03-31 | 6.42% |
| 2006-12-31 | 7.69% |
| 2006-09-30 | 4.69% |
| 2006-06-30 | 5.95% |
| 2006-03-31 | 3.83% |
| 2005-12-31 | 4.12% |
| 2005-09-30 | 5.86% |
| 2005-06-30 | 15.86% |
| 2005-03-31 | 15.62% |
| 2004-12-31 | 13.21% |
| 2004-09-30 | 10.75% |
| 2004-06-30 | -0.19% |
| 2004-03-31 | 0.13% |
| 2003-12-31 | 1.24% |
| 2003-09-30 | 1.52% |
| 2003-06-30 | -4.30% |
