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 15.83% is in line with its 5-year average of 17.24%, around the middle of its 5-year range (8.61%–22.19%).
As of the fiscal period ended Tuesday, June 30, 2026. 0.31% below its 12-month average of 15.88%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 15.83%.
RETURN ON EQUITY (ROE)
15.83%
RETURN ON EQUITY (ROE) AVG TTM
15.88%
RETURN ON EQUITY (ROE) AVG 3Y
16.58%
RETURN ON EQUITY (ROE) AVG 5Y
17.24%
RETURN ON EQUITY (ROE) AVG 10Y
15.00%
RETURN ON EQUITY (ROE) AVG 15Y
12.90%
RETURN ON EQUITY (ROE) AVG 20Y
10.20%
CURRENT VS TTM AVG
-0.31%
CURRENT VS 3Y AVG
-4.47%
CURRENT VS 5Y AVG
-8.14%
CURRENT VS 10Y AVG
+5.59%
CURRENT VS 15Y AVG
+22.76%
CURRENT VS 20Y AVG
+55.28%
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 677 covered companies
CURRENT VS SECTOR MEDIAN
+80.75%
vs the sector median at left
NewtekOne, Inc. 8.50% Fixed Rate Senior Notes due 2029
Market Cap
$420.04M
Return on Equity (ROE)
15.83%
TTM Avg
15.88%
3Y Avg
16.58%
5Y Avg
17.24%
Market Cap
$420.04M
Return on Equity (ROE)
3.58%
TTM Avg
-54.13%
3Y Avg
-54.13%
5Y Avg
-54.13%
Market Cap
$418.37M
Return on Equity (ROE)
15.83%
TTM Avg
16.19%
3Y Avg
15.00%
5Y Avg
15.12%
Market Cap
$416.08M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$425.88M
Return on Equity (ROE)
9.47%
TTM Avg
15.93%
3Y Avg
12.15%
5Y Avg
12.38%
Market Cap
$427.66M
Return on Equity (ROE)
-18.43%
TTM Avg
-17.80%
3Y Avg
-29.05%
5Y Avg
-19.83%
Market Cap
$411.29M
Return on Equity (ROE)
-80.29%
TTM Avg
-53.34%
3Y Avg
214.76%
5Y Avg
172.05%
Market Cap
$429.68M
Return on Equity (ROE)
13.17%
TTM Avg
13.71%
3Y Avg
17.46%
5Y Avg
16.66%
Market Cap
$430.17M
Return on Equity (ROE)
2.42%
TTM Avg
2.87%
3Y Avg
-0.04%
5Y Avg
0.08%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| NewtekOne, Inc. 8.50% Fixed Rate Senior Notes due 2029 (NEWTG) | $420.04M | 15.83% | 15.88% | 16.58% | 17.24% |
| K&F Growth Acquisition Corp. II Class A Ordinary shares (KFII)vs › | $420.04M | 3.58% | -54.13% | -54.13% | -54.13% |
| NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B (NEWTP)vs › | $418.37M | 15.83% | 16.19% | 15.00% | 15.12% |
| General Catalyst Global Resilience Merger Corp. (GCGR)vs › | $416.08M | N/A | N/A | N/A | N/A |
| Gladstone Capital Corporation (GLAD)vs › | $425.88M | 9.47% | 15.93% | 12.15% | 12.38% |
| AlTi Global, Inc. (ALTI)vs › | $427.66M | -18.43% | -17.80% | -29.05% | -19.83% |
| Eightco Holdings Inc. (ORBS)vs › | $411.29M | -80.29% | -53.34% | 214.76% | 172.05% |
| Plumas Bancorp (PLBC)vs › | $429.68M | 13.17% | 13.71% | 17.46% | 16.66% |
| Invesco California Value Municipal Income Trust (VCV)vs › | $430.17M | 2.42% | 2.87% | -0.04% | 0.08% |
| Churchill Capital Corp. Xiii (XIII)vs › | $430.44M | N/A | N/A | N/A | N/A |
ROE
15.8%
ROA
2.1%
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 | 15.83% |
| 2026-03-31 | 15.95% |
| 2025-12-31 | 15.22% |
| 2025-09-30 | 15.33% |
| 2025-06-30 | 17.08% |
| 2025-03-31 | 16.73% |
| 2024-12-31 | 17.16% |
| 2024-09-30 | 18.21% |
| 2024-06-30 | 18.36% |
| 2024-03-31 | 18.24% |
| 2023-12-31 | 22.19% |
| 2023-09-30 | 15.09% |
| 2023-06-30 | 15.69% |
| 2023-03-31 | 18.86% |
| 2022-12-31 | 8.61% |
| 2022-09-30 | 13.93% |
| 2022-06-30 | 15.16% |
| 2022-03-31 | 15.98% |
| 2021-12-31 | 20.83% |
| 2021-09-30 | 21.85% |
| 2021-06-30 | 17.05% |
| 2021-03-31 | 19.35% |
| 2020-12-31 | 9.91% |
| 2020-09-30 | 9.40% |
| 2020-06-30 | 12.70% |
| 2020-03-31 | 7.94% |
| 2019-12-31 | 12.77% |
| 2019-09-30 | 12.00% |
| 2019-06-30 | 12.85% |
| 2019-03-31 | 12.55% |
| 2018-12-31 | 12.41% |
| 2018-09-30 | 16.04% |
| 2018-06-30 | 14.83% |
| 2018-03-31 | 14.75% |
| 2017-12-31 | 14.00% |
| 2017-09-30 | 10.64% |
| 2017-06-30 | 11.65% |
| 2017-03-31 | 11.20% |
| 2016-12-31 | 13.06% |
| 2016-09-30 | 17.83% |
| 2016-06-30 | 15.57% |
| 2016-03-31 | 15.38% |
| 2015-12-31 | 17.52% |
| 2015-09-30 | 10.40% |
| 2015-06-30 | 9.47% |
| 2015-03-31 | 7.42% |
| 2014-12-31 | 2.39% |
| 2014-09-30 | 9.60% |
| 2014-06-30 | 8.89% |
| 2014-03-31 | 9.71% |
| 2013-12-31 | 9.99% |
| 2013-09-30 | 9.28% |
| 2013-06-30 | 8.82% |
| 2013-03-31 | 8.21% |
| 2012-12-31 | 7.78% |
| 2012-09-30 | 9.10% |
| 2012-06-30 | 8.96% |
| 2012-03-31 | 6.53% |
| 2011-12-31 | 6.01% |
| 2011-09-30 | 4.31% |
| 2011-06-30 | 2.19% |
| 2011-03-31 | 4.41% |
| 2010-12-31 | 2.65% |
| 2010-09-30 | 1.04% |
| 2010-06-30 | 3.12% |
| 2010-03-31 | 0.15% |
| 2009-12-31 | -0.82% |
| 2009-09-30 | -7.30% |
| 2009-06-30 | -14.17% |
| 2009-03-31 | -16.55% |
| 2008-12-31 | -19.46% |
| 2008-09-30 | -17.08% |
| 2008-06-30 | -18.42% |
| 2008-03-31 | -18.36% |
| 2007-12-31 | -19.83% |
| 2007-09-30 | -6.73% |
| 2007-06-30 | -2.89% |
| 2007-03-31 | -2.70% |
| 2006-12-31 | -3.81% |
| 2006-09-30 | 3.07% |
| 2006-06-30 | 1.96% |
| 2006-03-31 | 9.86% |
| 2005-12-31 | 8.83% |
| 2005-09-30 | 6.70% |
| 2005-06-30 | 14.50% |
| 2005-03-31 | 11.99% |
| 2004-12-31 | 13.77% |
| 2004-09-30 | -0.04% |
| 2004-06-30 | 11.77% |
| 2004-03-31 | 14.77% |
| 2003-12-31 | 23.78% |
| 2003-09-30 | 39.62% |
| 2003-06-30 | 39.10% |
