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 -4.70% is 157% below its 5-year average of 8.32%, near the low end of its 5-year range (-5.54%–21.80%).
As of the fiscal period ended Tuesday, June 30, 2026. 856.31% below its 12-month average of 0.62%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -4.70%.
RETURN ON EQUITY (ROE)
-4.70%
RETURN ON EQUITY (ROE) AVG TTM
0.62%
RETURN ON EQUITY (ROE) AVG 3Y
7.52%
RETURN ON EQUITY (ROE) AVG 5Y
8.32%
RETURN ON EQUITY (ROE) AVG 10Y
8.48%
RETURN ON EQUITY (ROE) AVG 15Y
8.53%
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-856.31%
CURRENT VS 3Y AVG
-162.57%
CURRENT VS 5Y AVG
-156.54%
CURRENT VS 10Y AVG
-155.45%
CURRENT VS 15Y AVG
-155.14%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
9.23%
median of 534 covered companies
CURRENT VS SECTOR MEDIAN
-150.97%
vs the sector median at left
New Mountain Finance Corporation 8.250% Notes due 2028
Market Cap
$725.42M
Return on Equity (ROE)
-4.70%
TTM Avg
0.62%
3Y Avg
7.52%
5Y Avg
8.32%
Market Cap
$727.69M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$728.34M
Return on Equity (ROE)
10.47%
TTM Avg
11.52%
3Y Avg
10.90%
5Y Avg
12.50%
Market Cap
$732.02M
Return on Equity (ROE)
10.01%
TTM Avg
2.00%
3Y Avg
7.50%
5Y Avg
9.45%
Market Cap
$732.99M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$737.14M
Return on Equity (ROE)
3.43%
TTM Avg
7.91%
3Y Avg
8.81%
5Y Avg
8.82%
Market Cap
$743.49M
Return on Equity (ROE)
13.58%
TTM Avg
14.16%
3Y Avg
15.29%
5Y Avg
15.22%
Market Cap
$744.14M
Return on Equity (ROE)
-25.35%
TTM Avg
-12.46%
3Y Avg
-5.63%
5Y Avg
0.47%
Market Cap
$703.50M
Return on Equity (ROE)
7.55%
TTM Avg
-8.32%
3Y Avg
1.08%
5Y Avg
3.36%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| New Mountain Finance Corporation 8.250% Notes due 2028 (NMFCZ) | $725.42M | -4.70% | 0.62% | 7.52% | 8.32% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $727.69M | N/A | N/A | N/A | N/A |
| Fidus Investment Corporation (FDUS)vs › | $728.34M | 10.47% | 11.52% | 10.90% | 12.50% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $732.02M | 10.01% | 2.00% | 7.50% | 9.45% |
| OFS Credit Company, Inc. (OCCIM)vs › | $732.99M | N/A | N/A | N/A | N/A |
| Carlyle Secured Lending, Inc. (CGBD)vs › | $737.14M | 3.43% | 7.91% | 8.81% | 8.82% |
| Independent Bank Corporation (IBCP)vs › | $743.49M | 13.58% | 14.16% | 15.29% | 15.22% |
| PRA Group, Inc. (PRAA)vs › | $744.14M | -25.35% | -12.46% | -5.63% | 0.47% |
| Midland States Bancorp, Inc. (MSBIP)vs › | $703.50M | 7.55% | -8.32% | 1.08% | 3.36% |
| MidCap Financial Investment Corporation (MFIC)vs › | $702.23M | -2.69% | 5.94% | 6.70% | 7.63% |
ROE
-4.7%
ROA
-2.0%
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 | -4.70% |
| 2026-03-31 | -5.54% |
| 2025-12-31 | 1.39% |
| 2025-09-30 | 5.63% |
| 2025-06-30 | 6.34% |
| 2025-03-31 | 8.15% |
| 2024-12-31 | 8.38% |
| 2024-09-30 | 8.30% |
| 2024-06-30 | 8.57% |
| 2024-03-31 | 8.71% |
| 2023-12-31 | 10.25% |
| 2023-09-30 | 9.28% |
| 2023-06-30 | 7.69% |
| 2023-03-31 | 6.26% |
| 2022-12-31 | 5.69% |
| 2022-09-30 | 8.42% |
| 2022-06-30 | 9.34% |
| 2022-03-31 | 13.79% |
| 2021-12-31 | 15.24% |
| 2021-09-30 | 16.76% |
| 2021-06-30 | 21.80% |
| 2021-03-31 | 22.69% |
| 2020-12-31 | 4.79% |
| 2020-09-30 | 1.16% |
| 2020-06-30 | -4.53% |
| 2020-03-31 | -9.62% |
| 2019-12-31 | 8.77% |
| 2019-09-30 | 7.67% |
| 2019-06-30 | 8.61% |
| 2019-03-31 | 8.53% |
| 2018-12-31 | 7.19% |
| 2018-09-30 | 9.73% |
| 2018-06-30 | 9.55% |
| 2018-03-31 | 9.95% |
| 2017-12-31 | 10.57% |
| 2017-09-30 | 11.28% |
| 2017-06-30 | 11.31% |
| 2017-03-31 | 14.16% |
| 2016-12-31 | 11.90% |
| 2016-09-30 | 6.81% |
| 2016-06-30 | 5.04% |
| 2016-03-31 | 2.20% |
| 2015-12-31 | 3.94% |
| 2015-09-30 | 5.01% |
| 2015-06-30 | 5.15% |
| 2015-03-31 | 5.58% |
| 2014-12-31 | 5.68% |
| 2014-09-30 | 9.70% |
| 2014-06-30 | 10.82% |
| 2014-03-31 | 10.02% |
| 2013-12-31 | 9.52% |
| 2013-09-30 | 9.82% |
| 2013-06-30 | 10.72% |
| 2013-03-31 | 11.46% |
| 2012-12-31 | 12.89% |
| 2012-09-30 | 6.59% |
| 2012-06-30 | 5.49% |
| 2012-03-31 | 8.21% |
| 2011-12-31 | 14.14% |
