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 6.05% is 154% above its 5-year average of 2.38%, near the high end of its 5-year range (0.38%–6.05%).
As of the fiscal period ended Tuesday, June 30, 2026. 33.99% above its 12-month average of 4.52%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 6.05%.
RETURN ON EQUITY (ROE)
6.05%
RETURN ON EQUITY (ROE) AVG TTM
4.52%
RETURN ON EQUITY (ROE) AVG 3Y
3.13%
RETURN ON EQUITY (ROE) AVG 5Y
2.38%
RETURN ON EQUITY (ROE) AVG 10Y
1.47%
RETURN ON EQUITY (ROE) AVG 15Y
0.50%
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+33.99%
CURRENT VS 3Y AVG
+93.60%
CURRENT VS 5Y AVG
+154.26%
CURRENT VS 10Y AVG
+311.86%
CURRENT VS 15Y AVG
+1109.41%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · REAL ESTATE
7.08%
median of 101 covered companies
CURRENT VS SECTOR MEDIAN
-14.53%
vs the sector median at left
Phillips Edison & Co.
Market Cap
$4.82B
Return on Equity (ROE)
6.05%
TTM Avg
4.52%
3Y Avg
3.13%
5Y Avg
2.38%
Market Cap
$4.81B
Return on Equity (ROE)
2.38%
TTM Avg
5.06%
3Y Avg
2.02%
5Y Avg
1.46%
Market Cap
$4.45B
Return on Equity (ROE)
7.08%
TTM Avg
9.53%
3Y Avg
9.06%
5Y Avg
-3.74%
Market Cap
$4.02B
Return on Equity (ROE)
-18.89%
TTM Avg
-3.42%
3Y Avg
-4.17%
5Y Avg
-2.79%
Market Cap
$3.92B
Return on Equity (ROE)
5.58%
TTM Avg
6.06%
3Y Avg
5.50%
5Y Avg
2.82%
Market Cap
$5.94B
Return on Equity (ROE)
13.21%
TTM Avg
10.95%
3Y Avg
11.26%
5Y Avg
12.53%
Market Cap
$6.19B
Return on Equity (ROE)
-2.72%
TTM Avg
-5.03%
3Y Avg
-3.80%
5Y Avg
-2.78%
Market Cap
$6.22B
Return on Equity (ROE)
-2.72%
TTM Avg
-5.03%
3Y Avg
-3.80%
5Y Avg
-2.78%
Market Cap
$6.49B
Return on Equity (ROE)
-2.72%
TTM Avg
-5.03%
3Y Avg
-3.80%
5Y Avg
-2.78%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Phillips Edison & Co. (PECO) | $4.82B | 6.05% | 4.52% | 3.13% | 2.38% |
| Sabra Health Care REIT, Inc. (SBRA)vs › | $4.81B | 2.38% | 5.06% | 2.02% | 1.46% |
| Colliers International Group Inc. (CIGI)vs › | $4.45B | 7.08% | 9.53% | 9.06% | -3.74% |
| Americold Realty Trust, Inc. (COLD)vs › | $4.02B | -18.89% | -3.42% | -4.17% | -2.79% |
| Apple Hospitality REIT, Inc. (APLE)vs › | $3.92B | 5.58% | 6.06% | 5.50% | 2.82% |
| FirstService Corporation (FSV)vs › | $5.94B | 13.21% | 10.95% | 11.26% | 12.53% |
| Brookfield Property Partners L.P. (BPYPO)vs › | $6.19B | -2.72% | -5.03% | -3.80% | -2.78% |
| Brookfield Property Partners L.P. (BPYPN)vs › | $6.22B | -2.72% | -5.03% | -3.80% | -2.78% |
| Brookfield Property Partners L.P. (BPYPP)vs › | $6.49B | -2.72% | -5.03% | -3.80% | -2.78% |
| Park Hotels & Resorts Inc. (PK)vs › | $3.13B | -5.28% | -1.61% | 0.76% | -6.12% |
ROE
6.1%
ROA
2.6%
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 | 6.05% |
| 2026-03-31 | 5.06% |
| 2025-12-31 | 4.87% |
| 2025-09-30 | 3.60% |
| 2025-06-30 | 3.01% |
| 2025-03-31 | 3.09% |
| 2024-12-31 | 2.70% |
| 2024-09-30 | 2.58% |
| 2024-06-30 | 2.58% |
| 2024-03-31 | 2.52% |
| 2023-12-31 | 2.46% |
| 2023-09-30 | 2.53% |
| 2023-06-30 | 2.53% |
| 2023-03-31 | 2.48% |
| 2022-12-31 | 2.16% |
| 2022-09-30 | 1.31% |
| 2022-06-30 | 1.49% |
| 2022-03-31 | 1.16% |
| 2021-12-31 | 0.70% |
| 2021-09-30 | 0.42% |
| 2021-06-30 | 0.38% |
| 2021-03-31 | -0.29% |
| 2020-12-31 | 0.28% |
| 2020-09-30 | 1.14% |
| 2020-06-30 | -1.01% |
| 2020-03-31 | -2.77% |
| 2019-12-31 | -3.50% |
| 2019-09-30 | -0.13% |
| 2019-06-30 | 0.55% |
| 2019-03-31 | 1.82% |
| 2018-12-31 | 1.96% |
| 2018-09-30 | -6.06% |
| 2018-06-30 | -5.31% |
| 2018-03-31 | -3.98% |
| 2017-12-31 | -3.67% |
| 2017-09-30 | -0.42% |
| 2017-06-30 | 0.54% |
| 2017-03-31 | 0.68% |
| 2016-12-31 | 0.74% |
| 2016-09-30 | 0.25% |
| 2016-06-30 | 0.47% |
| 2016-03-31 | 0.85% |
| 2015-12-31 | 1.05% |
| 2015-09-30 | -0.54% |
| 2015-06-30 | -0.76% |
| 2015-03-31 | -1.34% |
| 2014-12-31 | -1.67% |
| 2014-09-30 | -0.45% |
| 2014-06-30 | -0.69% |
| 2014-03-31 | -0.69% |
| 2013-12-31 | -0.84% |
| 2013-09-30 | -0.82% |
| 2013-06-30 | -1.58% |
| 2013-03-31 | -3.39% |
| 2012-12-31 | -3.14% |
| 2012-06-30 | -7.50% |
