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 10.49% is 141% above its 5-year average of 4.35%, near the high end of its 5-year range (-3.13%–12.45%).
As of the fiscal period ended Tuesday, June 30, 2026. 9.61% below its 12-month average of 11.61%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
10.49%
RETURN ON EQUITY (ROE) AVG TTM
11.61%
RETURN ON EQUITY (ROE) AVG 3Y
6.84%
RETURN ON EQUITY (ROE) AVG 5Y
4.35%
RETURN ON EQUITY (ROE) AVG 10Y
4.27%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-9.61%
CURRENT VS 3Y AVG
+53.29%
CURRENT VS 5Y AVG
+141.17%
CURRENT VS 10Y AVG
+145.46%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · HEALTHCARE
12.77%
median of 85 covered companies
CURRENT VS SECTOR MEDIAN
-17.85%
vs the sector median at left
Penumbra, Inc.
Market Cap
$12.64B
Return on Equity (ROE)
10.49%
TTM Avg
11.61%
3Y Avg
6.84%
5Y Avg
4.35%
Market Cap
$12.38B
Return on Equity (ROE)
-57.18%
TTM Avg
-651.33%
3Y Avg
-315.37%
5Y Avg
-198.08%
Market Cap
$13.41B
Return on Equity (ROE)
-17.13%
TTM Avg
-12.46%
3Y Avg
-8.76%
5Y Avg
-1.37%
Market Cap
$11.86B
Return on Equity (ROE)
23.91%
TTM Avg
22.63%
3Y Avg
21.83%
5Y Avg
21.13%
Market Cap
$11.48B
Return on Equity (ROE)
-114.70%
TTM Avg
329.18%
3Y Avg
200.63%
5Y Avg
164.66%
Market Cap
$13.84B
Return on Equity (ROE)
2.86%
TTM Avg
4.70%
3Y Avg
4.67%
5Y Avg
11.22%
Market Cap
$13.89B
Return on Equity (ROE)
46.68%
TTM Avg
29.72%
3Y Avg
22.87%
5Y Avg
17.28%
Market Cap
$11.38B
Return on Equity (ROE)
9.77%
TTM Avg
10.54%
3Y Avg
10.84%
5Y Avg
19.93%
Market Cap
$11.35B
Return on Equity (ROE)
8.63%
TTM Avg
6.23%
3Y Avg
8.78%
5Y Avg
10.01%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Penumbra, Inc. (PEN) | $12.64B | 10.49% | 11.61% | 6.84% | 4.35% |
| Tempus AI, Inc. (TEM)vs › | $12.38B | -57.18% | -651.33% | -315.37% | -198.08% |
| Baxter International Inc. (BAX)vs › | $13.41B | -17.13% | -12.46% | -8.76% | -1.37% |
| Encompass Health Corporation (EHC)vs › | $11.86B | 23.91% | 22.63% | 21.83% | 21.13% |
| DaVita Inc. (DVA)vs › | $11.48B | -114.70% | 329.18% | 200.63% | 164.66% |
| The Cooper Companies, Inc. (COO)vs › | $13.84B | 2.86% | 4.70% | 4.67% | 11.22% |
| Exelixis, Inc. (EXEL)vs › | $13.89B | 46.68% | 29.72% | 22.87% | 17.28% |
| Align Technology, Inc. (ALGN)vs › | $11.38B | 9.77% | 10.54% | 10.84% | 19.93% |
| Bio-Techne Corporation (TECH)vs › | $11.35B | 8.63% | 6.23% | 8.78% | 10.01% |
| Globus Medical, Inc. (GMED)vs › | $11.13B | 11.23% | 7.12% | 6.90% | 7.16% |
ROE
10.5%
ROA
8.1%
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 | 10.49% |
| 2026-03-31 | 11.61% |
| 2025-12-31 | 12.45% |
| 2025-09-30 | 12.07% |
| 2025-06-30 | 11.41% |
| 2025-03-31 | 3.48% |
| 2024-12-31 | 1.22% |
| 2024-09-30 | 3.13% |
| 2024-06-30 | 1.23% |
| 2024-03-31 | 7.76% |
| 2023-12-31 | 7.71% |
| 2023-09-30 | 3.68% |
| 2023-06-30 | 2.73% |
| 2023-03-31 | 0.63% |
| 2022-12-31 | -0.20% |
| 2022-09-30 | -3.13% |
| 2022-06-30 | -2.00% |
| 2022-03-31 | -0.67% |
| 2021-12-31 | 0.55% |
| 2021-09-30 | 4.86% |
| 2021-06-30 | 2.34% |
| 2021-03-31 | -0.81% |
| 2020-12-31 | -2.45% |
| 2020-09-30 | -1.55% |
| 2020-06-30 | 1.70% |
| 2020-03-31 | 8.01% |
| 2019-12-31 | 9.97% |
| 2019-09-30 | 9.72% |
| 2019-06-30 | 3.31% |
| 2019-03-31 | 2.70% |
| 2018-12-31 | 1.56% |
| 2018-09-30 | 2.20% |
| 2018-06-30 | 6.63% |
| 2018-03-31 | 3.19% |
| 2017-12-31 | 1.16% |
| 2017-09-30 | 2.74% |
| 2017-06-30 | 5.95% |
| 2017-03-31 | 7.17% |
| 2016-12-31 | 12.07% |
| 2016-09-30 | 7.42% |
| 2016-06-30 | 3.17% |
| 2016-03-31 | 0.90% |
| 2015-12-31 | 1.02% |
| 2015-09-30 | 0.50% |
| 2015-06-30 | 0.42% |
| 2015-03-31 | 3.12% |
