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 2.85% is 17% above its 1-year average of 2.44%, near the high end of its 1-year range (0.67%–3.47%).
As of the fiscal period ended Tuesday, June 30, 2026. 1.78% above its 12-month average of 2.80%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 2.85%.
RETURN ON EQUITY (ROE)
2.85%
RETURN ON EQUITY (ROE) AVG TTM
2.80%
RETURN ON EQUITY (ROE) AVG 3Y
N/A
RETURN ON EQUITY (ROE) AVG 5Y
N/A
RETURN ON EQUITY (ROE) AVG 10Y
N/A
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+1.78%
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 677 covered companies
CURRENT VS SECTOR MEDIAN
-67.48%
vs the sector median at left
Plum Acquisition Corp. IV
Market Cap
$259.16M
Return on Equity (ROE)
2.85%
TTM Avg
2.80%
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$259.18M
Return on Equity (ROE)
12.74%
TTM Avg
10.52%
3Y Avg
12.80%
5Y Avg
11.18%
Market Cap
$258.54M
Return on Equity (ROE)
3.26%
TTM Avg
2.22%
3Y Avg
2.22%
5Y Avg
2.22%
Market Cap
$260.73M
Return on Equity (ROE)
2.16%
TTM Avg
30.37%
3Y Avg
103.36%
5Y Avg
69.17%
Market Cap
$257.25M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$261.25M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$261.27M
Return on Equity (ROE)
2.18%
TTM Avg
0.24%
3Y Avg
0.16%
5Y Avg
0.16%
Market Cap
$257.02M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$261.39M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Plum Acquisition Corp. IV (PLMK) | $259.16M | 2.85% | 2.80% | N/A | N/A |
| Virginia National Bankshares Corporation (VABK)vs › | $259.18M | 12.74% | 10.52% | 12.80% | 11.18% |
| Perimeter Acquisition Corp. I Class A Ordinary Shares (PMTR)vs › | $258.54M | 3.26% | 2.22% | 2.22% | 2.22% |
| FACT II Acquisition Corp (FACT)vs › | $260.73M | 2.16% | 30.37% | 103.36% | 69.17% |
| Irenic Acquisition Corp. (IACQ)vs › | $257.25M | N/A | N/A | N/A | N/A |
| Art Technology Acquisition Corp. (ARTC)vs › | $261.25M | N/A | N/A | N/A | N/A |
| Cantor Equity Partners V, Inc. Class A Ordinary Shares (CEPV)vs › | $261.27M | 2.18% | 0.24% | 0.16% | 0.16% |
| Cantor Equity Partners Vii Inc. (CAES)vs › | $257.02M | N/A | N/A | N/A | N/A |
| Mountain Lake Acquisition Corp. II Class A Ordinary Shares (MLAA)vs › | $261.39M | N/A | N/A | N/A | N/A |
| Armada Acquisition Corp. III (AACI)vs › | $256.88M | 0.96% | 664.88% | 664.88% | 664.88% |
ROE
2.8%
ROA
2.7%
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 | 2.85% |
| 2026-03-31 | 3.46% |
| 2025-12-31 | 3.47% |
| 2025-09-30 | 2.60% |
| 2025-06-30 | 1.62% |
| 2025-03-31 | 0.67% |
