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 20.71% is 31% above its 5-year average of 15.80%, near the high end of its 5-year range (3.04%–20.91%).
As of the fiscal period ended Tuesday, June 30, 2026. 3.06% above its 12-month average of 20.10%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 20.71%.
RETURN ON EQUITY (ROE)
20.71%
RETURN ON EQUITY (ROE) AVG TTM
20.10%
RETURN ON EQUITY (ROE) AVG 3Y
17.89%
RETURN ON EQUITY (ROE) AVG 5Y
15.80%
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
+3.06%
CURRENT VS 3Y AVG
+15.74%
CURRENT VS 5Y AVG
+31.12%
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
+136.42%
vs the sector median at left
Palomar Holdings, Inc.
Market Cap
$3.36B
Return on Equity (ROE)
20.71%
TTM Avg
20.10%
3Y Avg
17.89%
5Y Avg
15.80%
Market Cap
$3.29B
Return on Equity (ROE)
9.55%
TTM Avg
9.31%
3Y Avg
10.14%
5Y Avg
9.41%
Market Cap
$3.28B
Return on Equity (ROE)
10.46%
TTM Avg
5.27%
3Y Avg
21.64%
5Y Avg
18.98%
Market Cap
$3.28B
Return on Equity (ROE)
-10.04%
TTM Avg
-3.65%
3Y Avg
1.41%
5Y Avg
3.76%
Market Cap
$3.45B
Return on Equity (ROE)
9.76%
TTM Avg
7.80%
3Y Avg
7.54%
5Y Avg
8.01%
Market Cap
$3.47B
Return on Equity (ROE)
12.69%
TTM Avg
7.11%
3Y Avg
15.46%
5Y Avg
11.02%
Market Cap
$3.47B
Return on Equity (ROE)
12.69%
TTM Avg
7.11%
3Y Avg
15.46%
5Y Avg
11.02%
Market Cap
$3.23B
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 |
|---|---|---|---|---|---|
| Palomar Holdings, Inc. (PLMR) | $3.36B | 20.71% | 20.10% | 17.89% | 15.80% |
| First Financial Bancorp. (FFBC)vs › | $3.29B | 9.55% | 9.31% | 10.14% | 9.41% |
| Mechanics Bank (MCHB)vs › | $3.28B | 10.46% | 5.27% | 21.64% | 18.98% |
| Simmons First National Corporation (SFNC)vs › | $3.28B | -10.04% | -3.65% | 1.41% | 3.76% |
| TowneBank (TOWN)vs › | $3.27B | 10.48% | 7.28% | 8.04% | 8.63% |
| First Interstate BancSystem, Inc. (FIBK)vs › | $3.45B | 9.76% | 7.80% | 7.54% | 8.01% |
| Brighthouse Financial, Inc. (BHFAO)vs › | $3.47B | 12.69% | 7.11% | 15.46% | 11.02% |
| Brighthouse Financial, Inc. (BHFAN)vs › | $3.47B | 12.69% | 7.11% | 15.46% | 11.02% |
| iShares Core 80/20 Aggressive Allocation ETF (AOA)vs › | $3.23B | N/A | N/A | N/A | N/A |
| Brighthouse Financial, Inc. (BHFAM)vs › | $3.50B | 12.69% | 7.11% | 15.46% | 11.02% |
ROE
20.7%
ROA
5.1%
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 | 20.71% |
| 2026-03-31 | 20.55% |
| 2025-12-31 | 20.91% |
| 2025-09-30 | 20.03% |
| 2025-06-30 | 18.29% |
| 2025-03-31 | 16.97% |
| 2024-12-31 | 16.13% |
| 2024-09-30 | 15.43% |
| 2024-06-30 | 18.11% |
| 2024-03-31 | 17.60% |
| 2023-12-31 | 16.81% |
| 2023-09-30 | 17.10% |
| 2023-06-30 | 14.00% |
| 2023-03-31 | 13.58% |
| 2022-12-31 | 13.56% |
| 2022-09-30 | 13.60% |
| 2022-06-30 | 12.17% |
| 2022-03-31 | 11.50% |
| 2021-12-31 | 11.63% |
| 2021-09-30 | 7.25% |
| 2021-06-30 | 3.04% |
| 2021-03-31 | 2.95% |
| 2020-12-31 | 1.72% |
| 2020-09-30 | 5.24% |
| 2020-06-30 | 11.22% |
| 2020-03-31 | 14.11% |
| 2019-12-31 | 4.86% |
| 2019-09-30 | 1.86% |
| 2019-06-30 | -1.01% |
| 2019-03-31 | -1.75% |
| 2018-12-31 | 19.98% |
