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 5.74% is 463% above its 5-year average of -1.58%, near the high end of its 5-year range (-10.34%–8.19%).
As of the fiscal period ended Tuesday, June 30, 2026. 7.79% below its 12-month average of 6.23%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 5.74%.
RETURN ON EQUITY (ROE)
5.74%
RETURN ON EQUITY (ROE) AVG TTM
6.23%
RETURN ON EQUITY (ROE) AVG 3Y
2.19%
RETURN ON EQUITY (ROE) AVG 5Y
-1.58%
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
-7.79%
CURRENT VS 3Y AVG
+161.88%
CURRENT VS 5Y AVG
+462.77%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
-57.12%
vs the sector median at left
SoFi Technologies, Inc.
Market Cap
$21.76B
Return on Equity (ROE)
5.74%
TTM Avg
6.23%
3Y Avg
2.19%
5Y Avg
-1.58%
Market Cap
$21.76B
Return on Equity (ROE)
9.58%
TTM Avg
11.91%
3Y Avg
13.50%
5Y Avg
13.47%
Market Cap
$22.13B
Return on Equity (ROE)
13.52%
TTM Avg
10.57%
3Y Avg
8.54%
5Y Avg
7.15%
Market Cap
$22.18B
Return on Equity (ROE)
10.05%
TTM Avg
8.61%
3Y Avg
8.02%
5Y Avg
5.93%
Market Cap
$22.32B
Return on Equity (ROE)
20.19%
TTM Avg
19.76%
3Y Avg
18.99%
5Y Avg
23.49%
Market Cap
$21.12B
Return on Equity (ROE)
-4.14%
TTM Avg
6.58%
3Y Avg
4.49%
5Y Avg
3.98%
Market Cap
$24.32B
Return on Equity (ROE)
11.85%
TTM Avg
10.96%
3Y Avg
11.97%
5Y Avg
11.28%
Market Cap
$24.42B
Return on Equity (ROE)
20.82%
TTM Avg
21.15%
3Y Avg
20.46%
5Y Avg
20.61%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| SoFi Technologies, Inc. (SOFI) | $21.76B | 5.74% | 6.23% | 2.19% | -1.58% |
| Brown & Brown, Inc. (BRO)vs › | $21.76B | 9.58% | 11.91% | 13.50% | 13.47% |
| Tradeweb Markets Inc. (TW)vs › | $22.13B | 13.52% | 10.57% | 8.54% | 7.15% |
| Loews Corporation (L)vs › | $22.18B | 10.05% | 8.61% | 8.02% | 5.93% |
| T. Rowe Price Group, Inc. (TROW)vs › | $22.32B | 20.19% | 19.76% | 18.99% | 23.49% |
| Global Payments Inc. (GPN)vs › | $21.12B | -4.14% | 6.58% | 4.49% | 3.98% |
| KeyCorp (KEY)vs › | $22.46B | 10.25% | 4.04% | 7.23% | 8.58% |
| Regions Financial Corporation (RF)vs › | $24.32B | 11.85% | 10.96% | 11.97% | 11.28% |
| Synchrony Financial (SYF)vs › | $24.42B | 20.82% | 21.15% | 20.46% | 20.61% |
| Circle Internet Group (CRCL)vs › | $24.53B | 12.86% | 12.60% | 4.14% | 13.56% |
ROE
5.7%
ROA
1.0%
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 | 5.74% |
| 2026-03-31 | 5.34% |
| 2025-12-31 | 4.59% |
| 2025-09-30 | 7.29% |
| 2025-06-30 | 8.19% |
| 2025-03-31 | 7.21% |
| 2024-12-31 | 7.64% |
| 2024-09-30 | 3.50% |
| 2024-06-30 | -1.92% |
| 2024-03-31 | -2.90% |
| 2023-12-31 | -5.41% |
| 2023-09-30 | -7.23% |
| 2023-06-30 | -3.52% |
| 2023-03-31 | -4.40% |
| 2022-12-31 | -5.80% |
| 2022-09-30 | -7.11% |
| 2022-06-30 | -6.31% |
| 2022-03-31 | -7.53% |
| 2021-12-31 | -10.30% |
| 2021-09-30 | -9.97% |
| 2021-06-30 | -10.34% |
| 2021-03-31 | -47.77% |
| 2020-12-31 | -7.34% |
