Basis: Latest reported fiscal year. 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 307% above its 5-year average of -2.77%, near the high end of its 5-year range (-10.30%–7.64%).
As of the fiscal period ended Wednesday, December 31, 2025. 6.13% below its 12-month average of 6.12%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
5.74%
RETURN ON EQUITY (ROE) AVG TTM
6.12%
RETURN ON EQUITY (ROE) AVG 3Y
0.25%
RETURN ON EQUITY (ROE) AVG 5Y
-2.77%
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
-6.13%
CURRENT VS 3Y AVG
+2150.98%
CURRENT VS 5Y AVG
+307.22%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
13.78%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-58.35%
vs the sector median at left
SoFi Technologies, Inc.
Market Cap
$20.92B
Return on Equity (ROE)
5.74%
TTM Avg
6.12%
3Y Avg
0.25%
5Y Avg
-2.77%
Market Cap
$20.87B
Return on Equity (ROE)
-2.97%
TTM Avg
6.58%
3Y Avg
4.49%
5Y Avg
3.98%
Market Cap
$23.56B
Return on Equity (ROE)
9.58%
TTM Avg
11.91%
3Y Avg
13.50%
5Y Avg
13.47%
Market Cap
$23.87B
Return on Equity (ROE)
9.99%
TTM Avg
8.61%
3Y Avg
8.02%
5Y Avg
5.93%
Market Cap
$23.94B
Return on Equity (ROE)
20.19%
TTM Avg
19.76%
3Y Avg
18.99%
5Y Avg
23.49%
Market Cap
$17.59B
Return on Equity (ROE)
7.59%
TTM Avg
4.04%
3Y Avg
6.69%
5Y Avg
8.49%
Market Cap
$24.40B
Return on Equity (ROE)
13.09%
TTM Avg
12.07%
3Y Avg
19.35%
5Y Avg
15.94%
Market Cap
$24.66B
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) | $20.92B | 5.74% | 6.12% | 0.25% | -2.77% |
| Global Payments Inc. (GPN)vs › | $20.87B | -2.97% | 6.58% | 4.49% | 3.98% |
| Brown & Brown, Inc. (BRO)vs › | $23.56B | 9.58% | 11.91% | 13.50% | 13.47% |
| Loews Corporation (L)vs › | $23.87B | 9.99% | 8.61% | 8.02% | 5.93% |
| T. Rowe Price Group, Inc. (TROW)vs › | $23.94B | 20.19% | 19.76% | 18.99% | 23.49% |
| Franklin Resources, Inc. (BEN)vs › | $17.59B | 7.59% | 4.04% | 6.69% | 8.49% |
| KeyCorp (KEY)vs › | $24.38B | 10.25% | 4.04% | 7.23% | 8.58% |
| Principal Financial Group, Inc. (PFG)vs › | $24.40B | 13.09% | 12.07% | 19.35% | 15.94% |
| Synchrony Financial (SYF)vs › | $24.66B | 20.82% | 21.15% | 20.46% | 20.61% |
| WisdomTree U.S. Quality Dividend Growth Fund (DGRW)vs › | $16.84B | N/A | N/A | N/A | N/A |
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) |
|---|---|
| 2025-12-31 | 4.59% |
| 2024-12-31 | 7.64% |
| 2023-12-31 | -5.41% |
| 2022-12-31 | -5.80% |
| 2021-12-31 | -10.30% |
| 2020-12-31 | -7.34% |
| 2019-12-31 | -11.41% |
| 2018-12-31 | -13.85% |
| 2017-12-31 | 0.00% |
