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 15.57% is 50% above its 5-year average of 10.39%, near the low end of its 5-year range (6.60%–194.62%).
As of the fiscal period ended Tuesday, June 30, 2026. 11.39% above its 12-month average of 13.98%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 15.57%.
RETURN ON EQUITY (ROE)
15.57%
RETURN ON EQUITY (ROE) AVG TTM
13.98%
RETURN ON EQUITY (ROE) AVG 3Y
10.99%
RETURN ON EQUITY (ROE) AVG 5Y
10.39%
RETURN ON EQUITY (ROE) AVG 10Y
173.07%
RETURN ON EQUITY (ROE) AVG 15Y
130.05%
RETURN ON EQUITY (ROE) AVG 20Y
81.63%
CURRENT VS TTM AVG
+11.39%
CURRENT VS 3Y AVG
+41.72%
CURRENT VS 5Y AVG
+49.91%
CURRENT VS 10Y AVG
-91.00%
CURRENT VS 15Y AVG
-88.03%
CURRENT VS 20Y AVG
-80.93%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+16.22%
vs the sector median at left
S&P Global Inc.
Market Cap
$119.91B
Return on Equity (ROE)
15.57%
TTM Avg
13.98%
3Y Avg
10.99%
5Y Avg
10.39%
Market Cap
$124.65B
Return on Equity (ROE)
9.24%
TTM Avg
4.98%
3Y Avg
8.09%
5Y Avg
9.53%
Market Cap
$126.16B
Return on Equity (ROE)
34.06%
TTM Avg
35.22%
3Y Avg
23.55%
5Y Avg
24.35%
Market Cap
$127.62B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$131.76B
Return on Equity (ROE)
14.88%
TTM Avg
14.23%
3Y Avg
13.50%
5Y Avg
12.37%
Market Cap
$105.34B
Return on Equity (ROE)
12.52%
TTM Avg
11.74%
3Y Avg
9.46%
5Y Avg
9.08%
Market Cap
$97.97B
Return on Equity (ROE)
16.11%
TTM Avg
13.70%
3Y Avg
12.37%
5Y Avg
11.18%
Market Cap
$96.85B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$95.52B
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 |
|---|---|---|---|---|---|
| S&P Global Inc. (SPGI) | $119.91B | 15.57% | 13.98% | 10.99% | 10.39% |
| Capital One Financial Corporation (COF)vs › | $124.65B | 9.24% | 4.98% | 8.09% | 9.53% |
| The Progressive Corporation (PGR)vs › | $126.16B | 34.06% | 35.22% | 23.55% | 24.35% |
| Vanguard Dividend Appreciation ETF (VIG)vs › | $127.62B | N/A | N/A | N/A | N/A |
| Chubb Limited (CB)vs › | $131.76B | 14.88% | 14.23% | 13.50% | 12.37% |
| Bank of New York Mellon Corp (BNY)vs › | $105.34B | 12.52% | 11.74% | 9.46% | 9.08% |
| CME Group Inc. (CME)vs › | $97.97B | 16.11% | 13.70% | 12.37% | 11.18% |
| Schwab U.S. Dividend Equity ETF (SCHD)vs › | $96.85B | N/A | N/A | N/A | N/A |
| Invesco S&P 500 Equal Weight ETF (RSP)vs › | $95.52B | N/A | N/A | N/A | N/A |
| Robinhood Markets, Inc. (HOOD)vs › | $93.88B | 21.86% | 19.14% | 3.85% | -7.96% |
ROE
15.6%
ROA
7.8%
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 | 15.57% |
| 2026-03-31 | 15.32% |
| 2025-12-31 | 14.32% |
| 2025-09-30 | 12.69% |
| 2025-06-30 | 11.98% |
| 2025-03-31 | 11.84% |
| 2024-12-31 | 11.62% |
| 2024-09-30 | 10.45% |
| 2024-06-30 | 9.53% |
| 2024-03-31 | 8.22% |
| 2023-12-31 | 7.68% |
| 2023-09-30 | 6.99% |
| 2023-06-30 | 6.60% |
| 2023-03-31 | 7.72% |
| 2022-12-31 | 8.90% |
| 2022-09-30 | 9.37% |
| 2022-06-30 | 9.31% |
| 2022-03-31 | 8.81% |
| 2021-12-31 | 148.87% |
| 2021-09-30 | 151.98% |
| 2021-06-30 | 194.62% |
| 2021-03-31 | 237.98% |
| 2020-12-31 | 459.72% |
| 2020-09-30 | 549.10% |
| 2019-12-31 | 443.22% |
| 2019-09-30 | 605.20% |
| 2019-06-30 | 385.16% |
| 2019-03-31 | 574.31% |
| 2018-12-31 | 311.94% |
| 2018-09-30 | 188.95% |
| 2018-06-30 | 279.42% |
| 2017-12-31 | 194.92% |
| 2017-09-30 | 211.08% |
| 2017-06-30 | 220.71% |
| 2017-03-31 | 261.97% |
| 2016-12-31 | 300.43% |
| 2016-09-30 | 393.29% |
| 2016-06-30 | 276.94% |
| 2016-03-31 | 516.67% |
| 2015-12-31 | 475.72% |
| 2015-09-30 | 8.81% |
| 2015-06-30 | 0.00% |
| 2015-03-31 | -11.32% |
| 2014-12-31 | -21.52% |
| 2014-09-30 | 58.47% |
| 2014-06-30 | 64.22% |
| 2014-03-31 | 63.11% |
| 2013-12-31 | 102.31% |
| 2013-09-30 | 97.34% |
| 2013-06-30 | 88.88% |
| 2013-03-31 | 101.84% |
| 2012-12-31 | 52.02% |
| 2012-09-30 | 48.57% |
| 2012-06-30 | 53.12% |
| 2012-03-31 | 51.18% |
| 2011-12-31 | 60.42% |
| 2011-09-30 | 37.17% |
| 2011-06-30 | 38.35% |
| 2011-03-31 | 36.48% |
| 2010-12-31 | 37.46% |
| 2010-09-30 | 39.51% |
| 2010-06-30 | 43.29% |
| 2010-03-31 | 40.55% |
| 2009-12-31 | 39.54% |
| 2009-09-30 | 40.50% |
| 2009-06-30 | 50.01% |
| 2009-03-31 | 63.26% |
| 2008-12-31 | 62.35% |
| 2008-09-30 | 50.46% |
| 2008-06-30 | 58.67% |
| 2008-03-31 | 62.53% |
| 2007-12-31 | 63.09% |
| 2007-09-30 | 62.30% |
| 2007-06-30 | 53.28% |
| 2007-03-31 | 48.18% |
| 2006-12-31 | 32.92% |
| 2006-09-30 | 33.26% |
| 2006-06-30 | 40.10% |
| 2006-03-31 | 36.05% |
| 2005-12-31 | 27.12% |
| 2005-09-30 | 26.71% |
| 2005-06-30 | 28.03% |
| 2005-03-31 | 27.66% |
| 2004-12-31 | 25.32% |
| 2004-09-30 | 25.29% |
| 2004-06-30 | 26.54% |
| 2004-03-31 | 26.27% |
| 2003-12-31 | 26.89% |
| 2003-09-30 | 26.36% |
| 2003-06-30 | 28.71% |
