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 12.23% is 23% above its 5-year average of 9.91%, near the high end of its 5-year range (8.17%–12.23%).
As of the fiscal period ended Wednesday, December 31, 2025. 15.43% above its 12-month average of 10.59%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
12.23%
RETURN ON EQUITY (ROE) AVG TTM
10.59%
RETURN ON EQUITY (ROE) AVG 3Y
10.09%
RETURN ON EQUITY (ROE) AVG 5Y
9.91%
RETURN ON EQUITY (ROE) AVG 10Y
9.84%
RETURN ON EQUITY (ROE) AVG 15Y
9.77%
RETURN ON EQUITY (ROE) AVG 20Y
9.85%
CURRENT VS TTM AVG
+15.43%
CURRENT VS 3Y AVG
+21.18%
CURRENT VS 5Y AVG
+23.43%
CURRENT VS 10Y AVG
+24.28%
CURRENT VS 15Y AVG
+25.18%
CURRENT VS 20Y AVG
+24.14%
SECTOR MEDIAN · FINANCIAL SERVICES
13.30%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-8.05%
vs the sector median at left
State Street Corporation
Market Cap
$51.31B
Return on Equity (ROE)
12.23%
TTM Avg
10.59%
3Y Avg
10.09%
5Y Avg
9.91%
Market Cap
$51.48B
Return on Equity (ROE)
16.42%
TTM Avg
12.30%
3Y Avg
13.17%
5Y Avg
14.29%
Market Cap
$52.03B
Return on Equity (ROE)
6.82%
TTM Avg
11.70%
3Y Avg
12.44%
5Y Avg
11.40%
Market Cap
$50.34B
Return on Equity (ROE)
25.29%
TTM Avg
22.47%
3Y Avg
29.21%
5Y Avg
25.38%
Market Cap
$49.53B
Return on Equity (ROE)
25.26%
TTM Avg
23.07%
3Y Avg
19.56%
5Y Avg
19.74%
Market Cap
$47.55B
Return on Equity (ROE)
44.50%
TTM Avg
59.73%
3Y Avg
64.08%
5Y Avg
54.82%
Market Cap
$43.83B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$41.92B
Return on Equity (ROE)
7.82%
TTM Avg
2.12%
3Y Avg
9.30%
5Y Avg
7.33%
Market Cap
$41.70B
Return on Equity (ROE)
5.94%
TTM Avg
16.81%
3Y Avg
-3.25%
5Y Avg
12.88%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| State Street Corporation (STT) | $51.31B | 12.23% | 10.59% | 10.09% | 9.91% |
| Nasdaq, Inc. (NDAQ)vs › | $51.48B | 16.42% | 12.30% | 13.17% | 14.29% |
| Fifth Third Bancorp (FITB)vs › | $52.03B | 6.82% | 11.70% | 12.44% | 11.40% |
| Discover Financial Services (DFS)vs › | $50.34B | 25.29% | 22.47% | 29.21% | 25.38% |
| PayPal Holdings, Inc. (PYPL)vs › | $49.53B | 25.26% | 23.07% | 19.56% | 19.74% |
| Ameriprise Financial, Inc. (AMP)vs › | $47.55B | 44.50% | 59.73% | 64.08% | 54.82% |
| State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)vs › | $43.83B | N/A | N/A | N/A | N/A |
| American International Group, Inc. (AIG)vs › | $41.92B | 7.82% | 2.12% | 9.30% | 7.33% |
| Coinbase Global, Inc. (COIN)vs › | $41.70B | 5.94% | 16.81% | -3.25% | 12.88% |
| Prudential Financial, Inc. (PRU)vs › | $41.63B | 10.84% | 10.40% | 4.90% | 5.56% |
ROE
12.2%
ROA
0.8%
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) |
|---|---|
| 2025-12-31 | 10.58% |
| 2024-12-31 | 10.61% |
| 2023-12-31 | 8.17% |
| 2022-12-31 | 11.01% |
| 2021-12-31 | 9.84% |
| 2020-12-31 | 9.24% |
| 2019-12-31 | 9.18% |
| 2018-12-31 | 10.48% |
| 2017-12-31 | 9.66% |
| 2016-12-31 | 10.10% |
| 2015-12-31 | 9.38% |
| 2014-12-31 | 9.48% |
| 2013-12-31 | 10.06% |
| 2012-12-31 | 9.88% |
| 2011-12-31 | 9.90% |
| 2010-12-31 | 8.75% |
| 2009-12-31 | -12.98% |
| 2008-12-31 | 14.18% |
| 2007-12-31 | 11.16% |
| 2006-12-31 | 15.25% |
| 2005-12-31 | 13.16% |
| 2004-12-31 | 12.96% |
| 2003-12-31 | 12.56% |
| 2002-12-31 | 21.20% |
| 2001-12-31 | 16.33% |
| 2000-12-31 | 18.24% |
| 1999-12-31 | 23.34% |
| 1998-12-31 | 18.87% |
| 1997-12-31 | 19.05% |
| 1996-12-31 | 16.51% |
