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 2.70% is 74% below its 5-year average of 10.52%, near the low end of its 5-year range (1.31%–20.55%).
As of the fiscal period ended Tuesday, June 30, 2026. 7.34% below its 12-month average of 2.92%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 2.70%.
RETURN ON EQUITY (ROE)
2.70%
RETURN ON EQUITY (ROE) AVG TTM
2.92%
RETURN ON EQUITY (ROE) AVG 3Y
5.90%
RETURN ON EQUITY (ROE) AVG 5Y
10.52%
RETURN ON EQUITY (ROE) AVG 10Y
12.11%
RETURN ON EQUITY (ROE) AVG 15Y
11.46%
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-7.34%
CURRENT VS 3Y AVG
-54.20%
CURRENT VS 5Y AVG
-74.30%
CURRENT VS 10Y AVG
-77.69%
CURRENT VS 15Y AVG
-76.42%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · CONSUMER CYCLICAL
19.10%
median of 81 covered companies
CURRENT VS SECTOR MEDIAN
-85.85%
vs the sector median at left
Smurfit Westrock plc
Market Cap
$22.67B
Return on Equity (ROE)
2.70%
TTM Avg
2.92%
3Y Avg
5.90%
5Y Avg
10.52%
Market Cap
$22.76B
Return on Equity (ROE)
24.45%
TTM Avg
24.44%
3Y Avg
18.22%
5Y Avg
15.28%
Market Cap
$22.78B
Return on Equity (ROE)
N/A
TTM Avg
16.83%
3Y Avg
16.77%
5Y Avg
16.41%
Market Cap
$22.83B
Return on Equity (ROE)
14.65%
TTM Avg
21.27%
3Y Avg
24.24%
5Y Avg
24.06%
Market Cap
$23.51B
Return on Equity (ROE)
45.77%
TTM Avg
44.70%
3Y Avg
48.68%
5Y Avg
54.73%
Market Cap
$23.94B
Return on Equity (ROE)
220.73%
TTM Avg
121.04%
3Y Avg
77.84%
5Y Avg
62.40%
Market Cap
$24.03B
Return on Equity (ROE)
54.66%
TTM Avg
54.66%
3Y Avg
48.63%
5Y Avg
46.77%
Market Cap
$20.88B
Return on Equity (ROE)
14.82%
TTM Avg
17.50%
3Y Avg
20.55%
5Y Avg
19.96%
Market Cap
$20.68B
Return on Equity (ROE)
36.11%
TTM Avg
30.91%
3Y Avg
27.43%
5Y Avg
26.68%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Smurfit Westrock plc (SW) | $22.67B | 2.70% | 2.92% | 5.90% | 10.52% |
| SharkNinja, Inc. (SN)vs › | $22.76B | 24.45% | 24.44% | 18.22% | 15.28% |
| Casey's General Stores, Inc. (CASY)vs › | $22.78B | N/A | 16.83% | 16.77% | 16.41% |
| PulteGroup, Inc. (PHM)vs › | $22.83B | 14.65% | 21.27% | 24.24% | 24.06% |
| Ulta Beauty, Inc. (ULTA)vs › | $23.51B | 45.77% | 44.70% | 48.68% | 54.73% |
| Tapestry, Inc. (TPR)vs › | $23.94B | 220.73% | 121.04% | 77.84% | 62.40% |
| Darden Restaurants, Inc. (DRI)vs › | $24.03B | 54.66% | 54.66% | 48.63% | 46.77% |
| Packaging Corporation of America (PKG)vs › | $20.88B | 14.82% | 17.50% | 20.55% | 19.96% |
| Ralph Lauren Corporation (RL)vs › | $20.68B | 36.11% | 30.91% | 27.43% | 26.68% |
| Lennar Corporation (LEN)vs › | $19.76B | 7.49% | 11.79% | 14.38% | 15.42% |
ROE
2.7%
ROA
1.1%
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 | 2.70% |
| 2026-03-31 | 2.06% |
| 2025-12-31 | 3.81% |
| 2025-09-30 | 4.03% |
| 2025-06-30 | 1.98% |
| 2025-03-31 | 2.92% |
| 2024-12-31 | 1.90% |
| 2024-09-30 | 1.31% |
| 2024-06-30 | 10.13% |
| 2024-03-31 | 11.79% |
| 2023-12-31 | 12.14% |
| 2023-06-30 | 16.04% |
| 2023-03-31 | 19.71% |
| 2022-12-31 | 18.90% |
| 2022-09-30 | 20.55% |
| 2022-06-30 | 19.52% |
| 2022-03-31 | 17.19% |
| 2021-12-31 | 14.51% |
| 2021-09-30 | 14.63% |
| 2021-06-30 | 14.50% |
| 2021-03-31 | 14.03% |
| 2020-12-31 | 11.11% |
| 2020-09-30 | 12.36% |
| 2020-06-30 | 12.14% |
| 2020-03-31 | 14.89% |
| 2019-12-31 | 14.39% |
| 2019-09-30 | -2.63% |
| 2019-06-30 | -19.14% |
| 2019-03-31 | -22.58% |
| 2018-12-31 | -20.22% |
| 2018-09-30 | -1.59% |
| 2018-06-30 | 19.13% |
| 2018-03-31 | 19.12% |
| 2017-12-31 | 13.35% |
| 2017-09-30 | 15.51% |
| 2017-06-30 | 16.69% |
| 2017-03-31 | 16.39% |
| 2016-12-31 | 19.56% |
| 2016-09-30 | 21.66% |
| 2016-06-30 | 21.72% |
| 2016-03-31 | 19.51% |
| 2015-12-31 | 17.01% |
| 2015-09-30 | 13.12% |
| 2015-06-30 | 12.02% |
| 2015-03-31 | 13.33% |
| 2014-12-31 | 9.73% |
| 2014-09-30 | 9.03% |
| 2014-06-30 | 7.66% |
| 2014-03-31 | 5.22% |
| 2013-12-31 | 4.16% |
| 2013-09-30 | 5.11% |
| 2013-06-30 | 6.93% |
| 2013-03-31 | 9.90% |
| 2012-12-31 | 10.47% |
| 2012-09-30 | 12.67% |
| 2012-06-30 | 11.94% |
| 2012-03-31 | 9.31% |
| 2011-12-31 | 10.88% |
| 2011-09-30 | 9.18% |
| 2011-06-30 | 8.11% |
| 2011-03-31 | 6.32% |
| 2010-12-31 | 2.25% |
| 2010-09-30 | -6.23% |
| 2010-06-30 | -13.92% |
| 2010-03-31 | -10.28% |
| 2009-12-31 | -7.38% |
