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 19.06% is 423% above its 2-year average of 3.64%, near the high end of its 2-year range (-21.93%–19.06%).
As of the fiscal period ended Tuesday, June 30, 2026. 67.89% above its 12-month average of 11.35%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 19.06%.
RETURN ON EQUITY (ROE)
19.06%
RETURN ON EQUITY (ROE) AVG TTM
11.35%
RETURN ON EQUITY (ROE) AVG 3Y
N/A
RETURN ON EQUITY (ROE) AVG 5Y
N/A
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
+67.89%
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 677 covered companies
CURRENT VS SECTOR MEDIAN
+117.57%
vs the sector median at left
TWFG, Inc. Common Stock
Market Cap
$327.20M
Return on Equity (ROE)
19.06%
TTM Avg
11.35%
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$325.55M
Return on Equity (ROE)
N/A
TTM Avg
-1714.32%
3Y Avg
-1714.32%
5Y Avg
-1714.32%
Market Cap
$327.32M
Return on Equity (ROE)
3.53%
TTM Avg
1.25%
3Y Avg
1.25%
5Y Avg
1.25%
Market Cap
$325.01M
Return on Equity (ROE)
3.22%
TTM Avg
2.12%
3Y Avg
2.12%
5Y Avg
2.12%
Market Cap
$324.91M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$327.75M
Return on Equity (ROE)
10.47%
TTM Avg
9.50%
3Y Avg
11.20%
5Y Avg
11.64%
Market Cap
$324.65M
Return on Equity (ROE)
8.93%
TTM Avg
7.46%
3Y Avg
8.03%
5Y Avg
9.05%
Market Cap
$327.65M
Return on Equity (ROE)
10.46%
TTM Avg
11.34%
3Y Avg
12.28%
5Y Avg
13.55%
Market Cap
$328.74M
Return on Equity (ROE)
5.11%
TTM Avg
-21.38%
3Y Avg
-21.38%
5Y Avg
-21.38%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| TWFG, Inc. Common Stock (TWFG) | $327.20M | 19.06% | 11.35% | N/A | N/A |
| New Providence Acquisition Corp. III (NPAC)vs › | $325.55M | N/A | -1714.32% | -1714.32% | -1714.32% |
| Pioneer Acquisition I Corp (PACH)vs › | $327.32M | 3.53% | 1.25% | 1.25% | 1.25% |
| Renatus Tactical Acquisition Corp I Class A Ordinary Shares (RTAC)vs › | $325.01M | 3.22% | 2.12% | 2.12% | 2.12% |
| B&R Technology Merger Corp. Class A (BRTM)vs › | $324.91M | N/A | N/A | N/A | N/A |
| C&F Financial Corporation (CFFI)vs › | $327.75M | 10.47% | 9.50% | 11.20% | 11.64% |
| John Marshall Bancorp, Inc. (JMSB)vs › | $324.65M | 8.93% | 7.46% | 8.03% | 9.05% |
| FS Bancorp, Inc. (FSBW)vs › | $327.65M | 10.46% | 11.34% | 12.28% | 13.55% |
| Oxley Bridge Acquisition Limited (OBA)vs › | $328.74M | 5.11% | -21.38% | -21.38% | -21.38% |
| Evolution Global Acquisition Corp Class A Ordinary Shares (EVOX)vs › | $323.84M | -0.09% | 0.00% | 0.00% | 0.00% |
ROE
19.1%
ROA
2.5%
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 | 19.06% |
| 2026-03-31 | 12.12% |
| 2025-12-31 | 9.58% |
| 2025-09-30 | 8.33% |
| 2025-06-30 | 7.68% |
| 2025-03-31 | 5.43% |
| 2024-12-31 | 3.72% |
| 2024-09-30 | -21.93% |
| 2024-06-30 | -13.53% |
| 2024-03-31 | -3.67% |
| 2023-12-31 | 13.31% |
