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 20.09% is 27% above its 5-year average of 15.86%, near the high end of its 5-year range (7.06%–21.39%).
As of the fiscal period ended Tuesday, June 30, 2026. 1.65% below its 12-month average of 20.43%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 20.09%.
RETURN ON EQUITY (ROE)
20.09%
RETURN ON EQUITY (ROE) AVG TTM
20.43%
RETURN ON EQUITY (ROE) AVG 3Y
16.45%
RETURN ON EQUITY (ROE) AVG 5Y
15.86%
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
-1.65%
CURRENT VS 3Y AVG
+22.17%
CURRENT VS 5Y AVG
+26.71%
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
+129.38%
vs the sector median at left
Vinci Compass Investments Ltd.
Market Cap
$686.10M
Return on Equity (ROE)
20.09%
TTM Avg
20.43%
3Y Avg
16.45%
5Y Avg
15.86%
Market Cap
$683.83M
Return on Equity (ROE)
-50.90%
TTM Avg
1.81%
3Y Avg
-3.09%
5Y Avg
-0.41%
Market Cap
$680.25M
Return on Equity (ROE)
7.55%
TTM Avg
-8.32%
3Y Avg
1.08%
5Y Avg
3.36%
Market Cap
$693.35M
Return on Equity (ROE)
10.59%
TTM Avg
6.60%
3Y Avg
8.33%
5Y Avg
9.23%
Market Cap
$677.50M
Return on Equity (ROE)
11.95%
TTM Avg
11.21%
3Y Avg
11.95%
5Y Avg
11.45%
Market Cap
$677.47M
Return on Equity (ROE)
7.61%
TTM Avg
11.28%
3Y Avg
13.91%
5Y Avg
13.09%
Market Cap
$696.69M
Return on Equity (ROE)
10.26%
TTM Avg
6.00%
3Y Avg
6.79%
5Y Avg
5.72%
Market Cap
$675.06M
Return on Equity (ROE)
23.85%
TTM Avg
6.92%
3Y Avg
8.94%
5Y Avg
5.52%
Market Cap
$700.17M
Return on Equity (ROE)
-2.69%
TTM Avg
5.94%
3Y Avg
6.70%
5Y Avg
7.63%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Vinci Compass Investments Ltd. (VINP) | $686.10M | 20.09% | 20.43% | 16.45% | 15.86% |
| OFS Credit Company, Inc. (OCCIN)vs › | $683.83M | -50.90% | 1.81% | -3.09% | -0.41% |
| Midland States Bancorp, Inc. (MSBI)vs › | $680.25M | 7.55% | -8.32% | 1.08% | 3.36% |
| Peoples Financial Services Corp. (PFIS)vs › | $693.35M | 10.59% | 6.60% | 8.33% | 9.23% |
| Red River Bancshares, Inc. (RRBI)vs › | $677.50M | 11.95% | 11.21% | 11.95% | 11.45% |
| Farmers National Banc Corp. (FMNB)vs › | $677.47M | 7.61% | 11.28% | 13.91% | 13.09% |
| California BanCorp (BCAL)vs › | $696.69M | 10.26% | 6.00% | 6.79% | 5.72% |
| Carter Bankshares, Inc. (CARE)vs › | $675.06M | 23.85% | 6.92% | 8.94% | 5.52% |
| MidCap Financial Investment Corporation (MFIC)vs › | $700.17M | -2.69% | 5.94% | 6.70% | 7.63% |
| Midland States Bancorp, Inc. (MSBIP)vs › | $700.18M | 7.55% | -8.32% | 1.08% | 3.36% |
ROE
20.1%
ROA
10.1%
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 | 20.09% |
| 2026-03-31 | 21.39% |
| 2025-12-31 | 19.81% |
| 2024-12-31 | 7.06% |
| 2024-09-30 | 14.66% |
| 2024-06-30 | 14.19% |
| 2024-03-31 | 17.77% |
| 2023-12-31 | 15.88% |
| 2023-09-30 | 16.27% |
| 2023-06-30 | 17.36% |
| 2023-03-31 | 14.79% |
| 2022-12-31 | 16.29% |
| 2022-09-30 | 16.18% |
| 2022-06-30 | 14.60% |
| 2022-03-31 | 13.70% |
| 2021-12-31 | 15.25% |
| 2021-09-30 | 14.95% |
| 2021-06-30 | 11.94% |
| 2021-03-31 | 12.14% |
| 2020-12-31 | 815.23% |
| 2020-09-30 | 142.45% |
