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 8.49% is in line with its 5-year average of 8.70%, around the middle of its 5-year range (6.25%–11.88%).
As of the fiscal period ended Tuesday, June 30, 2026. 6.27% above its 12-month average of 7.98%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q3 FY2026 (2026-06-30): 8.49%.
RETURN ON EQUITY (ROE)
8.49%
RETURN ON EQUITY (ROE) AVG TTM
7.98%
RETURN ON EQUITY (ROE) AVG 3Y
7.78%
RETURN ON EQUITY (ROE) AVG 5Y
8.70%
RETURN ON EQUITY (ROE) AVG 10Y
8.96%
RETURN ON EQUITY (ROE) AVG 15Y
8.45%
RETURN ON EQUITY (ROE) AVG 20Y
8.35%
CURRENT VS TTM AVG
+6.27%
CURRENT VS 3Y AVG
+9.00%
CURRENT VS 5Y AVG
-2.51%
CURRENT VS 10Y AVG
-5.26%
CURRENT VS 15Y AVG
+0.39%
CURRENT VS 20Y AVG
+1.59%
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 677 covered companies
CURRENT VS SECTOR MEDIAN
-3.14%
vs the sector median at left
Market Cap
$2.21B
Return on Equity (ROE)
-22.35%
TTM Avg
-295.04%
3Y Avg
-295.04%
5Y Avg
-295.04%
Market Cap
$2.21B
Return on Equity (ROE)
19.18%
TTM Avg
19.29%
3Y Avg
-0.15%
5Y Avg
-4.14%
Market Cap
$2.19B
Return on Equity (ROE)
7.94%
TTM Avg
6.47%
3Y Avg
7.65%
5Y Avg
7.54%
Market Cap
$2.25B
Return on Equity (ROE)
12.69%
TTM Avg
7.11%
3Y Avg
15.46%
5Y Avg
11.02%
Market Cap
$2.26B
Return on Equity (ROE)
14.82%
TTM Avg
15.91%
3Y Avg
13.54%
5Y Avg
-5.89%
Market Cap
$2.16B
Return on Equity (ROE)
9.33%
TTM Avg
10.02%
3Y Avg
11.17%
5Y Avg
10.04%
Market Cap
$2.28B
Return on Equity (ROE)
12.56%
TTM Avg
12.61%
3Y Avg
12.50%
5Y Avg
12.40%
Market Cap
$2.28B
Return on Equity (ROE)
11.22%
TTM Avg
11.93%
3Y Avg
13.84%
5Y Avg
16.21%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| WaFd, Inc. (WAFD) | $2.21B | 8.49% | 7.98% | 7.78% | 8.70% |
| Ethos Technologies Inc. (LIFE)vs › | $2.21B | -22.35% | -295.04% | -295.04% | -295.04% |
| eToro Group Ltd. (ETOR)vs › | $2.21B | 19.18% | 19.29% | -0.15% | -4.14% |
| Northwest Bancshares, Inc. (NWBI)vs › | $2.19B | 7.94% | 6.47% | 7.65% | 7.54% |
| Brighthouse Financial, Inc. (BHFAP)vs › | $2.25B | 12.69% | 7.11% | 15.46% | 11.02% |
| Skyward Specialty Insurance Group, Inc. (SKWD)vs › | $2.26B | 14.82% | 15.91% | 13.54% | -5.89% |
| Enterprise Financial Services Corp (EFSC)vs › | $2.16B | 9.33% | 10.02% | 11.17% | 10.04% |
| Stock Yards Bancorp, Inc. (SYBT)vs › | $2.28B | 12.56% | 12.61% | 12.50% | 12.40% |
| Merchants Bancorp (MBIN)vs › | $2.28B | 11.22% | 11.93% | 13.84% | 16.21% |
| Banner Corporation (BANR)vs › | $2.28B | 10.42% | 9.78% | 11.02% | 10.49% |
ROE
8.5%
ROA
0.9%
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 | 8.49% |
| 2026-03-31 | 8.46% |
| 2025-12-31 | 8.02% |
| 2025-09-30 | 7.44% |
| 2025-06-30 | 7.52% |
| 2025-03-31 | 7.56% |
| 2024-12-31 | 6.25% |
| 2024-09-30 | 6.67% |
| 2024-06-30 | 6.39% |
| 2024-03-31 | 6.38% |
| 2023-12-31 | 9.64% |
| 2023-09-30 | 10.61% |
| 2023-06-30 | 11.72% |
| 2023-03-31 | 11.88% |
| 2022-12-31 | 11.42% |
| 2022-09-30 | 10.39% |
| 2022-06-30 | 9.70% |
| 2022-03-31 | 9.10% |
| 2021-12-31 | 9.07% |
| 2021-09-30 | 8.64% |
| 2021-06-30 | 7.43% |
| 2021-03-31 | 6.56% |
| 2020-12-31 | 7.01% |
| 2020-09-30 | 8.61% |
| 2020-06-30 | 9.62% |
| 2020-03-31 | 10.60% |
| 2019-12-31 | 10.98% |
| 2019-09-30 | 10.34% |
| 2019-06-30 | 10.40% |
| 2019-03-31 | 10.33% |
| 2018-12-31 | 10.34% |
| 2018-09-30 | 10.21% |
| 2018-06-30 | 9.99% |
| 2018-03-31 | 9.61% |
| 2017-12-31 | 9.15% |
| 2017-09-30 | 8.65% |
| 2017-06-30 | 8.49% |
| 2017-03-31 | 8.46% |
| 2016-12-31 | 8.51% |
| 2016-09-30 | 8.30% |
| 2016-06-30 | 8.27% |
| 2016-03-31 | 8.07% |
| 2015-12-31 | 7.97% |
| 2015-09-30 | 8.20% |
| 2015-06-30 | 8.08% |
| 2015-03-31 | 7.99% |
| 2014-12-31 | 7.85% |
| 2014-09-30 | 7.96% |
| 2014-06-30 | 8.02% |
| 2014-03-31 | 8.03% |
| 2013-12-31 | 8.01% |
| 2013-09-30 | 7.82% |
| 2013-06-30 | 7.50% |
| 2013-03-31 | 7.34% |
| 2012-12-31 | 7.31% |
| 2012-09-30 | 7.27% |
| 2012-06-30 | 6.90% |
| 2012-03-31 | 6.72% |
| 2011-12-31 | 6.28% |
| 2011-09-30 | 5.83% |
| 2011-06-30 | 5.18% |
| 2011-03-31 | 4.30% |
| 2010-12-31 | 7.36% |
| 2010-09-30 | 6.44% |
| 2010-06-30 | 6.12% |
| 2010-03-31 | 5.82% |
| 2009-12-31 | 1.99% |
| 2009-09-30 | 2.76% |
| 2009-06-30 | -0.06% |
| 2009-03-31 | 1.65% |
| 2008-12-31 | 3.21% |
| 2008-09-30 | 4.68% |
| 2008-06-30 | 9.91% |
| 2008-03-31 | 9.93% |
| 2007-12-31 | 10.04% |
| 2007-09-30 | 10.24% |
| 2007-06-30 | 10.53% |
| 2007-03-31 | 10.62% |
| 2006-12-31 | 10.97% |
| 2006-09-30 | 11.33% |
| 2006-06-30 | 11.66% |
| 2006-03-31 | 11.61% |
| 2005-12-31 | 12.16% |
| 2005-09-30 | 12.29% |
| 2005-06-30 | 12.18% |
| 2005-03-31 | 12.50% |
| 2004-12-31 | 11.91% |
| 2004-09-30 | 11.77% |
| 2004-06-30 | 12.28% |
| 2004-03-31 | 12.46% |
| 2003-12-31 | 13.20% |
| 2003-09-30 | 13.79% |
| 2003-06-30 | 14.76% |
