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 2.90% is 14% above its 5-year average of 2.55%, around the middle of its 5-year range (0.70%–6.13%).
As of the fiscal period ended Wednesday, December 31, 2025. 11.54% above its 12-month average of 2.60%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
2.90%
RETURN ON EQUITY (ROE) AVG TTM
2.60%
RETURN ON EQUITY (ROE) AVG 3Y
1.81%
RETURN ON EQUITY (ROE) AVG 5Y
2.55%
RETURN ON EQUITY (ROE) AVG 10Y
4.15%
RETURN ON EQUITY (ROE) AVG 15Y
3.72%
RETURN ON EQUITY (ROE) AVG 20Y
4.30%
CURRENT VS TTM AVG
+11.54%
CURRENT VS 3Y AVG
+60.22%
CURRENT VS 5Y AVG
+13.87%
CURRENT VS 10Y AVG
-30.15%
CURRENT VS 15Y AVG
-22.10%
CURRENT VS 20Y AVG
-32.56%
SECTOR MEDIAN · REAL ESTATE
7.26%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
-60.06%
vs the sector median at left
Welltower Inc.
Market Cap
$168.93B
Return on Equity (ROE)
2.90%
TTM Avg
2.60%
3Y Avg
1.81%
5Y Avg
2.55%
Market Cap
$134.83B
Return on Equity (ROE)
7.83%
TTM Avg
6.67%
3Y Avg
6.35%
5Y Avg
6.47%
Market Cap
$100.57B
Return on Equity (ROE)
10.66%
TTM Avg
7.78%
3Y Avg
7.36%
5Y Avg
6.25%
Market Cap
$80.78B
Return on Equity (ROE)
90.83%
TTM Avg
67.97%
3Y Avg
50.74%
5Y Avg
49.13%
Market Cap
$74.38B
Return on Equity (ROE)
96.34%
TTM Avg
84.60%
3Y Avg
78.22%
5Y Avg
69.40%
Market Cap
$69.75B
Return on Equity (ROE)
2.91%
TTM Avg
4.26%
3Y Avg
3.91%
5Y Avg
4.52%
Market Cap
$60.45B
Return on Equity (ROE)
22.28%
TTM Avg
20.31%
3Y Avg
26.31%
5Y Avg
23.67%
Market Cap
$59.56B
Return on Equity (ROE)
2.86%
TTM Avg
2.45%
3Y Avg
2.65%
5Y Avg
2.60%
Market Cap
$45.46B
Return on Equity (ROE)
1.04%
TTM Avg
1.38%
3Y Avg
0.46%
5Y Avg
1.10%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Welltower Inc. (WELL) | $168.93B | 2.90% | 2.60% | 1.81% | 2.55% |
| Prologis, Inc. (PLD)vs › | $134.83B | 7.83% | 6.67% | 6.35% | 6.47% |
| Equinix, Inc. (EQIX)vs › | $100.57B | 10.66% | 7.78% | 7.36% | 6.25% |
| American Tower Corporation (AMT)vs › | $80.78B | 90.83% | 67.97% | 50.74% | 49.13% |
| Simon Property Group, Inc. (SPG)vs › | $74.38B | 96.34% | 84.60% | 78.22% | 69.40% |
| Digital Realty Trust, Inc. (DLR)vs › | $69.75B | 2.91% | 4.26% | 3.91% | 4.52% |
| Public Storage (PSA)vs › | $60.45B | 22.28% | 20.31% | 26.31% | 23.67% |
| Realty Income Corporation (O)vs › | $59.56B | 2.86% | 2.45% | 2.65% | 2.60% |
| Ventas, Inc. (VTR)vs › | $45.46B | 1.04% | 1.38% | 0.46% | 1.10% |
| CBRE Group, Inc. (CBRE)vs › | $42.51B | 15.49% | 12.27% | 13.60% | 14.42% |
ROE
2.9%
ROA
1.9%
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) |
|---|---|
| 2025-12-31 | 2.22% |
| 2024-12-31 | 2.98% |
| 2023-12-31 | 1.34% |
| 2022-12-31 | 0.70% |
| 2021-12-31 | 1.91% |
| 2020-12-31 | 6.13% |
| 2019-12-31 | 7.93% |
| 2018-12-31 | 5.50% |
| 2017-12-31 | 3.62% |
| 2016-12-31 | 7.28% |
| 2015-12-31 | 6.06% |
| 2014-12-31 | 3.89% |
| 2013-12-31 | 1.27% |
| 2012-12-31 | 2.89% |
| 2011-12-31 | 3.05% |
| 2010-12-31 | 2.79% |
| 2009-12-31 | 5.09% |
| 2008-12-31 | 8.82% |
| 2007-12-31 | 5.75% |
| 2006-12-31 | 5.19% |
| 2005-12-31 | 5.89% |
| 2004-12-31 | 6.39% |
| 2003-12-31 | 7.20% |
| 2002-12-31 | 7.54% |
| 2001-12-31 | 7.99% |
| 2000-12-31 | 9.74% |
| 1999-12-31 | 10.69% |
| 1998-12-31 | 9.83% |
| 1997-12-31 | 9.90% |
| 1996-12-31 | 9.42% |
