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 22.33% is 426% above its 5-year average of -6.84%, near the high end of its 5-year range (-119.47%–82.73%).
As of the fiscal period ended Tuesday, June 30, 2026. 21.79% below its 12-month average of 28.55%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 22.33%.
RETURN ON EQUITY (ROE)
22.33%
RETURN ON EQUITY (ROE) AVG TTM
28.55%
RETURN ON EQUITY (ROE) AVG 3Y
-4.49%
RETURN ON EQUITY (ROE) AVG 5Y
-6.84%
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
-21.79%
CURRENT VS 3Y AVG
+597.31%
CURRENT VS 5Y AVG
+426.28%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · REAL ESTATE
7.16%
median of 109 covered companies
CURRENT VS SECTOR MEDIAN
+211.92%
vs the sector median at left
Wheeler Real Estate Investment Trust, Inc.
Market Cap
$3.04M
Return on Equity (ROE)
22.33%
TTM Avg
28.55%
3Y Avg
-4.49%
5Y Avg
-6.84%
Market Cap
$3.01M
Return on Equity (ROE)
-66.45%
TTM Avg
-72.86%
3Y Avg
-32.66%
5Y Avg
-26.53%
Market Cap
$3.11M
Return on Equity (ROE)
-40.94%
TTM Avg
-41.68%
3Y Avg
-25.54%
5Y Avg
-16.20%
Market Cap
$4.78M
Return on Equity (ROE)
-14.94%
TTM Avg
-3.13%
3Y Avg
-74.22%
5Y Avg
-114.35%
Market Cap
$1.17M
Return on Equity (ROE)
-191.61%
TTM Avg
-127.81%
3Y Avg
-51.78%
5Y Avg
-39.32%
Market Cap
$5.13M
Return on Equity (ROE)
-360.72%
TTM Avg
-898.13%
3Y Avg
-532.91%
5Y Avg
-432.62%
Market Cap
$417488.00
Return on Equity (ROE)
N/A
TTM Avg
120.04%
3Y Avg
47.10%
5Y Avg
28.33%
Market Cap
$396097.00
Return on Equity (ROE)
N/A
TTM Avg
-53.78%
3Y Avg
-171.09%
5Y Avg
-216.99%
Market Cap
$209657.00
Return on Equity (ROE)
N/A
TTM Avg
51.08%
3Y Avg
8.63%
5Y Avg
-18.03%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Wheeler Real Estate Investment Trust, Inc. (WHLRD) | $3.04M | 22.33% | 28.55% | -4.49% | -6.84% |
| Presidio Property Trust, Inc. (SQFTP)vs › | $3.01M | -66.45% | -72.86% | -32.66% | -26.53% |
| MacKenzie Realty Capital, Inc. (MKZR)vs › | $3.11M | -40.94% | -41.68% | -25.54% | -16.20% |
| Fangdd Network Group Ltd. (DUO)vs › | $4.78M | -14.94% | -3.13% | -74.22% | -114.35% |
| Ohmyhome Limited (OMH)vs › | $1.17M | -191.61% | -127.81% | -51.78% | -39.32% |
| RenX Enterprises Corp. (RENX)vs › | $5.13M | -360.72% | -898.13% | -532.91% | -432.62% |
| La Rosa Holdings Corp. (LRHC)vs › | $417488.00 | N/A | 120.04% | 47.10% | 28.33% |
| Ucommune International Ltd (UK)vs › | $396097.00 | N/A | -53.78% | -171.09% | -216.99% |
| Generation Income Properties, Inc. (GIPR)vs › | $209657.00 | N/A | 51.08% | 8.63% | -18.03% |
| Wheeler Real Estate Investment Trust, Inc. (WHLR)vs › | $2774.00 | 22.24% | -1.17% | -5.74% | -5.46% |
ROE
22.3%
ROA
2.9%
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 | 22.33% |
| 2026-03-31 | 9.31% |
| 2025-12-31 | 18.60% |
| 2025-09-30 | 82.73% |
| 2025-06-30 | 9.81% |
| 2025-03-31 | 4.97% |
| 2024-12-31 | -16.16% |
| 2024-09-30 | -119.47% |
| 2024-06-30 | -17.71% |
| 2024-03-31 | -15.39% |
| 2023-12-31 | -6.22% |
| 2023-09-30 | -40.61% |
| 2023-06-30 | -18.32% |
| 2023-03-31 | -13.18% |
| 2022-12-31 | -14.42% |
| 2022-09-30 | -15.89% |
| 2022-06-30 | -7.52% |
| 2022-03-31 | -11.10% |
| 2021-12-31 | -10.00% |
| 2021-09-30 | -2.99% |
| 2021-06-30 | -5.53% |
| 2021-03-31 | -1.93% |
| 2020-12-31 | 0.22% |
| 2020-09-30 | -1.45% |
| 2020-06-30 | -2.96% |
| 2020-03-31 | -9.65% |
| 2019-12-31 | -7.23% |
| 2019-09-30 | -17.81% |
| 2019-06-30 | -17.34% |
| 2019-03-31 | -11.71% |
| 2018-12-31 | -13.86% |
| 2018-09-30 | -9.29% |
| 2018-06-30 | -10.15% |
| 2018-03-31 | -9.48% |
| 2017-12-31 | -11.66% |
| 2017-09-30 | -7.05% |
| 2017-06-30 | -6.31% |
