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 20.99% is in line with its 5-year average of 21.66%, around the middle of its 5-year range (18.12%–25.90%).
As of the fiscal period ended Tuesday, June 30, 2026. 0.62% above its 12-month average of 20.86%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 20.99%.
RETURN ON EQUITY (ROE)
20.99%
RETURN ON EQUITY (ROE) AVG TTM
20.86%
RETURN ON EQUITY (ROE) AVG 3Y
20.81%
RETURN ON EQUITY (ROE) AVG 5Y
21.66%
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
+0.62%
CURRENT VS 3Y AVG
+0.90%
CURRENT VS 5Y AVG
-3.07%
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
+139.65%
vs the sector median at left
Market Cap
$15.62B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$15.80B
Return on Equity (ROE)
28.74%
TTM Avg
23.87%
3Y Avg
19.80%
5Y Avg
18.09%
Market Cap
$14.92B
Return on Equity (ROE)
-75.47%
TTM Avg
-38.27%
3Y Avg
-35.75%
5Y Avg
-27.85%
Market Cap
$16.45B
Return on Equity (ROE)
11.01%
TTM Avg
7.71%
3Y Avg
8.16%
5Y Avg
7.42%
Market Cap
$14.52B
Return on Equity (ROE)
12.40%
TTM Avg
10.09%
3Y Avg
11.58%
5Y Avg
10.87%
Market Cap
$16.86B
Return on Equity (ROE)
7.59%
TTM Avg
4.04%
3Y Avg
6.69%
5Y Avg
8.49%
Market Cap
$17.10B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| XP Inc. (XP) | $15.55B | 20.99% | 20.86% | 20.81% | 21.66% |
| iShares Expanded Tech-Software Sector ETF (IGV)vs › | $15.62B | N/A | N/A | N/A | N/A |
| Futu Holdings Limited (FUTU)vs › | $15.80B | 28.74% | 23.87% | 19.80% | 18.09% |
| TPG Inc. (TPGXL)vs › | $15.23B | 17.67% | 9.28% | 12.63% | 37.33% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $14.92B | -75.47% | -38.27% | -35.75% | -27.85% |
| Reinsurance Group of America, Incorporated (RGA)vs › | $16.45B | 11.01% | 7.71% | 8.16% | 7.42% |
| Everest Group, Ltd. (EG)vs › | $14.52B | 12.40% | 10.09% | 11.58% | 10.87% |
| Franklin Resources, Inc. (BEN)vs › | $16.86B | 7.59% | 4.04% | 6.69% | 8.49% |
| WisdomTree U.S. Quality Dividend Growth Fund (DGRW)vs › | $17.10B | N/A | N/A | N/A | N/A |
| The Carlyle Group Inc. (CG)vs › | $14.00B | 5.05% | 16.12% | 10.05% | 18.25% |
ROE
21.0%
ROA
1.3%
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 | 20.99% |
| 2026-03-31 | 20.53% |
| 2025-12-31 | 21.67% |
| 2025-09-30 | 20.07% |
| 2025-06-30 | 21.05% |
| 2025-03-31 | 22.84% |
| 2024-12-31 | 25.90% |
| 2024-09-30 | 21.69% |
| 2024-06-30 | 24.09% |
| 2024-03-31 | 20.71% |
| 2023-12-31 | 19.66% |
| 2023-09-30 | 18.25% |
| 2023-06-30 | 18.12% |
| 2023-03-31 | 20.35% |
| 2022-12-31 | 21.54% |
| 2022-09-30 | 22.33% |
| 2022-06-30 | 22.73% |
| 2022-03-31 | 21.24% |
| 2021-12-31 | 25.88% |
| 2021-09-30 | 24.44% |
| 2021-06-30 | 20.74% |
| 2021-03-31 | 21.74% |
| 2020-12-31 | 19.09% |
| 2020-09-30 | 24.56% |
| 2020-06-30 | 23.11% |
| 2020-03-31 | 20.82% |
| 2019-12-31 | 15.14% |
| 2019-09-30 | 38.13% |
