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 35.19% is 313% above its 5-year average of -16.55%, near the high end of its 5-year range (-38.88%–35.19%).
As of the fiscal period ended Tuesday, June 30, 2026. 183.68% above its 12-month average of 12.41%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q4 FY2026 (2026-06-30): 35.19%.
RETURN ON EQUITY (ROE)
35.19%
RETURN ON EQUITY (ROE) AVG TTM
12.41%
RETURN ON EQUITY (ROE) AVG 3Y
-8.50%
RETURN ON EQUITY (ROE) AVG 5Y
-16.55%
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
+183.68%
CURRENT VS 3Y AVG
+514.07%
CURRENT VS 5Y AVG
+312.62%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
13.27%
median of 113 covered companies
CURRENT VS SECTOR MEDIAN
+165.19%
vs the sector median at left
Affirm Holdings, Inc.
Market Cap
$23.70B
Return on Equity (ROE)
35.19%
TTM Avg
12.41%
3Y Avg
-8.50%
5Y Avg
-16.55%
Market Cap
$23.97B
Return on Equity (ROE)
12.74%
TTM Avg
12.07%
3Y Avg
19.35%
5Y Avg
15.94%
Market Cap
$23.35B
Return on Equity (ROE)
20.82%
TTM Avg
21.15%
3Y Avg
20.46%
5Y Avg
20.61%
Market Cap
$23.13B
Return on Equity (ROE)
11.85%
TTM Avg
10.96%
3Y Avg
11.97%
5Y Avg
11.28%
Market Cap
$24.86B
Return on Equity (ROE)
19.96%
TTM Avg
15.74%
3Y Avg
10.53%
5Y Avg
12.67%
Market Cap
$22.42B
Return on Equity (ROE)
20.19%
TTM Avg
19.76%
3Y Avg
18.99%
5Y Avg
23.49%
Market Cap
$25.31B
Return on Equity (ROE)
17.49%
TTM Avg
26.13%
3Y Avg
35.65%
5Y Avg
34.34%
Market Cap
$21.82B
Return on Equity (ROE)
10.05%
TTM Avg
8.61%
3Y Avg
8.02%
5Y Avg
5.93%
Market Cap
$21.76B
Return on Equity (ROE)
13.52%
TTM Avg
10.57%
3Y Avg
8.54%
5Y Avg
7.15%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Affirm Holdings, Inc. (AFRM) | $23.70B | 35.19% | 12.41% | -8.50% | -16.55% |
| Principal Financial Group, Inc. (PFG)vs › | $23.97B | 12.74% | 12.07% | 19.35% | 15.94% |
| Synchrony Financial (SYF)vs › | $23.35B | 20.82% | 21.15% | 20.46% | 20.61% |
| Regions Financial Corporation (RF)vs › | $23.13B | 11.85% | 10.96% | 11.97% | 11.28% |
| Cincinnati Financial Corporation (CINF)vs › | $24.86B | 19.96% | 15.74% | 10.53% | 12.67% |
| T. Rowe Price Group, Inc. (TROW)vs › | $22.42B | 20.19% | 19.76% | 18.99% | 23.49% |
| LPL Financial Holdings Inc. (LPLA)vs › | $25.31B | 17.49% | 26.13% | 35.65% | 34.34% |
| Loews Corporation (L)vs › | $21.82B | 10.05% | 8.61% | 8.02% | 5.93% |
| Tradeweb Markets Inc. (TW)vs › | $21.76B | 13.52% | 10.57% | 8.54% | 7.15% |
| W. R. Berkley Corporation (WRB)vs › | $25.68B | 18.89% | 19.63% | 19.57% | 17.01% |
ROE
35.2%
ROA
12.2%
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 | 35.19% |
| 2026-03-31 | 10.11% |
| 2025-12-31 | 7.96% |
| 2025-09-30 | 7.07% |
| 2025-06-30 | 1.70% |
| 2025-03-31 | -2.16% |
| 2024-12-31 | -7.14% |
| 2024-09-30 | -15.74% |
| 2024-06-30 | -18.95% |
| 2024-03-31 | -25.87% |
| 2023-12-31 | -28.48% |
| 2023-09-30 | -35.29% |
| 2023-06-30 | -38.88% |
| 2023-03-31 | -38.46% |
| 2022-12-31 | -32.46% |
| 2022-09-30 | -25.44% |
| 2022-06-30 | -27.02% |
| 2022-03-31 | -26.17% |
| 2021-12-31 | -36.73% |
| 2021-09-30 | -32.54% |
| 2021-06-30 | -18.28% |
| 2021-03-31 | -11.76% |
| 2020-12-31 | -8.32% |
| 2020-09-30 | -8.76% |
