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 4.75% is 43% below its 5-year average of 8.34%, near the low end of its 5-year range (0.80%–15.90%).
As of the fiscal period ended Tuesday, June 30, 2026. 17.99% below its 12-month average of 5.79%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 4.75%.
RETURN ON EQUITY (ROE)
4.75%
RETURN ON EQUITY (ROE) AVG TTM
5.79%
RETURN ON EQUITY (ROE) AVG 3Y
5.17%
RETURN ON EQUITY (ROE) AVG 5Y
8.34%
RETURN ON EQUITY (ROE) AVG 10Y
9.50%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-17.99%
CURRENT VS 3Y AVG
-8.02%
CURRENT VS 5Y AVG
-43.00%
CURRENT VS 10Y AVG
-49.97%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
9.89%
median of 393 covered companies
CURRENT VS SECTOR MEDIAN
-51.96%
vs the sector median at left
Alerus Financial Corporation
Market Cap
$814.04M
Return on Equity (ROE)
4.75%
TTM Avg
5.79%
3Y Avg
5.17%
5Y Avg
8.34%
Market Cap
$805.64M
Return on Equity (ROE)
175.63%
TTM Avg
50.20%
3Y Avg
-11.46%
5Y Avg
-23.86%
Market Cap
$843.86M
Return on Equity (ROE)
10.83%
TTM Avg
10.91%
3Y Avg
10.48%
5Y Avg
9.93%
Market Cap
$780.17M
Return on Equity (ROE)
12.84%
TTM Avg
2.29%
3Y Avg
7.40%
5Y Avg
8.86%
Market Cap
$863.64M
Return on Equity (ROE)
-3.33%
TTM Avg
-7.53%
3Y Avg
1.07%
5Y Avg
4.67%
Market Cap
$865.68M
Return on Equity (ROE)
10.49%
TTM Avg
10.73%
3Y Avg
11.89%
5Y Avg
11.52%
Market Cap
$739.97M
Return on Equity (ROE)
13.58%
TTM Avg
14.16%
3Y Avg
15.29%
5Y Avg
15.22%
Market Cap
$892.69M
Return on Equity (ROE)
-2.75%
TTM Avg
-2.55%
3Y Avg
2.58%
5Y Avg
8.19%
Market Cap
$733.89M
Return on Equity (ROE)
3.43%
TTM Avg
7.91%
3Y Avg
8.81%
5Y Avg
8.82%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Alerus Financial Corporation (ALRS) | $814.04M | 4.75% | 5.79% | 5.17% | 8.34% |
| GCM Grosvenor Inc. (GCMG)vs › | $805.64M | 175.63% | 50.20% | -11.46% | -23.86% |
| Capital City Bank Group, Inc. (CCBG)vs › | $843.86M | 10.83% | 10.91% | 10.48% | 9.93% |
| Financial Institutions, Inc. (FISI)vs › | $780.17M | 12.84% | 2.29% | 7.40% | 8.86% |
| Eagle Bancorp, Inc. (EGBN)vs › | $863.64M | -3.33% | -7.53% | 1.07% | 4.67% |
| Great Southern Bancorp, Inc. (GSBC)vs › | $865.68M | 10.49% | 10.73% | 11.89% | 11.52% |
| Independent Bank Corporation (IBCP)vs › | $739.97M | 13.58% | 14.16% | 15.29% | 15.22% |
| Lufax Holding Ltd (LU)vs › | $892.69M | -2.75% | -2.55% | 2.58% | 8.19% |
| Carlyle Secured Lending, Inc. (CGBD)vs › | $733.89M | 3.43% | 7.91% | 8.81% | 8.82% |
| Forbright, Inc. Class A Common Stock (FRBT)vs › | $899.43M | 10.69% | 10.69% | 10.69% | 10.69% |
ROE
4.8%
ROA
0.5%
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 | 4.75% |
| 2026-03-31 | 4.71% |
| 2025-12-31 | 3.09% |
| 2025-09-30 | 9.16% |
| 2025-06-30 | 7.26% |
| 2025-03-31 | 4.80% |
| 2024-12-31 | 3.59% |
| 2024-09-30 | 0.80% |
| 2024-06-30 | 1.89% |
| 2024-03-31 | 2.68% |
| 2023-12-31 | 3.17% |
| 2023-09-30 | 10.69% |
| 2023-06-30 | 10.57% |
| 2023-03-31 | 10.58% |
| 2022-12-31 | 11.21% |
| 2022-09-30 | 12.12% |
| 2022-06-30 | 14.73% |
| 2022-03-31 | 14.51% |
| 2021-12-31 | 14.66% |
| 2021-09-30 | 14.20% |
| 2021-06-30 | 15.90% |
| 2021-03-31 | 16.56% |
| 2020-12-31 | 13.53% |
| 2020-09-30 | 13.09% |
| 2020-06-30 | 10.33% |
| 2020-03-31 | 9.70% |
| 2019-12-31 | 10.34% |
| 2019-09-30 | 9.92% |
| 2019-06-30 | 13.19% |
| 2019-03-31 | 12.47% |
| 2018-12-31 | 13.13% |
| 2018-09-30 | 10.89% |
| 2018-06-30 | 9.87% |
| 2018-03-31 | 9.48% |
| 2017-12-31 | 8.55% |
| 2017-09-30 | 11.04% |
| 2017-06-30 | 9.92% |
| 2017-03-31 | 9.29% |
| 2016-12-31 | 8.49% |
| 2016-09-30 | 6.73% |
| 2016-06-30 | 7.83% |
| 2016-03-31 | 9.44% |
| 2015-12-31 | 9.03% |
| 2015-09-30 | 10.61% |
| 2015-06-30 | 11.86% |
| 2015-03-31 | 11.49% |
| 2014-12-31 | 11.76% |
| 2014-09-30 | 11.07% |
| 2013-12-31 | 13.22% |
| 2013-09-30 | 13.60% |
| 2013-06-30 | 13.64% |