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 13.58% is in line with its 5-year average of 14.52%, around the middle of its 5-year range (8.92%–17.16%).
As of the fiscal period ended Tuesday, June 30, 2026. 1.98% above its 12-month average of 13.32%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 13.58%.
RETURN ON EQUITY (ROE)
13.58%
RETURN ON EQUITY (ROE) AVG TTM
13.32%
RETURN ON EQUITY (ROE) AVG 3Y
14.62%
RETURN ON EQUITY (ROE) AVG 5Y
14.52%
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
+1.98%
CURRENT VS 3Y AVG
-7.07%
CURRENT VS 5Y AVG
-6.43%
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
+55.06%
vs the sector median at left
Amalgamated Financial Corp.
Market Cap
$1.42B
Return on Equity (ROE)
13.58%
TTM Avg
13.32%
3Y Avg
14.62%
5Y Avg
14.52%
Market Cap
$1.41B
Return on Equity (ROE)
14.42%
TTM Avg
10.25%
3Y Avg
4.62%
5Y Avg
2.33%
Market Cap
$1.41B
Return on Equity (ROE)
20.76%
TTM Avg
21.33%
3Y Avg
27.56%
5Y Avg
48.97%
Market Cap
$1.44B
Return on Equity (ROE)
14.38%
TTM Avg
13.62%
3Y Avg
14.98%
5Y Avg
14.39%
Market Cap
$1.39B
Return on Equity (ROE)
8.07%
TTM Avg
9.31%
3Y Avg
10.48%
5Y Avg
9.68%
Market Cap
$1.38B
Return on Equity (ROE)
12.11%
TTM Avg
11.19%
3Y Avg
11.63%
5Y Avg
11.37%
Market Cap
$1.38B
Return on Equity (ROE)
12.99%
TTM Avg
14.01%
3Y Avg
17.30%
5Y Avg
14.87%
Market Cap
$1.47B
Return on Equity (ROE)
10.46%
TTM Avg
9.58%
3Y Avg
8.95%
5Y Avg
10.19%
Market Cap
$1.53B
Return on Equity (ROE)
N/A
TTM Avg
-6.25%
3Y Avg
-2.69%
5Y Avg
-8.51%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Amalgamated Financial Corp. (AMAL) | $1.42B | 13.58% | 13.32% | 14.62% | 14.52% |
| United Fire Group, Inc. (UFCS)vs › | $1.41B | 14.42% | 10.25% | 4.62% | 2.33% |
| Atlanticus Holdings Corporation (ATLC)vs › | $1.41B | 20.76% | 21.33% | 27.56% | 48.97% |
| Lakeland Financial Corporation (LKFN)vs › | $1.44B | 14.38% | 13.62% | 14.98% | 14.39% |
| Burke & Herbert Financial Services Corp. (BHRB)vs › | $1.39B | 8.07% | 9.31% | 10.48% | 9.68% |
| Community Trust Bancorp, Inc. (CTBI)vs › | $1.38B | 12.11% | 11.19% | 11.63% | 11.37% |
| Westamerica Bancorporation (WABC)vs › | $1.38B | 12.99% | 14.01% | 17.30% | 14.87% |
| Capital Southwest Corporation (CSWC)vs › | $1.47B | 10.46% | 9.58% | 8.95% | 10.19% |
| Perella Weinberg Partners (PWP)vs › | $1.53B | N/A | -6.25% | -2.69% | -8.51% |
| Safety Insurance Group, Inc. (SAFT)vs › | $1.53B | 7.83% | 9.83% | 6.93% | 9.58% |
ROE
13.6%
ROA
1.2%
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 | 13.58% |
| 2026-03-31 | 12.96% |
| 2025-12-31 | 13.15% |
| 2025-09-30 | 13.19% |
| 2025-06-30 | 13.72% |
| 2025-03-31 | 14.16% |
| 2024-12-31 | 15.04% |
| 2024-09-30 | 14.99% |
| 2024-06-30 | 15.33% |
| 2024-03-31 | 15.22% |
| 2023-12-31 | 15.03% |
| 2023-09-30 | 16.49% |
| 2023-06-30 | 17.16% |
| 2023-03-31 | 17.08% |
| 2022-12-31 | 16.01% |
| 2022-09-30 | 14.90% |
| 2022-06-30 | 12.88% |
| 2022-03-31 | 10.43% |
| 2021-12-31 | 9.39% |
| 2021-09-30 | 9.13% |
| 2021-06-30 | 8.92% |
| 2021-03-31 | 9.04% |
| 2020-12-31 | 8.62% |
| 2020-09-30 | 8.50% |
| 2020-06-30 | 8.96% |
| 2020-03-31 | 9.71% |
| 2019-12-31 | 9.62% |
| 2019-09-30 | 10.53% |
| 2019-06-30 | 9.98% |
| 2019-03-31 | 10.50% |
| 2018-12-31 | 10.17% |
| 2018-09-30 | 5.96% |
| 2018-06-30 | 4.98% |
| 2018-03-31 | 3.15% |
| 2017-12-31 | 1.78% |
