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 8.93% is 59% below its 5-year average of 21.94%, around the middle of its 5-year range (-42.52%–85.81%).
As of the fiscal period ended Tuesday, June 30, 2026. 31.36% below its 12-month average of 13.00%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 8.93%.
RETURN ON EQUITY (ROE)
8.93%
RETURN ON EQUITY (ROE) AVG TTM
13.00%
RETURN ON EQUITY (ROE) AVG 3Y
23.28%
RETURN ON EQUITY (ROE) AVG 5Y
21.94%
RETURN ON EQUITY (ROE) AVG 10Y
23.17%
RETURN ON EQUITY (ROE) AVG 15Y
20.55%
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-31.36%
CURRENT VS 3Y AVG
-61.66%
CURRENT VS 5Y AVG
-59.31%
CURRENT VS 10Y AVG
-61.48%
CURRENT VS 15Y AVG
-56.56%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
-33.36%
vs the sector median at left
Apollo Global Management, Inc.
Market Cap
$74.29B
Return on Equity (ROE)
8.93%
TTM Avg
13.00%
3Y Avg
23.28%
5Y Avg
21.94%
Market Cap
$75.46B
Return on Equity (ROE)
5.99%
TTM Avg
47.35%
3Y Avg
65.96%
5Y Avg
47.85%
Market Cap
$71.66B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$70.81B
Return on Equity (ROE)
27.22%
TTM Avg
25.60%
3Y Avg
14.96%
5Y Avg
2.83%
Market Cap
$78.26B
Return on Equity (ROE)
25.07%
TTM Avg
18.53%
3Y Avg
15.56%
5Y Avg
14.03%
Market Cap
$79.46B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$82.29B
Return on Equity (ROE)
92.40%
TTM Avg
59.19%
3Y Avg
55.34%
5Y Avg
69.31%
Market Cap
$65.31B
Return on Equity (ROE)
39.49%
TTM Avg
27.68%
3Y Avg
11.73%
5Y Avg
11.97%
Market Cap
$64.21B
Return on Equity (ROE)
40.51%
TTM Avg
41.44%
3Y Avg
-179.24%
5Y Avg
-90.39%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Apollo Global Management, Inc. (APO) | $74.29B | 8.93% | 13.00% | 23.28% | 21.94% |
| Brookfield Asset Management Ltd. (BAM)vs › | $75.46B | 5.99% | 47.35% | 65.96% | 47.85% |
| VanEck Semiconductor ETF (SMH)vs › | $71.66B | N/A | N/A | N/A | N/A |
| Nu Holdings Ltd. (NU)vs › | $70.81B | 27.22% | 25.60% | 14.96% | 2.83% |
| The Travelers Companies, Inc. (TRV)vs › | $78.26B | 25.07% | 18.53% | 15.56% | 14.03% |
| iShares Russell 2000 ETF (IWM)vs › | $79.46B | N/A | N/A | N/A | N/A |
| Moody's Corporation (MCO)vs › | $82.29B | 92.40% | 59.19% | 55.34% | 69.31% |
| The Allstate Corporation (ALL)vs › | $65.31B | 39.49% | 27.68% | 11.73% | 11.97% |
| Aon plc (AON)vs › | $64.21B | 40.51% | 41.44% | -179.24% | -90.39% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $84.42B | 26.21% | 28.99% | 29.44% | 28.08% |
ROE
8.9%
ROA
0.4%
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 | 8.93% |
| 2026-03-31 | 5.73% |
| 2025-12-31 | 14.96% |
| 2025-09-30 | 18.36% |
| 2025-06-30 | 17.04% |
| 2025-03-31 | 19.39% |
| 2024-12-31 | 25.66% |
| 2024-09-30 | 32.16% |
| 2024-06-30 | 36.80% |
| 2024-03-31 | 36.35% |
| 2023-12-31 | 35.38% |
| 2023-09-30 | 33.00% |
| 2023-06-30 | 18.88% |
| 2023-03-31 | -8.32% |
| 2022-12-31 | -31.07% |
| 2022-06-30 | -42.52% |
| 2022-03-31 | 6.76% |
| 2021-12-31 | 48.42% |
| 2021-09-30 | 76.48% |
| 2021-06-30 | 85.81% |
| 2021-03-31 | 92.94% |
| 2020-12-31 | 8.25% |
| 2020-09-30 | -13.93% |
| 2020-06-30 | -7.21% |
| 2020-03-31 | -60.70% |
| 2019-12-31 | 43.65% |
| 2019-09-30 | 25.87% |
| 2019-06-30 | 19.79% |
| 2019-03-31 | 13.20% |
| 2018-12-31 | -2.33% |
| 2018-09-30 | 21.06% |
| 2018-06-30 | 24.22% |
| 2018-03-31 | 26.01% |
| 2017-12-31 | 41.57% |
| 2017-09-30 | 44.08% |
| 2017-06-30 | 39.35% |
| 2017-03-31 | 48.13% |
| 2016-12-31 | 47.14% |
| 2016-09-30 | 33.01% |
| 2016-06-30 | 27.49% |
| 2016-03-31 | 12.88% |
| 2015-12-31 | 20.71% |
| 2015-09-30 | 21.03% |
| 2015-06-30 | 15.11% |
| 2015-03-31 | 7.66% |
| 2014-12-31 | 9.42% |
| 2014-09-30 | 15.30% |
| 2014-06-30 | 20.72% |
| 2014-03-31 | 19.20% |
| 2013-12-31 | 25.00% |
| 2013-09-30 | 24.77% |
| 2013-06-30 | 20.64% |
| 2013-03-31 | 16.75% |
| 2012-12-31 | 11.66% |
| 2012-09-30 | 5.79% |
| 2012-06-30 | -14.82% |
| 2012-03-31 | -52.66% |
| 2011-12-31 | -64.54% |
| 2011-09-30 | -66.89% |
| 2011-06-30 | 27.27% |
| 2011-03-31 | 74.18% |
| 2010-12-31 | 62.70% |
