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 6.91% is 40% below its 5-year average of 11.56%, near the low end of its 5-year range (6.28%–20.67%).
As of the fiscal period ended Tuesday, June 30, 2026. 20.23% below its 12-month average of 8.66%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 6.91%.
RETURN ON EQUITY (ROE)
6.91%
RETURN ON EQUITY (ROE) AVG TTM
8.66%
RETURN ON EQUITY (ROE) AVG 3Y
10.66%
RETURN ON EQUITY (ROE) AVG 5Y
11.56%
RETURN ON EQUITY (ROE) AVG 10Y
10.01%
RETURN ON EQUITY (ROE) AVG 15Y
10.16%
RETURN ON EQUITY (ROE) AVG 20Y
10.31%
CURRENT VS TTM AVG
-20.23%
CURRENT VS 3Y AVG
-35.17%
CURRENT VS 5Y AVG
-40.23%
CURRENT VS 10Y AVG
-30.94%
CURRENT VS 15Y AVG
-31.96%
CURRENT VS 20Y AVG
-32.98%
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 677 covered companies
CURRENT VS SECTOR MEDIAN
-21.11%
vs the sector median at left
Ares Capital Corporation
Market Cap
$13.38B
Return on Equity (ROE)
6.91%
TTM Avg
8.66%
3Y Avg
10.66%
5Y Avg
11.56%
Market Cap
$13.35B
Return on Equity (ROE)
17.44%
TTM Avg
14.88%
3Y Avg
12.41%
5Y Avg
13.66%
Market Cap
$13.47B
Return on Equity (ROE)
-0.52%
TTM Avg
1.51%
3Y Avg
2.10%
5Y Avg
4.04%
Market Cap
$13.13B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$12.98B
Return on Equity (ROE)
19.69%
TTM Avg
19.80%
3Y Avg
20.98%
5Y Avg
17.36%
Market Cap
$14.05B
Return on Equity (ROE)
5.05%
TTM Avg
16.12%
3Y Avg
10.05%
5Y Avg
18.25%
Market Cap
$12.43B
Return on Equity (ROE)
28.28%
TTM Avg
27.52%
3Y Avg
25.26%
5Y Avg
26.02%
Market Cap
$12.41B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$12.20B
Return on Equity (ROE)
17.51%
TTM Avg
8.50%
3Y Avg
4.56%
5Y Avg
11.22%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Ares Capital Corporation (ARCC) | $13.38B | 6.91% | 8.66% | 10.66% | 11.56% |
| Assurant, Inc. (AIZ)vs › | $13.35B | 17.44% | 14.88% | 12.41% | 13.66% |
| Invesco Ltd. (IVZ)vs › | $13.47B | -0.52% | 1.51% | 2.10% | 4.04% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP)vs › | $13.13B | N/A | N/A | N/A | N/A |
| Globe Life Inc. (GL)vs › | $12.98B | 19.69% | 19.80% | 20.98% | 17.36% |
| The Carlyle Group Inc. (CG)vs › | $14.05B | 5.05% | 16.12% | 10.05% | 18.25% |
| SEI Investments Company (SEIC)vs › | $12.43B | 28.28% | 27.52% | 25.26% | 26.02% |
| iShares Ethereum Trust ETF (ETHA)vs › | $12.41B | N/A | N/A | N/A | N/A |
| TransUnion (TRU)vs › | $12.20B | 17.51% | 8.50% | 4.56% | 11.22% |
| Everest Group, Ltd. (EG)vs › | $14.55B | 12.40% | 10.09% | 11.58% | 10.87% |
ROE
6.9%
ROA
3.1%
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 | 6.91% |
| 2026-03-31 | 8.18% |
| 2025-12-31 | 9.07% |
| 2025-09-30 | 9.52% |
| 2025-06-30 | 9.64% |
| 2025-03-31 | 9.61% |
| 2024-12-31 | 11.40% |
| 2024-09-30 | 12.35% |
| 2024-06-30 | 13.62% |
| 2024-03-31 | 14.26% |
| 2023-12-31 | 13.59% |
| 2023-09-30 | 11.86% |
| 2023-06-30 | 8.57% |
| 2023-03-31 | 6.64% |
| 2022-12-31 | 6.28% |
| 2022-09-30 | 8.56% |
| 2022-06-30 | 11.12% |
| 2022-03-31 | 14.98% |
| 2021-12-31 | 17.67% |
| 2021-09-30 | 18.31% |
| 2021-06-30 | 20.67% |
| 2021-03-31 | 19.25% |
| 2020-12-31 | 6.74% |
| 2020-09-30 | 4.45% |
| 2020-06-30 | 0.66% |
| 2020-03-31 | -0.50% |
| 2019-12-31 | 10.62% |
| 2019-09-30 | 10.06% |
| 2019-06-30 | 10.53% |
| 2019-03-31 | 11.31% |
| 2018-12-31 | 11.75% |
| 2018-09-30 | 12.81% |
| 2018-06-30 | 11.93% |
| 2018-03-31 | 11.02% |
| 2017-12-31 | 9.40% |
| 2017-09-30 | 7.25% |
| 2017-06-30 | 6.82% |
| 2017-03-31 | 6.54% |
| 2016-12-31 | 9.17% |
| 2016-09-30 | 7.94% |
| 2016-06-30 | 8.06% |
| 2016-03-31 | 7.92% |
| 2015-12-31 | 7.32% |
| 2015-09-30 | 9.80% |
| 2015-06-30 | 10.95% |
| 2015-03-31 | 10.93% |
| 2014-12-31 | 11.18% |
| 2014-09-30 | 10.89% |
| 2014-06-30 | 10.83% |
| 2014-03-31 | 10.72% |
| 2013-12-31 | 9.96% |
| 2013-09-30 | 12.06% |
| 2013-06-30 | 12.09% |
| 2013-03-31 | 12.14% |
| 2012-12-31 | 12.74% |
| 2012-09-30 | 11.54% |
| 2012-06-30 | 10.31% |
| 2012-03-31 | 8.77% |
| 2011-12-31 | 10.15% |
| 2011-09-30 | 11.54% |
| 2011-06-30 | 14.23% |
| 2011-03-31 | 23.37% |
| 2010-12-31 | 22.68% |
| 2010-09-30 | 21.76% |
| 2010-06-30 | 19.90% |
| 2010-03-31 | 15.56% |
| 2009-12-31 | 16.11% |
| 2009-09-30 | 4.83% |
| 2009-06-30 | -4.19% |
| 2009-03-31 | -7.08% |
| 2008-12-31 | -9.40% |
| 2008-09-30 | 1.50% |
| 2008-06-30 | 6.25% |
| 2008-03-31 | 10.24% |
| 2007-12-31 | 10.94% |
| 2007-09-30 | 10.05% |
| 2007-06-30 | 9.98% |
| 2007-03-31 | 11.28% |
| 2006-12-31 | 11.18% |
| 2006-09-30 | 8.73% |
| 2006-06-30 | 9.75% |
| 2006-03-31 | 8.26% |
| 2005-12-31 | 7.35% |
| 2005-09-30 | 8.32% |