Basis: Trailing twelve months (TTM). 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 16.04% is in line with its 5-year average of 17.59%, around the middle of its 5-year range (9.83%–25.65%).
31.92% above its 12-month average of 12.16%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q4 FY2025 (2025-12-31): 12.33%.
RETURN ON EQUITY (ROE)
16.04%
RETURN ON EQUITY (ROE) AVG TTM
12.16%
RETURN ON EQUITY (ROE) AVG 3Y
16.90%
RETURN ON EQUITY (ROE) AVG 5Y
17.59%
RETURN ON EQUITY (ROE) AVG 10Y
13.80%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+31.92%
CURRENT VS 3Y AVG
-5.10%
CURRENT VS 5Y AVG
-8.83%
CURRENT VS 10Y AVG
+16.22%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+19.75%
vs the sector median at left
Ares Management Corporation
Market Cap
$43.19B
Return on Equity (ROE)
16.04%
TTM Avg
12.16%
3Y Avg
16.90%
5Y Avg
17.59%
Market Cap
$44.09B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$41.47B
Return on Equity (ROE)
12.17%
TTM Avg
10.40%
3Y Avg
4.90%
5Y Avg
5.56%
Market Cap
$40.45B
Return on Equity (ROE)
7.30%
TTM Avg
2.12%
3Y Avg
9.30%
5Y Avg
7.33%
Market Cap
$40.25B
Return on Equity (ROE)
N/A
TTM Avg
-81.64%
3Y Avg
-101.23%
5Y Avg
-164.13%
Market Cap
$46.22B
Return on Equity (ROE)
24.73%
TTM Avg
23.07%
3Y Avg
19.56%
5Y Avg
19.74%
Market Cap
$37.72B
Return on Equity (ROE)
22.23%
TTM Avg
19.57%
3Y Avg
17.20%
5Y Avg
15.24%
Market Cap
$49.29B
Return on Equity (ROE)
6.82%
TTM Avg
11.70%
3Y Avg
12.44%
5Y Avg
11.40%
Market Cap
$50.21B
Return on Equity (ROE)
62.02%
TTM Avg
59.73%
3Y Avg
64.08%
5Y Avg
54.82%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Ares Management Corporation (ARES) | $43.19B | 16.04% | 12.16% | 16.90% | 17.59% |
| State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)vs › | $44.09B | N/A | N/A | N/A | N/A |
| Prudential Financial, Inc. (PRU)vs › | $41.47B | 12.17% | 10.40% | 4.90% | 5.56% |
| American International Group, Inc. (AIG)vs › | $40.45B | 7.30% | 2.12% | 9.30% | 7.33% |
| MSCI Inc. (MSCI)vs › | $40.25B | N/A | -81.64% | -101.23% | -164.13% |
| PayPal Holdings, Inc. (PYPL)vs › | $46.22B | 24.73% | 23.07% | 19.56% | 19.74% |
| The Hartford Insurance Group, Inc. (HIG)vs › | $37.72B | 22.23% | 19.57% | 17.20% | 15.24% |
| Fifth Third Bancorp (FITB)vs › | $49.29B | 6.82% | 11.70% | 12.44% | 11.40% |
| Ameriprise Financial, Inc. (AMP)vs › | $50.21B | 62.02% | 59.73% | 64.08% | 54.82% |
| Coinbase Global, Inc. (COIN)vs › | $50.51B | -7.55% | 16.81% | -3.25% | 12.88% |
ROE
16.0%
ROA
2.1%
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) |
|---|---|
| 2025-12-31 | 12.33% |
| 2025-09-30 | 14.54% |
| 2025-06-30 | 11.00% |
| 2025-03-31 | 9.83% |
| 2024-12-31 | 13.09% |
| 2024-09-30 | 22.18% |
| 2024-06-30 | 20.17% |
| 2024-03-31 | 25.65% |
| 2023-12-31 | 25.05% |
| 2023-09-30 | 24.11% |
| 2023-06-30 | 18.31% |
| 2023-03-31 | 12.92% |
| 2022-12-31 | 10.54% |
| 2022-09-30 | 11.52% |
| 2022-06-30 | 17.96% |
| 2022-03-31 | 23.41% |
| 2021-12-31 | 22.40% |
| 2021-09-30 | 20.76% |
| 2021-06-30 | 20.15% |
| 2021-03-31 | 20.80% |
| 2020-12-31 | 12.75% |
| 2020-09-30 | 9.75% |
| 2020-06-30 | 10.28% |
| 2020-03-31 | 8.11% |
| 2019-12-31 | 19.38% |
| 2019-09-30 | 16.27% |
| 2019-06-30 | 16.51% |
| 2019-03-31 | 10.18% |
| 2018-12-31 | 9.70% |
| 2018-09-30 | 14.28% |
| 2018-06-30 | 6.29% |
| 2018-03-31 | 23.55% |
| 2017-12-31 | 5.22% |
| 2017-09-30 | 5.12% |
| 2017-06-30 | 6.89% |
| 2017-03-31 | 6.26% |
| 2016-12-31 | 8.12% |
| 2016-09-30 | 13.55% |
| 2016-06-30 | 4.17% |
| 2016-03-31 | -0.23% |
| 2015-12-31 | 3.01% |
| 2015-09-30 | 2.25% |
| 2015-06-30 | 0.83% |
| 2015-03-31 | 0.91% |
| 2014-12-31 | 111.53% |
| 2014-09-30 | 13.89% |
| 2014-06-30 | 20.37% |
| 2014-03-31 | 188.60% |
| 2013-12-31 | 12.53% |
| 2013-09-30 | 64.62% |