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 15.49% is in line with its 5-year average of 15.71%, near the low end of its 5-year range (14.05%–19.94%).
As of the fiscal period ended Tuesday, June 30, 2026. 1.05% below its 12-month average of 15.65%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q4 FY2026 (2026-06-30): 15.49%.
RETURN ON EQUITY (ROE)
15.49%
RETURN ON EQUITY (ROE) AVG TTM
15.65%
RETURN ON EQUITY (ROE) AVG 3Y
17.17%
RETURN ON EQUITY (ROE) AVG 5Y
15.71%
RETURN ON EQUITY (ROE) AVG 10Y
15.62%
RETURN ON EQUITY (ROE) AVG 15Y
15.43%
RETURN ON EQUITY (ROE) AVG 20Y
15.37%
CURRENT VS TTM AVG
-1.05%
CURRENT VS 3Y AVG
-9.80%
CURRENT VS 5Y AVG
-1.45%
CURRENT VS 10Y AVG
-0.84%
CURRENT VS 15Y AVG
+0.38%
CURRENT VS 20Y AVG
+0.75%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+15.62%
vs the sector median at left
Axos Financial, Inc.
Market Cap
$5.04B
Return on Equity (ROE)
15.49%
TTM Avg
15.65%
3Y Avg
17.17%
5Y Avg
15.71%
Market Cap
$5.09B
Return on Equity (ROE)
14.25%
TTM Avg
17.32%
3Y Avg
15.85%
5Y Avg
13.97%
Market Cap
$5.76B
Return on Equity (ROE)
24.73%
TTM Avg
20.63%
3Y Avg
21.09%
5Y Avg
23.42%
Market Cap
$3.69B
Return on Equity (ROE)
69.29%
TTM Avg
83.90%
3Y Avg
-57.71%
5Y Avg
-80.63%
Market Cap
$6.40B
Return on Equity (ROE)
7.79%
TTM Avg
9.96%
3Y Avg
8.54%
5Y Avg
6.17%
Market Cap
$3.22B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$2.36B
Return on Equity (ROE)
2.29%
TTM Avg
8.94%
3Y Avg
-2.67%
5Y Avg
-0.24%
Market Cap
$7.76B
Return on Equity (ROE)
27.94%
TTM Avg
26.83%
3Y Avg
25.84%
5Y Avg
23.42%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Axos Financial, Inc. (AX) | $5.04B | 15.49% | 15.65% | 17.17% | 15.71% |
| Main Street Capital Corporation (MAIN)vs › | $5.09B | 14.25% | 17.32% | 15.85% | 13.97% |
| RLI Corp. (RLI)vs › | $5.15B | 25.04% | 22.70% | 29.13% | 25.51% |
| MarketAxess Holdings Inc. (MKTX)vs › | $5.76B | 24.73% | 20.63% | 21.09% | 23.42% |
| Sezzle Inc. (SEZL)vs › | $3.69B | 69.29% | 83.90% | -57.71% | -80.63% |
| PIMCO Dynamic Income Fund (PDI)vs › | $6.40B | 7.79% | 9.96% | 8.54% | 6.17% |
| iShares Core 80/20 Aggressive Allocation ETF (AOA)vs › | $3.22B | N/A | N/A | N/A | N/A |
| Nuveen Quality Municipal Income Fund (NAD)vs › | $2.36B | 2.29% | 8.94% | -2.67% | -0.24% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.76B | 27.94% | 26.83% | 25.84% | 23.42% |
| TeraWulf Inc. (WULF)vs › | $8.07B | -1323.42% | -250.28% | -152.67% | -114.98% |
ROE
15.5%
ROA
1.6%
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 | 15.49% |
| 2026-03-31 | 15.53% |
| 2025-12-31 | 15.58% |
| 2025-09-30 | 15.50% |
| 2025-06-30 | 16.15% |
| 2025-03-31 | 16.40% |
| 2024-12-31 | 17.15% |
| 2024-09-30 | 19.94% |
| 2024-06-30 | 19.65% |
| 2024-03-31 | 19.69% |
| 2023-12-31 | 19.33% |
| 2023-09-30 | 16.77% |
| 2023-06-30 | 16.02% |
| 2023-03-31 | 15.06% |
| 2022-12-31 | 14.53% |
| 2022-09-30 | 14.05% |
| 2022-06-30 | 14.65% |
| 2022-03-31 | 14.95% |
| 2021-12-31 | 15.03% |
| 2021-09-30 | 15.28% |
| 2021-06-30 | 15.40% |
| 2021-03-31 | 15.36% |
| 2020-12-31 | 16.25% |
| 2020-09-30 | 15.82% |
| 2020-06-30 | 14.90% |
| 2020-03-31 | 15.09% |
| 2019-12-31 | 13.92% |
| 2019-09-30 | 14.25% |
| 2019-06-30 | 14.46% |
| 2019-03-31 | 14.59% |
| 2018-12-31 | 16.50% |
| 2018-09-30 | 15.68% |
| 2018-06-30 | 15.87% |
| 2018-03-31 | 16.04% |
| 2017-12-31 | 15.75% |
| 2017-09-30 | 15.95% |
| 2017-06-30 | 16.15% |
| 2017-03-31 | 16.48% |
| 2016-12-31 | 16.83% |
| 2016-09-30 | 17.00% |
| 2016-06-30 | 17.45% |
| 2016-03-31 | 17.44% |
| 2015-12-31 | 16.16% |
| 2015-09-30 | 15.62% |
| 2015-06-30 | 15.50% |
| 2015-03-31 | 14.98% |
| 2014-12-31 | 15.06% |
| 2014-09-30 | 14.95% |
| 2014-06-30 | 15.09% |
| 2014-03-31 | 15.07% |
| 2013-12-31 | 15.04% |
| 2013-09-30 | 15.39% |
| 2013-06-30 | 15.02% |
| 2013-03-31 | 14.47% |
| 2012-12-31 | 14.44% |
| 2012-09-30 | 14.87% |
| 2012-06-30 | 14.27% |
| 2012-03-31 | 13.02% |
| 2011-12-31 | 12.40% |
| 2011-09-30 | 13.38% |
| 2011-06-30 | 13.93% |
| 2011-03-31 | 13.88% |
| 2010-12-31 | 15.72% |
| 2010-09-30 | 16.76% |
| 2010-06-30 | 16.28% |
| 2010-03-31 | 18.47% |
| 2009-12-31 | 15.06% |
| 2009-09-30 | 13.62% |
| 2009-06-30 | 8.03% |
| 2009-03-31 | 6.25% |
| 2008-12-31 | 4.60% |
| 2008-09-30 | 2.06% |
| 2008-06-30 | 5.05% |
| 2008-03-31 | 4.32% |
| 2007-12-31 | 4.11% |
| 2007-09-30 | 4.41% |
| 2007-06-30 | 4.56% |
| 2007-03-31 | 4.46% |
| 2006-12-31 | 4.51% |
| 2006-09-30 | 4.47% |
| 2006-06-30 | 4.65% |
| 2006-03-31 | 4.66% |
| 2005-12-31 | 4.77% |
| 2005-09-30 | 4.52% |
