Basis: Latest reported fiscal year. 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 16.23%, near the low end of its 5-year range (14.65%–19.65%).
As of the fiscal period ended Tuesday, June 30, 2026. 2.09% below its 12-month average of 15.82%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
15.49%
RETURN ON EQUITY (ROE) AVG TTM
15.82%
RETURN ON EQUITY (ROE) AVG 3Y
16.83%
RETURN ON EQUITY (ROE) AVG 5Y
16.23%
RETURN ON EQUITY (ROE) AVG 10Y
16.02%
RETURN ON EQUITY (ROE) AVG 15Y
15.36%
RETURN ON EQUITY (ROE) AVG 20Y
15.41%
CURRENT VS TTM AVG
-2.09%
CURRENT VS 3Y AVG
-7.95%
CURRENT VS 5Y AVG
-4.54%
CURRENT VS 10Y AVG
-3.29%
CURRENT VS 15Y AVG
+0.87%
CURRENT VS 20Y AVG
+0.49%
SECTOR MEDIAN · FINANCIAL SERVICES
14.11%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
+9.78%
vs the sector median at left
Axos Financial, Inc.
Market Cap
$5.65B
Return on Equity (ROE)
15.49%
TTM Avg
15.82%
3Y Avg
16.83%
5Y Avg
16.23%
Market Cap
$5.38B
Return on Equity (ROE)
14.12%
TTM Avg
17.32%
3Y Avg
15.85%
5Y Avg
13.97%
Market Cap
$8.42B
Return on Equity (ROE)
27.94%
TTM Avg
26.83%
3Y Avg
25.84%
5Y Avg
23.42%
Market Cap
$2.77B
Return on Equity (ROE)
8.64%
TTM Avg
8.94%
3Y Avg
-2.67%
5Y Avg
-0.24%
Market Cap
$1.46B
Return on Equity (ROE)
-3.70%
TTM Avg
-2.55%
3Y Avg
2.58%
5Y Avg
8.19%
Market Cap
$10.20B
Return on Equity (ROE)
27.85%
TTM Avg
27.70%
3Y Avg
28.53%
5Y Avg
32.49%
Market Cap
$10.38B
Return on Equity (ROE)
-75.47%
TTM Avg
-38.27%
3Y Avg
-35.75%
5Y Avg
-27.85%
Market Cap
$733.45M
Return on Equity (ROE)
10.01%
TTM Avg
2.00%
3Y Avg
7.50%
5Y Avg
9.45%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Axos Financial, Inc. (AX) | $5.65B | 15.49% | 15.82% | 16.83% | 16.23% |
| Main Street Capital Corporation (MAIN)vs › | $5.38B | 14.12% | 17.32% | 15.85% | 13.97% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $8.42B | 27.94% | 26.83% | 25.84% | 23.42% |
| Nuveen Quality Municipal Income Fund (NAD)vs › | $2.77B | 8.64% | 8.94% | -2.67% | -0.24% |
| Lufax Holding Ltd (LU)vs › | $1.46B | -3.70% | -2.55% | 2.58% | 8.19% |
| Hut 8 Corp. (HUT)vs › | $9.86B | -41.56% | 9.04% | 0.57% | -9.32% |
| FactSet Research Systems Inc. (FDS)vs › | $10.20B | 27.85% | 27.70% | 28.53% | 32.49% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $10.38B | -75.47% | -38.27% | -35.75% | -27.85% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $733.45M | 10.01% | 2.00% | 7.50% | 9.45% |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $704.15M | 9.82% | 7.56% | 6.50% | 3.41% |
ROE
15.5%
ROA
92523018.9%
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% |
| 2025-06-30 | 16.15% |
| 2024-06-30 | 19.65% |
| 2023-06-30 | 16.02% |
| 2022-06-30 | 14.65% |
| 2021-06-30 | 15.40% |
| 2020-06-30 | 14.90% |
| 2019-06-30 | 14.46% |
| 2018-06-30 | 15.87% |
| 2017-06-30 | 16.15% |
| 2016-06-30 | 17.45% |
| 2015-06-30 | 15.50% |
| 2014-06-30 | 15.09% |
| 2013-06-30 | 15.02% |
| 2012-06-30 | 14.27% |
| 2011-06-30 | 13.93% |
| 2010-06-30 | 16.28% |
| 2009-06-30 | 8.03% |
| 2008-06-30 | 5.05% |
| 2007-06-30 | 4.56% |
| 2006-06-30 | 4.65% |
| 2005-06-30 | 4.18% |
| 2004-06-30 | 6.85% |
| 2003-06-30 | 7.56% |
| 2002-06-30 | 5.23% |
| 2001-06-30 | -9.09% |
