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 33.39% is in line with its 5-year average of 31.81%, around the middle of its 5-year range (27.51%–36.34%).
As of the fiscal period ended Tuesday, June 30, 2026. 2.62% above its 12-month average of 32.53%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
33.39%
RETURN ON EQUITY (ROE) AVG TTM
32.53%
RETURN ON EQUITY (ROE) AVG 3Y
32.18%
RETURN ON EQUITY (ROE) AVG 5Y
31.81%
RETURN ON EQUITY (ROE) AVG 10Y
27.89%
RETURN ON EQUITY (ROE) AVG 15Y
27.70%
RETURN ON EQUITY (ROE) AVG 20Y
27.14%
CURRENT VS TTM AVG
+2.62%
CURRENT VS 3Y AVG
+3.76%
CURRENT VS 5Y AVG
+4.95%
CURRENT VS 10Y AVG
+19.72%
CURRENT VS 15Y AVG
+20.55%
CURRENT VS 20Y AVG
+23.04%
SECTOR MEDIAN · FINANCIAL SERVICES
13.52%
median of 101 covered companies
CURRENT VS SECTOR MEDIAN
+146.94%
vs the sector median at left
American Express Company
Market Cap
$217.46B
Return on Equity (ROE)
33.39%
TTM Avg
32.53%
3Y Avg
32.18%
5Y Avg
31.81%
Market Cap
$201.55B
Return on Equity (ROE)
12.95%
TTM Avg
11.88%
3Y Avg
12.22%
5Y Avg
12.61%
Market Cap
$235.36B
Return on Equity (ROE)
8.41%
TTM Avg
6.41%
3Y Avg
6.17%
5Y Avg
6.85%
Market Cap
$186.92B
Return on Equity (ROE)
20.24%
TTM Avg
15.09%
3Y Avg
15.55%
5Y Avg
13.08%
Market Cap
$169.68B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$167.14B
Return on Equity (ROE)
11.41%
TTM Avg
11.68%
3Y Avg
12.76%
5Y Avg
13.45%
Market Cap
$268.56B
Return on Equity (ROE)
12.57%
TTM Avg
11.39%
3Y Avg
10.17%
5Y Avg
9.05%
Market Cap
$157.32B
Return on Equity (ROE)
19.07%
TTM Avg
18.00%
3Y Avg
16.52%
5Y Avg
14.82%
Market Cap
$155.95B
Return on Equity (ROE)
39.04%
TTM Avg
34.33%
3Y Avg
27.97%
5Y Avg
31.63%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| American Express Company (AXP) | $217.46B | 33.39% | 32.53% | 32.18% | 31.81% |
| The Toronto-Dominion Bank (TD)vs › | $201.55B | 12.95% | 11.88% | 12.22% | 12.61% |
| Citigroup Inc. (C)vs › | $235.36B | 8.41% | 6.41% | 6.17% | 6.85% |
| The Charles Schwab Corporation (SCHW)vs › | $186.92B | 20.24% | 15.09% | 15.55% | 13.08% |
| Vanguard FTSE Emerging Markets ETF (VWO)vs › | $169.68B | N/A | N/A | N/A | N/A |
| BlackRock, Inc. (BLK)vs › | $167.14B | 11.41% | 11.68% | 12.76% | 13.45% |
| Wells Fargo & Company (WFC)vs › | $268.56B | 12.57% | 11.39% | 10.17% | 9.05% |
| Interactive Brokers Group, Inc. (IBKR)vs › | $157.32B | 19.07% | 18.00% | 16.52% | 14.82% |
| Blackstone Inc. (BX)vs › | $155.95B | 39.04% | 34.33% | 27.97% | 31.63% |
| The Goldman Sachs Group, Inc. (GS)vs › | $301.93B | 17.09% | 12.72% | 10.58% | 11.98% |
ROE
33.4%
ROA
3.7%
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 | 33.39% |
| 2026-03-31 | 33.00% |
| 2025-12-31 | 32.36% |
| 2025-09-30 | 32.52% |
| 2025-06-30 | 31.40% |
| 2025-03-31 | 32.93% |
| 2024-12-31 | 33.47% |
| 2024-09-30 | 33.30% |
| 2024-06-30 | 33.30% |
| 2024-03-31 | 31.27% |
| 2023-12-31 | 29.85% |
| 2023-09-30 | 29.33% |
| 2023-06-30 | 27.87% |
| 2023-03-31 | 27.82% |
| 2022-12-31 | 30.41% |
| 2022-09-30 | 32.00% |
| 2022-06-30 | 32.74% |
| 2022-03-31 | 35.40% |
| 2021-12-31 | 36.34% |
| 2021-09-30 | 31.85% |
| 2021-06-30 | 27.51% |
| 2021-03-31 | 20.46% |
| 2020-12-31 | 13.64% |
| 2020-09-30 | 15.50% |
| 2020-06-30 | 19.33% |
| 2020-03-31 | 26.54% |
| 2019-12-31 | 29.30% |
| 2019-09-30 | 30.73% |
| 2019-06-30 | 30.21% |
| 2019-03-31 | 30.77% |
| 2018-12-31 | 31.05% |
| 2018-09-30 | 17.31% |
| 2018-06-30 | 16.37% |
| 2018-03-31 | 16.01% |
| 2017-12-31 | 15.10% |
| 2017-09-30 | 22.67% |
| 2017-06-30 | 21.54% |
| 2017-03-31 | 25.00% |
| 2016-12-31 | 26.38% |
| 2016-09-30 | 26.08% |
| 2016-06-30 | 27.07% |
| 2016-03-31 | 24.43% |
| 2015-12-31 | 24.97% |
| 2015-09-30 | 26.77% |
| 2015-06-30 | 27.06% |
| 2015-03-31 | 27.38% |
| 2014-12-31 | 28.47% |
| 2014-09-30 | 28.42% |
| 2014-06-30 | 27.88% |
| 2014-03-31 | 27.59% |
| 2013-12-31 | 27.49% |
| 2013-09-30 | 24.40% |
| 2013-06-30 | 24.02% |
| 2013-03-31 | 23.36% |
| 2012-12-31 | 23.73% |
| 2012-09-30 | 25.86% |
| 2012-06-30 | 26.07% |
| 2012-03-31 | 25.19% |
| 2011-12-31 | 26.26% |
| 2011-09-30 | 26.55% |
| 2011-06-30 | 25.61% |
| 2011-03-31 | 24.88% |
| 2010-12-31 | 25.00% |
| 2010-09-30 | 23.31% |
| 2010-06-30 | 22.45% |
| 2010-03-31 | 19.20% |
| 2009-12-31 | 14.79% |
| 2009-09-30 | 11.86% |
| 2009-06-30 | 13.63% |
| 2009-03-31 | 13.59% |
| 2008-12-31 | 22.79% |
| 2008-09-30 | 26.28% |
| 2008-06-30 | 28.87% |
| 2008-03-31 | 34.28% |
| 2007-12-31 | 36.38% |
| 2007-09-30 | 37.65% |
| 2007-06-30 | 37.64% |
| 2007-03-31 | 37.07% |
| 2006-12-31 | 35.27% |
| 2006-09-30 | 32.82% |
| 2006-06-30 | 34.30% |
| 2006-03-31 | 34.52% |
| 2005-12-31 | 35.40% |
| 2005-09-30 | 39.23% |
| 2005-06-30 | 21.75% |
| 2005-03-31 | 22.30% |
| 2004-12-31 | 21.50% |
| 2004-09-30 | 20.91% |
| 2004-06-30 | 21.13% |
| 2004-03-31 | 19.63% |
| 2003-12-31 | 19.49% |
| 2003-09-30 | 19.60% |
| 2003-06-30 | 19.49% |
