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 11.60% is 14% below its 5-year average of 13.45%, near the low end of its 5-year range (9.94%–15.66%).
As of the fiscal period ended Wednesday, December 31, 2025. 0.64% below its 12-month average of 11.68%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
11.60%
RETURN ON EQUITY (ROE) AVG TTM
11.68%
RETURN ON EQUITY (ROE) AVG 3Y
12.76%
RETURN ON EQUITY (ROE) AVG 5Y
13.45%
RETURN ON EQUITY (ROE) AVG 10Y
13.23%
RETURN ON EQUITY (ROE) AVG 15Y
12.22%
RETURN ON EQUITY (ROE) AVG 20Y
10.86%
CURRENT VS TTM AVG
-0.64%
CURRENT VS 3Y AVG
-9.11%
CURRENT VS 5Y AVG
-13.74%
CURRENT VS 10Y AVG
-12.32%
CURRENT VS 15Y AVG
-5.10%
CURRENT VS 20Y AVG
+6.78%
SECTOR MEDIAN · FINANCIAL SERVICES
13.30%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-12.78%
vs the sector median at left
BlackRock, Inc.
Market Cap
$164.40B
Return on Equity (ROE)
11.60%
TTM Avg
11.68%
3Y Avg
12.76%
5Y Avg
13.45%
Market Cap
$161.67B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$159.20B
Return on Equity (ROE)
16.71%
TTM Avg
34.33%
3Y Avg
27.97%
5Y Avg
31.63%
Market Cap
$157.42B
Return on Equity (ROE)
19.07%
TTM Avg
18.00%
3Y Avg
16.52%
5Y Avg
14.82%
Market Cap
$180.30B
Return on Equity (ROE)
19.14%
TTM Avg
15.09%
3Y Avg
15.55%
5Y Avg
13.08%
Market Cap
$138.75B
Return on Equity (ROE)
14.88%
TTM Avg
14.23%
3Y Avg
13.50%
5Y Avg
12.37%
Market Cap
$130.14B
Return on Equity (ROE)
15.32%
TTM Avg
12.96%
3Y Avg
10.63%
5Y Avg
108.48%
Market Cap
$126.74B
Return on Equity (ROE)
2.87%
TTM Avg
4.98%
3Y Avg
8.09%
5Y Avg
9.53%
Market Cap
$125.48B
Return on Equity (ROE)
34.57%
TTM Avg
35.22%
3Y Avg
23.55%
5Y Avg
24.35%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| BlackRock, Inc. (BLK) | $164.40B | 11.60% | 11.68% | 12.76% | 13.45% |
| Vanguard FTSE Emerging Markets ETF (VWO)vs › | $161.67B | N/A | N/A | N/A | N/A |
| Blackstone Inc. (BX)vs › | $159.20B | 16.71% | 34.33% | 27.97% | 31.63% |
| Interactive Brokers Group, Inc. (IBKR)vs › | $157.42B | 19.07% | 18.00% | 16.52% | 14.82% |
| The Charles Schwab Corporation (SCHW)vs › | $180.30B | 19.14% | 15.09% | 15.55% | 13.08% |
| Chubb Limited (CB)vs › | $138.75B | 14.88% | 14.23% | 13.50% | 12.37% |
| S&P Global Inc. (SPGI)vs › | $130.14B | 15.32% | 12.96% | 10.63% | 108.48% |
| Capital One Financial Corporation (COF)vs › | $126.74B | 2.87% | 4.98% | 8.09% | 9.53% |
| The Progressive Corporation (PGR)vs › | $125.48B | 34.57% | 35.22% | 23.55% | 24.35% |
| Bank of New York Mellon Corp (BNY)vs › | $108.66B | 12.52% | 11.74% | 9.46% | 9.08% |
ROE
11.6%
ROA
3.9%
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) |
|---|---|
| 2025-12-31 | 9.94% |
| 2024-12-31 | 13.41% |
| 2023-12-31 | 13.98% |
| 2022-12-31 | 13.72% |
| 2021-12-31 | 15.66% |
| 2020-12-31 | 13.98% |
| 2019-12-31 | 13.34% |
| 2018-12-31 | 13.30% |
| 2017-12-31 | 15.56% |
| 2016-12-31 | 10.90% |
| 2015-12-31 | 11.74% |
| 2014-12-31 | 12.04% |
| 2013-12-31 | 11.08% |
| 2012-12-31 | 9.68% |
| 2011-12-31 | 9.33% |
| 2010-12-31 | 7.91% |
| 2009-12-31 | 3.60% |
| 2008-12-31 | 6.52% |
| 2007-12-31 | 8.58% |
| 2006-12-31 | 2.99% |
| 2005-12-31 | 25.36% |
| 2004-12-31 | 18.63% |
| 2003-12-31 | 21.79% |
| 2002-12-31 | 21.00% |
| 2001-12-31 | 22.10% |
| 2000-12-31 | 23.72% |
| 1999-12-31 | 21.18% |
| 1998-12-31 | 33.52% |
