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 3.04% is 21% below its 5-year average of 3.87%, around the middle of its 5-year range (0.26%–8.60%).
As of the fiscal period ended Tuesday, June 30, 2026. 21.15% above its 12-month average of 2.51%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 3.04%.
RETURN ON EQUITY (ROE)
3.04%
RETURN ON EQUITY (ROE) AVG TTM
2.51%
RETURN ON EQUITY (ROE) AVG 3Y
1.96%
RETURN ON EQUITY (ROE) AVG 5Y
3.87%
RETURN ON EQUITY (ROE) AVG 10Y
5.17%
RETURN ON EQUITY (ROE) AVG 15Y
6.83%
RETURN ON EQUITY (ROE) AVG 20Y
7.77%
CURRENT VS TTM AVG
+21.15%
CURRENT VS 3Y AVG
+54.90%
CURRENT VS 5Y AVG
-21.38%
CURRENT VS 10Y AVG
-41.08%
CURRENT VS 15Y AVG
-55.46%
CURRENT VS 20Y AVG
-60.84%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
-77.28%
vs the sector median at left
Brookfield Corporation
Market Cap
$85.37B
Return on Equity (ROE)
3.04%
TTM Avg
2.51%
3Y Avg
1.96%
5Y Avg
3.87%
Market Cap
$84.42B
Return on Equity (ROE)
26.21%
TTM Avg
28.99%
3Y Avg
29.44%
5Y Avg
28.08%
Market Cap
$88.36B
Return on Equity (ROE)
13.63%
TTM Avg
10.70%
3Y Avg
9.24%
5Y Avg
10.93%
Market Cap
$82.29B
Return on Equity (ROE)
92.40%
TTM Avg
59.19%
3Y Avg
55.34%
5Y Avg
69.31%
Market Cap
$90.76B
Return on Equity (ROE)
10.15%
TTM Avg
10.34%
3Y Avg
8.56%
5Y Avg
12.63%
Market Cap
$79.46B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$78.26B
Return on Equity (ROE)
25.07%
TTM Avg
18.53%
3Y Avg
15.56%
5Y Avg
14.03%
Market Cap
$75.46B
Return on Equity (ROE)
5.99%
TTM Avg
47.35%
3Y Avg
65.96%
5Y Avg
47.85%
Market Cap
$74.29B
Return on Equity (ROE)
8.93%
TTM Avg
20.30%
3Y Avg
11.46%
5Y Avg
17.56%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Brookfield Corporation (BN) | $85.37B | 3.04% | 2.51% | 1.96% | 3.87% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $84.42B | 26.21% | 28.99% | 29.44% | 28.08% |
| Intercontinental Exchange, Inc. (ICE)vs › | $88.36B | 13.63% | 10.70% | 9.24% | 10.93% |
| Moody's Corporation (MCO)vs › | $82.29B | 92.40% | 59.19% | 55.34% | 69.31% |
| KKR & Co. Inc. (KKR)vs › | $90.76B | 10.15% | 10.34% | 8.56% | 12.63% |
| iShares Russell 2000 ETF (IWM)vs › | $79.46B | N/A | N/A | N/A | N/A |
| The Travelers Companies, Inc. (TRV)vs › | $78.26B | 25.07% | 18.53% | 15.56% | 14.03% |
| Brookfield Asset Management Ltd. (BAM)vs › | $75.46B | 5.99% | 47.35% | 65.96% | 47.85% |
| Apollo Global Management, Inc. (APO)vs › | $74.29B | 8.93% | 20.30% | 11.46% | 17.56% |
| Invesco S&P 500 Equal Weight ETF (RSP)vs › | $96.68B | N/A | N/A | N/A | N/A |
ROE
3.0%
ROA
0.3%
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 | 3.04% |
| 2026-03-31 | 2.84% |
| 2025-12-31 | 2.73% |
| 2025-09-30 | 2.13% |
| 2025-06-30 | 1.80% |
| 2025-03-31 | 1.35% |
| 2024-12-31 | 1.39% |
| 2024-09-30 | 1.95% |
| 2024-06-30 | 2.37% |
| 2024-03-31 | 2.49% |
| 2023-12-31 | 2.47% |
| 2023-09-30 | 0.26% |
| 2023-06-30 | 0.69% |
| 2023-03-31 | 1.85% |
| 2022-12-31 | 4.70% |
| 2022-09-30 | 7.83% |
| 2022-06-30 | 8.44% |
| 2022-03-31 | 8.60% |
| 2021-12-31 | 8.56% |
| 2021-09-30 | 8.13% |
| 2021-06-30 | 7.64% |
| 2021-03-31 | 3.76% |
| 2020-12-31 | -0.37% |
| 2020-09-30 | 0.21% |
| 2020-06-30 | 2.63% |
| 2020-03-31 | 5.79% |
| 2019-12-31 | 8.02% |
| 2019-09-30 | 11.45% |
| 2019-06-30 | 9.94% |
| 2019-03-31 | 10.94% |
| 2018-12-31 | 12.02% |
| 2018-09-30 | 10.21% |
| 2018-06-30 | 9.84% |
| 2018-03-31 | 8.22% |
| 2017-12-31 | 5.18% |
| 2017-09-30 | 2.17% |
| 2017-06-30 | 5.32% |
| 2017-03-31 | 5.13% |
| 2016-12-31 | 6.24% |
| 2016-09-30 | 8.24% |
| 2016-06-30 | 5.55% |
| 2016-03-31 | 7.29% |
| 2015-12-31 | 9.25% |
| 2015-09-30 | 11.37% |
| 2015-06-30 | 12.62% |
| 2015-03-31 | 14.35% |
| 2014-12-31 | 13.12% |
| 2014-09-30 | 12.78% |
| 2014-06-30 | 12.55% |
| 2014-03-31 | 10.51% |
| 2013-12-31 | 10.15% |
| 2013-09-30 | 8.90% |
| 2013-06-30 | 6.83% |
| 2013-03-31 | 6.25% |
| 2012-12-31 | 6.20% |
| 2012-09-30 | 7.41% |
| 2012-06-30 | 7.20% |
| 2012-03-31 | 10.58% |
| 2011-12-31 | 9.53% |
| 2011-09-30 | 14.99% |
| 2011-06-30 | 13.12% |
| 2011-03-31 | 9.45% |
| 2010-12-31 | 10.06% |
| 2010-09-30 | 13.71% |
| 2010-06-30 | 10.23% |
| 2010-03-31 | 6.76% |
| 2009-12-31 | 6.02% |
| 2009-09-30 | -11.51% |
| 2009-06-30 | -3.96% |
| 2009-03-31 | 3.06% |
| 2008-12-31 | 11.55% |
| 2008-09-30 | 12.94% |
| 2008-06-30 | 10.42% |
| 2008-03-31 | 11.26% |
| 2007-12-31 | 10.47% |
| 2007-09-30 | 14.60% |
| 2007-06-30 | 16.74% |
| 2007-03-31 | 17.58% |
| 2006-12-31 | 19.24% |
| 2006-09-30 | 17.01% |
| 2006-06-30 | 26.98% |
| 2006-03-31 | 36.46% |
| 2005-12-31 | 43.31% |
| 2005-09-30 | 37.54% |
| 2005-06-30 | 17.40% |
| 2005-03-31 | 11.23% |
| 2004-12-31 | 15.56% |
| 2004-09-30 | 11.59% |
| 2004-06-30 | 11.98% |
| 2004-03-31 | 10.04% |
| 2003-12-31 | 8.36% |
| 2003-09-30 | 2.52% |
| 2003-06-30 | 1.56% |