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 8.41% is 17% above its 5-year average of 7.17%, around the middle of its 5-year range (3.82%–11.33%).
As of the fiscal period ended Tuesday, June 30, 2026. 15.91% above its 12-month average of 7.26%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
8.41%
RETURN ON EQUITY (ROE) AVG TTM
7.26%
RETURN ON EQUITY (ROE) AVG 3Y
5.98%
RETURN ON EQUITY (ROE) AVG 5Y
7.17%
RETURN ON EQUITY (ROE) AVG 10Y
7.38%
RETURN ON EQUITY (ROE) AVG 15Y
6.73%
RETURN ON EQUITY (ROE) AVG 20Y
6.23%
CURRENT VS TTM AVG
+15.91%
CURRENT VS 3Y AVG
+40.61%
CURRENT VS 5Y AVG
+17.32%
CURRENT VS 10Y AVG
+13.96%
CURRENT VS 15Y AVG
+25.11%
CURRENT VS 20Y AVG
+34.98%
SECTOR MEDIAN · FINANCIAL SERVICES
13.52%
median of 101 covered companies
CURRENT VS SECTOR MEDIAN
-37.77%
vs the sector median at left
Citigroup Inc.
Market Cap
$236.67B
Return on Equity (ROE)
8.41%
TTM Avg
7.26%
3Y Avg
5.98%
5Y Avg
7.17%
Market Cap
$217.92B
Return on Equity (ROE)
33.39%
TTM Avg
32.91%
3Y Avg
31.52%
5Y Avg
29.34%
Market Cap
$271.65B
Return on Equity (ROE)
12.57%
TTM Avg
11.39%
3Y Avg
10.17%
5Y Avg
9.05%
Market Cap
$201.46B
Return on Equity (ROE)
12.95%
TTM Avg
11.88%
3Y Avg
12.22%
5Y Avg
12.61%
Market Cap
$186.02B
Return on Equity (ROE)
20.24%
TTM Avg
15.09%
3Y Avg
15.55%
5Y Avg
13.08%
Market Cap
$170.18B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$304.13B
Return on Equity (ROE)
17.09%
TTM Avg
12.72%
3Y Avg
10.58%
5Y Avg
11.98%
Market Cap
$167.01B
Return on Equity (ROE)
11.41%
TTM Avg
11.68%
3Y Avg
12.76%
5Y Avg
13.45%
Market Cap
$156.86B
Return on Equity (ROE)
19.07%
TTM Avg
18.00%
3Y Avg
16.52%
5Y Avg
14.82%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Citigroup Inc. (C) | $236.67B | 8.41% | 7.26% | 5.98% | 7.17% |
| American Express Company (AXP)vs › | $217.92B | 33.39% | 32.91% | 31.52% | 29.34% |
| Wells Fargo & Company (WFC)vs › | $271.65B | 12.57% | 11.39% | 10.17% | 9.05% |
| The Toronto-Dominion Bank (TD)vs › | $201.46B | 12.95% | 11.88% | 12.22% | 12.61% |
| The Charles Schwab Corporation (SCHW)vs › | $186.02B | 20.24% | 15.09% | 15.55% | 13.08% |
| Vanguard FTSE Emerging Markets ETF (VWO)vs › | $170.18B | N/A | N/A | N/A | N/A |
| The Goldman Sachs Group, Inc. (GS)vs › | $304.13B | 17.09% | 12.72% | 10.58% | 11.98% |
| BlackRock, Inc. (BLK)vs › | $167.01B | 11.41% | 11.68% | 12.76% | 13.45% |
| Interactive Brokers Group, Inc. (IBKR)vs › | $156.86B | 19.07% | 18.00% | 16.52% | 14.82% |
| Blackstone Inc. (BX)vs › | $155.95B | 39.04% | 34.33% | 27.97% | 31.63% |
ROE
8.4%
ROA
0.6%
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 | 8.41% |
| 2026-03-31 | 7.60% |
| 2025-12-31 | 6.74% |
| 2025-09-30 | 6.90% |
| 2025-06-30 | 6.65% |
| 2025-03-31 | 6.30% |
| 2024-12-31 | 6.08% |
| 2024-09-30 | 3.82% |
| 2024-06-30 | 3.98% |
| 2024-03-31 | 3.87% |
| 2023-12-31 | 4.49% |
| 2023-09-30 | 6.48% |
| 2023-06-30 | 6.47% |
| 2023-03-31 | 7.27% |
| 2022-12-31 | 7.38% |
| 2022-09-30 | 7.81% |
| 2022-06-30 | 8.38% |
| 2022-03-31 | 9.26% |
| 2021-12-31 | 10.87% |
| 2021-09-30 | 11.33% |
| 2021-06-30 | 10.52% |
| 2021-03-31 | 7.96% |
| 2020-12-31 | 5.37% |
| 2020-09-30 | 6.04% |
| 2020-06-30 | 7.04% |
| 2020-03-31 | 8.96% |
| 2019-12-31 | 10.04% |
| 2019-09-30 | 9.54% |
| 2019-06-30 | 9.35% |
| 2019-03-31 | 9.24% |
| 2018-12-31 | 9.20% |
| 2018-09-30 | -2.62% |
| 2018-06-30 | -2.82% |
| 2018-03-31 | -3.10% |
| 2017-12-31 | -3.39% |
| 2017-09-30 | 6.88% |
| 2017-06-30 | 6.68% |
| 2017-03-31 | 6.79% |
| 2016-12-31 | 6.62% |
| 2016-09-30 | 6.34% |
| 2016-06-30 | 6.52% |
| 2016-03-31 | 7.02% |
| 2015-12-31 | 7.77% |
| 2015-09-30 | 6.46% |
| 2015-06-30 | 5.84% |
| 2015-03-31 | 3.79% |
| 2014-12-31 | 3.48% |
| 2014-09-30 | 4.44% |
| 2014-06-30 | 4.64% |
| 2014-03-31 | 6.62% |
| 2013-12-31 | 6.69% |
| 2013-09-30 | 6.18% |
| 2013-06-30 | 4.93% |
| 2013-03-31 | 4.35% |
| 2012-12-31 | 3.99% |
| 2012-09-30 | 3.91% |
| 2012-06-30 | 5.77% |
| 2012-03-31 | 6.05% |
| 2011-12-31 | 6.22% |
| 2011-09-30 | 6.44% |
| 2011-06-30 | 5.57% |
| 2011-03-31 | 5.36% |
| 2010-12-31 | 6.49% |
| 2010-09-30 | 1.05% |
| 2010-06-30 | -0.23% |
| 2010-03-31 | 0.81% |
| 2009-12-31 | -1.05% |
| 2009-09-30 | -8.02% |
| 2009-06-30 | -9.33% |
| 2009-03-31 | -14.58% |
| 2008-12-31 | -19.55% |
| 2008-09-30 | -16.07% |
| 2008-06-30 | -11.16% |
| 2008-03-31 | -5.07% |
| 2007-12-31 | 3.19% |
| 2007-09-30 | 14.62% |
| 2007-06-30 | 17.12% |
| 2007-03-31 | 17.13% |
| 2006-12-31 | 17.98% |
| 2006-09-30 | 19.80% |
| 2006-06-30 | 21.64% |
| 2006-03-31 | 21.66% |
| 2005-12-31 | 21.85% |
| 2005-09-30 | 20.55% |
| 2005-06-30 | 18.70% |
| 2005-03-31 | 15.57% |
| 2004-12-31 | 15.60% |
| 2004-09-30 | 15.95% |
| 2004-06-30 | 16.14% |
| 2004-03-31 | 18.67% |
| 2003-12-31 | 18.21% |
| 2003-09-30 | 16.29% |
| 2003-06-30 | 15.81% |