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 3.09% is 22% above its 1-year average of 2.52%, near the high end of its 1-year range (0.86%–3.41%).
As of the fiscal period ended Tuesday, June 30, 2026. 8.22% above its 12-month average of 2.85%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 3.09%.
RETURN ON EQUITY (ROE)
3.09%
RETURN ON EQUITY (ROE) AVG TTM
2.85%
RETURN ON EQUITY (ROE) AVG 3Y
N/A
RETURN ON EQUITY (ROE) AVG 5Y
N/A
RETURN ON EQUITY (ROE) AVG 10Y
N/A
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+8.22%
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
9.65%
median of 412 covered companies
CURRENT VS SECTOR MEDIAN
-68.05%
vs the sector median at left
Charlton Aria Acquisition Corporation
Market Cap
$117.07M
Return on Equity (ROE)
3.09%
TTM Avg
2.85%
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$116.72M
Return on Equity (ROE)
1.82%
TTM Avg
-0.05%
3Y Avg
1.32%
5Y Avg
2.00%
Market Cap
$117.61M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$118.70M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$115.34M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$114.08M
Return on Equity (ROE)
11.81%
TTM Avg
22.26%
3Y Avg
13.46%
5Y Avg
13.46%
Market Cap
$121.19M
Return on Equity (ROE)
1.07%
TTM Avg
50.80%
3Y Avg
33.87%
5Y Avg
33.87%
Market Cap
$123.54M
Return on Equity (ROE)
0.15%
TTM Avg
-0.82%
3Y Avg
0.02%
5Y Avg
0.02%
Market Cap
$110.05M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Charlton Aria Acquisition Corporation (CHAR) | $117.07M | 3.09% | 2.85% | N/A | N/A |
| Bogota Financial Corp. (BSBK)vs › | $116.72M | 1.82% | -0.05% | 1.32% | 2.00% |
| Burtech Acquisition Corp II (BRKH)vs › | $117.61M | N/A | N/A | N/A | N/A |
| Alpex Acquisition Corp. (ALPX)vs › | $118.70M | N/A | N/A | N/A | N/A |
| FG Communities Holdings Inc. (FGCPP)vs › | $115.34M | N/A | N/A | N/A | N/A |
| Bluemount Holdings Limited (BMHL)vs › | $114.08M | 11.81% | 22.26% | 13.46% | 13.46% |
| Cantor Equity Partners VI, Inc. Class A Ordinary Shares (CEPS)vs › | $121.19M | 1.07% | 50.80% | 33.87% | 33.87% |
| Hoyne Bancorp, Inc. Common Stock (HYNE)vs › | $123.54M | 0.15% | -0.82% | 0.02% | 0.02% |
| Aperture AC Class A Ordinary Shares (APUR)vs › | $110.05M | N/A | N/A | N/A | N/A |
| Bank of the James Financial Group, Inc. (BOTJ)vs › | $124.21M | 13.82% | 11.76% | 13.96% | 12.38% |
ROE
3.1%
ROA
3.0%
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 | 3.09% |
| 2026-03-31 | 3.34% |
| 2025-12-31 | 3.41% |
| 2025-09-30 | 2.67% |
| 2025-06-30 | 1.75% |
| 2025-03-31 | 0.86% |