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 18.34% is 32% below its 5-year average of 26.91%, near the low end of its 5-year range (14.87%–43.60%).
As of the fiscal period ended Friday, July 31, 2026. 8.81% above its 12-month average of 16.85%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
18.34%
RETURN ON EQUITY (ROE) AVG TTM
16.85%
RETURN ON EQUITY (ROE) AVG 3Y
19.00%
RETURN ON EQUITY (ROE) AVG 5Y
26.91%
RETURN ON EQUITY (ROE) AVG 10Y
27.50%
RETURN ON EQUITY (ROE) AVG 15Y
23.93%
RETURN ON EQUITY (ROE) AVG 20Y
20.24%
CURRENT VS TTM AVG
+8.81%
CURRENT VS 3Y AVG
-3.50%
CURRENT VS 5Y AVG
-31.84%
CURRENT VS 10Y AVG
-33.32%
CURRENT VS 15Y AVG
-23.35%
CURRENT VS 20Y AVG
-9.38%
SECTOR MEDIAN · CONSUMER DEFENSIVE
15.89%
median of 49 covered companies
CURRENT VS SECTOR MEDIAN
+15.41%
vs the sector median at left
Dollar General Corporation
Market Cap
$28.21B
Return on Equity (ROE)
18.34%
TTM Avg
16.85%
3Y Avg
19.00%
5Y Avg
26.91%
Market Cap
$29.53B
Return on Equity (ROE)
-9.43%
TTM Avg
-4.22%
3Y Avg
0.54%
5Y Avg
0.84%
Market Cap
$23.84B
Return on Equity (ROE)
47.08%
TTM Avg
-21.01%
3Y Avg
-18.56%
5Y Avg
-4.00%
Market Cap
$23.80B
Return on Equity (ROE)
6.33%
TTM Avg
8.30%
3Y Avg
13.68%
5Y Avg
16.78%
Market Cap
$22.89B
Return on Equity (ROE)
17.13%
TTM Avg
15.91%
3Y Avg
15.82%
5Y Avg
19.15%
Market Cap
$34.17B
Return on Equity (ROE)
111.71%
TTM Avg
218.77%
3Y Avg
245.97%
5Y Avg
285.42%
Market Cap
$35.04B
Return on Equity (ROE)
16.27%
TTM Avg
24.66%
3Y Avg
22.65%
5Y Avg
21.56%
Market Cap
$35.14B
Return on Equity (ROE)
32.64%
TTM Avg
33.08%
3Y Avg
40.36%
5Y Avg
45.38%
Market Cap
$35.31B
Return on Equity (ROE)
15.71%
TTM Avg
12.16%
3Y Avg
12.37%
5Y Avg
9.15%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Dollar General Corporation (DG) | $28.21B | 18.34% | 16.85% | 19.00% | 26.91% |
| The Kraft Heinz Company (KHC)vs › | $29.53B | -9.43% | -4.22% | 0.54% | 0.84% |
| Dollar Tree, Inc. (DLTR)vs › | $23.84B | 47.08% | -21.01% | -18.56% | -4.00% |
| Bunge Global S.A. (BG)vs › | $23.80B | 6.33% | 8.30% | 13.68% | 16.78% |
| Church & Dwight Co., Inc. (CHD)vs › | $22.89B | 17.13% | 15.91% | 15.82% | 19.15% |
| Kimberly-Clark Corporation (KMB)vs › | $34.17B | 111.71% | 218.77% | 245.97% | 285.42% |
| The Kroger Co. (KR)vs › | $35.04B | 16.27% | 24.66% | 22.65% | 21.56% |
| The Hershey Company (HSY)vs › | $35.14B | 32.64% | 33.08% | 40.36% | 45.38% |
| Kenvue Inc. (KVUE)vs › | $35.31B | 15.71% | 12.16% | 12.37% | 9.15% |
| Constellation Brands, Inc. (STZ)vs › | $20.66B | 22.10% | 9.85% | 9.14% | 8.49% |
ROE
18.3%
ROA
5.3%
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) |
|---|---|
| 2026-07-31 | 18.34% |
| 2026-05-01 | 17.69% |
| 2026-01-30 | 17.77% |
| 2025-10-31 | 15.60% |
| 2025-08-01 | 14.87% |
| 2025-05-02 | 14.98% |
| 2025-01-31 | 15.18% |
| 2024-11-01 | 18.19% |
| 2024-08-02 | 19.50% |
| 2024-05-03 | 21.57% |
| 2024-02-02 | 24.61% |
| 2023-11-03 | 29.74% |
| 2023-08-04 | 34.43% |
| 2023-05-05 | 40.06% |
| 2023-02-03 | 43.60% |
| 2022-10-28 | 38.63% |
| 2022-07-29 | 37.41% |
| 2022-04-29 | 38.15% |
| 2022-01-28 | 38.31% |
| 2021-10-29 | 39.49% |
| 2021-07-30 | 41.25% |
| 2021-04-30 | 42.92% |
| 2021-01-29 | 39.86% |
| 2020-10-30 | 36.47% |
| 2020-07-31 | 31.80% |
| 2020-05-01 | 27.44% |
| 2020-01-31 | 25.55% |
| 2019-11-01 | 24.97% |
| 2019-08-02 | 24.14% |
| 2019-05-03 | 24.49% |
| 2019-02-01 | 24.77% |
| 2018-11-02 | 28.61% |
| 2018-08-03 | 27.23% |
| 2018-05-04 | 26.05% |
| 2018-02-02 | 25.12% |
| 2017-11-03 | 21.60% |
| 2017-08-04 | 21.52% |
| 2017-05-05 | 22.35% |
| 2017-02-03 | 23.14% |
| 2016-10-28 | 22.63% |
| 2016-07-29 | 22.74% |
| 2016-04-29 | 22.40% |
| 2016-01-29 | 21.66% |
| 2015-10-30 | 21.41% |
| 2015-07-31 | 20.80% |
| 2015-05-01 | 20.35% |
| 2015-01-30 | 18.66% |
| 2014-10-31 | 19.32% |
| 2014-08-01 | 20.28% |
| 2014-05-02 | 21.26% |
| 2014-01-31 | 18.98% |
| 2013-11-01 | 19.34% |
| 2013-08-02 | 18.94% |
| 2013-05-03 | 18.52% |
| 2013-02-01 | 19.11% |
| 2012-11-02 | 19.59% |
| 2012-08-03 | 18.53% |
| 2012-05-04 | 17.93% |
| 2012-02-03 | 16.42% |
| 2011-10-28 | 15.30% |
| 2011-07-29 | 14.95% |
| 2011-04-29 | 15.38% |
| 2011-01-28 | 15.49% |
| 2010-10-29 | 12.90% |
| 2010-07-30 | 11.95% |
| 2010-04-30 | 11.10% |
| 2010-01-29 | 10.01% |
| 2009-10-30 | 11.70% |
| 2009-07-31 | 8.33% |
| 2009-05-01 | 6.35% |
| 2009-01-30 | 3.82% |
| 2008-10-31 | 2.96% |
| 2008-08-01 | 2.02% |
| 2008-05-02 | -1.48% |
| 2008-02-01 | -0.43% |
| 2007-05-04 | 6.97% |
| 2007-02-02 | 7.90% |
| 2006-11-03 | 13.69% |
| 2006-08-04 | 17.59% |
| 2006-05-05 | 19.74% |
| 2006-02-03 | 20.35% |
| 2005-10-28 | 20.99% |
| 2005-07-29 | 20.97% |
| 2005-04-29 | 19.75% |
| 2005-01-28 | 20.43% |
| 2004-10-29 | 19.85% |
| 2004-07-30 | 20.79% |
| 2004-04-30 | 20.73% |
| 2004-01-30 | 19.09% |
| 2003-10-31 | 20.39% |
| 2003-08-01 | 21.18% |