Basis: Trailing twelve months (TTM). 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 23.39% is in line with its 5-year average of 24.84%, near the low end of its 5-year range (20.61%–30.21%).
14.49% below its 12-month average of 27.36%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
23.39%
RETURN ON EQUITY (ROE) AVG TTM
27.36%
RETURN ON EQUITY (ROE) AVG 3Y
25.54%
RETURN ON EQUITY (ROE) AVG 5Y
24.84%
RETURN ON EQUITY (ROE) AVG 10Y
25.27%
RETURN ON EQUITY (ROE) AVG 15Y
24.27%
RETURN ON EQUITY (ROE) AVG 20Y
23.38%
CURRENT VS TTM AVG
-14.49%
CURRENT VS 3Y AVG
-8.41%
CURRENT VS 5Y AVG
-5.83%
CURRENT VS 10Y AVG
-7.46%
CURRENT VS 15Y AVG
-3.63%
CURRENT VS 20Y AVG
+0.05%
SECTOR MEDIAN · FINANCIAL SERVICES
13.91%
median of 94 covered companies
CURRENT VS SECTOR MEDIAN
+68.15%
vs the sector median at left
Erie Indemnity Company
Market Cap
$11.82B
Return on Equity (ROE)
23.39%
TTM Avg
27.36%
3Y Avg
25.54%
5Y Avg
24.84%
Market Cap
$12.10B
Return on Equity (ROE)
19.77%
TTM Avg
18.66%
3Y Avg
19.88%
5Y Avg
21.68%
Market Cap
$10.42B
Return on Equity (ROE)
-75.47%
TTM Avg
-38.27%
3Y Avg
-35.75%
5Y Avg
-27.85%
Market Cap
$10.21B
Return on Equity (ROE)
27.85%
TTM Avg
27.70%
3Y Avg
28.53%
5Y Avg
32.49%
Market Cap
$13.93B
Return on Equity (ROE)
17.44%
TTM Avg
14.88%
3Y Avg
12.41%
5Y Avg
13.66%
Market Cap
$14.04B
Return on Equity (ROE)
19.69%
TTM Avg
19.80%
3Y Avg
20.98%
5Y Avg
17.36%
Market Cap
$9.34B
Return on Equity (ROE)
-41.56%
TTM Avg
9.04%
3Y Avg
0.57%
5Y Avg
-9.32%
Market Cap
$14.34B
Return on Equity (ROE)
-0.52%
TTM Avg
1.51%
3Y Avg
2.10%
5Y Avg
4.04%
Market Cap
$14.49B
Return on Equity (ROE)
12.40%
TTM Avg
10.09%
3Y Avg
11.58%
5Y Avg
10.87%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Erie Indemnity Company (ERIE) | $11.82B | 23.39% | 27.36% | 25.54% | 24.84% |
| American Financial Group, Inc. (AFG)vs › | $12.10B | 19.77% | 18.66% | 19.88% | 21.68% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $10.42B | -75.47% | -38.27% | -35.75% | -27.85% |
| FactSet Research Systems Inc. (FDS)vs › | $10.21B | 27.85% | 27.70% | 28.53% | 32.49% |
| Assurant, Inc. (AIZ)vs › | $13.93B | 17.44% | 14.88% | 12.41% | 13.66% |
| Globe Life Inc. (GL)vs › | $14.04B | 19.69% | 19.80% | 20.98% | 17.36% |
| Hut 8 Corp. (HUT)vs › | $9.34B | -41.56% | 9.04% | 0.57% | -9.32% |
| Invesco Ltd. (IVZ)vs › | $14.34B | -0.52% | 1.51% | 2.10% | 4.04% |
| Everest Group, Ltd. (EG)vs › | $14.49B | 12.40% | 10.09% | 11.58% | 10.87% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $8.59B | 27.94% | 26.83% | 25.84% | 23.42% |
ROE
23.4%
ROA
16.2%
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 | 24.50% |
| 2024-12-31 | 30.21% |
| 2023-12-31 | 26.83% |
| 2022-12-31 | 20.61% |
| 2021-12-31 | 22.19% |
| 2020-12-31 | 24.69% |
| 2019-12-31 | 27.96% |
| 2018-12-31 | 29.60% |
| 2017-12-31 | 22.98% |
| 2016-12-31 | 25.75% |
| 2015-12-31 | 22.70% |
| 2014-12-31 | 23.83% |
| 2013-12-31 | 22.15% |
| 2012-12-31 | 24.92% |
| 2011-12-31 | 21.64% |
| 2010-12-31 | 17.76% |
| 2009-12-31 | 11.97% |
| 2008-12-31 | 8.71% |
| 2007-12-31 | 20.26% |
| 2006-12-31 | 17.56% |
| 2005-12-31 | 18.07% |
| 2004-12-31 | 17.87% |
| 2003-12-31 | 17.16% |
| 2002-12-31 | 17.43% |
| 2001-12-31 | 14.13% |
| 2000-12-31 | 19.56% |
| 1999-12-31 | 20.51% |
| 1998-12-31 | 20.54% |
| 1997-12-31 | 21.98% |
| 1996-12-31 | 24.13% |
