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 27.85% is in line with its 5-year average of 28.36%, near the low end of its 5-year range (24.73%–39.32%).
As of the fiscal period ended Sunday, May 31, 2026. 3.03% above its 12-month average of 27.03%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q3 FY2026 (2026-05-31): 27.85%.
RETURN ON EQUITY (ROE)
27.85%
RETURN ON EQUITY (ROE) AVG TTM
27.03%
RETURN ON EQUITY (ROE) AVG 3Y
27.57%
RETURN ON EQUITY (ROE) AVG 5Y
28.36%
RETURN ON EQUITY (ROE) AVG 10Y
40.21%
RETURN ON EQUITY (ROE) AVG 15Y
38.91%
RETURN ON EQUITY (ROE) AVG 20Y
34.82%
CURRENT VS TTM AVG
+3.03%
CURRENT VS 3Y AVG
+0.99%
CURRENT VS 5Y AVG
-1.82%
CURRENT VS 10Y AVG
-30.73%
CURRENT VS 15Y AVG
-28.43%
CURRENT VS 20Y AVG
-20.02%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+107.91%
vs the sector median at left
FactSet Research Systems Inc.
Market Cap
$10.09B
Return on Equity (ROE)
27.85%
TTM Avg
27.03%
3Y Avg
27.57%
5Y Avg
28.36%
Market Cap
$11.04B
Return on Equity (ROE)
23.39%
TTM Avg
27.36%
3Y Avg
25.54%
5Y Avg
24.84%
Market Cap
$11.12B
Return on Equity (ROE)
-41.56%
TTM Avg
9.04%
3Y Avg
0.57%
5Y Avg
-9.32%
Market Cap
$8.43B
Return on Equity (ROE)
-1323.42%
TTM Avg
-250.28%
3Y Avg
-152.67%
5Y Avg
-114.98%
Market Cap
$11.82B
Return on Equity (ROE)
19.77%
TTM Avg
18.66%
3Y Avg
19.88%
5Y Avg
21.68%
Market Cap
$8.13B
Return on Equity (ROE)
27.94%
TTM Avg
26.83%
3Y Avg
25.84%
5Y Avg
23.42%
Market Cap
$13.47B
Return on Equity (ROE)
19.69%
TTM Avg
19.80%
3Y Avg
20.98%
5Y Avg
17.36%
Market Cap
$13.53B
Return on Equity (ROE)
-0.52%
TTM Avg
1.51%
3Y Avg
2.10%
5Y Avg
4.04%
Market Cap
$6.65B
Return on Equity (ROE)
7.79%
TTM Avg
9.96%
3Y Avg
8.54%
5Y Avg
6.17%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| FactSet Research Systems Inc. (FDS) | $10.09B | 27.85% | 27.03% | 27.57% | 28.36% |
| Erie Indemnity Company (ERIE)vs › | $11.04B | 23.39% | 27.36% | 25.54% | 24.84% |
| Hut 8 Corp. (HUT)vs › | $11.12B | -41.56% | 9.04% | 0.57% | -9.32% |
| TeraWulf Inc. (WULF)vs › | $8.43B | -1323.42% | -250.28% | -152.67% | -114.98% |
| American Financial Group, Inc. (AFG)vs › | $11.82B | 19.77% | 18.66% | 19.88% | 21.68% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $8.13B | 27.94% | 26.83% | 25.84% | 23.42% |
| Globe Life Inc. (GL)vs › | $13.47B | 19.69% | 19.80% | 20.98% | 17.36% |
| Invesco Ltd. (IVZ)vs › | $13.53B | -0.52% | 1.51% | 2.10% | 4.04% |
| PIMCO Dynamic Income Fund (PDI)vs › | $6.65B | 7.79% | 9.96% | 8.54% | 6.17% |
| TransUnion (TRU)vs › | $13.88B | 17.51% | 8.50% | 4.56% | 11.22% |
ROE
27.8%
ROA
13.5%
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) |
|---|---|
| 2026-05-31 | 27.85% |
| 2026-02-28 | 27.61% |
| 2025-11-30 | 27.66% |
| 2025-08-31 | 27.31% |
| 2025-05-31 | 24.73% |
| 2025-02-28 | 26.38% |
| 2024-11-30 | 27.04% |
| 2024-08-31 | 28.09% |
| 2024-05-31 | 27.12% |
| 2024-02-29 | 27.16% |
| 2023-11-30 | 28.22% |
| 2023-08-31 | 28.90% |
| 2023-05-31 | 30.41% |
| 2023-02-28 | 27.86% |
| 2022-11-30 | 28.90% |
| 2022-08-31 | 29.81% |
| 2022-05-31 | 31.04% |
| 2022-02-28 | 34.48% |
| 2021-11-30 | 36.95% |
| 2021-08-31 | 39.32% |
| 2021-05-31 | 37.58% |
| 2021-02-28 | 39.59% |
| 2020-11-30 | 39.91% |
| 2020-08-31 | 41.52% |
| 2020-05-31 | 47.34% |
| 2020-02-29 | 51.12% |
| 2019-11-30 | 52.39% |
| 2019-08-31 | 52.48% |
| 2019-05-31 | 50.44% |
| 2019-02-28 | 52.14% |
| 2018-11-30 | 51.92% |
| 2018-08-31 | 50.79% |
| 2018-05-31 | 48.16% |
| 2018-02-28 | 40.60% |
| 2017-11-30 | 42.39% |
| 2017-08-31 | 46.14% |
| 2017-05-31 | 65.02% |
| 2017-02-28 | 69.82% |
| 2016-11-30 | 69.53% |
| 2016-08-31 | 65.49% |
| 2016-05-31 | 47.22% |
| 2016-02-29 | 46.45% |
| 2015-11-30 | 43.95% |
| 2015-08-31 | 45.35% |
| 2015-05-31 | 44.01% |
| 2015-02-28 | 42.41% |
| 2014-11-30 | 42.90% |
| 2014-08-31 | 41.39% |
| 2014-05-31 | 40.19% |
| 2014-02-28 | 40.36% |
| 2013-11-30 | 36.78% |
| 2013-08-31 | 36.66% |
| 2013-05-31 | 32.52% |
| 2013-02-28 | 34.87% |
| 2012-11-30 | 32.91% |
| 2012-08-31 | 34.19% |
| 2012-05-31 | 32.33% |
| 2012-02-29 | 32.44% |
| 2011-11-30 | 32.62% |
| 2011-08-31 | 33.20% |
| 2011-05-31 | 30.56% |
| 2011-02-28 | 29.52% |
| 2010-11-30 | 28.69% |
| 2010-08-31 | 29.90% |
| 2010-05-31 | 30.20% |
| 2010-02-28 | 29.32% |
| 2009-11-30 | 27.67% |
| 2009-08-31 | 28.94% |
| 2009-05-31 | 28.71% |
| 2009-02-28 | 30.71% |
| 2008-11-30 | 30.36% |
| 2008-08-31 | 26.86% |
| 2008-05-31 | 26.80% |
| 2008-02-29 | 27.88% |
| 2007-11-30 | 27.16% |
| 2007-08-31 | 26.77% |
| 2007-05-31 | 24.32% |
| 2007-02-28 | 23.77% |
| 2006-11-30 | 22.69% |
| 2006-08-31 | 23.12% |
| 2006-05-31 | 23.10% |
| 2006-02-28 | 24.71% |
| 2005-11-30 | 26.16% |
| 2005-08-31 | 26.77% |
| 2005-05-31 | 28.35% |
| 2005-02-28 | 26.93% |
| 2004-11-30 | 28.42% |
| 2004-08-31 | 35.26% |
| 2004-05-31 | 38.27% |
| 2004-02-29 | 32.87% |
| 2003-11-30 | 23.44% |
| 2003-08-31 | 24.24% |
| 2003-05-31 | 24.59% |
