Basis: Latest reported fiscal year. 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 29.45% is 437% above its 5-year average of 5.48%, near the high end of its 5-year range (-3.64%–29.45%).
As of the fiscal period ended Sunday, August 31, 2025. 130.08% above its 12-month average of 12.80%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
29.45%
RETURN ON EQUITY (ROE) AVG TTM
12.80%
RETURN ON EQUITY (ROE) AVG 3Y
4.97%
RETURN ON EQUITY (ROE) AVG 5Y
5.48%
RETURN ON EQUITY (ROE) AVG 10Y
5.46%
RETURN ON EQUITY (ROE) AVG 15Y
7.84%
RETURN ON EQUITY (ROE) AVG 20Y
6.91%
CURRENT VS TTM AVG
+130.08%
CURRENT VS 3Y AVG
+492.56%
CURRENT VS 5Y AVG
+437.08%
CURRENT VS 10Y AVG
+439.11%
CURRENT VS 15Y AVG
+275.82%
CURRENT VS 20Y AVG
+326.28%
SECTOR MEDIAN · FINANCIAL SERVICES
14.11%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
+108.72%
vs the sector median at left
Franklin Universal Trust
Market Cap
$196.78M
Return on Equity (ROE)
29.45%
TTM Avg
12.80%
3Y Avg
4.97%
5Y Avg
5.48%
Market Cap
$187.17M
Return on Equity (ROE)
17.19%
TTM Avg
6.88%
3Y Avg
-9.68%
5Y Avg
-1.05%
Market Cap
$183.44M
Return on Equity (ROE)
24.93%
TTM Avg
-63.45%
3Y Avg
-126.83%
5Y Avg
-91.96%
Market Cap
$155.72M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$139.92M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$291.62M
Return on Equity (ROE)
8.03%
TTM Avg
7.39%
3Y Avg
8.93%
5Y Avg
8.32%
Market Cap
$74.22M
Return on Equity (ROE)
8.85%
TTM Avg
1.10%
3Y Avg
-2.94%
5Y Avg
-0.22%
Market Cap
$324.79M
Return on Equity (ROE)
7.75%
TTM Avg
6.65%
3Y Avg
6.19%
5Y Avg
5.29%
Market Cap
$5.89M
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 |
|---|---|---|---|---|---|
| Franklin Universal Trust (FT) | $196.78M | 29.45% | 12.80% | 4.97% | 5.48% |
| The New Germany Fund, Inc. (GF)vs › | $187.17M | 17.19% | 6.88% | -9.68% | -1.05% |
| DeFi Technologies Inc. (DEFT)vs › | $183.44M | 24.93% | -63.45% | -126.83% | -91.96% |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $155.72M | N/A | N/A | N/A | N/A |
| Global X - MSCI Colombia ETF (COLO)vs › | $139.92M | N/A | N/A | N/A | N/A |
| Isabella Bank Corporation (ISBA)vs › | $291.62M | 8.03% | 7.39% | 8.93% | 8.32% |
| Nuveen Minnesota Quality Municipal Income Fund (NMS)vs › | $74.22M | 8.85% | 1.10% | -2.94% | -0.22% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $324.79M | 7.75% | 6.65% | 6.19% | 5.29% |
| CYBER HORNET S&P 500 and Bitcoin 75/25 Strategy ETF (ZZZ)vs › | $5.89M | N/A | N/A | N/A | N/A |
| Hypoport SE (HYPOF)vs › | $630.67M | 7.51% | 5.21% | 5.83% | 7.95% |
ROE
29.4%
ROA
23.3%
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) |
|---|---|
| 2025-08-31 | 9.04% |
| 2024-08-31 | 16.56% |
| 2023-08-31 | -2.08% |
| 2022-08-31 | -3.64% |
| 2021-08-31 | 13.76% |
| 2020-08-31 | -0.74% |
| 2019-08-31 | 11.22% |
| 2018-08-31 | 1.73% |
| 2017-08-31 | 11.56% |
| 2016-08-31 | 13.32% |
| 2015-08-31 | -10.64% |
| 2014-08-31 | 14.46% |
| 2013-08-31 | 7.82% |
| 2012-08-31 | 14.08% |
| 2011-08-31 | 11.08% |
| 2010-08-31 | 17.85% |
| 2009-08-31 | -11.09% |
| 2008-08-31 | -0.11% |
| 2007-08-31 | 10.50% |
| 2006-08-31 | 5.73% |
| 2005-08-31 | 14.67% |
| 2004-08-31 | 17.99% |
| 2003-08-31 | 18.34% |
| 2002-08-31 | -27.36% |
| 2001-08-31 | -1.22% |