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 3.96% is 54% below its 5-year average of 8.69%, near the low end of its 5-year range (2.23%–15.07%).
As of the fiscal period ended Tuesday, June 30, 2026. 46.11% below its 12-month average of 7.35%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q3 FY2026 (2026-06-30): 3.96%.
RETURN ON EQUITY (ROE)
3.96%
RETURN ON EQUITY (ROE) AVG TTM
7.35%
RETURN ON EQUITY (ROE) AVG 3Y
7.43%
RETURN ON EQUITY (ROE) AVG 5Y
8.69%
RETURN ON EQUITY (ROE) AVG 10Y
7.84%
RETURN ON EQUITY (ROE) AVG 15Y
8.01%
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-46.11%
CURRENT VS 3Y AVG
-46.72%
CURRENT VS 5Y AVG
-54.44%
CURRENT VS 10Y AVG
-49.50%
CURRENT VS 15Y AVG
-50.58%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 677 covered companies
CURRENT VS SECTOR MEDIAN
-54.80%
vs the sector median at left
Golub Capital BDC, Inc.
Market Cap
$3.17B
Return on Equity (ROE)
3.96%
TTM Avg
7.35%
3Y Avg
7.43%
5Y Avg
8.69%
Market Cap
$3.16B
Return on Equity (ROE)
-131.07%
TTM Avg
4.24%
3Y Avg
-6.54%
5Y Avg
-29.24%
Market Cap
$3.15B
Return on Equity (ROE)
5.28%
TTM Avg
5.14%
3Y Avg
5.46%
5Y Avg
6.37%
Market Cap
$3.14B
Return on Equity (ROE)
6.53%
TTM Avg
9.15%
3Y Avg
10.26%
5Y Avg
10.01%
Market Cap
$3.13B
Return on Equity (ROE)
14.32%
TTM Avg
11.55%
3Y Avg
6.75%
5Y Avg
4.13%
Market Cap
$3.24B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$3.28B
Return on Equity (ROE)
-10.04%
TTM Avg
-3.65%
3Y Avg
1.41%
5Y Avg
3.76%
Market Cap
$3.29B
Return on Equity (ROE)
9.55%
TTM Avg
9.31%
3Y Avg
10.14%
5Y Avg
9.41%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Golub Capital BDC, Inc. (GBDC) | $3.17B | 3.96% | 7.35% | 7.43% | 8.69% |
| CleanSpark, Inc. (CLSK)vs › | $3.16B | -131.07% | 4.24% | -6.54% | -29.24% |
| Seacoast Banking Corporation of Florida (SBCF)vs › | $3.15B | 5.28% | 5.14% | 5.46% | 6.37% |
| CVB Financial Corp. (CVBF)vs › | $3.14B | 6.53% | 9.15% | 10.26% | 10.01% |
| Inter & Co, Inc. (INTR)vs › | $3.13B | 14.32% | 11.55% | 6.75% | 4.13% |
| iShares Core 80/20 Aggressive Allocation ETF (AOA)vs › | $3.24B | N/A | N/A | N/A | N/A |
| TowneBank (TOWN)vs › | $3.28B | 10.48% | 7.28% | 8.04% | 8.63% |
| Simmons First National Corporation (SFNC)vs › | $3.28B | -10.04% | -3.65% | 1.41% | 3.76% |
| First Financial Bancorp. (FFBC)vs › | $3.29B | 9.55% | 9.31% | 10.14% | 9.41% |
| Mechanics Bank (MCHB)vs › | $3.29B | 10.46% | 5.27% | 21.64% | 18.98% |
ROE
4.0%
ROA
1.8%
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 | 3.96% |
| 2026-03-31 | 5.47% |
| 2025-12-31 | 8.46% |
| 2025-09-30 | 9.46% |
| 2025-06-30 | 9.40% |
| 2025-03-31 | 7.29% |
| 2024-12-31 | 7.70% |
| 2024-09-30 | 6.82% |
| 2024-06-30 | 8.09% |
| 2024-03-31 | 15.07% |
| 2023-12-31 | 13.89% |
| 2023-09-30 | 10.68% |
| 2023-06-30 | 4.43% |
| 2023-03-31 | 2.23% |
| 2022-12-31 | 3.31% |
| 2022-09-30 | 6.11% |
| 2022-06-30 | 9.21% |
| 2022-03-31 | 11.62% |
| 2021-12-31 | 11.89% |
| 2021-09-30 | 13.18% |
| 2021-06-30 | 14.26% |
| 2021-03-31 | 16.91% |
| 2020-12-31 | 4.19% |
| 2020-09-30 | 2.29% |
| 2020-06-30 | -4.84% |
| 2020-03-31 | -12.10% |
| 2019-12-31 | 0.45% |
| 2019-09-30 | -0.84% |
| 2019-06-30 | 7.37% |
| 2019-03-31 | 7.64% |
| 2018-12-31 | 8.20% |
| 2018-09-30 | 8.46% |
| 2018-06-30 | 9.13% |
| 2018-03-31 | 9.01% |
| 2017-12-31 | 8.83% |
| 2017-09-30 | 8.59% |
| 2017-06-30 | 8.01% |
| 2017-03-31 | 8.17% |
| 2016-12-31 | 7.77% |
| 2016-09-30 | 7.87% |
| 2016-06-30 | 8.85% |
| 2016-03-31 | 8.89% |
| 2015-12-31 | 9.34% |
| 2015-09-30 | 8.73% |
| 2015-06-30 | 8.86% |
| 2015-03-31 | 9.42% |
| 2014-12-31 | 8.96% |
| 2014-09-30 | 8.92% |
| 2014-06-30 | 7.91% |
| 2014-03-31 | 7.46% |
| 2013-12-31 | 7.88% |
| 2013-09-30 | 7.07% |
| 2013-06-30 | 7.14% |
| 2013-03-31 | 7.15% |
| 2012-12-31 | 8.32% |
| 2012-09-30 | 8.47% |
| 2012-06-30 | 6.95% |
| 2012-03-31 | 7.20% |
| 2011-12-31 | 6.82% |
| 2011-09-30 | 6.74% |
| 2011-06-30 | 7.68% |
| 2011-03-31 | 8.70% |
| 2010-12-31 | 9.13% |
| 2010-09-30 | 10.07% |
| 2010-06-30 | 10.62% |
| 2010-03-31 | 22.73% |
| 2009-12-31 | 26.88% |
