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 12.48% is 67% above its 5-year average of 7.47%, around the middle of its 5-year range (-12.95%–26.32%).
As of the fiscal period ended Tuesday, June 30, 2026. 37.38% above its 12-month average of 9.08%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 12.48%.
RETURN ON EQUITY (ROE)
12.48%
RETURN ON EQUITY (ROE) AVG TTM
9.08%
RETURN ON EQUITY (ROE) AVG 3Y
6.00%
RETURN ON EQUITY (ROE) AVG 5Y
7.47%
RETURN ON EQUITY (ROE) AVG 10Y
-2.97%
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+37.38%
CURRENT VS 3Y AVG
+107.90%
CURRENT VS 5Y AVG
+66.97%
CURRENT VS 10Y AVG
+520.09%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 677 covered companies
CURRENT VS SECTOR MEDIAN
+42.44%
vs the sector median at left
Happen, Inc. Common Stock
Market Cap
$1.77B
Return on Equity (ROE)
12.48%
TTM Avg
9.08%
3Y Avg
6.00%
5Y Avg
7.47%
Market Cap
$1.81B
Return on Equity (ROE)
13.59%
TTM Avg
10.51%
3Y Avg
8.36%
5Y Avg
4.03%
Market Cap
$1.81B
Return on Equity (ROE)
12.40%
TTM Avg
14.46%
3Y Avg
16.89%
5Y Avg
32.97%
Market Cap
$1.73B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.72B
Return on Equity (ROE)
5.57%
TTM Avg
3.62%
3Y Avg
6.08%
5Y Avg
6.59%
Market Cap
$1.72B
Return on Equity (ROE)
10.02%
TTM Avg
9.34%
3Y Avg
10.35%
5Y Avg
8.73%
Market Cap
$1.83B
Return on Equity (ROE)
2.54%
TTM Avg
7.88%
3Y Avg
8.80%
5Y Avg
8.87%
Market Cap
$1.84B
Return on Equity (ROE)
11.73%
TTM Avg
10.71%
3Y Avg
12.25%
5Y Avg
11.92%
Market Cap
$1.69B
Return on Equity (ROE)
9.89%
TTM Avg
10.68%
3Y Avg
10.84%
5Y Avg
11.72%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Happen, Inc. Common Stock (HAPN) | $1.77B | 12.48% | 9.08% | 6.00% | 7.47% |
| EZCORP, Inc. (EZPW)vs › | $1.81B | 13.59% | 10.51% | 8.36% | 4.03% |
| Patria Investments Ltd (PAX)vs › | $1.81B | 12.40% | 14.46% | 16.89% | 32.97% |
| Wintrust Financial Corporation (WTFCN)vs › | $1.73B | N/A | N/A | N/A | N/A |
| Hope Bancorp, Inc. (HOPE)vs › | $1.72B | 5.57% | 3.62% | 6.08% | 6.59% |
| S&T Bancorp, Inc. (STBA)vs › | $1.72B | 10.02% | 9.34% | 10.35% | 8.73% |
| FirstSun Capital Bancorp (FSUN)vs › | $1.83B | 2.54% | 7.88% | 8.80% | 8.87% |
| German American Bancorp, Inc. (GABC)vs › | $1.84B | 11.73% | 10.71% | 12.25% | 11.92% |
| Bank First Corporation (BFC)vs › | $1.69B | 9.89% | 10.68% | 10.84% | 11.72% |
| Hyperliquid Strategies Inc Common Stock (PURR)vs › | $1.68B | 16.96% | 16.31% | 16.31% | 16.31% |
ROE
12.5%
ROA
1.6%
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 | 12.48% |
| 2026-03-31 | 11.53% |
| 2025-12-31 | 9.04% |
| 2025-09-30 | 7.10% |
| 2025-06-30 | 5.26% |
| 2025-03-31 | 3.72% |
| 2024-12-31 | 3.83% |
| 2024-09-30 | 3.85% |
| 2024-06-30 | 3.29% |
| 2024-03-31 | 2.96% |
| 2023-12-31 | 3.11% |
| 2023-09-30 | 4.33% |
| 2023-06-30 | 7.51% |
| 2023-03-31 | 22.05% |
| 2022-12-31 | 24.88% |
| 2022-09-30 | 26.32% |
| 2022-06-30 | 25.87% |
| 2022-03-31 | 12.00% |
| 2021-12-31 | 2.19% |
| 2021-09-30 | -4.62% |
| 2021-06-30 | -12.95% |
| 2021-03-31 | -25.44% |
| 2020-12-31 | -25.90% |
| 2020-09-30 | -21.89% |
| 2020-06-30 | -16.98% |
| 2020-03-31 | -7.39% |
| 2019-12-31 | -3.42% |
| 2019-09-30 | -5.01% |
| 2019-06-30 | -7.65% |
| 2019-03-31 | -13.54% |
| 2018-12-31 | -14.76% |
| 2018-09-30 | -23.90% |
| 2018-06-30 | -21.88% |
| 2018-03-31 | -17.03% |
| 2017-12-31 | -16.68% |
| 2017-09-30 | -9.47% |
| 2017-06-30 | -12.71% |
| 2017-03-31 | -18.51% |
| 2016-12-31 | -14.96% |
| 2016-09-30 | -11.18% |
| 2016-06-30 | -7.26% |
| 2016-03-31 | 0.53% |
| 2015-12-31 | -0.48% |
| 2015-09-30 | -1.83% |
| 2015-06-30 | -2.70% |
| 2015-03-31 | -3.26% |
| 2014-12-31 | -3.38% |
| 2014-09-30 | -14.84% |
| 2014-06-30 | -7.96% |
| 2014-03-31 | -0.05% |
| 2013-12-31 | 10.73% |
