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 8.03% is in line with its 5-year average of 8.77%, around the middle of its 5-year range (6.18%–11.94%).
As of the fiscal period ended Tuesday, June 30, 2026. 0.06% above its 12-month average of 8.02%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 8.03%.
RETURN ON EQUITY (ROE)
8.03%
RETURN ON EQUITY (ROE) AVG TTM
8.02%
RETURN ON EQUITY (ROE) AVG 3Y
7.66%
RETURN ON EQUITY (ROE) AVG 5Y
8.77%
RETURN ON EQUITY (ROE) AVG 10Y
7.21%
RETURN ON EQUITY (ROE) AVG 15Y
7.31%
RETURN ON EQUITY (ROE) AVG 20Y
7.05%
CURRENT VS TTM AVG
+0.06%
CURRENT VS 3Y AVG
+4.82%
CURRENT VS 5Y AVG
-8.50%
CURRENT VS 10Y AVG
+11.26%
CURRENT VS 15Y AVG
+9.87%
CURRENT VS 20Y AVG
+13.90%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
-40.08%
vs the sector median at left
Isabella Bank Corporation
Market Cap
$289.27M
Return on Equity (ROE)
8.03%
TTM Avg
8.02%
3Y Avg
7.66%
5Y Avg
8.77%
Market Cap
$266.32M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$325.98M
Return on Equity (ROE)
7.53%
TTM Avg
6.65%
3Y Avg
6.19%
5Y Avg
5.29%
Market Cap
$229.98M
Return on Equity (ROE)
17.93%
TTM Avg
-63.45%
3Y Avg
-126.83%
5Y Avg
-91.96%
Market Cap
$187.48M
Return on Equity (ROE)
9.04%
TTM Avg
12.80%
3Y Avg
4.97%
5Y Avg
5.48%
Market Cap
$182.15M
Return on Equity (ROE)
27.02%
TTM Avg
6.88%
3Y Avg
-9.68%
5Y Avg
-1.05%
Market Cap
$154.05M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$150.40M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$67.62M
Return on Equity (ROE)
9.39%
TTM Avg
4.52%
3Y Avg
1.85%
5Y Avg
1.12%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Isabella Bank Corporation (ISBA) | $289.27M | 8.03% | 8.02% | 7.66% | 8.77% |
| Thunder Bridge Capital Partners V L (TBCVU)vs › | $266.32M | N/A | N/A | N/A | N/A |
| BlackRock Floating Rate Income Trust (BGT)vs › | $325.98M | 7.53% | 6.65% | 6.19% | 5.29% |
| DeFi Technologies Inc. (DEFT)vs › | $229.98M | 17.93% | -63.45% | -126.83% | -91.96% |
| Franklin Universal Trust (FT)vs › | $187.48M | 9.04% | 12.80% | 4.97% | 5.48% |
| The New Germany Fund, Inc. (GF)vs › | $182.15M | 27.02% | 6.88% | -9.68% | -1.05% |
| Global X - MSCI Colombia ETF (COLO)vs › | $154.05M | N/A | N/A | N/A | N/A |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $150.40M | N/A | N/A | N/A | N/A |
| Nuveen Minnesota Quality Municipal Income Fund (NMS)vs › | $67.62M | 9.39% | 4.52% | 1.85% | 1.12% |
| Hypoport SE (HYPOF)vs › | $630.67M | 7.58% | 5.21% | 5.83% | 7.95% |
ROE
8.0%
ROA
0.9%
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 | 8.03% |
| 2026-03-31 | 8.53% |
| 2025-12-31 | 8.17% |
| 2025-09-30 | 8.01% |
| 2025-06-30 | 7.37% |
| 2025-03-31 | 6.82% |
| 2024-12-31 | 6.61% |
| 2024-09-30 | 6.43% |
| 2024-06-30 | 7.33% |
| 2024-03-31 | 7.96% |
| 2023-12-31 | 8.98% |
| 2023-09-30 | 11.17% |
| 2023-06-30 | 11.76% |
| 2023-03-31 | 11.81% |
| 2022-12-31 | 11.94% |
| 2022-09-30 | 11.73% |
| 2022-06-30 | 10.23% |
| 2022-03-31 | 9.62% |
| 2021-12-31 | 9.24% |
| 2021-09-30 | 6.31% |
| 2021-06-30 | 6.18% |
| 2021-03-31 | 6.06% |
| 2020-12-31 | 4.98% |
| 2020-09-30 | 5.62% |
| 2020-06-30 | 5.72% |
| 2020-03-31 | 5.84% |
| 2019-12-31 | 6.20% |
| 2019-09-30 | 7.37% |
| 2019-06-30 | 7.16% |
| 2019-03-31 | 6.94% |
| 2018-12-31 | 7.17% |
| 2018-09-30 | 7.01% |
| 2018-06-30 | 6.80% |
| 2018-03-31 | 7.10% |
| 2017-12-31 | 6.79% |
| 2017-09-30 | 7.28% |
| 2017-06-30 | 7.36% |
| 2017-03-31 | 7.29% |
| 2016-12-31 | 7.34% |
| 2016-09-30 | 6.82% |
| 2016-06-30 | 7.06% |
| 2016-03-31 | 7.61% |
| 2015-12-31 | 8.22% |
| 2015-09-30 | 8.35% |
| 2015-06-30 | 8.21% |
| 2015-03-31 | 7.84% |
| 2014-12-31 | 7.86% |
| 2014-09-30 | 7.67% |
| 2014-06-30 | 7.65% |
| 2014-03-31 | 7.67% |
| 2013-12-31 | 7.79% |
| 2013-09-30 | 7.50% |
| 2013-06-30 | 7.70% |
| 2013-03-31 | 7.29% |
| 2012-12-31 | 7.42% |
| 2012-09-30 | 7.56% |
| 2012-06-30 | 7.17% |
| 2012-03-31 | 7.07% |
| 2011-12-31 | 6.60% |
| 2011-09-30 | 6.31% |
| 2011-06-30 | 6.51% |
| 2011-03-31 | 6.33% |
| 2010-12-31 | 6.23% |
| 2010-09-30 | 5.96% |
| 2010-06-30 | 5.77% |
| 2010-03-31 | 5.96% |
| 2009-12-31 | 5.54% |
| 2009-09-30 | 2.59% |
| 2009-06-30 | 2.96% |
| 2009-03-31 | 2.58% |
| 2008-12-31 | 3.05% |
| 2008-09-30 | 5.98% |
| 2008-06-30 | 5.70% |
| 2008-03-31 | 5.63% |
| 2007-12-31 | 6.44% |
| 2007-09-30 | 6.29% |
| 2007-06-30 | 6.36% |
| 2007-03-31 | 6.50% |
| 2006-12-31 | 6.05% |
| 2006-09-30 | 8.05% |
| 2006-06-30 | 8.03% |
| 2006-03-31 | 8.12% |
| 2005-12-31 | 8.38% |
| 2005-09-30 | 8.57% |
| 2005-06-30 | 8.70% |
| 2005-03-31 | 8.99% |
| 2004-12-31 | 9.16% |
| 2004-09-30 | 8.60% |
| 2004-06-30 | 9.45% |
| 2004-03-31 | 9.51% |
| 2003-12-31 | 10.45% |
| 2003-09-30 | 10.94% |
| 2003-06-30 | 11.01% |
