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 3.58% is in line with its 1-year average of 3.67%, near the low end of its 1-year range (3.58%–3.76%).
As of the fiscal period ended Tuesday, June 30, 2026.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
Limited quarterly history available
ROE needs at least three reported quarters before a meaningful chart is shown.
RETURN ON EQUITY (ROE)
3.58%
RETURN ON EQUITY (ROE) AVG TTM
N/A
RETURN ON EQUITY (ROE) AVG 3Y
N/A
RETURN ON EQUITY (ROE) AVG 5Y
N/A
RETURN ON EQUITY (ROE) AVG 10Y
N/A
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
N/A
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
CURRENT VS 10Y AVG
N/A
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
-59.15%
vs the sector median at left
K&F Growth Acquisition Corp. II Class A Ordinary shares
Market Cap
$420.04M
Return on Equity (ROE)
3.58%
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$420.04M
Return on Equity (ROE)
15.83%
TTM Avg
16.19%
3Y Avg
15.00%
5Y Avg
15.12%
Market Cap
$418.37M
Return on Equity (ROE)
15.83%
TTM Avg
16.19%
3Y Avg
15.00%
5Y Avg
15.12%
Market Cap
$416.08M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$425.88M
Return on Equity (ROE)
9.47%
TTM Avg
15.93%
3Y Avg
12.15%
5Y Avg
12.38%
Market Cap
$427.66M
Return on Equity (ROE)
-18.43%
TTM Avg
-17.80%
3Y Avg
-29.05%
5Y Avg
-19.83%
Market Cap
$411.29M
Return on Equity (ROE)
-80.29%
TTM Avg
-53.34%
3Y Avg
214.76%
5Y Avg
172.05%
Market Cap
$429.68M
Return on Equity (ROE)
13.17%
TTM Avg
13.71%
3Y Avg
17.46%
5Y Avg
16.66%
Market Cap
$430.17M
Return on Equity (ROE)
2.42%
TTM Avg
2.87%
3Y Avg
-0.04%
5Y Avg
0.08%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| K&F Growth Acquisition Corp. II Class A Ordinary shares (KFII) | $420.04M | 3.58% | N/A | N/A | N/A |
| NewtekOne, Inc. 8.50% Fixed Rate Senior Notes due 2029 (NEWTG)vs › | $420.04M | 15.83% | 16.19% | 15.00% | 15.12% |
| NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B (NEWTP)vs › | $418.37M | 15.83% | 16.19% | 15.00% | 15.12% |
| General Catalyst Global Resilience Merger Corp. (GCGR)vs › | $416.08M | N/A | N/A | N/A | N/A |
| Gladstone Capital Corporation (GLAD)vs › | $425.88M | 9.47% | 15.93% | 12.15% | 12.38% |
| AlTi Global, Inc. (ALTI)vs › | $427.66M | -18.43% | -17.80% | -29.05% | -19.83% |
| Eightco Holdings Inc. (ORBS)vs › | $411.29M | -80.29% | -53.34% | 214.76% | 172.05% |
| Plumas Bancorp (PLBC)vs › | $429.68M | 13.17% | 13.71% | 17.46% | 16.66% |
| Invesco California Value Municipal Income Trust (VCV)vs › | $430.17M | 2.42% | 2.87% | -0.04% | 0.08% |
| Churchill Capital Corp. Xiii (XIII)vs › | $430.44M | N/A | N/A | N/A | N/A |
ROE
3.6%
ROA
3.5%
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) |
|---|---|
| 2026-06-30 | 3.58% |
| 2026-03-31 | 3.76% |
