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 -2.75% is 138% below its 5-year average of 7.25%, near the low end of its 5-year range (-3.93%–18.15%).
As of the fiscal period ended Tuesday, June 30, 2026.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -2.75%.
RETURN ON EQUITY (ROE)
-2.75%
RETURN ON EQUITY (ROE) AVG TTM
N/A
RETURN ON EQUITY (ROE) AVG 3Y
-0.88%
RETURN ON EQUITY (ROE) AVG 5Y
7.25%
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
-212.65%
CURRENT VS 5Y AVG
-137.89%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
-120.50%
vs the sector median at left
Lufax Holding Ltd
Market Cap
$1.06B
Return on Equity (ROE)
-2.75%
TTM Avg
N/A
3Y Avg
-0.88%
5Y Avg
7.25%
Market Cap
$757.18M
Return on Equity (ROE)
10.01%
TTM Avg
2.00%
3Y Avg
7.50%
5Y Avg
9.45%
Market Cap
$670.49M
Return on Equity (ROE)
6.96%
TTM Avg
7.56%
3Y Avg
6.50%
5Y Avg
3.41%
Market Cap
$666.98M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$630.67M
Return on Equity (ROE)
7.58%
TTM Avg
5.21%
3Y Avg
5.83%
5Y Avg
7.95%
Market Cap
$326.28M
Return on Equity (ROE)
7.53%
TTM Avg
6.65%
3Y Avg
6.19%
5Y Avg
5.29%
Market Cap
$286.48M
Return on Equity (ROE)
8.03%
TTM Avg
7.39%
3Y Avg
8.93%
5Y Avg
8.32%
Market Cap
$266.32M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$225.76M
Return on Equity (ROE)
17.93%
TTM Avg
-63.45%
3Y Avg
-126.83%
5Y Avg
-91.96%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Lufax Holding Ltd (LU) | $1.06B | -2.75% | N/A | -0.88% | 7.25% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $757.18M | 10.01% | 2.00% | 7.50% | 9.45% |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $670.49M | 6.96% | 7.56% | 6.50% | 3.41% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $666.98M | N/A | N/A | N/A | N/A |
| Hypoport SE (HYPOF)vs › | $630.67M | 7.58% | 5.21% | 5.83% | 7.95% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $326.28M | 7.53% | 6.65% | 6.19% | 5.29% |
| Isabella Bank Corporation (ISBA)vs › | $286.48M | 8.03% | 7.39% | 8.93% | 8.32% |
| Thunder Bridge Capital Partners V L (TBCVU)vs › | $266.32M | N/A | N/A | N/A | N/A |
| DeFi Technologies Inc. (DEFT)vs › | $225.76M | 17.93% | -63.45% | -126.83% | -91.96% |
| Franklin Universal Trust (FT)vs › | $188.99M | 9.04% | 12.80% | 4.97% | 5.48% |
ROE
-2.7%
ROA
-1.1%
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 | -2.75% |
| 2024-09-30 | -3.93% |
| 2024-06-30 | -3.01% |
| 2024-03-31 | -0.74% |
| 2023-12-31 | 0.96% |
| 2023-09-30 | 0.99% |
| 2023-06-30 | 2.33% |
| 2023-03-31 | 4.42% |
| 2022-12-31 | 9.88% |
| 2022-09-30 | 14.54% |
| 2022-06-30 | 16.56% |
| 2022-03-31 | 17.22% |
| 2021-12-31 | 17.75% |
| 2021-09-30 | 18.15% |
| 2021-06-30 | 16.34% |
| 2021-03-31 | 14.86% |
| 2020-12-31 | 14.35% |
| 2020-09-30 | 19.45% |
| 2020-06-30 | 23.75% |
| 2020-03-31 | 28.89% |
| 2019-12-31 | 27.97% |
