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 92.40% is 44% above its 5-year average of 63.95%, near the high end of its 5-year range (45.39%–95.79%).
As of the fiscal period ended Tuesday, June 30, 2026. 33.10% above its 12-month average of 69.42%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 92.40%.
RETURN ON EQUITY (ROE)
92.40%
RETURN ON EQUITY (ROE) AVG TTM
69.42%
RETURN ON EQUITY (ROE) AVG 3Y
52.25%
RETURN ON EQUITY (ROE) AVG 5Y
63.95%
RETURN ON EQUITY (ROE) AVG 10Y
105.93%
RETURN ON EQUITY (ROE) AVG 15Y
155.08%
RETURN ON EQUITY (ROE) AVG 20Y
171.41%
CURRENT VS TTM AVG
+33.10%
CURRENT VS 3Y AVG
+76.82%
CURRENT VS 5Y AVG
+44.49%
CURRENT VS 10Y AVG
-12.77%
CURRENT VS 15Y AVG
-40.42%
CURRENT VS 20Y AVG
-46.10%
SECTOR MEDIAN · FINANCIAL SERVICES
13.52%
median of 101 covered companies
CURRENT VS SECTOR MEDIAN
+583.41%
vs the sector median at left
Moody's Corporation
Market Cap
$82.24B
Return on Equity (ROE)
92.40%
TTM Avg
69.42%
3Y Avg
52.25%
5Y Avg
63.95%
Market Cap
$84.39B
Return on Equity (ROE)
26.21%
TTM Avg
28.99%
3Y Avg
29.44%
5Y Avg
28.08%
Market Cap
$79.94B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$86.04B
Return on Equity (ROE)
3.04%
TTM Avg
2.06%
3Y Avg
2.82%
5Y Avg
3.25%
Market Cap
$87.86B
Return on Equity (ROE)
13.63%
TTM Avg
10.70%
3Y Avg
9.24%
5Y Avg
10.93%
Market Cap
$76.52B
Return on Equity (ROE)
25.07%
TTM Avg
18.53%
3Y Avg
15.56%
5Y Avg
14.03%
Market Cap
$76.20B
Return on Equity (ROE)
5.99%
TTM Avg
47.35%
3Y Avg
65.96%
5Y Avg
47.85%
Market Cap
$75.44B
Return on Equity (ROE)
8.93%
TTM Avg
20.30%
3Y Avg
11.46%
5Y Avg
17.56%
Market Cap
$72.65B
Return on Equity (ROE)
27.22%
TTM Avg
25.60%
3Y Avg
14.96%
5Y Avg
2.83%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | $82.24B | 92.40% | 69.42% | 52.25% | 63.95% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $84.39B | 26.21% | 28.99% | 29.44% | 28.08% |
| iShares Russell 2000 ETF (IWM)vs › | $79.94B | N/A | N/A | N/A | N/A |
| Brookfield Corporation (BN)vs › | $86.04B | 3.04% | 2.06% | 2.82% | 3.25% |
| Intercontinental Exchange, Inc. (ICE)vs › | $87.86B | 13.63% | 10.70% | 9.24% | 10.93% |
| The Travelers Companies, Inc. (TRV)vs › | $76.52B | 25.07% | 18.53% | 15.56% | 14.03% |
| Brookfield Asset Management Ltd. (BAM)vs › | $76.20B | 5.99% | 47.35% | 65.96% | 47.85% |
| Apollo Global Management, Inc. (APO)vs › | $75.44B | 8.93% | 20.30% | 11.46% | 17.56% |
| Nu Holdings Ltd. (NU)vs › | $72.65B | 27.22% | 25.60% | 14.96% | 2.83% |
| VanEck Semiconductor ETF (SMH)vs › | $72.38B | N/A | N/A | N/A | N/A |
ROE
92.4%
ROA
19.1%
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 | 92.40% |
| 2026-03-31 | 83.33% |
| 2025-12-31 | 60.66% |
| 2025-09-30 | 56.71% |
| 2025-06-30 | 53.99% |
| 2025-03-31 | 56.92% |
| 2024-12-31 | 57.73% |
| 2024-09-30 | 51.29% |
| 2024-06-30 | 49.18% |
| 2024-03-31 | 47.08% |
| 2023-12-31 | 48.43% |
| 2023-09-30 | 47.41% |
| 2023-06-30 | 45.39% |
| 2023-03-31 | 47.63% |
| 2022-12-31 | 54.55% |
| 2022-09-30 | 68.96% |
| 2022-06-30 | 75.24% |
| 2022-03-31 | 82.54% |
| 2021-12-31 | 81.19% |
| 2021-09-30 | 86.46% |
| 2021-06-30 | 95.79% |
| 2021-03-31 | 99.80% |
| 2020-12-31 | 113.32% |
| 2020-09-30 | 121.78% |
| 2020-06-30 | 166.71% |
| 2020-03-31 | 266.79% |
| 2019-12-31 | 232.29% |
| 2019-09-30 | 277.80% |
| 2019-06-30 | 352.52% |
| 2018-12-31 | 285.32% |
| 2018-09-30 | 271.13% |
| 2018-06-30 | 449.53% |
| 2018-03-31 | 514.72% |
| 2014-09-30 | 382.57% |
| 2014-06-30 | 208.31% |
| 2014-03-31 | 216.48% |
| 2013-12-31 | 238.72% |
| 2013-09-30 | 269.24% |
| 2013-06-30 | 169.33% |
| 2013-03-31 | 154.21% |
| 2012-12-31 | 179.13% |
| 2012-09-30 | 200.93% |
| 2012-06-30 | 578.10% |
| 2012-03-31 | 712.70% |
| 2006-12-31 | 450.36% |
| 2006-03-31 | 153.92% |
| 2005-12-31 | 181.25% |
| 2005-09-30 | 107.17% |
| 2005-06-30 | 75.10% |
| 2005-03-31 | 88.99% |
| 2004-12-31 | 133.89% |
| 2004-09-30 | 263.05% |
| 2004-06-30 | 608.86% |
| 2004-03-31 | 377.01% |
