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 26.21% is in line with its 5-year average of 28.67%, near the low end of its 5-year range (24.66%–35.41%).
As of the fiscal period ended Tuesday, June 30, 2026. 2.27% below its 12-month average of 26.82%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 26.21%.
RETURN ON EQUITY (ROE)
26.21%
RETURN ON EQUITY (ROE) AVG TTM
26.82%
RETURN ON EQUITY (ROE) AVG 3Y
28.69%
RETURN ON EQUITY (ROE) AVG 5Y
28.67%
RETURN ON EQUITY (ROE) AVG 10Y
26.21%
RETURN ON EQUITY (ROE) AVG 15Y
23.86%
RETURN ON EQUITY (ROE) AVG 20Y
22.00%
CURRENT VS TTM AVG
-2.27%
CURRENT VS 3Y AVG
-8.62%
CURRENT VS 5Y AVG
-8.58%
CURRENT VS 10Y AVG
+0.00%
CURRENT VS 15Y AVG
+9.87%
CURRENT VS 20Y AVG
+19.13%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+95.70%
vs the sector median at left
Marsh & McLennan Companies, Inc.
Market Cap
$83.52B
Return on Equity (ROE)
26.21%
TTM Avg
26.82%
3Y Avg
28.69%
5Y Avg
28.67%
Market Cap
$83.78B
Return on Equity (ROE)
3.04%
TTM Avg
2.06%
3Y Avg
2.82%
5Y Avg
3.25%
Market Cap
$81.16B
Return on Equity (ROE)
92.40%
TTM Avg
59.19%
3Y Avg
55.34%
5Y Avg
69.31%
Market Cap
$87.28B
Return on Equity (ROE)
13.63%
TTM Avg
10.70%
3Y Avg
9.24%
5Y Avg
10.93%
Market Cap
$88.72B
Return on Equity (ROE)
10.15%
TTM Avg
10.34%
3Y Avg
8.56%
5Y Avg
12.63%
Market Cap
$78.14B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$78.14B
Return on Equity (ROE)
25.07%
TTM Avg
18.53%
3Y Avg
15.56%
5Y Avg
14.03%
Market Cap
$93.03B
Return on Equity (ROE)
11.92%
TTM Avg
11.13%
3Y Avg
11.59%
5Y Avg
11.75%
Market Cap
$73.55B
Return on Equity (ROE)
5.99%
TTM Avg
47.35%
3Y Avg
65.96%
5Y Avg
47.85%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Marsh & McLennan Companies, Inc. (MRSH) | $83.52B | 26.21% | 26.82% | 28.69% | 28.67% |
| Brookfield Corporation (BN)vs › | $83.78B | 3.04% | 2.06% | 2.82% | 3.25% |
| Moody's Corporation (MCO)vs › | $81.16B | 92.40% | 59.19% | 55.34% | 69.31% |
| Intercontinental Exchange, Inc. (ICE)vs › | $87.28B | 13.63% | 10.70% | 9.24% | 10.93% |
| KKR & Co. Inc. (KKR)vs › | $88.72B | 10.15% | 10.34% | 8.56% | 12.63% |
| iShares Russell 2000 ETF (IWM)vs › | $78.14B | N/A | N/A | N/A | N/A |
| The Travelers Companies, Inc. (TRV)vs › | $78.14B | 25.07% | 18.53% | 15.56% | 14.03% |
| The PNC Financial Services Group, Inc. (PNC)vs › | $93.03B | 11.92% | 11.13% | 11.59% | 11.75% |
| Brookfield Asset Management Ltd. (BAM)vs › | $73.55B | 5.99% | 47.35% | 65.96% | 47.85% |
| U.S. Bancorp (USB)vs › | $93.56B | 12.12% | 11.18% | 10.91% | 11.25% |
ROE
26.2%
ROA
6.7%
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 | 26.21% |
| 2026-03-31 | 26.94% |
| 2025-12-31 | 27.55% |
| 2025-09-30 | 27.24% |
| 2025-06-30 | 26.17% |
| 2025-03-31 | 28.73% |
| 2024-12-31 | 30.43% |
| 2024-09-30 | 29.43% |
| 2024-06-30 | 30.01% |
| 2024-03-31 | 31.56% |
| 2023-12-31 | 30.81% |
| 2023-09-30 | 30.39% |
| 2023-06-30 | 27.44% |
| 2023-03-31 | 29.34% |
| 2022-12-31 | 28.99% |
| 2022-09-30 | 35.41% |
| 2022-06-30 | 31.59% |
| 2022-03-31 | 29.54% |
| 2021-12-31 | 28.55% |
| 2021-09-30 | 27.88% |
| 2021-06-30 | 24.66% |
| 2021-03-31 | 23.80% |
| 2020-12-31 | 22.14% |
| 2020-09-30 | 23.66% |
| 2020-06-30 | 24.56% |
| 2020-03-31 | 24.40% |
| 2019-12-31 | 22.35% |
| 2019-09-30 | 19.74% |
| 2019-06-30 | 18.31% |
| 2019-03-31 | 21.19% |
| 2018-12-31 | 21.97% |
| 2018-09-30 | 20.47% |
| 2018-06-30 | 21.29% |
| 2018-03-31 | 20.31% |
| 2017-12-31 | 20.27% |
| 2017-09-30 | 26.95% |
| 2017-06-30 | 26.96% |
| 2017-03-31 | 28.41% |
| 2016-12-31 | 28.55% |
| 2016-09-30 | 25.59% |
| 2016-06-30 | 24.92% |
| 2016-03-31 | 23.93% |
| 2015-12-31 | 24.55% |
| 2015-09-30 | 24.30% |
| 2015-06-30 | 22.00% |
| 2015-03-31 | 22.21% |
| 2014-12-31 | 20.77% |
| 2014-09-30 | 18.82% |
| 2014-06-30 | 17.54% |
| 2014-03-31 | 17.42% |
| 2013-12-31 | 17.17% |
| 2013-09-30 | 18.65% |
| 2013-06-30 | 19.19% |
| 2013-03-31 | 18.70% |
| 2012-12-31 | 17.98% |
| 2012-09-30 | 18.02% |
| 2012-06-30 | 16.93% |
| 2012-03-31 | 16.38% |
| 2011-12-31 | 16.88% |
| 2011-09-30 | 14.67% |
| 2011-06-30 | 14.54% |
| 2011-03-31 | 14.06% |
| 2010-12-31 | 13.43% |
| 2010-09-30 | 10.52% |
| 2010-06-30 | 12.13% |
| 2010-03-31 | 5.00% |
| 2009-12-31 | 3.89% |
| 2009-09-30 | 4.73% |
| 2009-06-30 | 0.96% |
| 2009-03-31 | 5.53% |
| 2008-12-31 | -1.28% |
| 2008-09-30 | -0.98% |
| 2008-06-30 | 25.03% |
| 2008-03-31 | 26.55% |
| 2007-12-31 | 31.64% |
| 2007-09-30 | 37.79% |
| 2007-06-30 | 14.97% |
| 2007-03-31 | 14.16% |
| 2006-12-31 | 17.01% |
| 2006-09-30 | 12.94% |
| 2006-06-30 | 11.57% |
| 2006-03-31 | 12.02% |
| 2005-12-31 | 7.61% |
| 2005-09-30 | -5.80% |
| 2005-06-30 | -7.17% |
| 2005-03-31 | -2.70% |
| 2004-12-31 | 3.48% |
| 2004-09-30 | 21.76% |
| 2004-06-30 | 27.86% |
| 2004-03-31 | 27.64% |
| 2003-12-31 | 28.25% |
| 2003-09-30 | 26.99% |
| 2003-06-30 | 26.05% |
