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 16.42% is in line with its 5-year average of 14.97%, near the high end of its 5-year range (8.66%–19.49%).
As of the fiscal period ended Tuesday, June 30, 2026. 12.09% above its 12-month average of 14.65%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 16.42%.
RETURN ON EQUITY (ROE)
16.42%
RETURN ON EQUITY (ROE) AVG TTM
14.65%
RETURN ON EQUITY (ROE) AVG 3Y
12.72%
RETURN ON EQUITY (ROE) AVG 5Y
14.97%
RETURN ON EQUITY (ROE) AVG 10Y
12.72%
RETURN ON EQUITY (ROE) AVG 15Y
10.86%
RETURN ON EQUITY (ROE) AVG 20Y
10.31%
CURRENT VS TTM AVG
+12.09%
CURRENT VS 3Y AVG
+29.04%
CURRENT VS 5Y AVG
+9.68%
CURRENT VS 10Y AVG
+29.10%
CURRENT VS 15Y AVG
+51.16%
CURRENT VS 20Y AVG
+59.23%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+22.56%
vs the sector median at left
Nasdaq, Inc.
Market Cap
$50.98B
Return on Equity (ROE)
16.42%
TTM Avg
14.65%
3Y Avg
12.72%
5Y Avg
14.97%
Market Cap
$51.00B
Return on Equity (ROE)
12.23%
TTM Avg
10.59%
3Y Avg
10.09%
5Y Avg
9.91%
Market Cap
$49.24B
Return on Equity (ROE)
62.02%
TTM Avg
59.73%
3Y Avg
64.08%
5Y Avg
54.82%
Market Cap
$48.20B
Return on Equity (ROE)
6.82%
TTM Avg
11.70%
3Y Avg
12.44%
5Y Avg
11.40%
Market Cap
$45.59B
Return on Equity (ROE)
24.73%
TTM Avg
23.07%
3Y Avg
19.56%
5Y Avg
19.74%
Market Cap
$44.90B
Return on Equity (ROE)
-7.55%
TTM Avg
16.81%
3Y Avg
-3.25%
5Y Avg
12.88%
Market Cap
$43.59B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$59.44B
Return on Equity (ROE)
16.04%
TTM Avg
16.61%
3Y Avg
19.09%
5Y Avg
17.22%
Market Cap
$41.48B
Return on Equity (ROE)
16.04%
TTM Avg
12.71%
3Y Avg
15.25%
5Y Avg
16.03%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Nasdaq, Inc. (NDAQ) | $50.98B | 16.42% | 14.65% | 12.72% | 14.97% |
| State Street Corporation (STT)vs › | $51.00B | 12.23% | 10.59% | 10.09% | 9.91% |
| Ameriprise Financial, Inc. (AMP)vs › | $49.24B | 62.02% | 59.73% | 64.08% | 54.82% |
| Fifth Third Bancorp (FITB)vs › | $48.20B | 6.82% | 11.70% | 12.44% | 11.40% |
| PayPal Holdings, Inc. (PYPL)vs › | $45.59B | 24.73% | 23.07% | 19.56% | 19.74% |
| Coinbase Global, Inc. (COIN)vs › | $44.90B | -7.55% | 16.81% | -3.25% | 12.88% |
| State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)vs › | $43.59B | N/A | N/A | N/A | N/A |
| Aflac Incorporated (AFL)vs › | $59.44B | 16.04% | 16.61% | 19.09% | 17.22% |
| Ares Management Corporation (ARES)vs › | $41.48B | 16.04% | 12.71% | 15.25% | 16.03% |
| Truist Financial Corporation (TFC)vs › | $60.72B | 9.11% | 7.86% | 6.05% | 6.64% |
ROE
16.4%
ROA
7.2%
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 | 16.42% |
| 2026-03-31 | 15.90% |
| 2025-12-31 | 14.63% |
| 2025-09-30 | 13.52% |
| 2025-06-30 | 12.77% |
| 2025-03-31 | 11.07% |
| 2024-12-31 | 9.98% |
| 2024-09-30 | 8.66% |
| 2024-06-30 | 8.69% |
| 2024-03-31 | 9.18% |
| 2023-12-31 | 9.80% |
| 2023-09-30 | 17.07% |
| 2023-06-30 | 17.71% |
| 2023-03-31 | 18.55% |
| 2022-12-31 | 18.31% |
| 2022-09-30 | 19.47% |
| 2022-06-30 | 19.48% |
| 2022-03-31 | 19.49% |
| 2021-12-31 | 18.55% |
| 2021-09-30 | 18.16% |
| 2021-06-30 | 16.94% |
| 2021-03-31 | 16.23% |
| 2020-12-31 | 14.50% |
| 2020-09-30 | 15.16% |
| 2020-06-30 | 13.85% |
| 2020-03-31 | 13.53% |
| 2019-12-31 | 13.73% |
| 2019-09-30 | 9.89% |
| 2019-06-30 | 9.73% |
| 2019-03-31 | 9.61% |
| 2018-12-31 | 8.41% |
| 2018-09-30 | 13.35% |
| 2018-06-30 | 13.62% |
| 2018-03-31 | 12.91% |
| 2017-12-31 | 12.41% |
| 2017-09-30 | 4.53% |
| 2017-06-30 | 3.96% |
| 2017-03-31 | 2.71% |
| 2016-12-31 | 2.01% |
| 2016-09-30 | 8.36% |
| 2016-06-30 | 8.54% |
| 2016-03-31 | 9.67% |
| 2015-12-31 | 7.63% |
| 2015-09-30 | 6.60% |
| 2015-06-30 | 6.14% |
| 2015-03-31 | 5.75% |
| 2014-12-31 | 7.13% |
| 2014-09-30 | 7.65% |
| 2014-06-30 | 7.38% |
| 2014-03-31 | 7.13% |
| 2013-12-31 | 6.21% |
| 2013-09-30 | 5.43% |
| 2013-06-30 | 5.20% |
| 2013-03-31 | 5.96% |
| 2012-12-31 | 6.78% |
| 2012-09-30 | 6.78% |
| 2012-06-30 | 7.44% |
| 2012-03-31 | 7.14% |
| 2011-12-31 | 7.78% |
| 2011-09-30 | 8.88% |
| 2011-06-30 | 8.43% |
| 2011-03-31 | 8.71% |
| 2010-12-31 | 8.37% |
| 2010-09-30 | 5.94% |
| 2010-06-30 | 5.55% |
| 2010-03-31 | 4.74% |
| 2009-12-31 | 5.39% |
| 2009-09-30 | 5.25% |
| 2009-06-30 | 5.74% |
| 2009-03-31 | 6.81% |
| 2008-12-31 | 7.37% |
| 2008-09-30 | 7.53% |
| 2008-06-30 | 14.10% |
| 2008-03-31 | 13.46% |
| 2007-12-31 | 23.48% |
| 2007-09-30 | 28.22% |
| 2007-06-30 | 10.47% |
| 2007-03-31 | 8.90% |
| 2006-12-31 | 8.73% |
| 2006-09-30 | 6.09% |
| 2006-06-30 | 5.64% |
| 2006-03-31 | 11.81% |
| 2005-12-31 | 21.78% |
| 2005-09-30 | 22.63% |
| 2005-06-30 | 14.98% |
| 2005-03-31 | 10.43% |
| 2004-12-31 | 7.26% |
| 2004-09-30 | -10.86% |
| 2004-06-30 | -30.53% |
| 2004-03-31 | -63.82% |
| 2003-12-31 | -65.62% |
| 2003-09-30 | -46.14% |
| 2003-06-30 | -15.82% |
