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 15.83% is in line with its 5-year average of 17.24%, around the middle of its 5-year range (8.61%–22.19%).
As of the fiscal period ended Tuesday, June 30, 2026. 0.31% below its 12-month average of 15.88%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 15.83%.
RETURN ON EQUITY (ROE)
15.83%
RETURN ON EQUITY (ROE) AVG TTM
15.88%
RETURN ON EQUITY (ROE) AVG 3Y
16.58%
RETURN ON EQUITY (ROE) AVG 5Y
17.24%
RETURN ON EQUITY (ROE) AVG 10Y
15.00%
RETURN ON EQUITY (ROE) AVG 15Y
12.90%
RETURN ON EQUITY (ROE) AVG 20Y
10.20%
CURRENT VS TTM AVG
-0.31%
CURRENT VS 3Y AVG
-4.47%
CURRENT VS 5Y AVG
-8.14%
CURRENT VS 10Y AVG
+5.59%
CURRENT VS 15Y AVG
+22.76%
CURRENT VS 20Y AVG
+55.28%
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 677 covered companies
CURRENT VS SECTOR MEDIAN
+80.75%
vs the sector median at left
NewtekOne, Inc.
Market Cap
$321.97M
Return on Equity (ROE)
15.83%
TTM Avg
15.88%
3Y Avg
16.58%
5Y Avg
17.24%
Market Cap
$321.57M
Return on Equity (ROE)
3.12%
TTM Avg
-34.80%
3Y Avg
-34.80%
5Y Avg
-34.80%
Market Cap
$323.18M
Return on Equity (ROE)
2.62%
TTM Avg
2.29%
3Y Avg
2.29%
5Y Avg
2.29%
Market Cap
$320.66M
Return on Equity (ROE)
0.95%
TTM Avg
3.18%
3Y Avg
3.18%
5Y Avg
2.01%
Market Cap
$323.84M
Return on Equity (ROE)
-0.09%
TTM Avg
0.00%
3Y Avg
0.00%
5Y Avg
0.00%
Market Cap
$320.74M
Return on Equity (ROE)
12.10%
TTM Avg
11.00%
3Y Avg
12.51%
5Y Avg
11.53%
Market Cap
$324.72M
Return on Equity (ROE)
8.93%
TTM Avg
7.46%
3Y Avg
8.03%
5Y Avg
9.05%
Market Cap
$324.91M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$325.01M
Return on Equity (ROE)
3.22%
TTM Avg
2.12%
3Y Avg
2.12%
5Y Avg
2.12%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| NewtekOne, Inc. (NEWT) | $321.97M | 15.83% | 15.88% | 16.58% | 17.24% |
| Launch One Acquisition Corp. (LPAA)vs › | $321.57M | 3.12% | -34.80% | -34.80% | -34.80% |
| Aldel Financial II Inc. (ALDF)vs › | $323.18M | 2.62% | 2.29% | 2.29% | 2.29% |
| Lionheart Holdings (CUB)vs › | $320.66M | 0.95% | 3.18% | 3.18% | 2.01% |
| Evolution Global Acquisition Corp Class A Ordinary Shares (EVOX)vs › | $323.84M | -0.09% | 0.00% | 0.00% | 0.00% |
| Fidelity D & D Bancorp, Inc. (FDBC)vs › | $320.74M | 12.10% | 11.00% | 12.51% | 11.53% |
| John Marshall Bancorp, Inc. (JMSB)vs › | $324.72M | 8.93% | 7.46% | 8.03% | 9.05% |
| B&R Technology Merger Corp. Class A (BRTM)vs › | $324.91M | N/A | N/A | N/A | N/A |
| Renatus Tactical Acquisition Corp I Class A Ordinary Shares (RTAC)vs › | $325.01M | 3.22% | 2.12% | 2.12% | 2.12% |
| New Providence Acquisition Corp. III (NPAC)vs › | $325.24M | N/A | -1714.32% | -1714.32% | -1714.32% |
ROE
15.8%
ROA
2.1%
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 | 15.83% |
| 2026-03-31 | 15.95% |
| 2025-12-31 | 15.22% |
| 2025-09-30 | 15.33% |
| 2025-06-30 | 17.08% |
| 2025-03-31 | 16.73% |
| 2024-12-31 | 17.16% |
| 2024-09-30 | 18.21% |
| 2024-06-30 | 18.36% |
| 2024-03-31 | 18.24% |
| 2023-12-31 | 22.19% |
| 2023-09-30 | 15.09% |
| 2023-06-30 | 15.69% |
| 2023-03-31 | 18.86% |
| 2022-12-31 | 8.61% |
| 2022-09-30 | 13.93% |
| 2022-06-30 | 15.16% |
| 2022-03-31 | 15.98% |
| 2021-12-31 | 20.83% |
| 2021-09-30 | 21.85% |
| 2021-06-30 | 17.05% |
| 2021-03-31 | 19.35% |
| 2020-12-31 | 9.91% |
| 2020-09-30 | 9.40% |
| 2020-06-30 | 12.70% |
| 2020-03-31 | 7.94% |
| 2019-12-31 | 12.77% |
| 2019-09-30 | 12.00% |
| 2019-06-30 | 12.85% |
| 2019-03-31 | 12.55% |
| 2018-12-31 | 12.41% |
| 2018-09-30 | 16.04% |
| 2018-06-30 | 14.83% |
| 2018-03-31 | 14.75% |
| 2017-12-31 | 14.00% |
| 2017-09-30 | 10.64% |
| 2017-06-30 | 11.65% |
| 2017-03-31 | 11.20% |
| 2016-12-31 | 13.06% |
| 2016-09-30 | 17.83% |
| 2016-06-30 | 15.57% |
| 2016-03-31 | 15.38% |
| 2015-12-31 | 17.52% |
| 2015-09-30 | 10.40% |
| 2015-06-30 | 9.47% |
| 2015-03-31 | 7.42% |
| 2014-12-31 | 2.39% |
| 2014-09-30 | 9.60% |
| 2014-06-30 | 8.89% |
| 2014-03-31 | 9.71% |
| 2013-12-31 | 9.99% |
| 2013-09-30 | 9.28% |
| 2013-06-30 | 8.82% |
| 2013-03-31 | 8.21% |
| 2012-12-31 | 7.78% |
| 2012-09-30 | 9.10% |
| 2012-06-30 | 8.96% |
| 2012-03-31 | 6.53% |
| 2011-12-31 | 6.01% |
| 2011-09-30 | 4.31% |
| 2011-06-30 | 2.19% |
| 2011-03-31 | 4.41% |
| 2010-12-31 | 2.65% |
| 2010-09-30 | 1.04% |
| 2010-06-30 | 3.12% |
| 2010-03-31 | 0.15% |
| 2009-12-31 | -0.82% |
| 2009-09-30 | -7.30% |
| 2009-06-30 | -14.17% |
| 2009-03-31 | -16.55% |
| 2008-12-31 | -19.46% |
| 2008-09-30 | -17.08% |
| 2008-06-30 | -18.42% |
| 2008-03-31 | -18.36% |
| 2007-12-31 | -19.83% |
| 2007-09-30 | -6.73% |
| 2007-06-30 | -2.89% |
| 2007-03-31 | -2.70% |
| 2006-12-31 | -3.81% |
| 2006-09-30 | 3.07% |
| 2006-06-30 | 1.96% |
| 2006-03-31 | 9.86% |
| 2005-12-31 | 8.83% |
| 2005-09-30 | 6.70% |
| 2005-06-30 | 14.50% |
| 2005-03-31 | 11.99% |
| 2004-12-31 | 13.77% |
| 2004-09-30 | -0.04% |
| 2004-06-30 | 11.77% |
| 2004-03-31 | 14.77% |
| 2003-12-31 | 23.78% |
| 2003-09-30 | 39.62% |
| 2003-06-30 | 39.10% |
