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 -4.70% is 157% below its 5-year average of 8.32%, near the low end of its 5-year range (-5.54%–21.80%).
As of the fiscal period ended Tuesday, June 30, 2026. 856.31% below its 12-month average of 0.62%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): -4.70%.
RETURN ON EQUITY (ROE)
-4.70%
RETURN ON EQUITY (ROE) AVG TTM
0.62%
RETURN ON EQUITY (ROE) AVG 3Y
7.52%
RETURN ON EQUITY (ROE) AVG 5Y
8.32%
RETURN ON EQUITY (ROE) AVG 10Y
8.48%
RETURN ON EQUITY (ROE) AVG 15Y
8.53%
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
-856.31%
CURRENT VS 3Y AVG
-162.57%
CURRENT VS 5Y AVG
-156.54%
CURRENT VS 10Y AVG
-155.45%
CURRENT VS 15Y AVG
-155.14%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
8.75%
median of 608 covered companies
CURRENT VS SECTOR MEDIAN
-153.76%
vs the sector median at left
New Mountain Finance Corporation
Market Cap
$647.47M
Return on Equity (ROE)
-4.70%
TTM Avg
0.62%
3Y Avg
7.52%
5Y Avg
8.32%
Market Cap
$648.78M
Return on Equity (ROE)
2.62%
TTM Avg
65.43%
3Y Avg
65.43%
5Y Avg
65.43%
Market Cap
$650.32M
Return on Equity (ROE)
13.35%
TTM Avg
11.47%
3Y Avg
13.92%
5Y Avg
15.35%
Market Cap
$652.97M
Return on Equity (ROE)
12.73%
TTM Avg
17.82%
3Y Avg
12.75%
5Y Avg
-231.02%
Market Cap
$652.65M
Return on Equity (ROE)
12.90%
TTM Avg
9.66%
3Y Avg
11.33%
5Y Avg
10.45%
Market Cap
$655.41M
Return on Equity (ROE)
N/A
TTM Avg
-15.20%
3Y Avg
-29.09%
5Y Avg
-64.23%
Market Cap
$638.42M
Return on Equity (ROE)
-0.83%
TTM Avg
9.94%
3Y Avg
12.92%
5Y Avg
12.65%
Market Cap
$630.54M
Return on Equity (ROE)
6.96%
TTM Avg
7.56%
3Y Avg
6.50%
5Y Avg
3.41%
Market Cap
$662.59M
Return on Equity (ROE)
18.66%
TTM Avg
9.98%
3Y Avg
-27.41%
5Y Avg
-37.53%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| New Mountain Finance Corporation (NMFC) | $647.47M | -4.70% | 0.62% | 7.52% | 8.32% |
| Drugs Made In America Acquisition II Corp. Ordinary Shares (DMII)vs › | $648.78M | 2.62% | 65.43% | 65.43% | 65.43% |
| Capital Bancorp, Inc. (CBNK)vs › | $650.32M | 13.35% | 11.47% | 13.92% | 15.35% |
| CoinShares PLC Ordinary Shares (CSHR)vs › | $652.97M | 12.73% | 17.82% | 12.75% | -231.02% |
| ACNB Corporation (ACNB)vs › | $652.65M | 12.90% | 9.66% | 11.33% | 10.45% |
| Chaince Digital Holdings Inc. (CD)vs › | $655.41M | N/A | -15.20% | -29.09% | -64.23% |
| Coastal Financial Corporation (CCB)vs › | $638.42M | -0.83% | 9.94% | 12.92% | 12.65% |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $630.54M | 6.96% | 7.56% | 6.50% | 3.41% |
| Root, Inc. (ROOT)vs › | $662.59M | 18.66% | 9.98% | -27.41% | -37.53% |
| Hypoport SE (HYPOF)vs › | $630.67M | 7.58% | 5.21% | 5.83% | 7.95% |
ROE
-4.7%
ROA
-2.0%
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 | -4.70% |
| 2026-03-31 | -5.54% |
| 2025-12-31 | 1.39% |
| 2025-09-30 | 5.63% |
| 2025-06-30 | 6.34% |
| 2025-03-31 | 8.15% |
| 2024-12-31 | 8.38% |
| 2024-09-30 | 8.30% |
| 2024-06-30 | 8.57% |
| 2024-03-31 | 8.71% |
| 2023-12-31 | 10.25% |
| 2023-09-30 | 9.28% |
| 2023-06-30 | 7.69% |
| 2023-03-31 | 6.26% |
| 2022-12-31 | 5.69% |
| 2022-09-30 | 8.42% |
| 2022-06-30 | 9.34% |
| 2022-03-31 | 13.79% |
| 2021-12-31 | 15.24% |
| 2021-09-30 | 16.76% |
| 2021-06-30 | 21.80% |
| 2021-03-31 | 22.69% |
| 2020-12-31 | 4.79% |
| 2020-09-30 | 1.16% |
| 2020-06-30 | -4.53% |
| 2020-03-31 | -9.62% |
| 2019-12-31 | 8.77% |
| 2019-09-30 | 7.67% |
| 2019-06-30 | 8.61% |
| 2019-03-31 | 8.53% |
| 2018-12-31 | 7.19% |
| 2018-09-30 | 9.73% |
| 2018-06-30 | 9.55% |
| 2018-03-31 | 9.95% |
| 2017-12-31 | 10.57% |
| 2017-09-30 | 11.28% |
| 2017-06-30 | 11.31% |
| 2017-03-31 | 14.16% |
| 2016-12-31 | 11.90% |
| 2016-09-30 | 6.81% |
| 2016-06-30 | 5.04% |
| 2016-03-31 | 2.20% |
| 2015-12-31 | 3.94% |
| 2015-09-30 | 5.01% |
| 2015-06-30 | 5.15% |
| 2015-03-31 | 5.58% |
| 2014-12-31 | 5.68% |
| 2014-09-30 | 9.70% |
| 2014-06-30 | 10.82% |
| 2014-03-31 | 10.02% |
| 2013-12-31 | 9.52% |
| 2013-09-30 | 9.82% |
| 2013-06-30 | 10.72% |
| 2013-03-31 | 11.46% |
| 2012-12-31 | 12.89% |
| 2012-09-30 | 6.59% |
| 2012-06-30 | 5.49% |
| 2012-03-31 | 8.21% |
| 2011-12-31 | 14.14% |
