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 27.22% is 138% above its 5-year average of 11.46%, near the high end of its 5-year range (-10.82%–27.22%).
As of the fiscal period ended Tuesday, June 30, 2026. 8.11% above its 12-month average of 25.18%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 27.22%.
RETURN ON EQUITY (ROE)
27.22%
RETURN ON EQUITY (ROE) AVG TTM
25.18%
RETURN ON EQUITY (ROE) AVG 3Y
23.35%
RETURN ON EQUITY (ROE) AVG 5Y
11.46%
RETURN ON EQUITY (ROE) AVG 10Y
N/A
RETURN ON EQUITY (ROE) AVG 15Y
N/A
RETURN ON EQUITY (ROE) AVG 20Y
N/A
CURRENT VS TTM AVG
+8.11%
CURRENT VS 3Y AVG
+16.62%
CURRENT VS 5Y AVG
+137.53%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+103.24%
vs the sector median at left
Nu Holdings Ltd.
Market Cap
$66.11B
Return on Equity (ROE)
27.22%
TTM Avg
25.18%
3Y Avg
23.35%
5Y Avg
11.46%
Market Cap
$64.31B
Return on Equity (ROE)
39.49%
TTM Avg
27.68%
3Y Avg
11.73%
5Y Avg
11.97%
Market Cap
$62.71B
Return on Equity (ROE)
40.51%
TTM Avg
41.44%
3Y Avg
-179.24%
5Y Avg
-90.39%
Market Cap
$62.44B
Return on Equity (ROE)
13.27%
TTM Avg
14.02%
3Y Avg
12.74%
5Y Avg
11.40%
Market Cap
$61.52B
Return on Equity (ROE)
6.61%
TTM Avg
6.83%
3Y Avg
8.71%
5Y Avg
9.79%
Market Cap
$60.50B
Return on Equity (ROE)
9.11%
TTM Avg
7.86%
3Y Avg
6.05%
5Y Avg
6.64%
Market Cap
$72.22B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$72.52B
Return on Equity (ROE)
8.93%
TTM Avg
20.30%
3Y Avg
11.46%
5Y Avg
17.56%
Market Cap
$59.21B
Return on Equity (ROE)
16.04%
TTM Avg
16.61%
3Y Avg
19.09%
5Y Avg
17.22%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Nu Holdings Ltd. (NU) | $66.11B | 27.22% | 25.18% | 23.35% | 11.46% |
| The Allstate Corporation (ALL)vs › | $64.31B | 39.49% | 27.68% | 11.73% | 11.97% |
| Aon plc (AON)vs › | $62.71B | 40.51% | 41.44% | -179.24% | -90.39% |
| MetLife, Inc. (MET)vs › | $62.44B | 13.27% | 14.02% | 12.74% | 11.40% |
| Arthur J. Gallagher & Co. (AJG)vs › | $61.52B | 6.61% | 6.83% | 8.71% | 9.79% |
| Truist Financial Corporation (TFC)vs › | $60.50B | 9.11% | 7.86% | 6.05% | 6.64% |
| VanEck Semiconductor ETF (SMH)vs › | $72.22B | N/A | N/A | N/A | N/A |
| Apollo Global Management, Inc. (APO)vs › | $72.52B | 8.93% | 20.30% | 11.46% | 17.56% |
| Aflac Incorporated (AFL)vs › | $59.21B | 16.04% | 16.61% | 19.09% | 17.22% |
| Brookfield Asset Management Ltd. (BAM)vs › | $73.55B | 5.99% | 47.35% | 65.96% | 47.85% |
ROE
27.2%
ROA
4.4%
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 | 27.22% |
| 2026-03-31 | 25.29% |
| 2025-12-31 | 25.41% |
| 2025-09-30 | 23.97% |
| 2025-06-30 | 24.02% |
| 2025-03-31 | 24.98% |
| 2024-12-31 | 25.79% |
| 2024-09-30 | 23.29% |
| 2024-06-30 | 22.10% |
| 2024-03-31 | 18.63% |
| 2023-12-31 | 16.09% |
| 2023-09-30 | 6.32% |
| 2023-06-30 | 1.36% |
| 2023-03-31 | -3.41% |
| 2022-12-31 | -7.45% |
| 2022-09-30 | -2.80% |
| 2022-06-30 | -3.70% |
| 2022-03-31 | -3.35% |
| 2021-12-31 | -3.72% |
| 2021-09-30 | -10.82% |
