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 14.37% is 19% above its 5-year average of 12.09%, around the middle of its 5-year range (2.83%–23.25%).
As of the fiscal period ended Tuesday, June 30, 2026. 40.22% above its 12-month average of 10.25%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 14.37%.
RETURN ON EQUITY (ROE)
14.37%
RETURN ON EQUITY (ROE) AVG TTM
10.25%
RETURN ON EQUITY (ROE) AVG 3Y
9.64%
RETURN ON EQUITY (ROE) AVG 5Y
12.09%
RETURN ON EQUITY (ROE) AVG 10Y
9.47%
RETURN ON EQUITY (ROE) AVG 15Y
10.18%
RETURN ON EQUITY (ROE) AVG 20Y
11.99%
CURRENT VS TTM AVG
+40.22%
CURRENT VS 3Y AVG
+48.95%
CURRENT VS 5Y AVG
+18.83%
CURRENT VS 10Y AVG
+51.72%
CURRENT VS 15Y AVG
+41.16%
CURRENT VS 20Y AVG
+19.81%
SECTOR MEDIAN · ENERGY
15.95%
median of 49 covered companies
CURRENT VS SECTOR MEDIAN
-9.93%
vs the sector median at left
Shell plc
Market Cap
$265.69B
Return on Equity (ROE)
14.37%
TTM Avg
10.25%
3Y Avg
9.64%
5Y Avg
12.09%
Market Cap
$196.93B
Return on Equity (ROE)
13.89%
TTM Avg
12.40%
3Y Avg
15.37%
5Y Avg
11.48%
Market Cap
$153.35B
Return on Equity (ROE)
14.20%
TTM Avg
13.33%
3Y Avg
21.95%
5Y Avg
16.09%
Market Cap
$407.94B
Return on Equity (ROE)
10.84%
TTM Avg
9.09%
3Y Avg
13.44%
5Y Avg
10.13%
Market Cap
$113.83B
Return on Equity (ROE)
44.84%
TTM Avg
21.39%
3Y Avg
33.71%
5Y Avg
21.29%
Market Cap
$110.54B
Return on Equity (ROE)
28.85%
TTM Avg
10.60%
3Y Avg
25.92%
5Y Avg
16.86%
Market Cap
$100.63B
Return on Equity (ROE)
22.51%
TTM Avg
11.43%
3Y Avg
20.78%
5Y Avg
11.50%
Market Cap
$98.58B
Return on Equity (ROE)
25.60%
TTM Avg
19.94%
3Y Avg
22.30%
5Y Avg
18.04%
Market Cap
$83.49B
Return on Equity (ROE)
23.30%
TTM Avg
19.16%
3Y Avg
20.45%
5Y Avg
16.14%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Shell plc (SHEL) | $265.69B | 14.37% | 10.25% | 9.64% | 12.09% |
| TotalEnergies SE (TTE)vs › | $196.93B | 13.89% | 12.40% | 15.37% | 11.48% |
| ConocoPhillips (COP)vs › | $153.35B | 14.20% | 13.33% | 21.95% | 16.09% |
| Chevron Corporation (CVX)vs › | $407.94B | 10.84% | 9.09% | 13.44% | 10.13% |
| Marathon Petroleum Corporation (MPC)vs › | $113.83B | 44.84% | 21.39% | 33.71% | 21.29% |
| Valero Energy Corporation (VLO)vs › | $110.54B | 28.85% | 10.60% | 25.92% | 16.86% |
| Phillips 66 (PSX)vs › | $100.63B | 22.51% | 11.43% | 20.78% | 11.50% |
| Canadian Natural Resources Limited (CNQ)vs › | $98.58B | 25.60% | 19.94% | 22.30% | 18.04% |
| The Williams Companies, Inc. (WMB)vs › | $83.49B | 23.30% | 19.16% | 20.45% | 16.14% |
| Suncor Energy Inc. (SU)vs › | $79.71B | 18.80% | 13.32% | 17.22% | 11.34% |
ROE
14.4%
ROA
6.8%
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 | 14.37% |
| 2026-03-31 | 10.80% |
| 2025-12-31 | 10.23% |
| 2025-09-30 | 8.32% |
| 2025-06-30 | 7.51% |
| 2025-03-31 | 7.56% |
| 2024-12-31 | 9.03% |
| 2024-09-30 | 8.33% |
| 2024-06-30 | 9.92% |
| 2024-03-31 | 9.65% |
| 2023-12-31 | 10.37% |
| 2023-09-30 | 15.32% |
| 2023-06-30 | 15.22% |
| 2023-03-31 | 22.71% |
| 2022-12-31 | 22.21% |
| 2022-09-30 | 23.25% |
| 2022-06-30 | 18.99% |
| 2022-03-31 | 12.25% |
| 2021-12-31 | 11.69% |
| 2021-09-30 | 2.83% |
| 2021-06-30 | 3.31% |
| 2021-03-31 | -9.77% |
| 2020-12-31 | -13.96% |
| 2020-09-30 | -10.63% |
| 2020-06-30 | -7.20% |
| 2020-03-31 | 5.47% |
| 2019-12-31 | 8.50% |
| 2019-09-30 | 10.85% |
| 2019-06-30 | 10.62% |
| 2019-03-31 | 11.95% |
| 2018-12-31 | 11.76% |
| 2018-09-30 | 10.92% |
| 2018-06-30 | 10.04% |
| 2018-03-31 | 7.77% |
| 2017-12-31 | 6.68% |
| 2017-09-30 | 5.49% |
| 2017-06-30 | 4.14% |
| 2017-03-31 | 4.00% |
| 2016-12-31 | 2.45% |
| 2016-09-30 | 2.13% |
| 2016-06-30 | -2.53% |
| 2016-03-31 | -1.02% |
| 2015-12-31 | 1.19% |
| 2015-09-30 | 1.10% |
| 2015-06-30 | 7.72% |
| 2015-03-31 | 8.91% |
| 2014-12-31 | 8.75% |
| 2014-09-30 | 8.92% |
| 2014-06-30 | 8.80% |
| 2014-03-31 | 6.98% |
| 2013-12-31 | 9.09% |
| 2013-09-30 | 11.87% |
| 2013-06-30 | 13.41% |
| 2013-03-31 | 14.49% |
| 2012-12-31 | 15.22% |
| 2012-09-30 | 14.38% |
| 2012-06-30 | 14.87% |
| 2012-03-31 | 17.37% |
| 2011-12-31 | 18.24% |
| 2011-09-30 | 18.96% |
| 2011-06-30 | 16.74% |
| 2011-03-31 | 14.84% |
| 2010-12-31 | 13.60% |
| 2010-09-30 | 10.72% |
| 2010-06-30 | 10.97% |
| 2010-03-31 | 10.51% |
| 2009-12-31 | 9.18% |
| 2009-09-30 | 5.66% |
| 2009-06-30 | 9.70% |
| 2009-03-31 | 16.36% |
| 2008-12-31 | 20.64% |
| 2008-09-30 | 27.12% |
| 2008-06-30 | 25.77% |
| 2008-03-31 | 25.27% |
| 2007-12-31 | 25.28% |
| 2007-09-30 | 23.81% |
| 2007-06-30 | 24.13% |
| 2007-03-31 | 24.58% |
| 2006-12-31 | 24.06% |
| 2006-09-30 | 24.14% |
| 2006-06-30 | 27.56% |
| 2006-03-31 | 26.73% |
| 2005-12-31 | 27.84% |
| 2005-09-30 | 27.63% |
| 2005-06-30 | 24.88% |
