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 8.61% is 14% above its 5-year average of 7.55%, around the middle of its 5-year range (3.64%–19.94%).
As of the fiscal period ended Tuesday, June 30, 2026. 19.26% above its 12-month average of 7.22%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 8.61%.
RETURN ON EQUITY (ROE)
8.61%
RETURN ON EQUITY (ROE) AVG TTM
7.22%
RETURN ON EQUITY (ROE) AVG 3Y
7.45%
RETURN ON EQUITY (ROE) AVG 5Y
7.55%
RETURN ON EQUITY (ROE) AVG 10Y
9.77%
RETURN ON EQUITY (ROE) AVG 15Y
9.82%
RETURN ON EQUITY (ROE) AVG 20Y
7.97%
CURRENT VS TTM AVG
+19.26%
CURRENT VS 3Y AVG
+15.60%
CURRENT VS 5Y AVG
+14.07%
CURRENT VS 10Y AVG
-11.86%
CURRENT VS 15Y AVG
-12.29%
CURRENT VS 20Y AVG
+8.06%
SECTOR MEDIAN · FINANCIAL SERVICES
8.76%
median of 677 covered companies
CURRENT VS SECTOR MEDIAN
-1.70%
vs the sector median at left
Security National Financial Corporation
Market Cap
$203.77M
Return on Equity (ROE)
8.61%
TTM Avg
7.22%
3Y Avg
7.45%
5Y Avg
7.55%
Market Cap
$203.55M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$202.86M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$202.56M
Return on Equity (ROE)
289.61%
TTM Avg
-11.33%
3Y Avg
-23.19%
5Y Avg
2.43%
Market Cap
$202.27M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$205.81M
Return on Equity (ROE)
6.69%
TTM Avg
7.67%
3Y Avg
8.38%
5Y Avg
8.98%
Market Cap
$205.96M
Return on Equity (ROE)
7.07%
TTM Avg
0.13%
3Y Avg
2.65%
5Y Avg
4.14%
Market Cap
$206.14M
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$201.38M
Return on Equity (ROE)
289.61%
TTM Avg
-11.33%
3Y Avg
-23.19%
5Y Avg
2.43%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Security National Financial Corporation (SNFCA) | $203.77M | 8.61% | 7.22% | 7.45% | 7.55% |
| Interprivate Investment Partners V Inc. (IPVV)vs › | $203.55M | N/A | N/A | N/A | N/A |
| Dynamix Corporation III Class A Ordinary Shares (DNMX)vs › | $202.86M | N/A | N/A | N/A | N/A |
| BRC Group Holdings, Inc. (RILYP)vs › | $202.56M | 289.61% | -11.33% | -23.19% | 2.43% |
| Karman Line Acquisition Corp. (XTER)vs › | $202.27M | N/A | N/A | N/A | N/A |
| Citizens Community Bancorp, Inc. (CZWI)vs › | $205.81M | 6.69% | 7.67% | 8.38% | 8.98% |
| Rhinebeck Bancorp, Inc. (RBKB)vs › | $205.96M | 7.07% | 0.13% | 2.65% | 4.14% |
| Astoria US Equal Weight Quality Kings ETF (ROE)vs › | $206.14M | N/A | N/A | N/A | N/A |
| BRC Group Holdings, Inc. (RILY)vs › | $201.38M | 289.61% | -11.33% | -23.19% | 2.43% |
| Jones Ventures Intl Acquisition1 (JONE)vs › | $206.41M | N/A | 70.17% | 32.51% | 22.41% |
ROE
8.6%
ROA
2.3%
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 | 8.61% |
| 2026-03-31 | 8.18% |
| 2025-12-31 | 7.83% |
| 2025-09-30 | 5.10% |
| 2025-06-30 | 6.38% |
| 2025-03-31 | 6.75% |
| 2024-12-31 | 7.83% |
| 2024-09-30 | 8.50% |
| 2024-06-30 | 6.65% |
| 2024-03-31 | 6.48% |
| 2023-12-31 | 4.63% |
| 2023-09-30 | 11.04% |
| 2023-06-30 | 8.86% |
| 2023-03-31 | 7.98% |
| 2022-12-31 | 8.77% |
| 2022-09-30 | 3.64% |
| 2022-06-30 | 8.18% |
| 2022-03-31 | 10.48% |
| 2021-12-31 | 13.18% |
| 2021-09-30 | 12.97% |
| 2021-06-30 | 19.94% |
| 2021-03-31 | 24.39% |
| 2020-12-31 | 21.06% |
| 2020-09-30 | 20.76% |
| 2020-06-30 | 12.34% |
| 2020-03-31 | 5.48% |
| 2019-12-31 | 5.54% |
| 2019-09-30 | 4.71% |
| 2019-06-30 | 3.90% |
| 2019-03-31 | 3.84% |
| 2018-12-31 | 12.62% |
| 2018-09-30 | 17.93% |
| 2018-06-30 | 17.65% |
| 2018-03-31 | 17.59% |
| 2017-12-31 | 9.50% |
| 2017-09-30 | 5.22% |
| 2017-06-30 | 7.53% |
| 2017-03-31 | 9.93% |
| 2016-12-31 | 10.24% |
| 2016-09-30 | 10.95% |
| 2016-06-30 | 12.04% |
| 2016-03-31 | 11.60% |
| 2015-12-31 | 10.72% |
| 2015-09-30 | 12.31% |
| 2015-06-30 | 10.15% |
| 2015-03-31 | 9.43% |
| 2014-12-31 | 7.99% |
| 2014-09-30 | 6.81% |
| 2014-06-30 | 6.00% |
| 2014-03-31 | 6.43% |
| 2013-12-31 | 8.64% |
| 2013-09-30 | 15.75% |
| 2013-06-30 | 19.05% |
| 2013-03-31 | 20.88% |
| 2012-12-31 | 20.94% |
| 2012-09-30 | 14.26% |
| 2012-06-30 | 10.00% |
| 2012-03-31 | 5.44% |
| 2011-12-31 | 2.12% |
| 2011-09-30 | 0.09% |
| 2011-06-30 | -0.35% |
| 2011-03-31 | 0.00% |
| 2010-12-31 | -0.72% |
| 2010-09-30 | -4.36% |
| 2010-06-30 | -5.21% |
| 2010-03-31 | -0.69% |
| 2009-12-31 | 6.31% |
| 2009-09-30 | 6.84% |
| 2009-06-30 | 5.53% |
| 2009-03-31 | 4.14% |
| 2008-12-31 | 1.07% |
| 2008-09-30 | 6.43% |
| 2008-06-30 | 6.67% |
| 2008-03-31 | 4.94% |
| 2007-12-31 | 4.06% |
| 2007-09-30 | 5.43% |
| 2007-06-30 | 9.35% |
| 2007-03-31 | 8.95% |
| 2006-12-31 | 9.67% |
| 2006-09-30 | 9.20% |
| 2006-06-30 | 9.08% |
| 2006-03-31 | 8.81% |
| 2005-12-31 | 7.63% |
| 2005-09-30 | 5.52% |
| 2005-06-30 | 3.84% |
| 2005-03-31 | 4.79% |
| 2004-12-31 | 5.61% |
| 2004-09-30 | 5.21% |
| 2004-06-30 | 9.91% |
| 2004-03-31 | 13.32% |
| 2003-12-31 | 18.73% |
| 2003-09-30 | 21.49% |
| 2003-06-30 | 17.06% |
