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 12.23% is 19% above its 5-year average of 10.23%, near the high end of its 5-year range (7.29%–12.23%).
As of the fiscal period ended Tuesday, June 30, 2026. 11.00% above its 12-month average of 11.01%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 12.23%.
RETURN ON EQUITY (ROE)
12.23%
RETURN ON EQUITY (ROE) AVG TTM
11.01%
RETURN ON EQUITY (ROE) AVG 3Y
9.96%
RETURN ON EQUITY (ROE) AVG 5Y
10.23%
RETURN ON EQUITY (ROE) AVG 10Y
10.04%
RETURN ON EQUITY (ROE) AVG 15Y
9.87%
RETURN ON EQUITY (ROE) AVG 20Y
9.95%
CURRENT VS TTM AVG
+11.00%
CURRENT VS 3Y AVG
+22.80%
CURRENT VS 5Y AVG
+19.47%
CURRENT VS 10Y AVG
+21.74%
CURRENT VS 15Y AVG
+23.93%
CURRENT VS 20Y AVG
+22.83%
SECTOR MEDIAN · FINANCIAL SERVICES
13.52%
median of 101 covered companies
CURRENT VS SECTOR MEDIAN
-9.57%
vs the sector median at left
State Street Corporation
Market Cap
$53.11B
Return on Equity (ROE)
12.23%
TTM Avg
11.01%
3Y Avg
9.96%
5Y Avg
10.23%
Market Cap
$52.67B
Return on Equity (ROE)
16.42%
TTM Avg
12.30%
3Y Avg
13.17%
5Y Avg
14.29%
Market Cap
$49.61B
Return on Equity (ROE)
62.02%
TTM Avg
59.73%
3Y Avg
64.08%
5Y Avg
54.82%
Market Cap
$49.11B
Return on Equity (ROE)
6.82%
TTM Avg
11.70%
3Y Avg
12.44%
5Y Avg
11.40%
Market Cap
$58.40B
Return on Equity (ROE)
16.04%
TTM Avg
16.61%
3Y Avg
19.09%
5Y Avg
17.22%
Market Cap
$46.10B
Return on Equity (ROE)
-7.55%
TTM Avg
16.81%
3Y Avg
-3.25%
5Y Avg
12.88%
Market Cap
$61.57B
Return on Equity (ROE)
13.27%
TTM Avg
14.02%
3Y Avg
12.74%
5Y Avg
11.40%
Market Cap
$44.63B
Return on Equity (ROE)
24.73%
TTM Avg
23.07%
3Y Avg
19.56%
5Y Avg
19.74%
Market Cap
$44.13B
Return on Equity (ROE)
16.04%
TTM Avg
12.71%
3Y Avg
15.25%
5Y Avg
16.03%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| State Street Corporation (STT) | $53.11B | 12.23% | 11.01% | 9.96% | 10.23% |
| Nasdaq, Inc. (NDAQ)vs › | $52.67B | 16.42% | 12.30% | 13.17% | 14.29% |
| Ameriprise Financial, Inc. (AMP)vs › | $49.61B | 62.02% | 59.73% | 64.08% | 54.82% |
| Fifth Third Bancorp (FITB)vs › | $49.11B | 6.82% | 11.70% | 12.44% | 11.40% |
| Aflac Incorporated (AFL)vs › | $58.40B | 16.04% | 16.61% | 19.09% | 17.22% |
| Coinbase Global, Inc. (COIN)vs › | $46.10B | -7.55% | 16.81% | -3.25% | 12.88% |
| MetLife, Inc. (MET)vs › | $61.57B | 13.27% | 14.02% | 12.74% | 11.40% |
| PayPal Holdings, Inc. (PYPL)vs › | $44.63B | 24.73% | 23.07% | 19.56% | 19.74% |
| Ares Management Corporation (ARES)vs › | $44.13B | 16.04% | 12.71% | 15.25% | 16.03% |
| State Street SPDR Dow Jones Industrial Average ETF Trust (DIA)vs › | $44.05B | N/A | N/A | N/A | N/A |
ROE
12.2%
ROA
0.8%
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 | 12.23% |
| 2026-03-31 | 11.05% |
| 2025-12-31 | 10.58% |
| 2025-09-30 | 10.78% |
| 2025-06-30 | 10.44% |
| 2025-03-31 | 10.74% |
| 2024-12-31 | 10.61% |
| 2024-09-30 | 8.18% |
| 2024-06-30 | 7.29% |
| 2024-03-31 | 7.60% |
| 2023-12-31 | 8.17% |
| 2023-09-30 | 10.44% |
| 2023-06-30 | 11.30% |
| 2023-03-31 | 10.99% |
| 2022-12-31 | 11.01% |
| 2022-09-30 | 10.68% |
| 2022-06-30 | 10.72% |
| 2022-03-31 | 10.59% |
| 2021-12-31 | 9.84% |
| 2021-09-30 | 9.27% |
| 2021-06-30 | 9.43% |
| 2021-03-31 | 9.22% |
| 2020-12-31 | 9.24% |
| 2020-09-30 | 9.57% |
| 2020-06-30 | 9.95% |
| 2020-03-31 | 9.92% |
| 2019-12-31 | 9.18% |
| 2019-09-30 | 8.40% |
| 2019-06-30 | 9.03% |
| 2019-03-31 | 9.76% |
| 2018-12-31 | 10.49% |
| 2018-09-30 | 10.29% |
| 2018-06-30 | 10.84% |
| 2018-03-31 | 10.42% |
| 2017-12-31 | 9.75% |
| 2017-09-30 | 10.67% |
| 2017-06-30 | 10.32% |
| 2017-03-31 | 10.69% |
| 2016-12-31 | 10.10% |
| 2016-09-30 | 9.54% |
| 2016-06-30 | 9.66% |
| 2016-03-31 | 8.98% |
| 2015-12-31 | 9.33% |
| 2015-09-30 | 8.82% |
| 2015-06-30 | 8.72% |
| 2015-03-31 | 9.99% |
| 2014-12-31 | 9.55% |
| 2014-09-30 | 9.92% |
| 2014-06-30 | 9.58% |
| 2014-03-31 | 9.57% |
| 2013-12-31 | 10.48% |
| 2013-09-30 | 10.05% |
| 2013-06-30 | 10.89% |
| 2013-03-31 | 10.05% |
| 2012-12-31 | 9.88% |
| 2012-09-30 | 9.50% |
| 2012-06-30 | 9.31% |
| 2012-03-31 | 9.31% |
| 2011-12-31 | 9.90% |
| 2011-09-30 | 8.25% |
| 2011-06-30 | 8.13% |
| 2011-03-31 | 7.99% |
| 2010-12-31 | 8.75% |
| 2010-09-30 | 117.53% |
| 2010-06-30 | 10.91% |
| 2010-03-31 | -12.08% |
| 2009-12-31 | -12.98% |
| 2009-09-30 | -15.80% |
| 2009-06-30 | -16.30% |
| 2009-03-31 | 12.68% |
| 2008-12-31 | 14.18% |
| 2008-09-30 | 13.61% |
| 2008-06-30 | 11.82% |
| 2008-03-31 | 13.67% |
| 2007-12-31 | 11.16% |
| 2007-09-30 | 11.97% |
| 2007-06-30 | 16.35% |
| 2007-03-31 | 15.11% |
| 2006-12-31 | 15.25% |
| 2006-09-30 | 13.26% |
| 2006-06-30 | 12.29% |
| 2006-03-31 | 12.29% |
| 2005-12-31 | 11.34% |
| 2005-09-30 | 12.66% |
| 2005-06-30 | 12.92% |
| 2005-03-31 | 13.39% |
| 2004-12-31 | 12.96% |
| 2004-09-30 | 17.25% |
| 2004-06-30 | 18.38% |
| 2004-03-31 | 14.19% |
| 2003-12-31 | 12.56% |
| 2003-09-30 | 14.34% |
| 2003-06-30 | 14.40% |
