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 25.07% is 61% above its 5-year average of 15.53%, near the high end of its 5-year range (10.22%–25.07%).
As of the fiscal period ended Tuesday, June 30, 2026. 20.16% above its 12-month average of 20.86%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
25.07%
RETURN ON EQUITY (ROE) AVG TTM
20.86%
RETURN ON EQUITY (ROE) AVG 3Y
16.49%
RETURN ON EQUITY (ROE) AVG 5Y
15.53%
RETURN ON EQUITY (ROE) AVG 10Y
12.39%
RETURN ON EQUITY (ROE) AVG 15Y
12.20%
RETURN ON EQUITY (ROE) AVG 20Y
12.62%
CURRENT VS TTM AVG
+20.16%
CURRENT VS 3Y AVG
+52.05%
CURRENT VS 5Y AVG
+61.45%
CURRENT VS 10Y AVG
+102.35%
CURRENT VS 15Y AVG
+105.49%
CURRENT VS 20Y AVG
+98.69%
SECTOR MEDIAN · FINANCIAL SERVICES
13.52%
median of 101 covered companies
CURRENT VS SECTOR MEDIAN
+85.42%
vs the sector median at left
The Travelers Companies, Inc.
Market Cap
$76.49B
Return on Equity (ROE)
25.07%
TTM Avg
20.86%
3Y Avg
16.49%
5Y Avg
15.53%
Market Cap
$76.28B
Return on Equity (ROE)
5.99%
TTM Avg
47.35%
3Y Avg
65.96%
5Y Avg
47.85%
Market Cap
$75.27B
Return on Equity (ROE)
8.93%
TTM Avg
20.30%
3Y Avg
11.46%
5Y Avg
17.56%
Market Cap
$79.97B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$72.99B
Return on Equity (ROE)
27.22%
TTM Avg
25.60%
3Y Avg
14.96%
5Y Avg
2.83%
Market Cap
$72.37B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$82.36B
Return on Equity (ROE)
92.40%
TTM Avg
59.19%
3Y Avg
55.34%
5Y Avg
69.31%
Market Cap
$84.50B
Return on Equity (ROE)
26.21%
TTM Avg
28.99%
3Y Avg
29.44%
5Y Avg
28.08%
Market Cap
$86.26B
Return on Equity (ROE)
3.04%
TTM Avg
2.06%
3Y Avg
2.82%
5Y Avg
3.25%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| The Travelers Companies, Inc. (TRV) | $76.49B | 25.07% | 20.86% | 16.49% | 15.53% |
| Brookfield Asset Management Ltd. (BAM)vs › | $76.28B | 5.99% | 47.35% | 65.96% | 47.85% |
| Apollo Global Management, Inc. (APO)vs › | $75.27B | 8.93% | 20.30% | 11.46% | 17.56% |
| iShares Russell 2000 ETF (IWM)vs › | $79.97B | N/A | N/A | N/A | N/A |
| Nu Holdings Ltd. (NU)vs › | $72.99B | 27.22% | 25.60% | 14.96% | 2.83% |
| VanEck Semiconductor ETF (SMH)vs › | $72.37B | N/A | N/A | N/A | N/A |
| Moody's Corporation (MCO)vs › | $82.36B | 92.40% | 59.19% | 55.34% | 69.31% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $84.50B | 26.21% | 28.99% | 29.44% | 28.08% |
| Brookfield Corporation (BN)vs › | $86.26B | 3.04% | 2.06% | 2.82% | 3.25% |
| The Allstate Corporation (ALL)vs › | $65.41B | 39.49% | 27.68% | 11.73% | 11.97% |
ROE
25.1%
ROA
5.8%
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 | 25.07% |
| 2026-03-31 | 23.77% |
| 2025-12-31 | 19.12% |
| 2025-09-30 | 18.58% |
| 2025-06-30 | 17.77% |
| 2025-03-31 | 15.15% |
| 2024-12-31 | 17.94% |
| 2024-09-30 | 16.40% |
| 2024-06-30 | 14.83% |
| 2024-03-31 | 12.54% |
| 2023-12-31 | 12.00% |
| 2023-09-30 | 10.93% |
| 2023-06-30 | 10.22% |
| 2023-03-31 | 12.14% |
| 2022-12-31 | 13.18% |
| 2022-09-30 | 16.86% |
| 2022-06-30 | 15.58% |
| 2022-03-31 | 15.46% |
| 2021-12-31 | 12.68% |
| 2021-09-30 | 12.78% |
| 2021-06-30 | 13.05% |
| 2021-03-31 | 10.01% |
| 2020-12-31 | 9.24% |
| 2020-09-30 | 8.12% |
| 2020-06-30 | 6.79% |
| 2020-03-31 | 9.63% |
| 2019-12-31 | 10.11% |
| 2019-09-30 | 9.26% |
| 2019-06-30 | 10.60% |
| 2019-03-31 | 10.89% |
| 2018-12-31 | 11.02% |
| 2018-09-30 | 10.92% |
| 2018-06-30 | 9.00% |
| 2018-03-31 | 9.17% |
| 2017-12-31 | 8.66% |
| 2017-09-30 | 10.31% |
| 2017-06-30 | 12.03% |
| 2017-03-31 | 12.45% |
| 2016-12-31 | 12.98% |
| 2016-09-30 | 12.02% |
| 2016-06-30 | 12.74% |
| 2016-03-31 | 13.64% |
| 2015-12-31 | 14.57% |
| 2015-09-30 | 15.03% |
| 2015-06-30 | 14.93% |
| 2015-03-31 | 13.98% |
| 2014-12-31 | 14.87% |
| 2014-09-30 | 14.38% |
| 2014-06-30 | 14.05% |
| 2014-03-31 | 15.08% |
| 2013-12-31 | 14.81% |
| 2013-09-30 | 12.05% |
| 2013-06-30 | 12.01% |
| 2013-03-31 | 10.01% |
| 2012-12-31 | 9.73% |
| 2012-09-30 | 10.76% |
| 2012-06-30 | 9.01% |
| 2012-03-31 | 5.60% |
| 2011-12-31 | 5.83% |
| 2011-09-30 | 6.76% |
| 2011-06-30 | 9.49% |
| 2011-03-31 | 13.50% |
| 2010-12-31 | 12.62% |
| 2010-09-30 | 13.21% |
| 2010-06-30 | 13.46% |
| 2010-03-31 | 13.52% |
| 2009-12-31 | 13.21% |
| 2009-09-30 | 11.14% |
| 2009-06-30 | 8.98% |
| 2009-03-31 | 9.88% |
| 2008-12-31 | 11.55% |
| 2008-09-30 | 12.89% |
| 2008-06-30 | 16.09% |
| 2008-03-31 | 16.98% |
| 2007-12-31 | 17.29% |
| 2007-09-30 | 17.97% |
| 2007-06-30 | 18.06% |
| 2007-03-31 | 16.91% |
| 2006-12-31 | 16.74% |
| 2006-09-30 | 12.92% |
| 2006-06-30 | 10.05% |
| 2006-03-31 | 10.58% |
| 2005-12-31 | 7.27% |
| 2005-09-30 | 7.79% |
| 2005-06-30 | 8.60% |
| 2005-03-31 | 2.80% |
| 2004-12-31 | 4.50% |
| 2004-09-30 | 3.37% |
| 2004-06-30 | 3.96% |
| 2004-03-31 | 11.88% |
| 2003-12-31 | 10.50% |
| 2003-09-30 | 23.15% |
| 2003-06-30 | 17.34% |
