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ROE History Chart

Chart any stock's trailing quarterly return on equity in one view. Auto-populates from Yahoo Finance. Pair it with the ROE calculator and the ROE screener for full context.

How to Read the ROE Trend

Return on equity (ROE) measures how many cents of profit a company generates for each dollar of shareholders' equity. A single quarter tells you the level; the trend tells you the story. A line that climbs quarter after quarter suggests the management team is compounding returns on an expanding equity base — a hallmark of durable, capital-efficient businesses. A declining line warrants scrutiny: it may reflect dilution from share issuance, a profit slowdown, or a surge in retained earnings that the business cannot reinvest at high rates.

ROE can be artificially elevated by high leverage — a company that borrows heavily shrinks its equity base, which boosts the ratio without creating economic value. Always read ROE alongside the ROIC history chart (which accounts for total invested capital) and the WACC calculator to see whether returns clear the cost of capital. For a complete profitability picture — margin, asset turnover, and leverage — see the DuPont analysis calculator.

This chart uses a simplified book-value ROE (net income ÷ total stockholders' equity) for fast trend-spotting. For a precise figure on a single date with sector benchmarks, use the ROE calculator.

Frequently Asked Questions

What does the ROE history chart show?

It plots up to eight trailing quarters of a company's return on equity (ROE) as a line, so you can see whether shareholders' equity is being put to work more or less effectively over time. A rising line means management is generating more profit per dollar of equity; a falling line signals declining profitability efficiency, dilution, or earnings pressure.

How is ROE calculated here?

ROE is net income divided by total stockholders' equity, expressed as a percentage. This uses quarterly book-value equity directly from Yahoo Finance fundamentals — it is a simplified, period-end snapshot meant for trend-spotting rather than a rolling-average ROE used in some valuation models.

Why does the oldest quarter show no QoQ change?

Quarter-over-quarter change is measured in percentage points against the immediately preceding quarter. The oldest quarter in the window has no prior period on the chart to compare against, so its change value is left blank rather than shown as zero.

FINISHED THE NUMBERS?

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Assumptions, scenarios, and what breaks them — on any public company.

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