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Company Analysis

Return on equity

Net income divided by average shareholders' equity.

Plain languagePractical exampleConnected reading
01

What is it?

Net income divided by average shareholders' equity.

02

Why does it matter?

It shows how efficiently equity is used, but is influenced by leverage.

03

How should it be read?

Read it with margins, asset turnover, leverage and equity movements.

04

Common mistake

Calling a high ROE superior quality without examining leverage or a thin equity base.

IN PRACTICE

A simple example

Net income of 20 million on average equity of 100 million gives a 20% ROE.

RELATED CONCEPTS

Follow the connection

Net debtPrice-to-earnings ratioFree cash flow
USE THE CONCEPT

Move from knowledge to data

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