accounting

return on equity

A profitability measure calculated by dividing net income by shareholders' equity, showing how effectively a company uses shareholder investment to generate profit.

Example

A company with $100M in equity generating $20M in profit has a 20% return on equity.

Memory Tip

ROE = Return On Equity. How hard is the shareholders' money WORKING?

Why It Matters

Return on equity helps you evaluate whether a company is generating good profits from the money shareholders have invested. When comparing investments or evaluating companies you own stock in, a higher ROE indicates management is efficiently using capital to create wealth for owners.

Common Misconception

Many people assume a high ROE automatically means a company is doing well, but this overlooks that excessive debt can artificially inflate ROE by reducing the equity base. A company with high debt and moderate profits may show a better ROE than a stable company with low debt, even though the stable company might be safer.

In Practice

If Company A has net income of 10 million dollars and shareholders equity of 50 million dollars, its ROE is 20 percent. If Company B has net income of 8 million dollars and shareholders equity of 80 million dollars, its ROE is only 10 percent, suggesting Company A is generating returns more efficiently despite having lower absolute profit.

Etymology

Plain English financial ratio: the RETURN generated ON the EQUITY (investment).

Common Misspellings

return on equtyreturn on equitey
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Related Terms

net income

More in accounting

Other accounting terms you should know

depreciationA decrease in the value of an asset over time due to wear, abalance sheetA financial statement showing a company's assets, liabilitieearnings per shareA company's net profit divided by its number of outstanding fiscal yearA 12-month period used by governments and businesses for accnet incomeThe total profit remaining after all expenses, taxes, and deretained earningsThe portion of a company's profits that is kept and reinvest

See Also

ROEshareholders equityprofitability
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