Return on Equity Benchmarks by Industry (2024–2025)

~1 min read

Why ROE Varies by Industry

ROE is shaped by capital intensity, business model, and competitive dynamics. Asset-light businesses (software, financial services) naturally produce higher ROE. Capital-intensive businesses (manufacturing, utilities) have structurally lower ROE — but that doesn't mean they are destroying value if their cost of equity is also lower.

ROE Benchmarks by Industry (2024–2025)

Industry Median ROE Notes
Software / SaaS 18–35% Asset-light, high margins
Financial services 10–18% Leverage-driven ROE
Healthcare / Pharma 12–22% IP-driven margins
Consumer goods 15–25% Brand moat + volume
Technology hardware 15–25% Mix of margin and turnover
Retail 10–20% Thin margins, high turnover
Manufacturing 8–15% Capital-intensive
Real estate 5–12% Asset-heavy
Utilities 8–12% Regulated, stable
Early-stage startups Negative to N/A Pre-profit

How to Use Industry Benchmarks

A 12% ROE for a software company is underperforming; a 12% ROE for a utility is strong. Always contextualize against:

  1. Your industry median ROE
  2. Your cost of equity (CAPM-based estimate)
  3. Historical ROE trend (improving or declining?)
  4. Competitor ROE (are you above or below peers?)

A company with ROE > cost of equity is creating value. ROE < cost of equity destroys shareholder value even if the business is nominally "profitable."

Calculate your ROE and compare to these benchmarks at the Return on Equity Calculator.

Calculate it yourself — free

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