Calculadora de Rendimiento sobre Capital Gratis

Calcula el rendimiento sobre capital (ROE) de tu empresa. Evalúa cuánta ganancia generas por cada peso invertido por los accionistas.

USD
USD
USD

Return on Equity (ROE)

25.00%

Average Shareholder Equity$800,000.00

Return on Equity (ROE) vs Net Income

Fórmula

How to Calculate Return on Equity

Formula

ROE = (Net Income / Average Shareholder Equity) x 100

ROE quantifies how well a company turns owner capital into profit. Investors use it to compare management effectiveness across firms. Because ROE only considers the equity portion, companies that use more debt can show higher ROE even with moderate overall profitability. That is why it is best evaluated alongside ROA and the debt-to-equity ratio.

Ejemplo Resuelto

A company reported $200,000 net income. Shareholder equity was $700,000 at the start and $900,000 at the end.

  1. 01Average Equity = ($700,000 + $900,000) / 2 = $800,000
  2. 02ROE = ($200,000 / $800,000) x 100 = 25%
  3. 03Shareholders earned 25 cents for every dollar of equity invested.

Preguntas Frecuentes

What is a good ROE?

An ROE of 15-20% is generally considered strong. The S&P 500 average is around 15%. Very high ROE (above 30%) can be great but may also result from excessive leverage, so always check the debt level.

Can high leverage inflate ROE?

Yes. By funding more operations with debt rather than equity, a company shrinks its equity base. Dividing the same net income by smaller equity produces a higher ROE, even though total risk has increased.

Aprender

How to Calculate Profit Margin

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