WRLDCAUTIOUS

WRLD Return on Equity (ROE) Analysis

8.8%

Higher than 21% of Financial Services sector peers

Updated 216h ago·SEC filings & market data

Key Takeaway

Return on Equity (ROE) measures how much profit a company generates for each dollar of shareholders' equity — a higher percentage indicates more efficient use of investor capital.

Sector Performance

21th percentile

WRLD

8.8%

Sector Median

13.4%

Sector Avg

17.9%

Prior Period

0.0%(Jun 2026)

↑ Improving

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Deep Analysis

Return on Equity (ROE) measures how much profit a company generates for each dollar of shareholders' equity — a higher percentage indicates more efficient use of investor capital.

WRLD's current ROE of 8.8% is well below the Financial Services sector median of 13.4%, placing it in the 22nd percentile among its peers. The metric has been increasing over the last eight quarters, though the year-over-year and quarter-over-quarter changes are marked as not available (N/A). The combination of a below-median ROE with an upward trend suggests a company that is improving its profitability but still catching up to industry norms, creating a potential opportunity if the trend persists — but also lingering risk given the low starting level. This metric directly supports the overall CAUTIOUS verdict, as the current ROE remains far behind the sector median and the percentile rank indicates weak relative performance.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about WRLD?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

How does WRLD's Return on Equity (ROE) compare to its sector?

WRLD's Return on Equity (ROE) of 8.8% compares to a Financial Services sector median of 13.4%, placing it in the 21th percentile.

Who are WRLD's closest peers by Return on Equity (ROE)?

The closest Financial Services peers by Return on Equity (ROE) include: PFG (13.4%), HDB (13.8%), SPGI (13.9%), AIZ (14.9%), IBN (16.4%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.