Select company
- Ticker/CompanyMarket Cap.
No results found
Select metric
Pick a metric...
8.71%Return on Equity
VS
Market
Sector
Industry
History
$ 28.54Close
$ 25.3 - $ 32.7 52-Week Range
Ticker Information
Ticker
UVSPCompany Name
UNIVEST FINANCIAL CORPSector
Financial ServicesIndustry
Banks - RegionalExchange
NASDAQUNIVEST FINANCIAL CORP - Return on Equity Chart Analysis (TTM)
From
Zoom
1Y
3Y
5Y
10Y
UVSP - ROE Historical data
| Date | Shareholders Equity | Net Income Common Stock | Return on Equity |
|---|---|---|---|
| 6/30/2025 | $ 916.73M | $ 79.89M | 8.71% |
| 3/31/2025 | $ 903.47M | $ 78.02M | 8.64% |
| 12/31/2024 | $ 887.3M | $ 75.93M | 8.56% |
| 9/30/2024 | $ 877.07M | $ 73.24M | 8.35% |
| 6/30/2024 | $ 854.14M | $ 71.68M | 8.39% |
| 3/31/2024 | $ 843.67M | $ 70.38M | 8.34% |
| 12/31/2023 | $ 839.21M | $ 71.1M | 8.47% |
| 9/30/2023 | $ 807.2M | $ 78.69M | 9.75% |
| 6/30/2023 | $ 805.22M | $ 82.47M | 10.24% |
| 3/31/2023 | $ 798.5M | $ 78.84M | 9.87% |
Key Performance Insights, Last 5 Years
- UNIVEST FINANCIAL CORP's latest trailing twelve months (TTM) ROE stands at 5.46%.
- Over the past 5 years, UNIVEST FINANCIAL CORP's average ROE has been 9.5%.
- The median ROE for UNIVEST FINANCIAL CORP during this period was 9.45%
- UNIVEST FINANCIAL CORP reached its highest ROE over the past 5 years at 13.26%.
- The lowest ROE recorded by UNIVEST FINANCIAL CORP in the same timeframe 5.46%
UNIVEST FINANCIAL CORP's ROE vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROE Benchmarks
Similar metrics to ROE:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Assets - [Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.
- Shareholders Equity - [Balance Sheet] A principal component of the balance sheet; in addition to [Liabilities] and [Assets]; that represents the total of all stockholders' equity (deficit) after all liabilities have been deducted.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
Definition of Return on Equity
[Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].Net Inc. Cmn. / Equity
(=) ROE ROE for UNIVEST FINANCIAL CORP is calculated as follows: Net Inc. Cmn. [ $ 36.55M ] / Equity [ $ 669.11M ]
(=) ROE [ 5.46% ] UVSP - Return on Equity, Last 5 years
5.46%
Minimum
Sep 30, 2020
13.26%
Maximum
Sep 30, 2021
9.5%
Average
9.45%
Median
ROE Benchmark AnalysisMarket
The chart above depicts the distribution of ROE for companies in the Total Stock Market. The average ROE of the companies is 1.63% with a standard deviation of 22.52%.
The following table provides additional summary stats:
ROE in the Market:
| filtered constituents | 3.13K |
|---|---|
| min | -66.24% |
| max | 73.25% |
| average | 1.63% |
| median | 6.52% |
| std | 22.52% |