Return on Equity (ROE) – Excel Template

Ivan Kitov
Ivan Kitov

The return on equity (ROE) ratio measures the rate of return shareholders receive on their shares. To calculate the ROE, you divide a company’s net income by the value of its total shareholders’ equity. Investors typically use it to estimate how efficient a company is at utilizing equity financing.

This open-access Excel template is a useful tool for financial analysts, data analysts, and portfolio managers.

Return on Equity (ROE) is among the topics included in the Equity Investments module of the CFA Level 1 Curriculum. Gain valuable insights into the subject with our Fundamentals of Equity Valuation course.

You can also explore other related templates such as—Enterprise Value, Gordon Growth Model, and Two-Stage Dividend Discount Model.