Basis: Latest reported fiscal year. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on assets (ROA) high or low?
The return on assets (ROA) of 7.66% is 20% above its 5-year average of 6.37%, near the high end of its 5-year range (3.93%–7.92%).
As of the fiscal period ended Wednesday, December 31, 2025. 20.63% above its 12-month average of 6.35%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
7.66%
RETURN ON ASSETS (ROA) AVG TTM
6.35%
RETURN ON ASSETS (ROA) AVG 3Y
7.04%
RETURN ON ASSETS (ROA) AVG 5Y
6.37%
RETURN ON ASSETS (ROA) AVG 10Y
5.71%
RETURN ON ASSETS (ROA) AVG 15Y
5.01%
RETURN ON ASSETS (ROA) AVG 20Y
4.70%
CURRENT VS TTM AVG
+20.63%
CURRENT VS 3Y AVG
+8.77%
CURRENT VS 5Y AVG
+20.22%
CURRENT VS 10Y AVG
+34.21%
CURRENT VS 15Y AVG
+52.89%
CURRENT VS 20Y AVG
+62.85%
SECTOR MEDIAN · FINANCIAL SERVICES
2.80%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
+173.57%
vs the sector median at left
Market Cap
$78.70B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$74.01B
Return on Assets (ROA)
13.96%
TTM Avg
31.93%
3Y Avg
45.46%
5Y Avg
31.80%
Market Cap
$80.77B
Return on Assets (ROA)
5.78%
TTM Avg
4.06%
3Y Avg
3.24%
5Y Avg
3.05%
Market Cap
$82.40B
Return on Assets (ROA)
19.05%
TTM Avg
14.40%
3Y Avg
12.34%
5Y Avg
13.13%
Market Cap
$82.45B
Return on Assets (ROA)
2.19%
TTM Avg
2.20%
3Y Avg
1.72%
5Y Avg
1.77%
Market Cap
$70.69B
Return on Assets (ROA)
0.46%
TTM Avg
1.07%
3Y Avg
0.73%
5Y Avg
1.61%
Market Cap
$85.47B
Return on Assets (ROA)
4.17%
TTM Avg
5.17%
3Y Avg
0.71%
5Y Avg
-2.62%
Market Cap
$86.25B
Return on Assets (ROA)
6.67%
TTM Avg
7.14%
3Y Avg
7.25%
5Y Avg
7.38%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Aon plc (AON) | $77.25B | 7.66% | 6.35% | 7.04% | 6.37% |
| iShares Russell 2000 ETF (IWM)vs › | $78.70B | N/A | N/A | N/A | N/A |
| Brookfield Asset Management Ltd. (BAM)vs › | $74.01B | 13.96% | 31.93% | 45.46% | 31.80% |
| The Travelers Companies, Inc. (TRV)vs › | $80.77B | 5.78% | 4.06% | 3.24% | 3.05% |
| Moody's Corporation (MCO)vs › | $82.40B | 19.05% | 14.40% | 12.34% | 13.13% |
| Intercontinental Exchange, Inc. (ICE)vs › | $82.45B | 2.19% | 2.20% | 1.72% | 1.77% |
| Apollo Global Management, Inc. (APO)vs › | $70.69B | 0.46% | 1.07% | 0.73% | 1.61% |
| Robinhood Markets, Inc. (HOOD)vs › | $85.47B | 4.17% | 5.17% | 0.71% | -2.62% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $86.25B | 6.67% | 7.14% | 7.25% | 7.38% |
| Nu Holdings Ltd. (NU)vs › | $68.24B | 4.11% | 3.89% | 2.24% | 1.07% |
ROA
7.7%
ROE
40.1%
ROA = Net Income / Total Assets
Return on assets measures how efficiently a company generates profit from its total assets.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON ASSETS (ROA) |
|---|---|
| 2025-12-31 | 7.28% |
| 2024-12-31 | 5.42% |
| 2023-12-31 | 7.55% |
| 2022-12-31 | 7.92% |
| 2021-12-31 | 3.93% |
| 2020-12-31 | 6.13% |
| 2019-12-31 | 5.21% |
| 2018-12-31 | 4.29% |
| 2017-12-31 | 4.70% |
| 2016-12-31 | 5.25% |
| 2015-12-31 | 5.10% |
| 2014-12-31 | 4.69% |
| 2013-12-31 | 3.68% |
| 2012-12-31 | 3.26% |
| 2011-12-31 | 3.31% |
| 2010-12-31 | 2.44% |
| 2009-12-31 | 3.25% |
| 2008-12-31 | 6.31% |
| 2007-12-31 | 3.46% |
| 2006-12-31 | 2.96% |
| 2005-12-31 | 2.64% |
| 2004-12-31 | 1.93% |
| 2003-12-31 | 2.32% |
| 2002-12-31 | 1.84% |
| 2001-12-31 | 0.66% |
| 2000-12-31 | 2.13% |
| 1999-12-31 | 1.67% |
| 1998-12-31 | 2.75% |
| 1997-12-31 | 1.60% |
| 1996-12-31 | 2.43% |
