Basis: Trailing twelve months (TTM net income over the latest quarterly balance sheet). 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 3.15% is 35% below its 5-year average of 4.85%, near the low end of its 5-year range (2.68%–7.52%).
34.03% below its 12-month average of 4.78%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.56%.
RETURN ON ASSETS (ROA)
3.15%
RETURN ON ASSETS (ROA) AVG TTM
4.78%
RETURN ON ASSETS (ROA) AVG 3Y
4.66%
RETURN ON ASSETS (ROA) AVG 5Y
4.85%
RETURN ON ASSETS (ROA) AVG 10Y
5.06%
RETURN ON ASSETS (ROA) AVG 15Y
5.45%
RETURN ON ASSETS (ROA) AVG 20Y
5.74%
CURRENT VS TTM AVG
-34.03%
CURRENT VS 3Y AVG
-32.33%
CURRENT VS 5Y AVG
-35.12%
CURRENT VS 10Y AVG
-37.69%
CURRENT VS 15Y AVG
-42.17%
CURRENT VS 20Y AVG
-45.12%
SECTOR MEDIAN · FINANCIAL SERVICES
1.23%
median of 500 covered companies
CURRENT VS SECTOR MEDIAN
+156.10%
vs the sector median at left
Ares Capital Corporation
Market Cap
$13.46B
Return on Assets (ROA)
3.15%
TTM Avg
4.78%
3Y Avg
4.66%
5Y Avg
4.85%
Market Cap
$13.32B
Return on Assets (ROA)
2.95%
TTM Avg
2.29%
3Y Avg
1.83%
5Y Avg
2.05%
Market Cap
$13.62B
Return on Assets (ROA)
-0.23%
TTM Avg
0.92%
3Y Avg
1.15%
5Y Avg
1.95%
Market Cap
$13.14B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$13.00B
Return on Assets (ROA)
3.84%
TTM Avg
3.73%
3Y Avg
3.59%
5Y Avg
3.39%
Market Cap
$14.25B
Return on Assets (ROA)
1.29%
TTM Avg
3.60%
3Y Avg
2.51%
5Y Avg
4.38%
Market Cap
$14.67B
Return on Assets (ROA)
3.08%
TTM Avg
2.50%
3Y Avg
2.89%
5Y Avg
2.79%
Market Cap
$11.73B
Return on Assets (ROA)
2.88%
TTM Avg
3.06%
3Y Avg
3.33%
5Y Avg
3.73%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Ares Capital Corporation (ARCC) | $13.46B | 3.15% | 4.78% | 4.66% | 4.85% |
| Assurant, Inc. (AIZ)vs › | $13.32B | 2.95% | 2.29% | 1.83% | 2.05% |
| Invesco Ltd. (IVZ)vs › | $13.62B | -0.23% | 0.92% | 1.15% | 1.95% |
| State Street Consumer Staples Select Sector SPDR ETF (XLP)vs › | $13.14B | N/A | N/A | N/A | N/A |
| Globe Life Inc. (GL)vs › | $13.00B | 3.84% | 3.73% | 3.59% | 3.39% |
| The Carlyle Group Inc. (CG)vs › | $14.25B | 1.29% | 3.60% | 2.51% | 4.38% |
| TransUnion (TRU)vs › | $12.31B | 6.96% | 3.34% | 1.78% | 3.80% |
| Everest Group, Ltd. (EG)vs › | $14.67B | 3.08% | 2.50% | 2.89% | 2.79% |
| American Financial Group, Inc. (AFG)vs › | $11.73B | 2.88% | 3.06% | 3.33% | 3.73% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $15.30B | -75.28% | -20.62% | -24.11% | -100.78% |
ROA
3.1%
ROE
6.9%
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 | 4.16% |
| 2024-12-31 | 5.39% |
| 2023-12-31 | 6.39% |
| 2022-12-31 | 2.68% |
| 2021-12-31 | 7.52% |
| 2020-12-31 | 2.99% |
| 2019-12-31 | 5.32% |
| 2018-12-31 | 6.65% |
| 2017-12-31 | 5.40% |
| 2016-12-31 | 5.13% |
| 2015-12-31 | 3.98% |
| 2014-12-31 | 6.22% |
| 2013-12-31 | 6.00% |
| 2012-12-31 | 7.94% |
| 2011-12-31 | 5.93% |
| 2010-12-31 | 10.78% |
| 2009-12-31 | 8.76% |
| 2008-12-31 | -6.67% |
| 2007-12-31 | 4.97% |
| 2006-12-31 | 6.55% |
| 2005-12-31 | 7.07% |
| 2004-12-31 | 1.51% |
