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 0.53% is 98% below its 5-year average of 31.80%, near the low end of its 5-year range (0.53%–60.58%).
98.34% below its 12-month average of 31.93%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.17%.
RETURN ON ASSETS (ROA)
0.53%
RETURN ON ASSETS (ROA) AVG TTM
31.93%
RETURN ON ASSETS (ROA) AVG 3Y
45.46%
RETURN ON ASSETS (ROA) AVG 5Y
31.80%
RETURN ON ASSETS (ROA) AVG 10Y
N/A
RETURN ON ASSETS (ROA) AVG 15Y
N/A
RETURN ON ASSETS (ROA) AVG 20Y
N/A
CURRENT VS TTM AVG
-98.34%
CURRENT VS 3Y AVG
-98.83%
CURRENT VS 5Y AVG
-98.33%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 103 covered companies
CURRENT VS SECTOR MEDIAN
-78.46%
vs the sector median at left
Brookfield Asset Management Ltd.
Market Cap
$71.20B
Return on Assets (ROA)
0.53%
TTM Avg
31.93%
3Y Avg
45.46%
5Y Avg
31.80%
Market Cap
$70.09B
Return on Assets (ROA)
0.38%
TTM Avg
0.96%
3Y Avg
0.68%
5Y Avg
1.57%
Market Cap
$75.72B
Return on Assets (ROA)
5.78%
TTM Avg
4.06%
3Y Avg
3.24%
5Y Avg
3.05%
Market Cap
$76.45B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$65.82B
Return on Assets (ROA)
4.36%
TTM Avg
3.89%
3Y Avg
2.24%
5Y Avg
1.07%
Market Cap
$77.56B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$62.86B
Return on Assets (ROA)
0.48%
TTM Avg
0.55%
3Y Avg
0.53%
5Y Avg
0.62%
Market Cap
$81.18B
Return on Assets (ROA)
19.05%
TTM Avg
14.40%
3Y Avg
12.34%
5Y Avg
13.13%
Market Cap
$81.66B
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 |
|---|---|---|---|---|---|
| Brookfield Asset Management Ltd. (BAM) | $71.20B | 0.53% | 31.93% | 45.46% | 31.80% |
| Apollo Global Management, Inc. (APO)vs › | $70.09B | 0.38% | 0.96% | 0.68% | 1.57% |
| The Travelers Companies, Inc. (TRV)vs › | $75.72B | 5.78% | 4.06% | 3.24% | 3.05% |
| VanEck Semiconductor ETF (SMH)vs › | $76.45B | N/A | N/A | N/A | N/A |
| Nu Holdings Ltd. (NU)vs › | $65.82B | 4.36% | 3.89% | 2.24% | 1.07% |
| iShares Russell 2000 ETF (IWM)vs › | $77.56B | N/A | N/A | N/A | N/A |
| MetLife, Inc. (MET)vs › | $62.86B | 0.48% | 0.55% | 0.53% | 0.62% |
| Moody's Corporation (MCO)vs › | $81.18B | 19.05% | 14.40% | 12.34% | 13.13% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $81.66B | 6.67% | 7.14% | 7.25% | 7.38% |
| Brookfield Corporation (BN)vs › | $82.35B | 0.27% | 0.19% | 0.27% | 0.34% |
ROA
0.5%
ROE
6.0%
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 | 14.44% |
| 2024-12-31 | 49.43% |
| 2023-12-31 | 57.38% |
| 2022-12-31 | 60.58% |
| 2021-12-31 | 7.26% |
| 2020-12-31 | 1.70% |
| 2019-12-31 | 0.00% |
