Basis: Trailing twelve months (TTM). 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 13.96% is 56% below its 5-year average of 31.80%, near the low end of its 5-year range (1.70%–60.58%).
56.29% below its 12-month average of 31.93%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
13.96%
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
-56.29%
CURRENT VS 3Y AVG
-69.29%
CURRENT VS 5Y AVG
-56.10%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
2.88%
median of 94 covered companies
CURRENT VS SECTOR MEDIAN
+383.88%
vs the sector median at left
Brookfield Asset Management Ltd.
Market Cap
$87.15B
Return on Assets (ROA)
13.96%
TTM Avg
31.93%
3Y Avg
45.46%
5Y Avg
31.80%
Market Cap
$84.97B
Return on Assets (ROA)
2.31%
TTM Avg
2.20%
3Y Avg
1.72%
5Y Avg
1.77%
Market Cap
$84.87B
Return on Assets (ROA)
3.66%
TTM Avg
5.17%
3Y Avg
0.71%
5Y Avg
-2.62%
Market Cap
$90.18B
Return on Assets (ROA)
6.67%
TTM Avg
7.14%
3Y Avg
7.25%
5Y Avg
7.38%
Market Cap
$83.18B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$82.84B
Return on Assets (ROA)
19.05%
TTM Avg
14.40%
3Y Avg
12.34%
5Y Avg
13.13%
Market Cap
$94.61B
Return on Assets (ROA)
2.19%
TTM Avg
2.30%
3Y Avg
2.16%
5Y Avg
1.95%
Market Cap
$79.37B
Return on Assets (ROA)
0.58%
TTM Avg
1.07%
3Y Avg
0.73%
5Y Avg
1.61%
Market Cap
$77.93B
Return on Assets (ROA)
5.78%
TTM Avg
4.06%
3Y Avg
3.24%
5Y Avg
3.05%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Brookfield Asset Management Ltd. (BAM) | $87.15B | 13.96% | 31.93% | 45.46% | 31.80% |
| Intercontinental Exchange, Inc. (ICE)vs › | $84.97B | 2.31% | 2.20% | 1.72% | 1.77% |
| Robinhood Markets, Inc. (HOOD)vs › | $84.87B | 3.66% | 5.17% | 0.71% | -2.62% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $90.18B | 6.67% | 7.14% | 7.25% | 7.38% |
| iShares Russell 2000 ETF (IWM)vs › | $83.18B | N/A | N/A | N/A | N/A |
| Moody's Corporation (MCO)vs › | $82.84B | 19.05% | 14.40% | 12.34% | 13.13% |
| CME Group Inc. (CME)vs › | $94.61B | 2.19% | 2.30% | 2.16% | 1.95% |
| Apollo Global Management, Inc. (APO)vs › | $79.37B | 0.58% | 1.07% | 0.73% | 1.61% |
| The Travelers Companies, Inc. (TRV)vs › | $77.93B | 5.78% | 4.06% | 3.24% | 3.05% |
| Schwab U.S. Dividend Equity ETF (SCHD)vs › | $97.89B | N/A | N/A | N/A | N/A |
ROA
14.0%
ROE
32.9%
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 | 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% |
