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 9.21% is 20% below its 5-year average of 11.57%, near the low end of its 5-year range (9.06%–13.85%).
7.02% below its 12-month average of 9.91%.
Annual fiscal-year return on assets; no daily interpolation. Historical series through 2026-04-30.
RETURN ON ASSETS (ROA)
9.21%
RETURN ON ASSETS (ROA) AVG TTM
9.91%
RETURN ON ASSETS (ROA) AVG 3Y
10.61%
RETURN ON ASSETS (ROA) AVG 5Y
11.57%
RETURN ON ASSETS (ROA) AVG 10Y
14.03%
RETURN ON ASSETS (ROA) AVG 15Y
13.85%
RETURN ON ASSETS (ROA) AVG 20Y
13.45%
CURRENT VS TTM AVG
-7.02%
CURRENT VS 3Y AVG
-13.15%
CURRENT VS 5Y AVG
-20.40%
CURRENT VS 10Y AVG
-34.37%
CURRENT VS 15Y AVG
-33.48%
CURRENT VS 20Y AVG
-31.55%
SECTOR MEDIAN · CONSUMER DEFENSIVE
6.20%
median of 52 covered companies
CURRENT VS SECTOR MEDIAN
+48.67%
vs the sector median at left
Brown-Forman Corporation
Market Cap
$12.40B
Return on Assets (ROA)
9.21%
TTM Avg
9.91%
3Y Avg
10.61%
5Y Avg
11.57%
Market Cap
$12.95B
Return on Assets (ROA)
1.42%
TTM Avg
-3.94%
3Y Avg
-1.20%
5Y Avg
0.75%
Market Cap
$11.32B
Return on Assets (ROA)
2.58%
TTM Avg
4.78%
3Y Avg
5.74%
5Y Avg
6.55%
Market Cap
$13.80B
Return on Assets (ROA)
9.88%
TTM Avg
6.01%
3Y Avg
5.63%
5Y Avg
5.75%
Market Cap
$10.61B
Return on Assets (ROA)
7.53%
TTM Avg
11.05%
3Y Avg
7.37%
5Y Avg
8.03%
Market Cap
$7.97B
Return on Assets (ROA)
8.81%
TTM Avg
8.36%
3Y Avg
5.79%
5Y Avg
4.63%
Market Cap
$7.30B
Return on Assets (ROA)
-9.47%
TTM Avg
-2.55%
3Y Avg
-0.55%
5Y Avg
-0.33%
Market Cap
$6.99B
Return on Assets (ROA)
-11.09%
TTM Avg
-11.09%
3Y Avg
-1.31%
5Y Avg
0.63%
Market Cap
$6.96B
Return on Assets (ROA)
2.13%
TTM Avg
5.16%
3Y Avg
2.44%
5Y Avg
2.92%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Brown-Forman Corporation (BF-B) | $12.40B | 9.21% | 9.91% | 10.61% | 11.57% |
| The J. M. Smucker Company (SJM)vs › | $12.95B | 1.42% | -3.94% | -1.20% | 0.75% |
| Hormel Foods Corporation (HRL)vs › | $11.32B | 2.58% | 4.78% | 5.74% | 6.55% |
| McCormick & Company, Incorporated (MKC)vs › | $13.80B | 9.88% | 6.01% | 5.63% | 5.75% |
| The Clorox Company (CLX)vs › | $10.61B | 7.53% | 11.05% | 7.37% | 8.03% |
| Smithfield Foods, Inc. (SFD)vs › | $7.97B | 8.81% | 8.36% | 5.79% | 4.63% |
| Molson Coors Beverage Company (TAP)vs › | $7.30B | -9.47% | -2.55% | -0.55% | -0.33% |
| Conagra Brands, Inc. (CAG)vs › | $6.99B | -11.09% | -11.09% | -1.31% | 0.63% |
| Celsius Holdings, Inc. (CELH)vs › | $6.96B | 2.13% | 5.16% | 2.44% | 2.92% |
| Sprouts Farmers Market, Inc. (SFM)vs › | $6.78B | 11.61% | 11.52% | 9.83% | 9.65% |
ROA
9.2%
ROE
18.2%
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) |
|---|---|
| 2026-04-30 | 9.06% |
| 2025-04-30 | 10.75% |
| 2024-04-30 | 12.54% |
| 2023-04-30 | 10.07% |
| 2022-04-30 | 13.15% |
| 2021-04-30 | 13.85% |
| 2020-04-30 | 14.32% |
| 2019-04-30 | 16.25% |
| 2018-04-30 | 14.41% |
| 2017-04-30 | 14.46% |
| 2016-04-30 | 25.51% |
| 2015-04-30 | 16.31% |
| 2014-04-30 | 16.06% |
| 2013-04-30 | 16.30% |
| 2012-04-30 | 14.76% |
| 2011-04-30 | 15.40% |
| 2010-04-30 | 13.28% |
| 2009-04-30 | 12.52% |
| 2008-04-30 | 12.92% |
| 2007-04-30 | 10.95% |
| 2006-04-30 | 11.73% |
| 2005-04-30 | 11.74% |
| 2004-04-30 | 10.86% |
| 2003-04-30 | 10.82% |
| 2002-04-30 | 11.31% |
| 2001-04-30 | 12.02% |
| 2000-04-30 | 12.10% |
| 1999-04-30 | 11.64% |
| 1998-04-30 | 12.38% |
| 1997-04-30 | 11.83% |
