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 0.27% is 21% below its 5-year average of 0.34%, near the low end of its 5-year range (-0.04%–1.01%).
42.11% above its 12-month average of 0.19%.
Annual fiscal-year return on assets; no daily interpolation. Historical series through 2025-12-31.
RETURN ON ASSETS (ROA)
0.27%
RETURN ON ASSETS (ROA) AVG TTM
0.19%
RETURN ON ASSETS (ROA) AVG 3Y
0.27%
RETURN ON ASSETS (ROA) AVG 5Y
0.34%
RETURN ON ASSETS (ROA) AVG 10Y
0.71%
RETURN ON ASSETS (ROA) AVG 15Y
1.08%
RETURN ON ASSETS (ROA) AVG 20Y
1.18%
CURRENT VS TTM AVG
+42.11%
CURRENT VS 3Y AVG
0.00%
CURRENT VS 5Y AVG
-20.98%
CURRENT VS 10Y AVG
-61.87%
CURRENT VS 15Y AVG
-75.10%
CURRENT VS 20Y AVG
-77.10%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 103 covered companies
CURRENT VS SECTOR MEDIAN
-89.02%
vs the sector median at left
Brookfield Corporation
Market Cap
$85.37B
Return on Assets (ROA)
0.27%
TTM Avg
0.19%
3Y Avg
0.27%
5Y Avg
0.34%
Market Cap
$84.42B
Return on Assets (ROA)
6.67%
TTM Avg
7.14%
3Y Avg
7.25%
5Y Avg
7.38%
Market Cap
$88.36B
Return on Assets (ROA)
2.31%
TTM Avg
2.20%
3Y Avg
1.72%
5Y Avg
1.77%
Market Cap
$82.29B
Return on Assets (ROA)
19.05%
TTM Avg
14.40%
3Y Avg
12.34%
5Y Avg
13.13%
Market Cap
$90.76B
Return on Assets (ROA)
0.76%
TTM Avg
0.71%
3Y Avg
0.60%
5Y Avg
1.12%
Market Cap
$79.46B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$78.26B
Return on Assets (ROA)
5.78%
TTM Avg
4.06%
3Y Avg
3.24%
5Y Avg
3.05%
Market Cap
$75.46B
Return on Assets (ROA)
0.53%
TTM Avg
31.93%
3Y Avg
45.46%
5Y Avg
31.80%
Market Cap
$74.29B
Return on Assets (ROA)
0.38%
TTM Avg
0.96%
3Y Avg
0.68%
5Y Avg
1.57%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Brookfield Corporation (BN) | $85.37B | 0.27% | 0.19% | 0.27% | 0.34% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $84.42B | 6.67% | 7.14% | 7.25% | 7.38% |
| Intercontinental Exchange, Inc. (ICE)vs › | $88.36B | 2.31% | 2.20% | 1.72% | 1.77% |
| Moody's Corporation (MCO)vs › | $82.29B | 19.05% | 14.40% | 12.34% | 13.13% |
| KKR & Co. Inc. (KKR)vs › | $90.76B | 0.76% | 0.71% | 0.60% | 1.12% |
| iShares Russell 2000 ETF (IWM)vs › | $79.46B | N/A | N/A | N/A | N/A |
| The Travelers Companies, Inc. (TRV)vs › | $78.26B | 5.78% | 4.06% | 3.24% | 3.05% |
| Brookfield Asset Management Ltd. (BAM)vs › | $75.46B | 0.53% | 31.93% | 45.46% | 31.80% |
| Apollo Global Management, Inc. (APO)vs › | $74.29B | 0.38% | 0.96% | 0.68% | 1.57% |
| Invesco S&P 500 Equal Weight ETF (RSP)vs › | $96.68B | N/A | N/A | N/A | N/A |
ROA
0.3%
ROE
3.0%
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 | 0.25% |
| 2024-12-31 | 0.13% |
| 2023-12-31 | 0.23% |
| 2022-12-31 | 0.47% |
| 2021-12-31 | 1.01% |
| 2020-12-31 | -0.04% |
| 2019-12-31 | 0.87% |
| 2018-12-31 | 1.40% |
| 2017-12-31 | 0.76% |
| 2016-12-31 | 1.03% |
| 2015-12-31 | 1.68% |
| 2014-12-31 | 2.40% |
| 2013-12-31 | 1.88% |
| 2012-12-31 | 1.27% |
| 2011-12-31 | 2.15% |
| 2010-12-31 | 1.86% |
| 2009-12-31 | 0.73% |
| 2008-12-31 | 1.21% |
| 2007-12-31 | 1.42% |
| 2006-12-31 | 2.87% |
| 2005-12-31 | 7.42% |
| 2004-12-31 | 2.77% |
| 2003-12-31 | 2.50% |
| 2002-12-31 | 0.57% |
| 2001-12-31 | 1.42% |
| 2000-12-31 | 5.64% |
| 1999-12-31 | 3.91% |
| 1998-12-31 | 3.79% |
| 1997-12-31 | 5.97% |
| 1996-12-31 | 0.00% |
