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 7.05% is in line with its 5-year average of 6.41%, around the middle of its 5-year range (3.45%–14.22%).
10.85% above its 12-month average of 6.36%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 2.46%.
RETURN ON ASSETS (ROA)
7.05%
RETURN ON ASSETS (ROA) AVG TTM
6.36%
RETURN ON ASSETS (ROA) AVG 3Y
5.07%
RETURN ON ASSETS (ROA) AVG 5Y
6.41%
RETURN ON ASSETS (ROA) AVG 10Y
5.59%
RETURN ON ASSETS (ROA) AVG 15Y
4.38%
RETURN ON ASSETS (ROA) AVG 20Y
4.33%
CURRENT VS TTM AVG
+10.85%
CURRENT VS 3Y AVG
+39.05%
CURRENT VS 5Y AVG
+9.93%
CURRENT VS 10Y AVG
+26.16%
CURRENT VS 15Y AVG
+60.82%
CURRENT VS 20Y AVG
+62.98%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 103 covered companies
CURRENT VS SECTOR MEDIAN
+186.59%
vs the sector median at left
Blackstone Inc.
Market Cap
$150.95B
Return on Assets (ROA)
7.05%
TTM Avg
6.36%
3Y Avg
5.07%
5Y Avg
6.41%
Market Cap
$156.72B
Return on Assets (ROA)
0.46%
TTM Avg
0.49%
3Y Avg
0.45%
5Y Avg
0.38%
Market Cap
$165.81B
Return on Assets (ROA)
3.74%
TTM Avg
3.93%
3Y Avg
4.18%
5Y Avg
3.90%
Market Cap
$167.54B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$128.31B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$124.19B
Return on Assets (ROA)
1.56%
TTM Avg
0.67%
3Y Avg
1.00%
5Y Avg
1.25%
Market Cap
$124.12B
Return on Assets (ROA)
9.36%
TTM Avg
8.61%
3Y Avg
5.64%
5Y Avg
6.03%
Market Cap
$119.49B
Return on Assets (ROA)
7.82%
TTM Avg
6.86%
3Y Avg
5.83%
5Y Avg
10.35%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Blackstone Inc. (BX) | $150.95B | 7.05% | 6.36% | 5.07% | 6.41% |
| Interactive Brokers Group, Inc. (IBKR)vs › | $156.72B | 0.46% | 0.49% | 0.45% | 0.38% |
| BlackRock, Inc. (BLK)vs › | $165.81B | 3.74% | 3.93% | 4.18% | 3.90% |
| Vanguard FTSE Emerging Markets ETF (VWO)vs › | $167.54B | N/A | N/A | N/A | N/A |
| Chubb Limited (CB)vs › | $131.42B | 3.99% | 3.77% | 3.53% | 3.37% |
| Vanguard Dividend Appreciation ETF (VIG)vs › | $128.31B | N/A | N/A | N/A | N/A |
| Capital One Financial Corporation (COF)vs › | $124.19B | 1.56% | 0.67% | 1.00% | 1.25% |
| The Progressive Corporation (PGR)vs › | $124.12B | 9.36% | 8.61% | 5.64% | 6.03% |
| S&P Global Inc. (SPGI)vs › | $119.49B | 7.82% | 6.86% | 5.83% | 10.35% |
| The Charles Schwab Corporation (SCHW)vs › | $183.04B | 1.95% | 1.52% | 1.34% | 1.14% |
ROA
7.0%
ROE
39.0%
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 | 6.33% |
| 2024-12-31 | 6.39% |
| 2023-12-31 | 3.45% |
| 2022-12-31 | 4.11% |
| 2021-12-31 | 14.22% |
| 2020-12-31 | 3.98% |
| 2019-12-31 | 6.29% |
| 2018-12-31 | 5.33% |
| 2017-12-31 | 4.28% |
| 2016-12-31 | 3.94% |
| 2015-12-31 | 3.15% |
| 2014-12-31 | 5.03% |
| 2013-12-31 | 3.95% |
| 2012-12-31 | 0.76% |
| 2011-12-31 | -0.77% |
| 2010-12-31 | -1.96% |
| 2009-12-31 | -7.60% |
| 2008-12-31 | -12.26% |
| 2007-12-31 | 12.32% |
| 2006-12-31 | 6.69% |
| 2005-12-31 | 6.30% |
| 2004-12-31 | 7.17% |
| 2003-12-31 | 6.30% |
| 2002-12-31 | 0.38% |
| 1999-12-07 | 7.77% |
