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 3.99% is 18% above its 5-year average of 3.37%, near the high end of its 5-year range (1.85%–4.26%).
5.70% above its 12-month average of 3.77%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
3.99%
RETURN ON ASSETS (ROA) AVG TTM
3.77%
RETURN ON ASSETS (ROA) AVG 3Y
3.53%
RETURN ON ASSETS (ROA) AVG 5Y
3.37%
RETURN ON ASSETS (ROA) AVG 10Y
2.98%
RETURN ON ASSETS (ROA) AVG 15Y
3.00%
RETURN ON ASSETS (ROA) AVG 20Y
2.94%
CURRENT VS TTM AVG
+5.70%
CURRENT VS 3Y AVG
+13.19%
CURRENT VS 5Y AVG
+18.46%
CURRENT VS 10Y AVG
+33.97%
CURRENT VS 15Y AVG
+32.86%
CURRENT VS 20Y AVG
+35.93%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+62.53%
vs the sector median at left
Chubb Limited
Market Cap
$130.90B
Return on Assets (ROA)
3.99%
TTM Avg
3.77%
3Y Avg
3.53%
5Y Avg
3.37%
Market Cap
$130.18B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$132.56B
Return on Assets (ROA)
1.56%
TTM Avg
0.67%
3Y Avg
1.00%
5Y Avg
1.25%
Market Cap
$127.12B
Return on Assets (ROA)
7.82%
TTM Avg
6.86%
3Y Avg
5.83%
5Y Avg
10.35%
Market Cap
$125.36B
Return on Assets (ROA)
9.36%
TTM Avg
8.61%
3Y Avg
5.64%
5Y Avg
6.03%
Market Cap
$112.67B
Return on Assets (ROA)
1.17%
TTM Avg
1.13%
3Y Avg
0.93%
5Y Avg
0.89%
Market Cap
$109.46B
Return on Assets (ROA)
3.66%
TTM Avg
5.17%
3Y Avg
0.71%
5Y Avg
-2.62%
Market Cap
$159.24B
Return on Assets (ROA)
0.46%
TTM Avg
0.49%
3Y Avg
0.45%
5Y Avg
0.38%
Market Cap
$100.09B
Return on Assets (ROA)
2.19%
TTM Avg
2.30%
3Y Avg
2.16%
5Y Avg
1.95%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Chubb Limited (CB) | $130.90B | 3.99% | 3.77% | 3.53% | 3.37% |
| Vanguard Dividend Appreciation ETF (VIG)vs › | $130.18B | N/A | N/A | N/A | N/A |
| Capital One Financial Corporation (COF)vs › | $132.56B | 1.56% | 0.67% | 1.00% | 1.25% |
| S&P Global Inc. (SPGI)vs › | $127.12B | 7.82% | 6.86% | 5.83% | 10.35% |
| The Progressive Corporation (PGR)vs › | $125.36B | 9.36% | 8.61% | 5.64% | 6.03% |
| Bank of New York Mellon Corp (BNY)vs › | $112.67B | 1.17% | 1.13% | 0.93% | 0.89% |
| Robinhood Markets, Inc. (HOOD)vs › | $109.46B | 3.66% | 5.17% | 0.71% | -2.62% |
| Interactive Brokers Group, Inc. (IBKR)vs › | $159.24B | 0.46% | 0.49% | 0.45% | 0.38% |
| CME Group Inc. (CME)vs › | $100.09B | 2.19% | 2.30% | 2.16% | 1.95% |
| Schwab U.S. Dividend Equity ETF (SCHD)vs › | $98.55B | N/A | N/A | N/A | N/A |
ROA
4.0%
ROE
14.9%
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 | 3.79% |
| 2024-12-31 | 3.76% |
| 2023-12-31 | 3.91% |
| 2022-12-31 | 2.64% |
| 2021-12-31 | 4.26% |
| 2020-12-31 | 1.85% |
| 2019-12-31 | 2.52% |
| 2018-12-31 | 2.36% |
| 2017-12-31 | 2.31% |
| 2016-12-31 | 2.59% |
| 2015-12-31 | 2.77% |
| 2014-12-31 | 2.90% |
| 2013-12-31 | 3.98% |
| 2012-12-31 | 2.92% |
| 2011-12-31 | 1.76% |
| 2010-12-31 | 3.73% |
| 2009-12-31 | 3.27% |
| 2008-12-31 | 1.66% |
| 2007-12-31 | 3.58% |
| 2006-12-31 | 3.43% |
| 2005-12-31 | 1.65% |
| 2004-12-31 | 2.05% |
| 2003-12-31 | 2.99% |
| 2002-12-31 | 0.18% |
| 2001-12-31 | -0.49% |
| 2000-12-31 | 1.71% |
| 1999-12-31 | 1.21% |
| 1998-09-30 | 6.37% |
| 1997-09-30 | 10.05% |
| 1996-09-30 | 6.33% |
