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 -10.73% is 57% below its 5-year average of -6.84%, around the middle of its 5-year range (-18.74%–0.72%).
38.40% above its 12-month average of -17.42%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): -1.89%.
RETURN ON ASSETS (ROA)
-10.73%
RETURN ON ASSETS (ROA) AVG TTM
-17.42%
RETURN ON ASSETS (ROA) AVG 3Y
-9.59%
RETURN ON ASSETS (ROA) AVG 5Y
-6.84%
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
+38.40%
CURRENT VS 3Y AVG
-11.89%
CURRENT VS 5Y AVG
-56.87%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
1.23%
median of 462 covered companies
CURRENT VS SECTOR MEDIAN
-972.36%
vs the sector median at left
CaliberCos Inc.
Market Cap
$4.50M
Return on Assets (ROA)
-10.73%
TTM Avg
-17.42%
3Y Avg
-9.59%
5Y Avg
-6.84%
Market Cap
$4.77M
Return on Assets (ROA)
-26.10%
TTM Avg
-17.50%
3Y Avg
-9.28%
5Y Avg
-6.51%
Market Cap
$3.49M
Return on Assets (ROA)
N/A
TTM Avg
-6.56%
3Y Avg
-51.95%
5Y Avg
-40.00%
Market Cap
$6.87M
Return on Assets (ROA)
-6.60%
TTM Avg
-5.04%
3Y Avg
-3.27%
5Y Avg
3.13%
Market Cap
$1.43M
Return on Assets (ROA)
-11.61%
TTM Avg
-11.09%
3Y Avg
-156.61%
5Y Avg
-156.61%
Market Cap
$1.38M
Return on Assets (ROA)
-46.64%
TTM Avg
-51.98%
3Y Avg
-34.83%
5Y Avg
-39.32%
Market Cap
$341734.00
Return on Assets (ROA)
-19.21%
TTM Avg
-36001.11%
3Y Avg
-17998.68%
5Y Avg
-14390.38%
Market Cap
$10.10M
Return on Assets (ROA)
0.05%
TTM Avg
0.57%
3Y Avg
2.10%
5Y Avg
1.43%
Market Cap
$14.62M
Return on Assets (ROA)
-33.01%
TTM Avg
-30.09%
3Y Avg
-22.35%
5Y Avg
-16.05%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| CaliberCos Inc. (CWD) | $4.50M | -10.73% | -17.42% | -9.59% | -6.84% |
| Solowin Holdings Ordinary Share (AXG)vs › | $4.77M | -26.10% | -17.50% | -9.28% | -6.51% |
| Abits Group Inc. (ABTS)vs › | $3.49M | N/A | -6.56% | -51.95% | -40.00% |
| Magic Empire Global Limited (MEGL)vs › | $6.87M | -6.60% | -5.04% | -3.27% | 3.13% |
| Beneficient (BENF)vs › | $1.43M | -11.61% | -11.09% | -156.61% | -156.61% |
| Reliance Global Group, Inc. (EZRA)vs › | $1.38M | -46.64% | -51.98% | -34.83% | -39.32% |
| Aurelion Inc. (AURE)vs › | $341734.00 | -19.21% | -36001.11% | -17998.68% | -14390.38% |
| Investcorp Credit Management BDC, Inc. (ICMB)vs › | $10.10M | 0.05% | 0.57% | 2.10% | 1.43% |
| Garden Stage Limited (GSIW)vs › | $14.62M | -33.01% | -30.09% | -22.35% | -16.05% |
| Binah Capital Group, Inc. (BCG)vs › | $17.15M | 5.85% | -2.33% | -0.62% | -0.66% |
ROA
-10.7%
ROE
N/A
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 | -16.10% |
| 2024-12-31 | -18.74% |
| 2023-12-31 | -4.24% |
| 2022-12-31 | 0.72% |
| 2021-12-31 | -0.28% |
| 2020-12-31 | -2.40% |
| 2019-12-31 | 3.68% |
| 2018-12-31 | -9.80% |
