Basis: Trailing twelve months (TTM). 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 3.08% is 10% above its 5-year average of 2.79%, around the middle of its 5-year range (1.49%–5.10%).
23.45% above its 12-month average of 2.50%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
3.08%
RETURN ON ASSETS (ROA) AVG TTM
2.50%
RETURN ON ASSETS (ROA) AVG 3Y
2.89%
RETURN ON ASSETS (ROA) AVG 5Y
2.79%
RETURN ON ASSETS (ROA) AVG 10Y
2.92%
RETURN ON ASSETS (ROA) AVG 15Y
3.21%
RETURN ON ASSETS (ROA) AVG 20Y
3.04%
CURRENT VS TTM AVG
+23.45%
CURRENT VS 3Y AVG
+6.39%
CURRENT VS 5Y AVG
+10.26%
CURRENT VS 10Y AVG
+5.58%
CURRENT VS 15Y AVG
-3.92%
CURRENT VS 20Y AVG
+1.22%
SECTOR MEDIAN · FINANCIAL SERVICES
2.84%
median of 94 covered companies
CURRENT VS SECTOR MEDIAN
+8.26%
vs the sector median at left
Everest Group, Ltd.
Market Cap
$14.64B
Return on Assets (ROA)
3.08%
TTM Avg
2.50%
3Y Avg
2.89%
5Y Avg
2.79%
Market Cap
$14.23B
Return on Assets (ROA)
2.80%
TTM Avg
2.29%
3Y Avg
1.83%
5Y Avg
2.05%
Market Cap
$14.23B
Return on Assets (ROA)
3.84%
TTM Avg
3.73%
3Y Avg
3.59%
5Y Avg
3.39%
Market Cap
$17.24B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$11.95B
Return on Assets (ROA)
2.72%
TTM Avg
3.06%
3Y Avg
3.33%
5Y Avg
3.73%
Market Cap
$17.42B
Return on Assets (ROA)
2.46%
TTM Avg
1.52%
3Y Avg
2.64%
5Y Avg
3.64%
Market Cap
$11.66B
Return on Assets (ROA)
16.22%
TTM Avg
18.73%
3Y Avg
17.20%
5Y Avg
15.99%
Market Cap
$17.92B
Return on Assets (ROA)
0.58%
TTM Avg
0.13%
3Y Avg
-0.09%
5Y Avg
-0.24%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Everest Group, Ltd. (EG) | $14.64B | 3.08% | 2.50% | 2.89% | 2.79% |
| Assurant, Inc. (AIZ)vs › | $14.23B | 2.80% | 2.29% | 1.83% | 2.05% |
| Globe Life Inc. (GL)vs › | $14.23B | 3.84% | 3.73% | 3.59% | 3.39% |
| Invesco Ltd. (IVZ)vs › | $14.07B | -0.23% | 0.92% | 1.15% | 1.95% |
| WisdomTree U.S. Quality Dividend Growth Fund (DGRW)vs › | $17.24B | N/A | N/A | N/A | N/A |
| American Financial Group, Inc. (AFG)vs › | $11.95B | 2.72% | 3.06% | 3.33% | 3.73% |
| Franklin Resources, Inc. (BEN)vs › | $17.42B | 2.46% | 1.52% | 2.64% | 3.64% |
| Erie Indemnity Company (ERIE)vs › | $11.66B | 16.22% | 18.73% | 17.20% | 15.99% |
| Circle Internet Group (CRCL)vs › | $17.92B | 0.58% | 0.13% | -0.09% | -0.24% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $10.31B | -75.28% | -20.62% | -24.11% | -100.78% |
ROA
3.1%
ROE
12.4%
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 | 2.55% |
| 2024-12-31 | 2.44% |
| 2023-12-31 | 5.10% |
| 2022-12-31 | 1.49% |
| 2021-12-31 | 3.61% |
| 2020-12-31 | 1.57% |
| 2019-12-31 | 3.69% |
| 2018-12-31 | 0.36% |
| 2017-12-31 | 2.05% |
| 2016-12-31 | 4.67% |
| 2015-12-31 | 4.56% |
| 2014-12-31 | 5.76% |
| 2013-12-31 | 6.36% |
| 2012-12-31 | 4.19% |
| 2011-12-31 | -0.43% |
| 2010-12-31 | 3.32% |
| 2009-12-31 | 4.48% |
| 2008-12-31 | -0.11% |
| 2007-12-31 | 4.66% |
| 2006-12-31 | 4.91% |
| 2005-12-31 | -1.33% |
| 2004-12-31 | 3.28% |
| 2003-12-31 | 3.36% |
| 2002-12-31 | 2.34% |
| 2001-12-31 | 1.27% |
| 2000-12-31 | 2.66% |
| 1999-12-31 | 2.77% |
| 1998-12-31 | 2.75% |
| 1997-12-31 | 2.80% |
| 1996-12-31 | 2.22% |
