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 5.15% is 23% below its 5-year average of 6.65%, near the low end of its 5-year range (3.57%–12.94%).
17.67% below its 12-month average of 6.26%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 1.33%.
RETURN ON ASSETS (ROA)
5.15%
RETURN ON ASSETS (ROA) AVG TTM
6.26%
RETURN ON ASSETS (ROA) AVG 3Y
5.85%
RETURN ON ASSETS (ROA) AVG 5Y
6.65%
RETURN ON ASSETS (ROA) AVG 10Y
6.58%
RETURN ON ASSETS (ROA) AVG 15Y
5.78%
RETURN ON ASSETS (ROA) AVG 20Y
N/A
CURRENT VS TTM AVG
-17.67%
CURRENT VS 3Y AVG
-12.00%
CURRENT VS 5Y AVG
-22.60%
CURRENT VS 10Y AVG
-21.78%
CURRENT VS 15Y AVG
-10.97%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
1.23%
median of 430 covered companies
CURRENT VS SECTOR MEDIAN
+318.70%
vs the sector median at left
Fidus Investment Corporation
Market Cap
$726.07M
Return on Assets (ROA)
5.15%
TTM Avg
6.26%
3Y Avg
5.85%
5Y Avg
6.65%
Market Cap
$726.78M
Return on Assets (ROA)
0.85%
TTM Avg
0.20%
3Y Avg
0.54%
5Y Avg
0.78%
Market Cap
$722.62M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$733.89M
Return on Assets (ROA)
1.51%
TTM Avg
3.56%
3Y Avg
4.02%
5Y Avg
4.05%
Market Cap
$739.97M
Return on Assets (ROA)
1.27%
TTM Avg
1.25%
3Y Avg
1.22%
5Y Avg
1.26%
Market Cap
$697.98M
Return on Assets (ROA)
1.50%
TTM Avg
0.84%
3Y Avg
0.88%
5Y Avg
0.71%
Market Cap
$679.47M
Return on Assets (ROA)
0.84%
TTM Avg
0.97%
3Y Avg
1.10%
5Y Avg
1.17%
Market Cap
$677.06M
Return on Assets (ROA)
2.68%
TTM Avg
0.59%
3Y Avg
0.72%
5Y Avg
0.42%
Market Cap
$672.06M
Return on Assets (ROA)
2.86%
TTM Avg
2.75%
3Y Avg
1.40%
5Y Avg
1.53%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Fidus Investment Corporation (FDUS) | $726.07M | 5.15% | 6.26% | 5.85% | 6.65% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $726.78M | 0.85% | 0.20% | 0.54% | 0.78% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $722.62M | N/A | N/A | N/A | N/A |
| Carlyle Secured Lending, Inc. (CGBD)vs › | $733.89M | 1.51% | 3.56% | 4.02% | 4.05% |
| Independent Bank Corporation (IBCP)vs › | $739.97M | 1.27% | 1.25% | 1.22% | 1.26% |
| California BanCorp (BCAL)vs › | $697.98M | 1.50% | 0.84% | 0.88% | 0.71% |
| Farmers National Banc Corp. (FMNB)vs › | $679.47M | 0.84% | 0.97% | 1.10% | 1.17% |
| Carter Bankshares, Inc. (CARE)vs › | $677.06M | 2.68% | 0.59% | 0.72% | 0.42% |
| Donegal Group Inc. (DGICA)vs › | $672.06M | 2.86% | 2.75% | 1.40% | 1.53% |
| Financial Institutions, Inc. (FISI)vs › | $780.17M | 1.30% | 0.25% | 0.58% | 0.75% |
ROA
5.2%
ROE
10.5%
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 | 5.78% |
| 2024-12-31 | 6.73% |
| 2023-12-31 | 7.07% |
| 2022-12-31 | 3.83% |
| 2021-12-31 | 12.94% |
| 2020-12-31 | 3.57% |
| 2019-12-31 | 6.14% |
| 2018-12-31 | 7.13% |
| 2017-12-31 | 6.80% |
| 2016-12-31 | 7.08% |
| 2015-12-31 | 5.35% |
| 2014-12-31 | 4.47% |
| 2013-12-31 | 7.41% |
| 2012-12-31 | 5.81% |
| 2011-12-31 | 6.19% |
| 2010-12-31 | 3.41% |
| 2009-12-31 | -1.23% |
