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 12.67% is 39% above its 5-year average of 9.10%, near the high end of its 5-year range (4.64%–13.97%).
23.85% above its 12-month average of 10.23%.
Reported quarterly return on assets; no daily interpolation. Q1 FY2027 (2026-06-30): -0.91%.
RETURN ON ASSETS (ROA)
12.67%
RETURN ON ASSETS (ROA) AVG TTM
10.23%
RETURN ON ASSETS (ROA) AVG 3Y
8.55%
RETURN ON ASSETS (ROA) AVG 5Y
9.10%
RETURN ON ASSETS (ROA) AVG 10Y
8.16%
RETURN ON ASSETS (ROA) AVG 15Y
7.37%
RETURN ON ASSETS (ROA) AVG 20Y
5.49%
CURRENT VS TTM AVG
+23.85%
CURRENT VS 3Y AVG
+48.23%
CURRENT VS 5Y AVG
+39.23%
CURRENT VS 10Y AVG
+55.29%
CURRENT VS 15Y AVG
+72.00%
CURRENT VS 20Y AVG
+130.88%
SECTOR MEDIAN · FINANCIAL SERVICES
1.21%
median of 562 covered companies
CURRENT VS SECTOR MEDIAN
+942.80%
vs the sector median at left
Gladstone Investment Corp.
Market Cap
$619.23M
Return on Assets (ROA)
12.67%
TTM Avg
10.23%
3Y Avg
8.55%
5Y Avg
9.10%
Market Cap
$619.69M
Return on Assets (ROA)
1.46%
TTM Avg
0.92%
3Y Avg
0.83%
5Y Avg
1.18%
Market Cap
$617.36M
Return on Assets (ROA)
1.14%
TTM Avg
0.84%
3Y Avg
0.91%
5Y Avg
1.00%
Market Cap
$616.39M
Return on Assets (ROA)
-182.84%
TTM Avg
-12.27%
3Y Avg
-13.15%
5Y Avg
-9.85%
Market Cap
$627.81M
Return on Assets (ROA)
-14.89%
TTM Avg
13.24%
3Y Avg
-74.68%
5Y Avg
-62.64%
Market Cap
$628.00M
Return on Assets (ROA)
N/A
TTM Avg
-11.82%
3Y Avg
-21.06%
5Y Avg
-52.88%
Market Cap
$630.67M
Return on Assets (ROA)
4.33%
TTM Avg
2.77%
3Y Avg
2.91%
5Y Avg
3.61%
Market Cap
$635.42M
Return on Assets (ROA)
-0.07%
TTM Avg
1.04%
3Y Avg
1.14%
5Y Avg
1.07%
Market Cap
$636.82M
Return on Assets (ROA)
4.83%
TTM Avg
4.90%
3Y Avg
4.13%
5Y Avg
2.17%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Gladstone Investment Corp. (GAIN) | $619.23M | 12.67% | 10.23% | 8.55% | 9.10% |
| Hingham Institution for Savings (HIFS)vs › | $619.69M | 1.46% | 0.92% | 0.83% | 1.18% |
| Arrow Financial Corporation (AROW)vs › | $617.36M | 1.14% | 0.84% | 0.91% | 1.00% |
| Forward Industries, Inc. (FWDI)vs › | $616.39M | -182.84% | -12.27% | -13.15% | -9.85% |
| American Bitcoin Corp (ABTC)vs › | $627.81M | -14.89% | 13.24% | -74.68% | -62.64% |
| Chaince Digital Holdings Inc. (CD)vs › | $628.00M | N/A | -11.82% | -21.06% | -52.88% |
| Hypoport SE (HYPOF)vs › | $630.67M | 4.33% | 2.77% | 2.91% | 3.61% |
| Coastal Financial Corporation (CCB)vs › | $635.42M | -0.07% | 1.04% | 1.14% | 1.07% |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $636.82M | 4.83% | 4.90% | 4.13% | 2.17% |
| First Business Financial Services, Inc. (FBIZ)vs › | $595.55M | 1.26% | 1.19% | 1.20% | 1.14% |
ROA
12.7%
ROE
25.5%
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) |
|---|---|
| 2026-03-31 | 13.97% |
| 2025-03-31 | 6.49% |
| 2024-03-31 | 9.09% |
| 2023-03-31 | 4.64% |
| 2022-03-31 | 13.82% |
| 2021-03-31 | 6.59% |
| 2020-03-31 | -1.26% |
| 2019-03-31 | 12.85% |
| 2018-03-31 | 9.93% |
| 2017-03-31 | 8.69% |
| 2016-03-31 | 4.94% |
| 2015-03-31 | 10.39% |
| 2014-03-31 | -0.40% |
| 2013-03-31 | 4.55% |
| 2012-03-31 | 6.75% |
| 2011-03-31 | 6.82% |
| 2010-03-31 | -3.73% |
| 2009-03-31 | -3.50% |
| 2008-03-31 | -0.27% |
| 2007-03-31 | 2.25% |
| 2006-03-31 | 2.63% |
