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
1.22%
median of 640 covered companies
CURRENT VS SECTOR MEDIAN
+938.52%
vs the sector median at left
Gladstone Investment Corporation
Market Cap
$670.37M
Return on Assets (ROA)
12.67%
TTM Avg
10.23%
3Y Avg
8.55%
5Y Avg
9.10%
Market Cap
$673.47M
Return on Assets (ROA)
2.86%
TTM Avg
2.75%
3Y Avg
1.40%
5Y Avg
1.53%
Market Cap
$673.95M
Return on Assets (ROA)
2.68%
TTM Avg
0.59%
3Y Avg
0.72%
5Y Avg
0.42%
Market Cap
$662.59M
Return on Assets (ROA)
3.67%
TTM Avg
2.48%
3Y Avg
-8.72%
5Y Avg
-17.95%
Market Cap
$679.69M
Return on Assets (ROA)
0.84%
TTM Avg
0.97%
3Y Avg
1.10%
5Y Avg
1.17%
Market Cap
$683.73M
Return on Assets (ROA)
1.39%
TTM Avg
1.19%
3Y Avg
1.17%
5Y Avg
1.13%
Market Cap
$683.81M
Return on Assets (ROA)
0.64%
TTM Avg
-0.70%
3Y Avg
0.17%
5Y Avg
0.35%
Market Cap
$683.83M
Return on Assets (ROA)
-26.32%
TTM Avg
1.29%
3Y Avg
-1.74%
5Y Avg
-0.08%
Market Cap
$651.04M
Return on Assets (ROA)
N/A
TTM Avg
-11.82%
3Y Avg
-21.06%
5Y Avg
-52.88%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Gladstone Investment Corporation (GAINI) | $670.37M | 12.67% | 10.23% | 8.55% | 9.10% |
| Donegal Group Inc. (DGICA)vs › | $673.47M | 2.86% | 2.75% | 1.40% | 1.53% |
| Carter Bankshares, Inc. (CARE)vs › | $673.95M | 2.68% | 0.59% | 0.72% | 0.42% |
| Root, Inc. (ROOT)vs › | $662.59M | 3.67% | 2.48% | -8.72% | -17.95% |
| Farmers National Banc Corp. (FMNB)vs › | $679.69M | 0.84% | 0.97% | 1.10% | 1.17% |
| Red River Bancshares, Inc. (RRBI)vs › | $683.73M | 1.39% | 1.19% | 1.17% | 1.13% |
| Midland States Bancorp, Inc. (MSBI)vs › | $683.81M | 0.64% | -0.70% | 0.17% | 0.35% |
| OFS Credit Company, Inc. (OCCIN)vs › | $683.83M | -26.32% | 1.29% | -1.74% | -0.08% |
| Chaince Digital Holdings Inc. (CD)vs › | $651.04M | N/A | -11.82% | -21.06% | -52.88% |
| ACNB Corporation (ACNB)vs › | $652.65M | 1.64% | 1.24% | 1.30% | 1.16% |
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% |
