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 6.27% is 47% below its 5-year average of 11.84%, near the low end of its 5-year range (-0.69%–51.32%).
As of the fiscal period ended Tuesday, June 30, 2026. 124.73% above its 12-month average of 2.79%.
Reported quarterly return on assets; no daily interpolation. Q4 FY2026 (2026-06-30): -0.58%.
RETURN ON ASSETS (ROA)
6.27%
RETURN ON ASSETS (ROA) AVG TTM
2.79%
RETURN ON ASSETS (ROA) AVG 3Y
3.45%
RETURN ON ASSETS (ROA) AVG 5Y
11.84%
RETURN ON ASSETS (ROA) AVG 10Y
1.65%
RETURN ON ASSETS (ROA) AVG 15Y
-0.27%
RETURN ON ASSETS (ROA) AVG 20Y
3.64%
CURRENT VS TTM AVG
+124.73%
CURRENT VS 3Y AVG
+81.61%
CURRENT VS 5Y AVG
-47.03%
CURRENT VS 10Y AVG
+280.21%
CURRENT VS 15Y AVG
+2440.80%
CURRENT VS 20Y AVG
+72.44%
SECTOR MEDIAN · FINANCIAL SERVICES
1.23%
median of 432 covered companies
CURRENT VS SECTOR MEDIAN
+409.76%
vs the sector median at left
U.S. Global Investors, Inc.
Market Cap
$36.77M
Return on Assets (ROA)
6.27%
TTM Avg
2.79%
3Y Avg
3.45%
5Y Avg
11.84%
Market Cap
$38.42M
Return on Assets (ROA)
-4.17%
TTM Avg
-7.46%
3Y Avg
-5.12%
5Y Avg
-5.12%
Market Cap
$38.69M
Return on Assets (ROA)
3.29%
TTM Avg
6.11%
3Y Avg
4.15%
5Y Avg
4.15%
Market Cap
$32.36M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$41.28M
Return on Assets (ROA)
-19.72%
TTM Avg
-28.80%
3Y Avg
-79.43%
5Y Avg
-62.97%
Market Cap
$31.83M
Return on Assets (ROA)
-5.26%
TTM Avg
-0.39%
3Y Avg
-0.08%
5Y Avg
0.53%
Market Cap
$42.22M
Return on Assets (ROA)
4.31%
TTM Avg
6.77%
3Y Avg
-46.84%
5Y Avg
-46.84%
Market Cap
$44.75M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$28.54M
Return on Assets (ROA)
-138.98%
TTM Avg
-24.46%
3Y Avg
-35.67%
5Y Avg
-28.54%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| U.S. Global Investors, Inc. (GROW) | $36.77M | 6.27% | 2.79% | 3.45% | 11.84% |
| Kestrel Group Ltd (KG)vs › | $38.42M | -4.17% | -7.46% | -5.12% | -5.12% |
| Aimei Health Technology Co., Ltd (AFJK)vs › | $38.69M | 3.29% | 6.11% | 4.15% | 4.15% |
| FG Communities Holdings Inc. (FGC)vs › | $32.36M | N/A | N/A | N/A | N/A |
| Innventure, Inc. (INV)vs › | $41.28M | -19.72% | -28.80% | -79.43% | -62.97% |
| BayFirst Financial Corp. (BAFN)vs › | $31.83M | -5.26% | -0.39% | -0.08% | 0.53% |
| DT Cloud Star Acquisition Corporation (DTSQ)vs › | $42.22M | 4.31% | 6.77% | -46.84% | -46.84% |
| Avalanche Treasury Corporation Class A Common Stock (AVAT)vs › | $44.75M | N/A | N/A | N/A | N/A |
| Fold Holdings, Inc. (FLD)vs › | $28.54M | -138.98% | -24.46% | -35.67% | -28.54% |
| Heritage Global Inc. (HGBL)vs › | $45.16M | -20.30% | 5.21% | 12.09% | 12.68% |
ROA
6.3%
ROE
6.8%
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) |
|---|---|
| 2026-06-30 | 6.27% |
| 2025-06-30 | -0.69% |
| 2024-06-30 | 2.57% |
| 2023-06-30 | 5.66% |
| 2022-06-30 | 5.89% |
| 2021-06-30 | 51.32% |
| 2020-06-30 | -24.89% |
| 2019-06-30 | -14.27% |
| 2018-06-30 | 2.24% |
| 2017-06-30 | -2.01% |
| 2016-06-30 | -13.95% |
| 2015-06-30 | -13.10% |
| 2014-06-30 | -2.56% |
| 2013-06-30 | -0.50% |
| 2012-06-30 | 3.66% |
| 2011-06-30 | 17.04% |
| 2010-06-30 | 13.05% |
| 2009-06-30 | -6.02% |
| 2008-06-30 | 23.82% |
| 2007-06-30 | 34.58% |
| 2006-06-30 | 35.93% |
| 2005-06-30 | 11.95% |
| 2004-06-30 | 23.16% |
| 2003-06-30 | 0.57% |
| 2002-06-30 | -3.05% |
| 2001-06-30 | -10.04% |
| 2000-06-30 | 5.44% |
| 1999-06-30 | -22.25% |
| 1998-06-30 | -1.44% |
| 1997-06-30 | 2.65% |
