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 6.73% is 17% above its 5-year average of 5.75%, around the middle of its 5-year range (3.27%–8.27%).
23.71% above its 12-month average of 5.44%.
Reported quarterly return on assets; no daily interpolation. Q3 FY2026 (2026-06-30): 1.63%.
RETURN ON ASSETS (ROA)
6.73%
RETURN ON ASSETS (ROA) AVG TTM
5.44%
RETURN ON ASSETS (ROA) AVG 3Y
4.62%
RETURN ON ASSETS (ROA) AVG 5Y
5.75%
RETURN ON ASSETS (ROA) AVG 10Y
10.10%
RETURN ON ASSETS (ROA) AVG 15Y
8.58%
RETURN ON ASSETS (ROA) AVG 20Y
8.43%
CURRENT VS TTM AVG
+23.71%
CURRENT VS 3Y AVG
+45.83%
CURRENT VS 5Y AVG
+17.11%
CURRENT VS 10Y AVG
-33.34%
CURRENT VS 15Y AVG
-21.56%
CURRENT VS 20Y AVG
-20.14%
SECTOR MEDIAN · FINANCIAL SERVICES
1.22%
median of 473 covered companies
CURRENT VS SECTOR MEDIAN
+451.64%
vs the sector median at left
Hennessy Advisors, Inc.
Market Cap
$83.29M
Return on Assets (ROA)
6.73%
TTM Avg
5.44%
3Y Avg
4.62%
5Y Avg
5.75%
Market Cap
$84.79M
Return on Assets (ROA)
-0.84%
TTM Avg
0.44%
3Y Avg
-0.11%
5Y Avg
1.47%
Market Cap
$85.70M
Return on Assets (ROA)
0.80%
TTM Avg
0.72%
3Y Avg
0.66%
5Y Avg
0.68%
Market Cap
$85.83M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$86.99M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$87.39M
Return on Assets (ROA)
0.95%
TTM Avg
-17.80%
3Y Avg
-17.80%
5Y Avg
-17.80%
Market Cap
$88.11M
Return on Assets (ROA)
0.53%
TTM Avg
2.40%
3Y Avg
1.59%
5Y Avg
1.59%
Market Cap
$76.58M
Return on Assets (ROA)
0.96%
TTM Avg
0.80%
3Y Avg
0.76%
5Y Avg
0.80%
Market Cap
$90.13M
Return on Assets (ROA)
5.35%
TTM Avg
0.45%
3Y Avg
0.45%
5Y Avg
0.45%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Hennessy Advisors, Inc. (HNNA) | $83.29M | 6.73% | 5.44% | 4.62% | 5.75% |
| BCP Investment Corporation (BCIC)vs › | $84.79M | -0.84% | 0.44% | -0.11% | 1.47% |
| Central Plains Bancshares, Inc. Common Stock (CPBI)vs › | $85.70M | 0.80% | 0.72% | 0.66% | 0.68% |
| JATT II Acquisition Corp. (JATT)vs › | $85.83M | N/A | N/A | N/A | N/A |
| ATIF Holdings Limited Ordinary Shares (AUC)vs › | $86.99M | N/A | N/A | N/A | N/A |
| Calisa Acquisition Corp (ALIS)vs › | $87.39M | 0.95% | -17.80% | -17.80% | -17.80% |
| Eureka Acquisition Corp Class A Ordinary Share (EURK)vs › | $88.11M | 0.53% | 2.40% | 1.59% | 1.59% |
| Home Federal Bancorp, Inc. of Louisiana (HFBL)vs › | $76.58M | 0.96% | 0.80% | 0.76% | 0.80% |
| Miluna Acquisition Corp Class A Ordinary Share (MMTX)vs › | $90.13M | 5.35% | 0.45% | 0.45% | 0.45% |
| Advanced Flower Capital Inc. (AFCG)vs › | $75.73M | 1.30% | -1.67% | 2.02% | 3.94% |
ROA
6.7%
ROE
8.2%
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) |
|---|---|
| 2025-09-30 | 6.21% |
| 2024-09-30 | 4.67% |
| 2023-09-30 | 3.27% |
| 2022-09-30 | 4.31% |
| 2021-09-30 | 7.75% |
| 2020-09-30 | 8.27% |
| 2019-09-30 | 10.01% |
| 2018-09-30 | 18.83% |
| 2017-09-30 | 15.26% |
| 2016-09-30 | 16.91% |
| 2015-09-30 | 15.57% |
| 2014-09-30 | 10.18% |
| 2013-09-30 | 6.45% |
| 2012-09-30 | 2.95% |
| 2011-09-30 | 3.78% |
| 2010-09-30 | 2.86% |
| 2009-09-30 | -0.65% |
| 2008-09-30 | 4.69% |
| 2007-09-30 | 11.58% |
| 2006-09-30 | 13.30% |
| 2005-09-30 | 10.78% |
| 2004-09-30 | 13.88% |
| 2003-09-30 | 11.61% |
| 2002-09-30 | 4.45% |
| 2001-09-30 | 4.63% |
