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 1.46% is 203% above its 5-year average of 0.48%, near the high end of its 5-year range (-0.20%–1.46%).
15.87% above its 12-month average of 1.26%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.42%.
RETURN ON ASSETS (ROA)
1.46%
RETURN ON ASSETS (ROA) AVG TTM
1.26%
RETURN ON ASSETS (ROA) AVG 3Y
0.75%
RETURN ON ASSETS (ROA) AVG 5Y
0.48%
RETURN ON ASSETS (ROA) AVG 10Y
0.76%
RETURN ON ASSETS (ROA) AVG 15Y
N/A
RETURN ON ASSETS (ROA) AVG 20Y
N/A
CURRENT VS TTM AVG
+15.87%
CURRENT VS 3Y AVG
+94.67%
CURRENT VS 5Y AVG
+203.11%
CURRENT VS 10Y AVG
+92.11%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
2.20%
median of 112 covered companies
CURRENT VS SECTOR MEDIAN
-33.49%
vs the sector median at left
Inter & Co, Inc.
Market Cap
$2.42B
Return on Assets (ROA)
1.46%
TTM Avg
1.26%
3Y Avg
0.75%
5Y Avg
0.48%
Market Cap
$2.40B
Return on Assets (ROA)
1.33%
TTM Avg
5.24%
3Y Avg
-1.34%
5Y Avg
0.08%
Market Cap
$3.00B
Return on Assets (ROA)
-83.51%
TTM Avg
-127.57%
3Y Avg
-147.11%
5Y Avg
-97.20%
Market Cap
$3.21B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$1.60B
Return on Assets (ROA)
-4.16%
TTM Avg
-0.69%
3Y Avg
-1.80%
5Y Avg
-1.44%
Market Cap
$3.61B
Return on Assets (ROA)
35.36%
TTM Avg
29.79%
3Y Avg
10.21%
5Y Avg
-1.90%
Market Cap
$3.66B
Return on Assets (ROA)
0.24%
TTM Avg
0.30%
3Y Avg
0.42%
5Y Avg
0.45%
Market Cap
$884.02M
Return on Assets (ROA)
-1.07%
TTM Avg
-0.98%
3Y Avg
0.63%
5Y Avg
2.30%
Market Cap
$733.26M
Return on Assets (ROA)
0.85%
TTM Avg
0.20%
3Y Avg
0.54%
5Y Avg
0.78%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Inter & Co, Inc. (INTR) | $2.42B | 1.46% | 1.26% | 0.75% | 0.48% |
| Nuveen Quality Municipal Income Fund (NAD)vs › | $2.40B | 1.33% | 5.24% | -1.34% | 0.08% |
| Strive, Inc. (ASST)vs › | $3.00B | -83.51% | -127.57% | -147.11% | -97.20% |
| iShares Core 80/20 Aggressive Allocation ETF (AOA)vs › | $3.21B | N/A | N/A | N/A | N/A |
| Nuveen California Quality Municipal Income Fund (NAC)vs › | $1.60B | -4.16% | -0.69% | -1.80% | -1.44% |
| Sezzle Inc. (SEZL)vs › | $3.61B | 35.36% | 29.79% | 10.21% | -1.90% |
| Genworth Financial, Inc. (GNW)vs › | $3.66B | 0.24% | 0.30% | 0.42% | 0.45% |
| Lufax Holding Ltd (LU)vs › | $884.02M | -1.07% | -0.98% | 0.63% | 2.30% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $733.26M | 0.85% | 0.20% | 0.54% | 0.78% |
| Defiance Quantum ETF (QTUM)vs › | $4.11B | N/A | N/A | N/A | N/A |
ROA
1.5%
ROE
14.3%
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 | 1.33% |
| 2024-12-31 | 1.19% |
| 2023-12-31 | 0.50% |
| 2022-12-31 | -0.02% |
| 2021-12-31 | -0.20% |
| 2020-12-31 | 0.09% |
| 2019-12-31 | 0.79% |
| 2018-12-31 | 1.24% |
| 2017-12-31 | 1.35% |
| 2016-12-31 | 0.79% |
| 2015-12-31 | 1.30% |
| 2014-12-31 | 1.20% |
| 2013-12-31 | 1.19% |
| 2012-12-31 | 1.33% |
