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 -0.23% is 112% below its 5-year average of 1.95%, near the low end of its 5-year range (-1.04%–4.99%).
125.14% below its 12-month average of 0.92%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 1.39%.
RETURN ON ASSETS (ROA)
-0.23%
RETURN ON ASSETS (ROA) AVG TTM
0.92%
RETURN ON ASSETS (ROA) AVG 3Y
1.15%
RETURN ON ASSETS (ROA) AVG 5Y
1.95%
RETURN ON ASSETS (ROA) AVG 10Y
2.46%
RETURN ON ASSETS (ROA) AVG 15Y
3.43%
RETURN ON ASSETS (ROA) AVG 20Y
3.64%
CURRENT VS TTM AVG
-125.14%
CURRENT VS 3Y AVG
-120.04%
CURRENT VS 5Y AVG
-111.83%
CURRENT VS 10Y AVG
-109.37%
CURRENT VS 15Y AVG
-106.70%
CURRENT VS 20Y AVG
-106.31%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 103 covered companies
CURRENT VS SECTOR MEDIAN
-109.35%
vs the sector median at left
Invesco Ltd.
Market Cap
$13.68B
Return on Assets (ROA)
-0.23%
TTM Avg
0.92%
3Y Avg
1.15%
5Y Avg
1.95%
Market Cap
$13.43B
Return on Assets (ROA)
2.95%
TTM Avg
2.29%
3Y Avg
1.83%
5Y Avg
2.05%
Market Cap
$13.16B
Return on Assets (ROA)
3.84%
TTM Avg
3.73%
3Y Avg
3.59%
5Y Avg
3.39%
Market Cap
$14.68B
Return on Assets (ROA)
3.08%
TTM Avg
2.50%
3Y Avg
2.89%
5Y Avg
2.79%
Market Cap
$12.00B
Return on Assets (ROA)
-6.01%
TTM Avg
6.82%
3Y Avg
-0.14%
5Y Avg
-8.29%
Market Cap
$11.67B
Return on Assets (ROA)
2.88%
TTM Avg
3.06%
3Y Avg
3.33%
5Y Avg
3.73%
Market Cap
$16.38B
Return on Assets (ROA)
-75.28%
TTM Avg
-20.62%
3Y Avg
-24.11%
5Y Avg
-100.78%
Market Cap
$10.83B
Return on Assets (ROA)
16.22%
TTM Avg
18.73%
3Y Avg
17.20%
5Y Avg
15.99%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Invesco Ltd. (IVZ) | $13.68B | -0.23% | 0.92% | 1.15% | 1.95% |
| TransUnion (TRU)vs › | $13.77B | 6.96% | 3.34% | 1.78% | 3.80% |
| Assurant, Inc. (AIZ)vs › | $13.43B | 2.95% | 2.29% | 1.83% | 2.05% |
| Globe Life Inc. (GL)vs › | $13.16B | 3.84% | 3.73% | 3.59% | 3.39% |
| Everest Group, Ltd. (EG)vs › | $14.68B | 3.08% | 2.50% | 2.89% | 2.79% |
| Hut 8 Corp. (HUT)vs › | $12.00B | -6.01% | 6.82% | -0.14% | -8.29% |
| American Financial Group, Inc. (AFG)vs › | $11.67B | 2.88% | 3.06% | 3.33% | 3.73% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $16.38B | -75.28% | -20.62% | -24.11% | -100.78% |
| Erie Indemnity Company (ERIE)vs › | $10.83B | 16.22% | 18.73% | 17.20% | 15.99% |
| WisdomTree U.S. Quality Dividend Growth Fund (DGRW)vs › | $17.04B | N/A | N/A | N/A | N/A |
ROA
-0.2%
ROE
-0.5%
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) |
|---|---|
| 2025-12-31 | -1.04% |
| 2024-12-31 | 2.87% |
| 2023-12-31 | -0.33% |
| 2022-12-31 | 3.09% |
| 2021-12-31 | 4.99% |
| 2020-12-31 | 2.09% |
| 2019-12-31 | 1.75% |
| 2018-12-31 | 2.85% |
| 2017-12-31 | 3.56% |
| 2016-12-31 | 3.32% |
| 2015-12-31 | 3.86% |
| 2014-12-31 | 4.85% |
| 2013-12-31 | 4.88% |
| 2012-12-31 | 3.87% |
| 2011-12-31 | 3.77% |
| 2010-12-31 | 2.28% |
| 2009-12-31 | 2.96% |
| 2008-12-31 | 4.94% |
| 2007-12-31 | 5.21% |
| 2006-12-31 | 5.27% |
| 2005-12-31 | 2.80% |
| 2004-12-31 | -0.49% |
| 2003-12-31 | -0.42% |
| 2002-12-31 | 0.41% |
| 2001-12-31 | 3.49% |
| 2000-12-31 | 7.43% |
| 1999-12-31 | 9.91% |
| 1998-12-31 | 5.84% |
| 1997-12-31 | 27.79% |
