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 19.05% is 45% above its 5-year average of 13.13%, near the high end of its 5-year range (9.58%–19.05%).
32.29% above its 12-month average of 14.40%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
19.05%
RETURN ON ASSETS (ROA) AVG TTM
14.40%
RETURN ON ASSETS (ROA) AVG 3Y
12.34%
RETURN ON ASSETS (ROA) AVG 5Y
13.13%
RETURN ON ASSETS (ROA) AVG 10Y
12.85%
RETURN ON ASSETS (ROA) AVG 15Y
14.88%
RETURN ON ASSETS (ROA) AVG 20Y
15.78%
CURRENT VS TTM AVG
+32.29%
CURRENT VS 3Y AVG
+54.34%
CURRENT VS 5Y AVG
+45.09%
CURRENT VS 10Y AVG
+48.22%
CURRENT VS 15Y AVG
+28.01%
CURRENT VS 20Y AVG
+20.76%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+675.97%
vs the sector median at left
Moody's Corporation
Market Cap
$82.30B
Return on Assets (ROA)
19.05%
TTM Avg
14.40%
3Y Avg
12.34%
5Y Avg
13.13%
Market Cap
$80.65B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$85.20B
Return on Assets (ROA)
6.67%
TTM Avg
7.14%
3Y Avg
7.25%
5Y Avg
7.38%
Market Cap
$86.83B
Return on Assets (ROA)
0.27%
TTM Avg
0.19%
3Y Avg
0.27%
5Y Avg
0.34%
Market Cap
$87.94B
Return on Assets (ROA)
2.31%
TTM Avg
2.20%
3Y Avg
1.72%
5Y Avg
1.77%
Market Cap
$76.35B
Return on Assets (ROA)
0.53%
TTM Avg
31.93%
3Y Avg
45.46%
5Y Avg
31.80%
Market Cap
$76.01B
Return on Assets (ROA)
5.78%
TTM Avg
4.06%
3Y Avg
3.24%
5Y Avg
3.05%
Market Cap
$74.72B
Return on Assets (ROA)
0.38%
TTM Avg
0.96%
3Y Avg
0.68%
5Y Avg
1.57%
Market Cap
$72.94B
Return on Assets (ROA)
4.36%
TTM Avg
3.89%
3Y Avg
2.24%
5Y Avg
1.07%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Moody's Corporation (MCO) | $82.30B | 19.05% | 14.40% | 12.34% | 13.13% |
| iShares Russell 2000 ETF (IWM)vs › | $80.65B | N/A | N/A | N/A | N/A |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $85.20B | 6.67% | 7.14% | 7.25% | 7.38% |
| Brookfield Corporation (BN)vs › | $86.83B | 0.27% | 0.19% | 0.27% | 0.34% |
| Intercontinental Exchange, Inc. (ICE)vs › | $87.94B | 2.31% | 2.20% | 1.72% | 1.77% |
| Brookfield Asset Management Ltd. (BAM)vs › | $76.35B | 0.53% | 31.93% | 45.46% | 31.80% |
| The Travelers Companies, Inc. (TRV)vs › | $76.01B | 5.78% | 4.06% | 3.24% | 3.05% |
| Apollo Global Management, Inc. (APO)vs › | $74.72B | 0.38% | 0.96% | 0.68% | 1.57% |
| Nu Holdings Ltd. (NU)vs › | $72.94B | 4.36% | 3.89% | 2.24% | 1.07% |
| VanEck Semiconductor ETF (SMH)vs › | $72.76B | N/A | N/A | N/A | N/A |
ROA
19.1%
ROE
92.4%
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 | 15.53% |
| 2024-12-31 | 13.27% |
| 2023-12-31 | 10.99% |
| 2022-12-31 | 9.58% |
| 2021-12-31 | 15.08% |
| 2020-12-31 | 14.33% |
| 2019-12-31 | 13.85% |
| 2018-12-31 | 13.75% |
| 2017-12-31 | 11.63% |
| 2016-12-31 | 5.00% |
| 2015-12-31 | 18.37% |
| 2014-12-31 | 21.13% |
| 2013-12-31 | 18.31% |
| 2012-12-31 | 17.42% |
| 2011-12-31 | 19.87% |
| 2010-12-31 | 19.99% |
| 2009-12-31 | 20.06% |
| 2008-12-31 | 25.80% |
| 2007-12-31 | 40.91% |
| 2006-12-31 | 50.34% |
| 2005-12-31 | 38.48% |
| 2004-12-31 | 30.89% |
| 2003-12-31 | 38.66% |
| 2002-12-31 | 45.80% |
| 2001-12-31 | 41.99% |
| 2000-12-31 | 39.79% |
| 1999-12-31 | 14.34% |
| 1998-12-31 | 15.66% |
