Basis: Latest reported fiscal year. 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 6.67% is in line with its 5-year average of 7.38%, near the low end of its 5-year range (6.10%–9.14%).
As of the fiscal period ended Wednesday, December 31, 2025. 6.58% below its 12-month average of 7.14%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
6.67%
RETURN ON ASSETS (ROA) AVG TTM
7.14%
RETURN ON ASSETS (ROA) AVG 3Y
7.25%
RETURN ON ASSETS (ROA) AVG 5Y
7.38%
RETURN ON ASSETS (ROA) AVG 10Y
7.57%
RETURN ON ASSETS (ROA) AVG 15Y
7.42%
RETURN ON ASSETS (ROA) AVG 20Y
7.02%
CURRENT VS TTM AVG
-6.58%
CURRENT VS 3Y AVG
-8.03%
CURRENT VS 5Y AVG
-9.56%
CURRENT VS 10Y AVG
-11.88%
CURRENT VS 15Y AVG
-10.10%
CURRENT VS 20Y AVG
-5.04%
SECTOR MEDIAN · FINANCIAL SERVICES
2.89%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
+130.80%
vs the sector median at left
Marsh & McLennan Companies, Inc.
Market Cap
$90.52B
Return on Assets (ROA)
6.67%
TTM Avg
7.14%
3Y Avg
7.25%
5Y Avg
7.38%
Market Cap
$91.07B
Return on Assets (ROA)
0.76%
TTM Avg
0.71%
3Y Avg
0.60%
5Y Avg
1.12%
Market Cap
$94.77B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$94.99B
Return on Assets (ROA)
0.26%
TTM Avg
0.19%
3Y Avg
0.27%
5Y Avg
0.34%
Market Cap
$85.60B
Return on Assets (ROA)
2.31%
TTM Avg
2.20%
3Y Avg
1.72%
5Y Avg
1.77%
Market Cap
$96.29B
Return on Assets (ROA)
2.19%
TTM Avg
2.30%
3Y Avg
2.16%
5Y Avg
1.95%
Market Cap
$97.40B
Return on Assets (ROA)
74105.88%
TTM Avg
1.13%
3Y Avg
0.93%
5Y Avg
0.89%
Market Cap
$98.15B
Return on Assets (ROA)
1.13%
TTM Avg
1.01%
3Y Avg
0.93%
5Y Avg
1.00%
Market Cap
$82.86B
Return on Assets (ROA)
19.05%
TTM Avg
14.40%
3Y Avg
12.34%
5Y Avg
13.13%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Marsh & McLennan Companies, Inc. (MRSH) | $90.52B | 6.67% | 7.14% | 7.25% | 7.38% |
| KKR & Co. Inc. (KKR)vs › | $91.07B | 0.76% | 0.71% | 0.60% | 1.12% |
| Schwab U.S. Dividend Equity ETF (SCHD)vs › | $94.77B | N/A | N/A | N/A | N/A |
| Brookfield Corporation (BN)vs › | $94.99B | 0.26% | 0.19% | 0.27% | 0.34% |
| Intercontinental Exchange, Inc. (ICE)vs › | $85.60B | 2.31% | 2.20% | 1.72% | 1.77% |
| CME Group Inc. (CME)vs › | $96.29B | 2.19% | 2.30% | 2.16% | 1.95% |
| The Bank of New York Mellon Corporation (BK)vs › | $97.40B | 74105.88% | 1.13% | 0.93% | 0.89% |
| U.S. Bancorp (USB)vs › | $98.15B | 1.13% | 1.01% | 0.93% | 1.00% |
| Moody's Corporation (MCO)vs › | $82.86B | 19.05% | 14.40% | 12.34% | 13.13% |
| The PNC Financial Services Group, Inc. (PNC)vs › | $99.70B | 1.24% | 1.13% | 1.08% | 1.16% |
ROA
6.7%
ROE
26.2%
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) |
|---|---|
| 2025-12-31 | 7.09% |
| 2024-12-31 | 7.19% |
| 2023-12-31 | 7.82% |
| 2022-12-31 | 6.91% |
| 2021-12-31 | 9.14% |
| 2020-12-31 | 6.10% |
| 2019-12-31 | 5.56% |
| 2018-12-31 | 7.65% |
| 2017-12-31 | 7.30% |
| 2016-12-31 | 9.72% |
| 2015-12-31 | 8.78% |
| 2014-12-31 | 8.21% |
| 2013-12-31 | 8.02% |
| 2012-12-31 | 7.21% |
| 2011-12-31 | 6.43% |
| 2010-12-31 | 5.58% |
| 2009-12-31 | 1.48% |
| 2008-12-31 | -0.48% |
| 2007-12-31 | 14.26% |
| 2006-12-31 | 5.46% |
| 2005-12-31 | 2.26% |
| 2004-12-31 | 2.05% |
| 2003-12-31 | 10.23% |
| 2002-12-31 | 9.85% |
| 2001-12-31 | 7.33% |
| 2000-12-31 | 8.58% |
| 1999-12-31 | 5.58% |
| 1998-12-31 | 6.71% |
| 1997-12-31 | 5.48% |
| 1996-12-31 | 10.10% |
