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 -2.00% is 165% below its 5-year average of 3.10%, near the low end of its 5-year range (-2.00%–6.11%).
198.52% below its 12-month average of 2.03%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.71%.
RETURN ON ASSETS (ROA)
-2.00%
RETURN ON ASSETS (ROA) AVG TTM
2.03%
RETURN ON ASSETS (ROA) AVG 3Y
2.64%
RETURN ON ASSETS (ROA) AVG 5Y
3.10%
RETURN ON ASSETS (ROA) AVG 10Y
3.59%
RETURN ON ASSETS (ROA) AVG 15Y
4.08%
RETURN ON ASSETS (ROA) AVG 20Y
N/A
CURRENT VS TTM AVG
-198.52%
CURRENT VS 3Y AVG
-175.69%
CURRENT VS 5Y AVG
-164.62%
CURRENT VS 10Y AVG
-155.78%
CURRENT VS 15Y AVG
-149.04%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
1.22%
median of 625 covered companies
CURRENT VS SECTOR MEDIAN
-263.93%
vs the sector median at left
New Mountain Finance Corporation 8.250% Notes due 2028
Market Cap
$727.94M
Return on Assets (ROA)
-2.00%
TTM Avg
2.03%
3Y Avg
2.64%
5Y Avg
3.10%
Market Cap
$728.44M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$726.66M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$726.83M
Return on Assets (ROA)
5.15%
TTM Avg
6.26%
3Y Avg
5.85%
5Y Avg
6.65%
Market Cap
$730.33M
Return on Assets (ROA)
0.85%
TTM Avg
0.20%
3Y Avg
0.54%
5Y Avg
0.78%
Market Cap
$736.32M
Return on Assets (ROA)
1.51%
TTM Avg
3.56%
3Y Avg
4.02%
5Y Avg
4.05%
Market Cap
$740.15M
Return on Assets (ROA)
1.27%
TTM Avg
1.25%
3Y Avg
1.22%
5Y Avg
1.26%
Market Cap
$743.56M
Return on Assets (ROA)
-5.06%
TTM Avg
-2.28%
3Y Avg
-0.90%
5Y Avg
0.66%
Market Cap
$702.33M
Return on Assets (ROA)
-1.04%
TTM Avg
2.50%
3Y Avg
2.74%
5Y Avg
3.09%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| New Mountain Finance Corporation 8.250% Notes due 2028 (NMFCZ) | $727.94M | -2.00% | 2.03% | 2.64% | 3.10% |
| OFS Credit Company, Inc. (OCCIM)vs › | $728.44M | N/A | N/A | N/A | N/A |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $726.66M | N/A | N/A | N/A | N/A |
| Fidus Investment Corporation (FDUS)vs › | $726.83M | 5.15% | 6.26% | 5.85% | 6.65% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $730.33M | 0.85% | 0.20% | 0.54% | 0.78% |
| Carlyle Secured Lending, Inc. (CGBD)vs › | $736.32M | 1.51% | 3.56% | 4.02% | 4.05% |
| Independent Bank Corporation (IBCP)vs › | $740.15M | 1.27% | 1.25% | 1.22% | 1.26% |
| PRA Group, Inc. (PRAA)vs › | $743.56M | -5.06% | -2.28% | -0.90% | 0.66% |
| MidCap Financial Investment Corporation (MFIC)vs › | $702.33M | -1.04% | 2.50% | 2.74% | 3.09% |
| Midland States Bancorp, Inc. (MSBIP)vs › | $699.63M | 0.64% | -0.70% | 0.17% | 0.35% |
ROA
-2.0%
ROE
-4.7%
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 | 0.57% |
| 2024-12-31 | 3.49% |
| 2023-12-31 | 4.28% |
| 2022-12-31 | 2.23% |
| 2021-12-31 | 6.11% |
| 2020-12-31 | 1.89% |
| 2019-12-31 | 3.45% |
| 2018-12-31 | 2.95% |
| 2017-12-31 | 5.67% |
| 2016-12-31 | 6.74% |
| 2015-12-31 | 2.06% |
| 2014-12-31 | 3.01% |
| 2013-12-31 | 9.52% |
| 2012-12-31 | 9.20% |
| 2011-12-31 | 0.00% |
| 2010-12-31 | 13.86% |
| 2009-12-31 | 38.02% |
| 2008-12-31 | -1.91% |
