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 3.44% is 343% above its 5-year average of -1.42%, near the high end of its 5-year range (-7.38%–4.45%).
334.81% above its 12-month average of -1.46%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.82%.
RETURN ON ASSETS (ROA)
3.44%
RETURN ON ASSETS (ROA) AVG TTM
-1.46%
RETURN ON ASSETS (ROA) AVG 3Y
-0.67%
RETURN ON ASSETS (ROA) AVG 5Y
-1.42%
RETURN ON ASSETS (ROA) AVG 10Y
N/A
RETURN ON ASSETS (ROA) AVG 15Y
N/A
RETURN ON ASSETS (ROA) AVG 20Y
N/A
CURRENT VS TTM AVG
+334.81%
CURRENT VS 3Y AVG
+609.63%
CURRENT VS 5Y AVG
+343.11%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
1.23%
median of 710 covered companies
CURRENT VS SECTOR MEDIAN
+178.54%
vs the sector median at left
Perella Weinberg Partners
Market Cap
$1.53B
Return on Assets (ROA)
3.44%
TTM Avg
-1.46%
3Y Avg
-0.67%
5Y Avg
-1.42%
Market Cap
$1.53B
Return on Assets (ROA)
1.11%
TTM Avg
0.66%
3Y Avg
0.88%
5Y Avg
1.01%
Market Cap
$1.53B
Return on Assets (ROA)
2.74%
TTM Avg
3.57%
3Y Avg
2.60%
5Y Avg
3.88%
Market Cap
$1.54B
Return on Assets (ROA)
2.40%
TTM Avg
2.51%
3Y Avg
2.29%
5Y Avg
2.17%
Market Cap
$1.57B
Return on Assets (ROA)
-4.16%
TTM Avg
-0.69%
3Y Avg
-1.80%
5Y Avg
-1.44%
Market Cap
$1.47B
Return on Assets (ROA)
4.78%
TTM Avg
4.47%
3Y Avg
4.23%
5Y Avg
4.71%
Market Cap
$1.44B
Return on Assets (ROA)
1.54%
TTM Avg
1.44%
3Y Avg
1.48%
5Y Avg
1.47%
Market Cap
$1.62B
Return on Assets (ROA)
2.06%
TTM Avg
2.50%
3Y Avg
3.62%
5Y Avg
5.24%
Market Cap
$1.62B
Return on Assets (ROA)
8.67%
TTM Avg
7.18%
3Y Avg
4.63%
5Y Avg
4.25%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Perella Weinberg Partners (PWP) | $1.53B | 3.44% | -1.46% | -0.67% | -1.42% |
| ConnectOne Bancorp, Inc. (CNOB)vs › | $1.53B | 1.11% | 0.66% | 0.88% | 1.01% |
| Safety Insurance Group, Inc. (SAFT)vs › | $1.53B | 2.74% | 3.57% | 2.60% | 3.88% |
| Pathward Financial, Inc. (CASH)vs › | $1.54B | 2.40% | 2.51% | 2.29% | 2.17% |
| Nuveen California Quality Municipal Income Fund (NAC)vs › | $1.57B | -4.16% | -0.69% | -1.80% | -1.44% |
| Capital Southwest Corporation (CSWC)vs › | $1.47B | 4.78% | 4.47% | 4.23% | 4.71% |
| Lakeland Financial Corporation (LKFN)vs › | $1.44B | 1.54% | 1.44% | 1.48% | 1.47% |
| Atlanticus Holdings Corporation (ATLCP)vs › | $1.62B | 2.06% | 2.50% | 3.62% | 5.24% |
| Goosehead Insurance, Inc (GSHD)vs › | $1.62B | 8.67% | 7.18% | 4.63% | 4.25% |
| Republic Bancorp, Inc. (RBCAA)vs › | $1.63B | 1.81% | 1.67% | 1.57% | 1.51% |
ROA
3.4%
ROE
N/A
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 | 4.45% |
| 2024-12-31 | -7.38% |
| 2023-12-31 | -2.26% |
| 2022-12-31 | 2.49% |
| 2021-12-31 | -1.31% |
| 2020-12-31 | -4.48% |
| 2019-12-31 | -249895.63% |
| 2018-12-31 | 0.00% |
