Basis: Trailing twelve months (TTM). 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 6.84% is in line with its 5-year average of 6.83%, around the middle of its 5-year range (3.99%–12.24%).
7.80% above its 12-month average of 6.34%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
6.84%
RETURN ON ASSETS (ROA) AVG TTM
6.34%
RETURN ON ASSETS (ROA) AVG 3Y
7.70%
RETURN ON ASSETS (ROA) AVG 5Y
6.83%
RETURN ON ASSETS (ROA) AVG 10Y
5.56%
RETURN ON ASSETS (ROA) AVG 15Y
4.81%
RETURN ON ASSETS (ROA) AVG 20Y
4.73%
CURRENT VS TTM AVG
+7.80%
CURRENT VS 3Y AVG
-11.20%
CURRENT VS 5Y AVG
+0.10%
CURRENT VS 10Y AVG
+22.94%
CURRENT VS 15Y AVG
+42.24%
CURRENT VS 20Y AVG
+44.67%
SECTOR MEDIAN · FINANCIAL SERVICES
2.45%
median of 101 covered companies
CURRENT VS SECTOR MEDIAN
+179.18%
vs the sector median at left
Market Cap
$5.72B
Return on Assets (ROA)
12.65%
TTM Avg
14.48%
3Y Avg
14.33%
5Y Avg
16.11%
Market Cap
$5.54B
Return on Assets (ROA)
1.64%
TTM Avg
1.69%
3Y Avg
1.72%
5Y Avg
1.63%
Market Cap
$5.45B
Return on Assets (ROA)
7.60%
TTM Avg
9.28%
3Y Avg
8.47%
5Y Avg
7.32%
Market Cap
$8.17B
Return on Assets (ROA)
-24.22%
TTM Avg
-9.64%
3Y Avg
-16.82%
5Y Avg
-17.48%
Market Cap
$8.70B
Return on Assets (ROA)
8.85%
TTM Avg
8.41%
3Y Avg
7.70%
5Y Avg
7.34%
Market Cap
$2.74B
Return on Assets (ROA)
1.33%
TTM Avg
5.24%
3Y Avg
-1.34%
5Y Avg
0.08%
Market Cap
$9.81B
Return on Assets (ROA)
-6.01%
TTM Avg
6.82%
3Y Avg
-0.14%
5Y Avg
-8.29%
Market Cap
$1.10B
Return on Assets (ROA)
-1.59%
TTM Avg
-0.98%
3Y Avg
0.63%
5Y Avg
2.30%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| RLI Corp. (RLI) | $5.89B | 6.84% | 6.34% | 7.70% | 6.83% |
| MarketAxess Holdings Inc. (MKTX)vs › | $5.72B | 12.65% | 14.48% | 14.33% | 16.11% |
| Axos Financial, Inc. (AX)vs › | $5.54B | 1.64% | 1.69% | 1.72% | 1.63% |
| Main Street Capital Corporation (MAIN)vs › | $5.45B | 7.60% | 9.28% | 8.47% | 7.32% |
| TeraWulf Inc. (WULF)vs › | $8.17B | -24.22% | -9.64% | -16.82% | -17.48% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $8.70B | 8.85% | 8.41% | 7.70% | 7.34% |
| Nuveen Quality Municipal Income Fund (NAD)vs › | $2.74B | 1.33% | 5.24% | -1.34% | 0.08% |
| Hut 8 Corp. (HUT)vs › | $9.81B | -6.01% | 6.82% | -0.14% | -8.29% |
| Lufax Holding Ltd (LU)vs › | $1.10B | -1.59% | -0.98% | 0.63% | 2.30% |
| FactSet Research Systems Inc. (FDS)vs › | $10.83B | 13.50% | 13.56% | 12.21% | 14.12% |
ROA
6.8%
ROE
25.0%
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 | 6.55% |
| 2024-12-31 | 6.14% |
| 2023-12-31 | 5.88% |
| 2022-12-31 | 12.24% |
| 2021-12-31 | 6.20% |
| 2020-12-31 | 3.99% |
| 2019-12-31 | 5.40% |
| 2018-12-31 | 2.07% |
| 2017-12-31 | 3.56% |
| 2016-12-31 | 4.14% |
| 2015-12-31 | 5.03% |
| 2014-12-31 | 4.88% |
| 2013-12-31 | 4.61% |
| 2012-12-31 | 3.91% |
| 2011-12-31 | 4.70% |
| 2010-12-31 | 5.07% |
| 2009-12-31 | 3.70% |
| 2008-12-31 | 3.25% |
| 2007-12-31 | 6.70% |
| 2006-12-31 | 4.86% |
| 2005-12-31 | 3.92% |
| 2004-12-31 | 2.96% |
| 2003-12-31 | 3.34% |
| 2002-12-31 | 2.09% |
| 2001-12-31 | 2.23% |
| 2000-12-31 | 2.24% |
| 1999-12-31 | 2.69% |
| 1998-12-31 | 2.79% |
| 1997-12-31 | 3.31% |
| 1996-12-31 | 3.04% |
