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 1.56% is 77% below its 5-year average of 6.86%, near the low end of its 5-year range (0.22%–24.33%).
96.23% above its 12-month average of 0.80%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.67%.
RETURN ON ASSETS (ROA)
1.56%
RETURN ON ASSETS (ROA) AVG TTM
0.80%
RETURN ON ASSETS (ROA) AVG 3Y
0.90%
RETURN ON ASSETS (ROA) AVG 5Y
6.86%
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
+96.23%
CURRENT VS 3Y AVG
+73.33%
CURRENT VS 5Y AVG
-77.27%
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
+26.32%
vs the sector median at left
Market Cap
$14.92B
Return on Assets (ROA)
-75.28%
TTM Avg
-20.62%
3Y Avg
-24.11%
5Y Avg
-100.78%
Market Cap
$15.62B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$15.80B
Return on Assets (ROA)
3.82%
TTM Avg
4.20%
3Y Avg
3.97%
5Y Avg
3.42%
Market Cap
$14.52B
Return on Assets (ROA)
3.08%
TTM Avg
2.50%
3Y Avg
2.89%
5Y Avg
2.79%
Market Cap
$16.45B
Return on Assets (ROA)
0.90%
TTM Avg
0.68%
3Y Avg
0.72%
5Y Avg
0.77%
Market Cap
$14.00B
Return on Assets (ROA)
1.29%
TTM Avg
3.60%
3Y Avg
2.51%
5Y Avg
4.38%
Market Cap
$16.86B
Return on Assets (ROA)
2.46%
TTM Avg
1.52%
3Y Avg
2.64%
5Y Avg
3.64%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| TPG Inc. (TPGXL) | $15.23B | 1.56% | 0.80% | 0.90% | 6.86% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $14.92B | -75.28% | -20.62% | -24.11% | -100.78% |
| XP Inc. (XP)vs › | $15.55B | 1.28% | 1.39% | 1.56% | 1.85% |
| iShares Expanded Tech-Software Sector ETF (IGV)vs › | $15.62B | N/A | N/A | N/A | N/A |
| Futu Holdings Limited (FUTU)vs › | $15.80B | 3.82% | 4.20% | 3.97% | 3.42% |
| Everest Group, Ltd. (EG)vs › | $14.52B | 3.08% | 2.50% | 2.89% | 2.79% |
| Reinsurance Group of America, Incorporated (RGA)vs › | $16.45B | 0.90% | 0.68% | 0.72% | 0.77% |
| The Carlyle Group Inc. (CG)vs › | $14.00B | 1.29% | 3.60% | 2.51% | 4.38% |
| Franklin Resources, Inc. (BEN)vs › | $16.86B | 2.46% | 1.52% | 2.64% | 3.64% |
| Invesco Ltd. (IVZ)vs › | $13.47B | -0.23% | 0.92% | 1.15% | 1.95% |
ROA
1.6%
ROE
17.7%
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 | 1.37% |
| 2024-12-31 | 0.22% |
| 2023-12-31 | 0.85% |
| 2022-12-31 | 1.16% |
| 2021-12-31 | 24.33% |
| 2020-12-31 | 13.25% |
| 2019-12-31 | 8.72% |
| 2018-12-31 | 0.00% |
