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 11.04% is in line with its 5-year average of 10.23%, near the high end of its 5-year range (7.77%–12.28%).
15.54% above its 12-month average of 9.55%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 3.34%.
RETURN ON ASSETS (ROA)
11.04%
RETURN ON ASSETS (ROA) AVG TTM
9.55%
RETURN ON ASSETS (ROA) AVG 3Y
9.58%
RETURN ON ASSETS (ROA) AVG 5Y
10.23%
RETURN ON ASSETS (ROA) AVG 10Y
7.07%
RETURN ON ASSETS (ROA) AVG 15Y
N/A
RETURN ON ASSETS (ROA) AVG 20Y
N/A
CURRENT VS TTM AVG
+15.54%
CURRENT VS 3Y AVG
+15.21%
CURRENT VS 5Y AVG
+7.88%
CURRENT VS 10Y AVG
+56.11%
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
+793.93%
vs the sector median at left
Victory Capital Holdings, Inc.
Market Cap
$7.12B
Return on Assets (ROA)
11.04%
TTM Avg
9.55%
3Y Avg
9.58%
5Y Avg
10.23%
Market Cap
$7.16B
Return on Assets (ROA)
-40.57%
TTM Avg
-7.04%
3Y Avg
-13.77%
5Y Avg
-10.19%
Market Cap
$7.02B
Return on Assets (ROA)
1.05%
TTM Avg
0.77%
3Y Avg
0.84%
5Y Avg
0.90%
Market Cap
$7.34B
Return on Assets (ROA)
10.69%
TTM Avg
10.42%
3Y Avg
6.76%
5Y Avg
7.01%
Market Cap
$7.35B
Return on Assets (ROA)
-0.92%
TTM Avg
0.44%
3Y Avg
-19.93%
5Y Avg
-5.75%
Market Cap
$7.42B
Return on Assets (ROA)
-24.22%
TTM Avg
-9.64%
3Y Avg
-16.82%
5Y Avg
-17.48%
Market Cap
$6.65B
Return on Assets (ROA)
2.57%
TTM Avg
2.26%
3Y Avg
2.04%
5Y Avg
2.50%
Market Cap
$6.65B
Return on Assets (ROA)
4.84%
TTM Avg
6.27%
3Y Avg
5.16%
5Y Avg
3.84%
Market Cap
$7.65B
Return on Assets (ROA)
1.05%
TTM Avg
0.77%
3Y Avg
0.84%
5Y Avg
0.90%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Victory Capital Holdings, Inc. (VCTR) | $7.12B | 11.04% | 9.55% | 9.58% | 10.23% |
| Riot Platforms, Inc. (RIOT)vs › | $7.16B | -40.57% | -7.04% | -13.77% | -10.19% |
| Valley National Bancorp (VLY)vs › | $7.02B | 1.05% | 0.77% | 0.84% | 0.90% |
| Morningstar, Inc. (MORN)vs › | $7.34B | 10.69% | 10.42% | 6.76% | 7.01% |
| Galaxy Digital (GLXY)vs › | $7.35B | -0.92% | 0.44% | -19.93% | -5.75% |
| TeraWulf Inc. (WULF)vs › | $7.42B | -24.22% | -9.64% | -16.82% | -17.48% |
| SLM Corporation (SLMBP)vs › | $6.65B | 2.57% | 2.26% | 2.04% | 2.50% |
| PIMCO Dynamic Income Fund (PDI)vs › | $6.65B | 4.84% | 6.27% | 5.16% | 3.84% |
| Valley National Bancorp (VLYPN)vs › | $7.65B | 1.05% | 0.77% | 0.84% | 0.90% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.66B | 8.85% | 8.41% | 7.70% | 7.34% |
ROA
11.0%
ROE
19.4%
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 | 7.77% |
| 2024-12-31 | 11.34% |
| 2023-12-31 | 8.38% |
| 2022-12-31 | 10.84% |
| 2021-12-31 | 10.79% |
| 2020-12-31 | 12.28% |
| 2019-12-31 | 5.28% |
| 2018-12-31 | 7.95% |
| 2017-12-31 | 3.26% |
| 2016-12-31 | -0.71% |
| 2015-12-31 | 0.61% |
