Basis: Latest reported fiscal year. 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 4.22% is 19% above its 5-year average of 3.54%, near the high end of its 5-year range (1.86%–4.33%).
As of the fiscal period ended Wednesday, December 31, 2025. 0.84% above its 12-month average of 4.19%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
4.22%
RETURN ON ASSETS (ROA) AVG TTM
4.19%
RETURN ON ASSETS (ROA) AVG 3Y
4.04%
RETURN ON ASSETS (ROA) AVG 5Y
3.54%
RETURN ON ASSETS (ROA) AVG 10Y
3.05%
RETURN ON ASSETS (ROA) AVG 15Y
2.88%
RETURN ON ASSETS (ROA) AVG 20Y
2.98%
CURRENT VS TTM AVG
+0.84%
CURRENT VS 3Y AVG
+4.46%
CURRENT VS 5Y AVG
+19.38%
CURRENT VS 10Y AVG
+38.57%
CURRENT VS 15Y AVG
+46.37%
CURRENT VS 20Y AVG
+41.57%
SECTOR MEDIAN · FINANCIAL SERVICES
2.89%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
+46.02%
vs the sector median at left
W. R. Berkley Corporation
Market Cap
$27.00B
Return on Assets (ROA)
4.22%
TTM Avg
4.19%
3Y Avg
4.04%
5Y Avg
3.54%
Market Cap
$27.27B
Return on Assets (ROA)
7.70%
TTM Avg
6.06%
3Y Avg
4.03%
5Y Avg
5.00%
Market Cap
$26.41B
Return on Assets (ROA)
1.38%
TTM Avg
1.27%
3Y Avg
1.34%
5Y Avg
1.28%
Market Cap
$24.66B
Return on Assets (ROA)
2.89%
TTM Avg
2.96%
3Y Avg
2.68%
5Y Avg
2.76%
Market Cap
$24.40B
Return on Assets (ROA)
0.47%
TTM Avg
0.42%
3Y Avg
0.66%
5Y Avg
0.60%
Market Cap
$23.94B
Return on Assets (ROA)
14.47%
TTM Avg
14.94%
3Y Avg
14.46%
5Y Avg
17.46%
Market Cap
$23.87B
Return on Assets (ROA)
2.18%
TTM Avg
1.83%
3Y Avg
1.64%
5Y Avg
1.22%
Market Cap
$30.30B
Return on Assets (ROA)
0.91%
TTM Avg
0.75%
3Y Avg
0.78%
5Y Avg
0.82%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| W. R. Berkley Corporation (WRB) | $27.00B | 4.22% | 4.19% | 4.04% | 3.54% |
| Cincinnati Financial Corporation (CINF)vs › | $27.27B | 7.70% | 6.06% | 4.03% | 5.00% |
| Regions Financial Corporation (RF)vs › | $26.41B | 1.38% | 1.27% | 1.34% | 1.28% |
| Synchrony Financial (SYF)vs › | $24.66B | 2.89% | 2.96% | 2.68% | 2.76% |
| Principal Financial Group, Inc. (PFG)vs › | $24.40B | 0.47% | 0.42% | 0.66% | 0.60% |
| KeyCorp (KEY)vs › | $24.38B | 1.06% | 0.45% | 0.60% | 0.77% |
| T. Rowe Price Group, Inc. (TROW)vs › | $23.94B | 14.47% | 14.94% | 14.46% | 17.46% |
| Loews Corporation (L)vs › | $23.87B | 2.18% | 1.83% | 1.64% | 1.22% |
| Citizens Financial Group, Inc. (CFG)vs › | $30.30B | 0.91% | 0.75% | 0.78% | 0.82% |
| Brown & Brown, Inc. (BRO)vs › | $23.56B | 4.03% | 4.57% | 4.95% | 5.19% |
ROA
4.2%
ROE
18.9%
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 | 4.04% |
| 2024-12-31 | 4.33% |
| 2023-12-31 | 3.71% |
| 2022-12-31 | 4.08% |
| 2021-12-31 | 3.19% |
| 2020-12-31 | 1.86% |
| 2019-12-31 | 2.56% |
| 2018-12-31 | 2.57% |
| 2017-12-31 | 2.26% |
| 2016-12-31 | 2.58% |
| 2015-12-31 | 2.32% |
| 2014-12-31 | 2.99% |
| 2013-12-31 | 2.43% |
| 2012-12-31 | 2.53% |
| 2011-12-31 | 2.13% |
| 2010-12-31 | 2.55% |
| 2009-12-31 | 1.78% |
| 2008-12-31 | 1.74% |
| 2007-12-31 | 4.56% |
| 2006-12-31 | 4.47% |
| 2005-12-31 | 3.92% |
| 2004-12-31 | 3.83% |
| 2003-12-31 | 3.61% |
| 2002-12-31 | 2.49% |
| 2001-12-31 | -1.63% |
| 2000-12-31 | 0.68% |
| 1999-12-31 | -0.76% |
| 1998-12-31 | 1.18% |
| 1997-12-31 | 2.18% |
| 1996-12-31 | 2.22% |
