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 7.34% is 15% above its 5-year average of 6.37%, near the high end of its 5-year range (3.93%–7.92%).
15.59% above its 12-month average of 6.35%.
Annual fiscal-year return on assets; no daily interpolation. Historical series through 2025-12-31.
RETURN ON ASSETS (ROA)
7.34%
RETURN ON ASSETS (ROA) AVG TTM
6.35%
RETURN ON ASSETS (ROA) AVG 3Y
7.04%
RETURN ON ASSETS (ROA) AVG 5Y
6.37%
RETURN ON ASSETS (ROA) AVG 10Y
5.71%
RETURN ON ASSETS (ROA) AVG 15Y
5.01%
RETURN ON ASSETS (ROA) AVG 20Y
4.70%
CURRENT VS TTM AVG
+15.59%
CURRENT VS 3Y AVG
+4.22%
CURRENT VS 5Y AVG
+15.20%
CURRENT VS 10Y AVG
+28.61%
CURRENT VS 15Y AVG
+46.51%
CURRENT VS 20Y AVG
+56.04%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+198.98%
vs the sector median at left
Market Cap
$65.28B
Return on Assets (ROA)
10.67%
TTM Avg
6.38%
3Y Avg
2.82%
5Y Avg
2.89%
Market Cap
$62.76B
Return on Assets (ROA)
1.92%
TTM Avg
2.19%
3Y Avg
2.29%
5Y Avg
2.59%
Market Cap
$62.48B
Return on Assets (ROA)
1.05%
TTM Avg
0.94%
3Y Avg
0.70%
5Y Avg
0.81%
Market Cap
$61.57B
Return on Assets (ROA)
0.48%
TTM Avg
0.55%
3Y Avg
0.53%
5Y Avg
0.62%
Market Cap
$58.40B
Return on Assets (ROA)
4.19%
TTM Avg
3.88%
3Y Avg
3.70%
5Y Avg
3.39%
Market Cap
$72.38B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$72.65B
Return on Assets (ROA)
4.36%
TTM Avg
3.89%
3Y Avg
2.24%
5Y Avg
1.07%
Market Cap
$75.44B
Return on Assets (ROA)
0.38%
TTM Avg
0.96%
3Y Avg
0.68%
5Y Avg
1.57%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Aon plc (AON) | $64.63B | 7.34% | 6.35% | 7.04% | 6.37% |
| The Allstate Corporation (ALL)vs › | $65.28B | 10.67% | 6.38% | 2.82% | 2.89% |
| Arthur J. Gallagher & Co. (AJG)vs › | $62.76B | 1.92% | 2.19% | 2.29% | 2.59% |
| Truist Financial Corporation (TFC)vs › | $62.48B | 1.05% | 0.94% | 0.70% | 0.81% |
| MetLife, Inc. (MET)vs › | $61.57B | 0.48% | 0.55% | 0.53% | 0.62% |
| Aflac Incorporated (AFL)vs › | $58.40B | 4.19% | 3.88% | 3.70% | 3.39% |
| VanEck Semiconductor ETF (SMH)vs › | $72.38B | N/A | N/A | N/A | N/A |
| Nu Holdings Ltd. (NU)vs › | $72.65B | 4.36% | 3.89% | 2.24% | 1.07% |
| Apollo Global Management, Inc. (APO)vs › | $75.44B | 0.38% | 0.96% | 0.68% | 1.57% |
| State Street Corporation (STT)vs › | $53.11B | 0.83% | 0.78% | 0.78% | 0.79% |
ROA
7.3%
ROE
40.5%
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 | 7.28% |
| 2024-12-31 | 5.42% |
| 2023-12-31 | 7.55% |
| 2022-12-31 | 7.92% |
| 2021-12-31 | 3.93% |
| 2020-12-31 | 6.13% |
| 2019-12-31 | 5.21% |
| 2018-12-31 | 4.29% |
| 2017-12-31 | 4.70% |
| 2016-12-31 | 5.25% |
| 2015-12-31 | 5.10% |
| 2014-12-31 | 4.69% |
| 2013-12-31 | 3.68% |
| 2012-12-31 | 3.26% |
| 2011-12-31 | 3.31% |
| 2010-12-31 | 2.44% |
| 2009-12-31 | 3.25% |
| 2008-12-31 | 6.31% |
| 2007-12-31 | 3.46% |
| 2006-12-31 | 2.96% |
| 2005-12-31 | 2.64% |
| 2004-12-31 | 1.93% |
| 2003-12-31 | 2.32% |
| 2002-12-31 | 1.84% |
| 2001-12-31 | 0.66% |
| 2000-12-31 | 2.13% |
| 1999-12-31 | 1.67% |
| 1998-12-31 | 2.75% |
| 1997-12-31 | 1.60% |
| 1996-12-31 | 2.43% |
