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 0.38% is 76% below its 5-year average of 1.57%, near the low end of its 5-year range (-0.76%–6.03%).
60.62% below its 12-month average of 0.96%.
Annual fiscal-year return on assets; no daily interpolation. Historical series through 2025-12-31.
RETURN ON ASSETS (ROA)
0.38%
RETURN ON ASSETS (ROA) AVG TTM
0.96%
RETURN ON ASSETS (ROA) AVG 3Y
0.68%
RETURN ON ASSETS (ROA) AVG 5Y
1.57%
RETURN ON ASSETS (ROA) AVG 10Y
3.30%
RETURN ON ASSETS (ROA) AVG 15Y
1.90%
RETURN ON ASSETS (ROA) AVG 20Y
1.10%
CURRENT VS TTM AVG
-60.62%
CURRENT VS 3Y AVG
-44.32%
CURRENT VS 5Y AVG
-75.80%
CURRENT VS 10Y AVG
-88.49%
CURRENT VS 15Y AVG
-80.05%
CURRENT VS 20Y AVG
-65.53%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 103 covered companies
CURRENT VS SECTOR MEDIAN
-84.55%
vs the sector median at left
Apollo Global Management, Inc.
Market Cap
$74.29B
Return on Assets (ROA)
0.38%
TTM Avg
0.96%
3Y Avg
0.68%
5Y Avg
1.57%
Market Cap
$75.46B
Return on Assets (ROA)
0.53%
TTM Avg
31.93%
3Y Avg
45.46%
5Y Avg
31.80%
Market Cap
$71.66B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$70.81B
Return on Assets (ROA)
4.36%
TTM Avg
3.89%
3Y Avg
2.24%
5Y Avg
1.07%
Market Cap
$78.26B
Return on Assets (ROA)
5.78%
TTM Avg
4.06%
3Y Avg
3.24%
5Y Avg
3.05%
Market Cap
$79.46B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$82.29B
Return on Assets (ROA)
19.05%
TTM Avg
14.40%
3Y Avg
12.34%
5Y Avg
13.13%
Market Cap
$65.31B
Return on Assets (ROA)
10.67%
TTM Avg
6.38%
3Y Avg
2.82%
5Y Avg
2.89%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Apollo Global Management, Inc. (APO) | $74.29B | 0.38% | 0.96% | 0.68% | 1.57% |
| Brookfield Asset Management Ltd. (BAM)vs › | $75.46B | 0.53% | 31.93% | 45.46% | 31.80% |
| VanEck Semiconductor ETF (SMH)vs › | $71.66B | N/A | N/A | N/A | N/A |
| Nu Holdings Ltd. (NU)vs › | $70.81B | 4.36% | 3.89% | 2.24% | 1.07% |
| The Travelers Companies, Inc. (TRV)vs › | $78.26B | 5.78% | 4.06% | 3.24% | 3.05% |
| iShares Russell 2000 ETF (IWM)vs › | $79.46B | N/A | N/A | N/A | N/A |
| Moody's Corporation (MCO)vs › | $82.29B | 19.05% | 14.40% | 12.34% | 13.13% |
| The Allstate Corporation (ALL)vs › | $65.31B | 10.67% | 6.38% | 2.82% | 2.89% |
| Aon plc (AON)vs › | $64.21B | 7.34% | 6.35% | 7.04% | 6.37% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $84.42B | 6.67% | 7.14% | 7.25% | 7.38% |
ROA
0.4%
ROE
8.9%
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 | 0.76% |
| 2024-12-31 | 1.17% |
| 2023-12-31 | 1.56% |
| 2022-12-31 | -0.76% |
| 2021-12-31 | 6.03% |
| 2020-12-31 | 0.66% |
| 2019-12-31 | 9.46% |
| 2018-12-31 | -0.48% |
| 2017-12-31 | 8.70% |
| 2016-12-31 | 6.89% |
| 2015-12-31 | 2.32% |
| 2014-12-31 | 0.73% |
| 2013-12-31 | 2.93% |
| 2012-12-31 | 1.51% |
| 2011-12-31 | -5.88% |
| 2010-12-31 | 1.44% |
| 2009-12-31 | -4.58% |
| 2008-12-31 | -36.87% |
| 2007-12-31 | -11.14% |
| 2006-12-31 | 3.34% |
