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 1.64% is in line with its 5-year average of 1.63%, around the middle of its 5-year range (1.38%–1.97%).
As of the fiscal period ended Tuesday, June 30, 2026. 3.24% below its 12-month average of 1.69%.
Reported quarterly return on assets; no daily interpolation. Q4 FY2026 (2026-06-30): 0.42%.
RETURN ON ASSETS (ROA)
1.64%
RETURN ON ASSETS (ROA) AVG TTM
1.69%
RETURN ON ASSETS (ROA) AVG 3Y
1.72%
RETURN ON ASSETS (ROA) AVG 5Y
1.63%
RETURN ON ASSETS (ROA) AVG 10Y
1.56%
RETURN ON ASSETS (ROA) AVG 15Y
1.47%
RETURN ON ASSETS (ROA) AVG 20Y
1.47%
CURRENT VS TTM AVG
-3.24%
CURRENT VS 3Y AVG
-4.51%
CURRENT VS 5Y AVG
+0.82%
CURRENT VS 10Y AVG
+4.82%
CURRENT VS 15Y AVG
+11.71%
CURRENT VS 20Y AVG
+11.61%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 103 covered companies
CURRENT VS SECTOR MEDIAN
-33.33%
vs the sector median at left
Axos Financial, Inc.
Market Cap
$5.04B
Return on Assets (ROA)
1.64%
TTM Avg
1.69%
3Y Avg
1.72%
5Y Avg
1.63%
Market Cap
$5.09B
Return on Assets (ROA)
7.60%
TTM Avg
9.28%
3Y Avg
8.47%
5Y Avg
7.32%
Market Cap
$5.76B
Return on Assets (ROA)
12.65%
TTM Avg
14.48%
3Y Avg
14.33%
5Y Avg
16.11%
Market Cap
$3.69B
Return on Assets (ROA)
35.36%
TTM Avg
29.79%
3Y Avg
10.21%
5Y Avg
-1.90%
Market Cap
$6.40B
Return on Assets (ROA)
4.84%
TTM Avg
6.27%
3Y Avg
5.16%
5Y Avg
3.84%
Market Cap
$3.22B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$2.36B
Return on Assets (ROA)
1.33%
TTM Avg
5.24%
3Y Avg
-1.34%
5Y Avg
0.08%
Market Cap
$7.76B
Return on Assets (ROA)
8.85%
TTM Avg
8.41%
3Y Avg
7.70%
5Y Avg
7.34%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Axos Financial, Inc. (AX) | $5.04B | 1.64% | 1.69% | 1.72% | 1.63% |
| Main Street Capital Corporation (MAIN)vs › | $5.09B | 7.60% | 9.28% | 8.47% | 7.32% |
| RLI Corp. (RLI)vs › | $5.15B | 6.84% | 6.34% | 7.70% | 6.83% |
| MarketAxess Holdings Inc. (MKTX)vs › | $5.76B | 12.65% | 14.48% | 14.33% | 16.11% |
| Sezzle Inc. (SEZL)vs › | $3.69B | 35.36% | 29.79% | 10.21% | -1.90% |
| PIMCO Dynamic Income Fund (PDI)vs › | $6.40B | 4.84% | 6.27% | 5.16% | 3.84% |
| iShares Core 80/20 Aggressive Allocation ETF (AOA)vs › | $3.22B | N/A | N/A | N/A | N/A |
| Nuveen Quality Municipal Income Fund (NAD)vs › | $2.36B | 1.33% | 5.24% | -1.34% | 0.08% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.76B | 8.85% | 8.41% | 7.70% | 7.34% |
| TeraWulf Inc. (WULF)vs › | $8.07B | -24.22% | -9.64% | -16.82% | -17.48% |
ROA
1.6%
ROE
15.5%
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) |
|---|---|
| 2026-06-30 | 1.64% |
| 2025-06-30 | 1.75% |
| 2024-06-30 | 1.97% |
| 2023-06-30 | 1.51% |
| 2022-06-30 | 1.38% |
| 2021-06-30 | 1.51% |
| 2020-06-30 | 1.32% |
| 2019-06-30 | 1.38% |
| 2018-06-30 | 1.60% |
| 2017-06-30 | 1.58% |
| 2016-06-30 | 1.57% |
| 2015-06-30 | 1.42% |
| 2014-06-30 | 1.27% |
| 2013-06-30 | 1.30% |
| 2012-06-30 | 1.23% |
| 2011-06-30 | 1.06% |
| 2010-06-30 | 1.49% |
| 2009-06-30 | 0.55% |
| 2008-06-30 | 0.35% |
| 2007-06-30 | 0.35% |
| 2006-06-30 | 0.44% |
| 2005-06-30 | 0.47% |
| 2004-06-30 | 0.54% |
| 2003-06-30 | 0.63% |
| 2002-06-30 | 0.47% |
| 2001-06-30 | -0.69% |
