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 2.46% is 32% below its 5-year average of 3.64%, near the low end of its 5-year range (1.43%–7.58%).
61.31% above its 12-month average of 1.52%.
Annual fiscal-year return on assets; no daily interpolation. Historical series through 2025-09-30.
RETURN ON ASSETS (ROA)
2.46%
RETURN ON ASSETS (ROA) AVG TTM
1.52%
RETURN ON ASSETS (ROA) AVG 3Y
2.64%
RETURN ON ASSETS (ROA) AVG 5Y
3.64%
RETURN ON ASSETS (ROA) AVG 10Y
6.20%
RETURN ON ASSETS (ROA) AVG 15Y
8.58%
RETURN ON ASSETS (ROA) AVG 20Y
9.87%
CURRENT VS TTM AVG
+61.31%
CURRENT VS 3Y AVG
-6.99%
CURRENT VS 5Y AVG
-32.42%
CURRENT VS 10Y AVG
-60.35%
CURRENT VS 15Y AVG
-71.34%
CURRENT VS 20Y AVG
-75.07%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 103 covered companies
CURRENT VS SECTOR MEDIAN
0.00%
vs the sector median at left
Franklin Resources, Inc.
Market Cap
$17.49B
Return on Assets (ROA)
2.46%
TTM Avg
1.52%
3Y Avg
2.64%
5Y Avg
3.64%
Market Cap
$16.98B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$14.71B
Return on Assets (ROA)
3.08%
TTM Avg
2.50%
3Y Avg
2.89%
5Y Avg
2.79%
Market Cap
$14.31B
Return on Assets (ROA)
-0.23%
TTM Avg
0.92%
3Y Avg
1.15%
5Y Avg
1.95%
Market Cap
$14.26B
Return on Assets (ROA)
-75.28%
TTM Avg
-20.62%
3Y Avg
-24.11%
5Y Avg
-100.78%
Market Cap
$14.00B
Return on Assets (ROA)
2.95%
TTM Avg
2.29%
3Y Avg
1.83%
5Y Avg
2.05%
Market Cap
$21.60B
Return on Assets (ROA)
10.87%
TTM Avg
8.41%
3Y Avg
6.73%
5Y Avg
5.61%
Market Cap
$13.29B
Return on Assets (ROA)
3.84%
TTM Avg
3.73%
3Y Avg
3.59%
5Y Avg
3.39%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Franklin Resources, Inc. (BEN) | $17.49B | 2.46% | 1.52% | 2.64% | 3.64% |
| WisdomTree U.S. Quality Dividend Growth Fund (DGRW)vs › | $16.98B | N/A | N/A | N/A | N/A |
| TransUnion (TRU)vs › | $14.89B | 6.96% | 3.34% | 1.78% | 3.80% |
| Everest Group, Ltd. (EG)vs › | $14.71B | 3.08% | 2.50% | 2.89% | 2.79% |
| Invesco Ltd. (IVZ)vs › | $14.31B | -0.23% | 0.92% | 1.15% | 1.95% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $14.26B | -75.28% | -20.62% | -24.11% | -100.78% |
| Assurant, Inc. (AIZ)vs › | $14.00B | 2.95% | 2.29% | 1.83% | 2.05% |
| Tradeweb Markets Inc. (TW)vs › | $21.60B | 10.87% | 8.41% | 6.73% | 5.61% |
| Globe Life Inc. (GL)vs › | $13.29B | 3.84% | 3.73% | 3.59% | 3.39% |
| Global Payments Inc. (GPN)vs › | $21.92B | -1.50% | 2.99% | 2.04% | 1.94% |
ROA
2.5%
ROE
7.6%
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) |
|---|---|
| 2025-09-30 | 1.62% |
| 2024-09-30 | 1.43% |
| 2023-09-30 | 2.93% |
| 2022-09-30 | 4.60% |
| 2021-09-30 | 7.58% |
| 2020-09-30 | 3.68% |
| 2019-09-30 | 8.23% |
| 2018-09-30 | 5.31% |
| 2017-09-30 | 9.68% |
| 2016-09-30 | 10.73% |
| 2015-09-30 | 12.46% |
| 2014-09-30 | 14.58% |
| 2013-09-30 | 13.97% |
| 2012-09-30 | 13.09% |
| 2011-09-30 | 13.96% |
| 2010-09-30 | 13.50% |
| 2009-09-30 | 9.47% |
| 2008-09-30 | 17.31% |
| 2007-09-30 | 17.85% |
| 2006-09-30 | 13.34% |
| 2005-09-30 | 11.89% |
| 2004-09-30 | 8.59% |
| 2003-09-30 | 7.21% |
| 2002-09-30 | 6.74% |
| 2001-09-30 | 7.74% |
| 2000-09-30 | 13.90% |
| 1999-09-30 | 11.64% |
| 1998-09-30 | 14.38% |
| 1997-09-30 | 14.02% |
| 1996-09-30 | 13.26% |
