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 1.23% is 16% above its 5-year average of 1.06%, around the middle of its 5-year range (0.77%–1.63%).
26.15% above its 12-month average of 0.98%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.35%.
RETURN ON ASSETS (ROA)
1.23%
RETURN ON ASSETS (ROA) AVG TTM
0.98%
RETURN ON ASSETS (ROA) AVG 3Y
1.09%
RETURN ON ASSETS (ROA) AVG 5Y
1.06%
RETURN ON ASSETS (ROA) AVG 10Y
1.11%
RETURN ON ASSETS (ROA) AVG 15Y
0.92%
RETURN ON ASSETS (ROA) AVG 20Y
0.85%
CURRENT VS TTM AVG
+26.15%
CURRENT VS 3Y AVG
+13.10%
CURRENT VS 5Y AVG
+16.04%
CURRENT VS 10Y AVG
+10.45%
CURRENT VS 15Y AVG
+33.90%
CURRENT VS 20Y AVG
+44.98%
SECTOR MEDIAN · FINANCIAL SERVICES
1.23%
median of 504 covered companies
CURRENT VS SECTOR MEDIAN
0.00%
vs the sector median at left
Popular Capital Trust II PFD GTD 6.125%
Market Cap
$11.16B
Return on Assets (ROA)
1.23%
TTM Avg
0.98%
3Y Avg
1.09%
5Y Avg
1.06%
Market Cap
$10.76B
Return on Assets (ROA)
1.10%
TTM Avg
1.01%
3Y Avg
2.64%
5Y Avg
4.12%
Market Cap
$11.72B
Return on Assets (ROA)
2.88%
TTM Avg
3.06%
3Y Avg
3.33%
5Y Avg
3.73%
Market Cap
$10.25B
Return on Assets (ROA)
16.22%
TTM Avg
18.73%
3Y Avg
17.20%
5Y Avg
15.99%
Market Cap
$10.14B
Return on Assets (ROA)
1.23%
TTM Avg
0.98%
3Y Avg
1.09%
5Y Avg
1.06%
Market Cap
$10.04B
Return on Assets (ROA)
-6.01%
TTM Avg
6.82%
3Y Avg
-0.14%
5Y Avg
-8.29%
Market Cap
$9.78B
Return on Assets (ROA)
12.88%
TTM Avg
13.38%
3Y Avg
12.95%
5Y Avg
13.28%
Market Cap
$9.61B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Popular Capital Trust II PFD GTD 6.125% (BPOPM) | $11.16B | 1.23% | 0.98% | 1.09% | 1.06% |
| Freedom Holding Corp. (FRHC)vs › | $10.76B | 1.10% | 1.01% | 2.64% | 4.12% |
| American Financial Group, Inc. (AFG)vs › | $11.72B | 2.88% | 3.06% | 3.33% | 3.73% |
| Erie Indemnity Company (ERIE)vs › | $10.25B | 16.22% | 18.73% | 17.20% | 15.99% |
| Popular, Inc. (BPOP)vs › | $10.14B | 1.23% | 0.98% | 1.09% | 1.06% |
| Hut 8 Corp. (HUT)vs › | $10.04B | -6.01% | 6.82% | -0.14% | -8.29% |
| TransUnion (TRU)vs › | $12.31B | 6.96% | 3.34% | 1.78% | 3.80% |
| FactSet Research Systems Inc. (FDS)vs › | $9.78B | 12.88% | 13.38% | 12.95% | 13.28% |
| Fidelity High Dividend ETF (FDVV)vs › | $9.61B | N/A | N/A | N/A | N/A |
| Globe Life Inc. (GL)vs › | $13.01B | 3.84% | 3.73% | 3.59% | 3.39% |
ROA
1.2%
ROE
15.1%
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 | 1.11% |
| 2024-12-31 | 0.84% |
| 2023-12-31 | 0.77% |
| 2022-12-31 | 1.63% |
| 2021-12-31 | 1.24% |
| 2020-12-31 | 0.77% |
| 2019-12-31 | 1.29% |
| 2018-12-31 | 1.30% |
| 2017-12-31 | 0.24% |
| 2016-12-31 | 0.56% |
| 2015-12-31 | 2.50% |
| 2014-12-31 | -0.95% |
| 2013-12-31 | 1.68% |
| 2012-12-31 | 0.67% |
| 2011-12-31 | 0.41% |
| 2010-12-31 | 0.35% |
| 2009-12-31 | -1.65% |
| 2008-12-31 | -3.20% |
| 2007-12-31 | -0.15% |
| 2006-12-31 | 0.75% |
| 2005-12-31 | 1.11% |
| 2004-12-31 | 1.10% |
| 2003-12-31 | 1.29% |
| 2002-12-31 | 1.05% |
| 2001-12-31 | 0.99% |
| 2000-12-31 | 0.98% |
| 1999-12-31 | 1.01% |
| 1998-12-31 | 1.00% |
| 1997-12-31 | 1.09% |
| 1996-12-31 | 1.10% |
