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 4.03% is 22% below its 5-year average of 5.19%, near the low end of its 5-year range (3.51%–5.99%).
11.91% below its 12-month average of 4.57%.
Annual fiscal-year return on assets; no daily interpolation. Historical series through 2025-12-31.
RETURN ON ASSETS (ROA)
4.03%
RETURN ON ASSETS (ROA) AVG TTM
4.57%
RETURN ON ASSETS (ROA) AVG 3Y
4.95%
RETURN ON ASSETS (ROA) AVG 5Y
5.19%
RETURN ON ASSETS (ROA) AVG 10Y
5.29%
RETURN ON ASSETS (ROA) AVG 15Y
5.45%
RETURN ON ASSETS (ROA) AVG 20Y
5.86%
CURRENT VS TTM AVG
-11.91%
CURRENT VS 3Y AVG
-18.63%
CURRENT VS 5Y AVG
-22.40%
CURRENT VS 10Y AVG
-23.84%
CURRENT VS 15Y AVG
-26.09%
CURRENT VS 20Y AVG
-31.22%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+64.15%
vs the sector median at left
Brown & Brown, Inc.
Market Cap
$22.26B
Return on Assets (ROA)
4.03%
TTM Avg
4.57%
3Y Avg
4.95%
5Y Avg
5.19%
Market Cap
$22.23B
Return on Assets (ROA)
1.04%
TTM Avg
1.17%
3Y Avg
-0.09%
5Y Avg
-1.38%
Market Cap
$22.36B
Return on Assets (ROA)
2.20%
TTM Avg
1.83%
3Y Avg
1.64%
5Y Avg
1.22%
Market Cap
$21.91B
Return on Assets (ROA)
10.87%
TTM Avg
8.41%
3Y Avg
6.73%
5Y Avg
5.61%
Market Cap
$21.60B
Return on Assets (ROA)
-1.50%
TTM Avg
2.99%
3Y Avg
2.04%
5Y Avg
1.94%
Market Cap
$23.09B
Return on Assets (ROA)
14.47%
TTM Avg
14.94%
3Y Avg
14.46%
5Y Avg
17.46%
Market Cap
$24.41B
Return on Assets (ROA)
0.44%
TTM Avg
0.42%
3Y Avg
0.66%
5Y Avg
0.60%
Market Cap
$24.86B
Return on Assets (ROA)
0.58%
TTM Avg
0.13%
3Y Avg
-0.09%
5Y Avg
-0.24%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Brown & Brown, Inc. (BRO) | $22.26B | 4.03% | 4.57% | 4.95% | 5.19% |
| SoFi Technologies, Inc. (SOFI)vs › | $22.23B | 1.04% | 1.17% | -0.09% | -1.38% |
| Loews Corporation (L)vs › | $22.36B | 2.20% | 1.83% | 1.64% | 1.22% |
| Tradeweb Markets Inc. (TW)vs › | $21.91B | 10.87% | 8.41% | 6.73% | 5.61% |
| Global Payments Inc. (GPN)vs › | $21.60B | -1.50% | 2.99% | 2.04% | 1.94% |
| T. Rowe Price Group, Inc. (TROW)vs › | $23.09B | 14.47% | 14.94% | 14.46% | 17.46% |
| KeyCorp (KEY)vs › | $23.45B | 1.06% | 0.45% | 0.60% | 0.77% |
| Principal Financial Group, Inc. (PFG)vs › | $24.41B | 0.44% | 0.42% | 0.66% | 0.60% |
| Circle Internet Group (CRCL)vs › | $24.86B | 0.58% | 0.13% | -0.09% | -0.24% |
| Synchrony Financial (SYF)vs › | $25.17B | 2.89% | 2.96% | 2.68% | 2.76% |
ROA
4.0%
ROE
9.6%
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) |
|---|---|
| 2025-12-31 | 3.51% |
| 2024-12-31 | 5.64% |
| 2023-12-31 | 5.85% |
| 2022-12-31 | 4.81% |
| 2021-12-31 | 5.99% |
| 2020-12-31 | 5.36% |
| 2019-12-31 | 5.23% |
| 2018-12-31 | 5.15% |
| 2017-12-31 | 6.95% |
| 2016-12-31 | 4.87% |
| 2015-12-31 | 4.85% |
| 2014-12-31 | 4.17% |
| 2013-12-31 | 5.95% |
| 2012-12-31 | 5.88% |
| 2011-12-31 | 6.29% |
| 2010-12-31 | 6.74% |
| 2009-12-31 | 6.89% |
| 2008-12-31 | 7.84% |
| 2007-12-31 | 9.74% |
| 2006-12-31 | 9.53% |
| 2005-12-31 | 9.36% |
| 2004-12-31 | 10.31% |
| 2003-12-31 | 12.74% |
| 2002-12-31 | 11.02% |
| 2001-12-31 | 11.03% |
| 2000-12-31 | 11.85% |
| 1999-12-31 | 11.39% |
| 1998-12-31 | 10.22% |
| 1997-12-31 | 9.78% |
| 1996-12-31 | 9.33% |
