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 0.62% is in line with its 5-year average of 0.59%, around the middle of its 5-year range (0.38%–0.96%).
14.81% above its 12-month average of 0.54%.
Annual fiscal-year return on assets; no daily interpolation. Historical series through 2025-12-31.
RETURN ON ASSETS (ROA)
0.62%
RETURN ON ASSETS (ROA) AVG TTM
0.54%
RETURN ON ASSETS (ROA) AVG 3Y
0.52%
RETURN ON ASSETS (ROA) AVG 5Y
0.59%
RETURN ON ASSETS (ROA) AVG 10Y
0.63%
RETURN ON ASSETS (ROA) AVG 15Y
0.66%
RETURN ON ASSETS (ROA) AVG 20Y
0.62%
CURRENT VS TTM AVG
+14.81%
CURRENT VS 3Y AVG
+19.81%
CURRENT VS 5Y AVG
+5.68%
CURRENT VS 10Y AVG
-1.30%
CURRENT VS 15Y AVG
-6.53%
CURRENT VS 20Y AVG
-0.40%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
-74.75%
vs the sector median at left
Citigroup Inc.
Market Cap
$236.67B
Return on Assets (ROA)
0.62%
TTM Avg
0.54%
3Y Avg
0.52%
5Y Avg
0.59%
Market Cap
$217.92B
Return on Assets (ROA)
3.71%
TTM Avg
3.67%
3Y Avg
3.46%
5Y Avg
3.29%
Market Cap
$271.65B
Return on Assets (ROA)
0.99%
TTM Avg
1.00%
3Y Avg
0.93%
5Y Avg
0.84%
Market Cap
$201.46B
Return on Assets (ROA)
0.78%
TTM Avg
0.70%
3Y Avg
0.72%
5Y Avg
0.73%
Market Cap
$186.02B
Return on Assets (ROA)
1.95%
TTM Avg
1.52%
3Y Avg
1.34%
5Y Avg
1.14%
Market Cap
$170.18B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$304.13B
Return on Assets (ROA)
0.99%
TTM Avg
0.90%
3Y Avg
0.77%
5Y Avg
0.90%
Market Cap
$167.01B
Return on Assets (ROA)
3.74%
TTM Avg
3.93%
3Y Avg
4.18%
5Y Avg
3.90%
Market Cap
$156.86B
Return on Assets (ROA)
0.46%
TTM Avg
0.49%
3Y Avg
0.45%
5Y Avg
0.38%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Citigroup Inc. (C) | $236.67B | 0.62% | 0.54% | 0.52% | 0.59% |
| American Express Company (AXP)vs › | $217.92B | 3.71% | 3.67% | 3.46% | 3.29% |
| Wells Fargo & Company (WFC)vs › | $271.65B | 0.99% | 1.00% | 0.93% | 0.84% |
| The Toronto-Dominion Bank (TD)vs › | $201.46B | 0.78% | 0.70% | 0.72% | 0.73% |
| The Charles Schwab Corporation (SCHW)vs › | $186.02B | 1.95% | 1.52% | 1.34% | 1.14% |
| Vanguard FTSE Emerging Markets ETF (VWO)vs › | $170.18B | N/A | N/A | N/A | N/A |
| The Goldman Sachs Group, Inc. (GS)vs › | $304.13B | 0.99% | 0.90% | 0.77% | 0.90% |
| BlackRock, Inc. (BLK)vs › | $167.01B | 3.74% | 3.93% | 4.18% | 3.90% |
| Interactive Brokers Group, Inc. (IBKR)vs › | $156.86B | 0.46% | 0.49% | 0.45% | 0.38% |
| Blackstone Inc. (BX)vs › | $155.95B | 7.05% | 6.36% | 5.07% | 6.41% |
ROA
0.6%
ROE
8.4%
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 | 0.54% |
| 2024-12-31 | 0.54% |
| 2023-12-31 | 0.38% |
| 2022-12-31 | 0.61% |
| 2021-12-31 | 0.96% |
| 2020-12-31 | 0.49% |
| 2019-12-31 | 0.99% |
| 2018-12-31 | 0.94% |
| 2017-12-31 | -0.37% |
| 2016-12-31 | 0.83% |
| 2015-12-31 | 1.00% |
| 2014-12-31 | 0.40% |
| 2013-12-31 | 0.73% |
| 2012-12-31 | 0.40% |
| 2011-12-31 | 0.59% |
| 2010-12-31 | 0.55% |
| 2009-12-31 | -0.09% |
| 2008-12-31 | -1.43% |
| 2007-12-31 | 0.17% |
| 2006-12-31 | 1.14% |
| 2005-12-31 | 1.65% |
| 2004-12-31 | 1.15% |
| 2003-12-31 | 1.41% |
| 2002-12-31 | 1.39% |
| 2001-12-31 | 1.34% |
| 2000-12-31 | 1.50% |
| 1999-12-31 | 1.41% |
| 1998-12-31 | 1.04% |
| 1997-12-31 | 0.96% |
| 1996-12-31 | 1.95% |
