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 10.23% is in line with its 4-year average of 9.55%, near the high end of its 4-year range (8.45%–10.55%).
2.80% below its 12-month average of 10.53%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
10.23%
RETURN ON ASSETS (ROA) AVG TTM
10.53%
RETURN ON ASSETS (ROA) AVG 3Y
10.06%
RETURN ON ASSETS (ROA) AVG 5Y
9.55%
RETURN ON ASSETS (ROA) AVG 10Y
8.39%
RETURN ON ASSETS (ROA) AVG 15Y
7.66%
RETURN ON ASSETS (ROA) AVG 20Y
7.23%
CURRENT VS TTM AVG
-2.80%
CURRENT VS 3Y AVG
+1.72%
CURRENT VS 5Y AVG
+7.17%
CURRENT VS 10Y AVG
+21.88%
CURRENT VS 15Y AVG
+33.59%
CURRENT VS 20Y AVG
+41.46%
SECTOR MEDIAN · CONSUMER DEFENSIVE
6.20%
median of 52 covered companies
CURRENT VS SECTOR MEDIAN
+65.13%
vs the sector median at left
Costco Wholesale Corporation
Market Cap
$399.55B
Return on Assets (ROA)
10.23%
TTM Avg
10.53%
3Y Avg
10.06%
5Y Avg
9.55%
Market Cap
$378.15B
Return on Assets (ROA)
13.27%
TTM Avg
11.54%
3Y Avg
11.08%
5Y Avg
10.59%
Market Cap
$339.62B
Return on Assets (ROA)
12.68%
TTM Avg
12.72%
3Y Avg
12.43%
5Y Avg
12.38%
Market Cap
$286.19B
Return on Assets (ROA)
15.93%
TTM Avg
13.89%
3Y Avg
13.60%
5Y Avg
15.74%
Market Cap
$247.83B
Return on Assets (ROA)
6.78%
TTM Avg
7.30%
3Y Avg
7.58%
5Y Avg
8.72%
Market Cap
$186.36B
Return on Assets (ROA)
9.35%
TTM Avg
8.65%
3Y Avg
9.00%
5Y Avg
8.65%
Market Cap
$153.77B
Return on Assets (ROA)
3.12%
TTM Avg
2.98%
3Y Avg
2.80%
5Y Avg
2.33%
Market Cap
$117.65B
Return on Assets (ROA)
3.10%
TTM Avg
4.84%
3Y Avg
0.48%
5Y Avg
1.92%
Market Cap
$112.79B
Return on Assets (ROA)
23.89%
TTM Avg
25.93%
3Y Avg
22.14%
5Y Avg
17.37%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Costco Wholesale Corporation (COST) | $399.55B | 10.23% | 10.53% | 10.06% | 9.55% |
| The Coca-Cola Company (KO)vs › | $378.15B | 13.27% | 11.54% | 11.08% | 10.59% |
| The Procter & Gamble Company (PG)vs › | $339.62B | 12.68% | 12.72% | 12.43% | 12.38% |
| Philip Morris International Inc. (PM)vs › | $286.19B | 15.93% | 13.89% | 13.60% | 15.74% |
| Nestlé S.A. (NSRGY)vs › | $247.83B | 6.78% | 7.30% | 7.58% | 8.72% |
| PepsiCo, Inc. (PEP)vs › | $186.36B | 9.35% | 8.65% | 9.00% | 8.65% |
| Anheuser-Busch InBev SA/NV (BUD)vs › | $153.77B | 3.12% | 2.98% | 2.80% | 2.33% |
| British American Tobacco p.l.c. (BTI)vs › | $117.65B | 3.10% | 4.84% | 0.48% | 1.92% |
| Altria Group, Inc. (MO)vs › | $112.79B | 23.89% | 25.93% | 22.14% | 17.37% |
| Monster Beverage Corporation (MNST)vs › | $82.83B | 18.69% | 19.31% | 17.46% | 18.37% |
ROA
10.2%
ROE
26.4%
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) |
|---|---|
| 2025-08-31 | 10.50% |
| 2024-09-01 | 10.55% |
| 2023-09-03 | 9.12% |
| 2022-08-28 | 9.11% |
| 2021-08-29 | 8.45% |
| 2020-08-30 | 7.20% |
| 2019-08-31 | 8.06% |
| 2018-08-31 | 7.68% |
| 2017-08-31 | 7.37% |
| 2016-08-31 | 7.09% |
| 2015-08-31 | 7.20% |
| 2014-08-31 | 6.23% |
| 2013-08-31 | 6.73% |
| 2012-08-31 | 6.30% |
| 2011-08-31 | 5.46% |
| 2010-08-31 | 5.47% |
| 2009-08-31 | 4.94% |
| 2008-08-31 | 6.20% |
| 2007-08-31 | 5.52% |
| 2006-08-31 | 6.31% |
| 2005-08-31 | 6.38% |
| 2004-08-31 | 5.85% |
| 2003-08-31 | 5.47% |
| 2002-08-31 | 6.02% |
| 2001-08-31 | 5.97% |
| 2000-08-31 | 7.31% |
| 1999-08-31 | 5.29% |
| 1998-08-31 | 7.35% |
| 1997-08-31 | 5.70% |
| 1996-08-31 | 5.07% |
