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 4.78% is in line with its 5-year average of 4.71%, around the middle of its 5-year range (2.63%–6.92%).
6.94% above its 12-month average of 4.47%.
Reported quarterly return on assets; no daily interpolation. Q1 FY2027 (2026-06-30): 1.07%.
RETURN ON ASSETS (ROA)
4.78%
RETURN ON ASSETS (ROA) AVG TTM
4.47%
RETURN ON ASSETS (ROA) AVG 3Y
4.23%
RETURN ON ASSETS (ROA) AVG 5Y
4.71%
RETURN ON ASSETS (ROA) AVG 10Y
4.10%
RETURN ON ASSETS (ROA) AVG 15Y
7.40%
RETURN ON ASSETS (ROA) AVG 20Y
8.52%
CURRENT VS TTM AVG
+6.94%
CURRENT VS 3Y AVG
+12.94%
CURRENT VS 5Y AVG
+1.52%
CURRENT VS 10Y AVG
+16.46%
CURRENT VS 15Y AVG
-35.38%
CURRENT VS 20Y AVG
-43.89%
SECTOR MEDIAN · FINANCIAL SERVICES
1.21%
median of 562 covered companies
CURRENT VS SECTOR MEDIAN
+293.42%
vs the sector median at left
Capital Southwest Corporation
Market Cap
$1.47B
Return on Assets (ROA)
4.78%
TTM Avg
4.47%
3Y Avg
4.23%
5Y Avg
4.71%
Market Cap
$1.45B
Return on Assets (ROA)
1.54%
TTM Avg
1.44%
3Y Avg
1.48%
5Y Avg
1.47%
Market Cap
$1.43B
Return on Assets (ROA)
1.21%
TTM Avg
1.23%
3Y Avg
1.15%
5Y Avg
1.02%
Market Cap
$1.42B
Return on Assets (ROA)
2.06%
TTM Avg
2.50%
3Y Avg
3.62%
5Y Avg
5.24%
Market Cap
$1.54B
Return on Assets (ROA)
1.11%
TTM Avg
0.66%
3Y Avg
0.88%
5Y Avg
1.01%
Market Cap
$1.40B
Return on Assets (ROA)
0.88%
TTM Avg
0.97%
3Y Avg
0.95%
5Y Avg
0.93%
Market Cap
$1.39B
Return on Assets (ROA)
1.55%
TTM Avg
1.41%
3Y Avg
1.42%
5Y Avg
1.41%
Market Cap
$1.56B
Return on Assets (ROA)
3.44%
TTM Avg
-1.46%
3Y Avg
-0.67%
5Y Avg
-1.42%
Market Cap
$1.56B
Return on Assets (ROA)
2.40%
TTM Avg
2.51%
3Y Avg
2.29%
5Y Avg
2.17%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Capital Southwest Corporation (CSWC) | $1.47B | 4.78% | 4.47% | 4.23% | 4.71% |
| Lakeland Financial Corporation (LKFN)vs › | $1.45B | 1.54% | 1.44% | 1.48% | 1.47% |
| Amalgamated Financial Corp. (AMAL)vs › | $1.43B | 1.21% | 1.23% | 1.15% | 1.02% |
| Atlanticus Holdings Corporation (ATLC)vs › | $1.42B | 2.06% | 2.50% | 3.62% | 5.24% |
| ConnectOne Bancorp, Inc. (CNOB)vs › | $1.54B | 1.11% | 0.66% | 0.88% | 1.01% |
| Burke & Herbert Financial Services Corp. (BHRB)vs › | $1.40B | 0.88% | 0.97% | 0.95% | 0.93% |
| Community Trust Bancorp, Inc. (CTBI)vs › | $1.39B | 1.55% | 1.41% | 1.42% | 1.41% |
| Perella Weinberg Partners (PWP)vs › | $1.56B | 3.44% | -1.46% | -0.67% | -1.42% |
| Pathward Financial, Inc. (CASH)vs › | $1.56B | 2.40% | 2.51% | 2.29% | 2.17% |
| Nuveen California Quality Municipal Income Fund (NAC)vs › | $1.57B | -4.16% | -0.69% | -1.80% | -1.44% |
ROA
4.8%
ROE
10.5%
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) |
|---|---|
| 2026-03-31 | 5.19% |
| 2025-03-31 | 3.75% |
| 2024-03-31 | 5.36% |
| 2023-03-31 | 2.63% |
| 2022-03-31 | 4.40% |
| 2021-03-31 | 6.92% |
| 2020-03-31 | -3.82% |
| 2019-03-31 | 5.99% |
| 2018-03-31 | 9.42% |
| 2017-03-31 | 7.21% |
| 2016-03-31 | -1.90% |
| 2015-03-31 | 6.88% |
| 2014-03-31 | 14.38% |
| 2013-03-31 | 16.15% |
| 2012-03-31 | 14.69% |
| 2011-03-31 | 9.88% |
| 2010-03-31 | 14.97% |
| 2009-03-31 | -33.12% |
| 2008-03-31 | -23.69% |
| 2007-03-31 | 22.88% |
| 2006-03-31 | 16.89% |
| 2005-03-31 | 3.27% |
| 2004-03-31 | 20.16% |
| 2003-03-31 | -13.98% |
| 2002-03-31 | 7.19% |
| 2001-03-31 | -2.47% |
| 2000-03-31 | -4.35% |
| 1999-03-31 | -10.66% |
| 1998-03-31 | 15.05% |
| 1997-03-31 | 10.36% |
