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 3.70% is 51% below its 5-year average of 7.48%, near the low end of its 5-year range (3.70%–9.90%).
As of the fiscal period ended Tuesday, June 30, 2026. 12.63% below its 12-month average of 4.23%.
Reported quarterly return on assets; no daily interpolation. Q4 FY2026 (2026-06-30): -0.55%.
RETURN ON ASSETS (ROA)
3.70%
RETURN ON ASSETS (ROA) AVG TTM
4.23%
RETURN ON ASSETS (ROA) AVG 3Y
6.72%
RETURN ON ASSETS (ROA) AVG 5Y
7.48%
RETURN ON ASSETS (ROA) AVG 10Y
7.86%
RETURN ON ASSETS (ROA) AVG 15Y
9.26%
RETURN ON ASSETS (ROA) AVG 20Y
9.18%
CURRENT VS TTM AVG
-12.63%
CURRENT VS 3Y AVG
-44.94%
CURRENT VS 5Y AVG
-50.55%
CURRENT VS 10Y AVG
-52.95%
CURRENT VS 15Y AVG
-60.04%
CURRENT VS 20Y AVG
-59.71%
SECTOR MEDIAN · CONSUMER DEFENSIVE
4.93%
median of 55 covered companies
CURRENT VS SECTOR MEDIAN
-24.95%
vs the sector median at left
Market Cap
$44.79B
Return on Assets (ROA)
6.50%
TTM Avg
5.53%
3Y Avg
5.48%
5Y Avg
4.65%
Market Cap
$41.44B
Return on Assets (ROA)
1.63%
TTM Avg
3.23%
3Y Avg
3.35%
5Y Avg
3.38%
Market Cap
$38.80B
Return on Assets (ROA)
3.31%
TTM Avg
2.72%
3Y Avg
4.77%
5Y Avg
4.58%
Market Cap
$37.05B
Return on Assets (ROA)
6.19%
TTM Avg
6.51%
3Y Avg
7.16%
5Y Avg
6.20%
Market Cap
$36.16B
Return on Assets (ROA)
2.19%
TTM Avg
3.54%
3Y Avg
3.79%
5Y Avg
3.85%
Market Cap
$33.43B
Return on Assets (ROA)
0.92%
TTM Avg
-2.39%
3Y Avg
0.33%
5Y Avg
4.30%
Market Cap
$32.52B
Return on Assets (ROA)
10.66%
TTM Avg
11.79%
3Y Avg
13.56%
5Y Avg
13.74%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Diageo plc (DEO) | $47.16B | 3.70% | 4.23% | 6.72% | 7.48% |
| Coca-Cola Europacific Partners PLC (CCEP)vs › | $44.79B | 6.50% | 5.53% | 5.48% | 4.65% |
| Keurig Dr Pepper Inc. (KDP)vs › | $41.44B | 1.63% | 3.23% | 3.35% | 3.38% |
| Archer-Daniels-Midland Company (ADM)vs › | $38.80B | 3.31% | 2.72% | 4.77% | 4.58% |
| Sysco Corporation (SYY)vs › | $37.05B | 6.19% | 6.51% | 7.16% | 6.20% |
| The Kroger Co. (KR)vs › | $36.16B | 2.19% | 3.54% | 3.79% | 3.85% |
| The Estée Lauder Companies Inc. (EL)vs › | $33.43B | 0.92% | -2.39% | 0.33% | 4.30% |
| Kenvue Inc. (KVUE)vs › | $33.08B | 6.20% | 4.72% | 5.74% | 4.57% |
| The Hershey Company (HSY)vs › | $32.52B | 10.66% | 11.79% | 13.56% | 13.74% |
| Kimberly-Clark Corporation (KMB)vs › | $31.34B | 10.54% | 13.55% | 12.01% | 11.94% |
ROA
3.7%
ROE
15.9%
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) |
|---|---|
| 2026-06-30 | 3.70% |
| 2025-06-30 | 4.77% |
| 2024-06-30 | 8.51% |
| 2023-06-30 | 9.90% |
| 2022-06-30 | 9.69% |
| 2021-06-30 | 8.32% |
| 2020-06-30 | 4.23% |
| 2019-06-30 | 10.10% |
| 2018-06-30 | 10.17% |
| 2017-06-30 | 9.23% |
| 2016-06-30 | 7.88% |
| 2015-06-30 | 9.23% |
| 2014-06-30 | 9.79% |
| 2013-06-30 | 14.86% |
| 2012-06-30 | 8.69% |
| 2011-06-30 | 9.61% |
| 2010-06-30 | 8.37% |
| 2009-06-30 | 8.78% |
| 2008-06-30 | 9.49% |
| 2007-06-30 | 21.42% |
| 2006-06-30 | 13.70% |
| 2005-06-30 | 9.65% |
| 2004-06-30 | 17.96% |
| 2003-06-30 | 0.56% |
| 2002-06-30 | 13.39% |
| 2001-06-30 | 9.82% |
| 2000-06-30 | 9.16% |
| 1999-06-30 | 9.14% |
| 1998-06-30 | 1.55% |
| 1997-06-30 | 6.75% |