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 3.08% is 10% above its 5-year average of 2.79%, around the middle of its 5-year range (1.49%–5.10%).
23.45% above its 12-month average of 2.50%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.90%.
RETURN ON ASSETS (ROA)
3.08%
RETURN ON ASSETS (ROA) AVG TTM
2.50%
RETURN ON ASSETS (ROA) AVG 3Y
2.89%
RETURN ON ASSETS (ROA) AVG 5Y
2.79%
RETURN ON ASSETS (ROA) AVG 10Y
2.92%
RETURN ON ASSETS (ROA) AVG 15Y
3.21%
RETURN ON ASSETS (ROA) AVG 20Y
3.04%
CURRENT VS TTM AVG
+23.45%
CURRENT VS 3Y AVG
+6.39%
CURRENT VS 5Y AVG
+10.26%
CURRENT VS 10Y AVG
+5.58%
CURRENT VS 15Y AVG
-3.92%
CURRENT VS 20Y AVG
+1.22%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 103 covered companies
CURRENT VS SECTOR MEDIAN
+25.20%
vs the sector median at left
Everest Group, Ltd.
Market Cap
$14.60B
Return on Assets (ROA)
3.08%
TTM Avg
2.50%
3Y Avg
2.89%
5Y Avg
2.79%
Market Cap
$15.67B
Return on Assets (ROA)
-75.28%
TTM Avg
-20.62%
3Y Avg
-24.11%
5Y Avg
-100.78%
Market Cap
$13.14B
Return on Assets (ROA)
2.95%
TTM Avg
2.29%
3Y Avg
1.83%
5Y Avg
2.05%
Market Cap
$12.92B
Return on Assets (ROA)
3.84%
TTM Avg
3.73%
3Y Avg
3.59%
5Y Avg
3.39%
Market Cap
$16.91B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$17.04B
Return on Assets (ROA)
2.46%
TTM Avg
1.52%
3Y Avg
2.64%
5Y Avg
3.64%
Market Cap
$11.45B
Return on Assets (ROA)
2.88%
TTM Avg
3.06%
3Y Avg
3.33%
5Y Avg
3.73%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Everest Group, Ltd. (EG) | $14.60B | 3.08% | 2.50% | 2.89% | 2.79% |
| Bitmine Immersion Technologies, Inc. (BMNR)vs › | $15.67B | -75.28% | -20.62% | -24.11% | -100.78% |
| Invesco Ltd. (IVZ)vs › | $13.54B | -0.23% | 0.92% | 1.15% | 1.95% |
| TransUnion (TRU)vs › | $13.20B | 6.96% | 3.34% | 1.78% | 3.80% |
| Assurant, Inc. (AIZ)vs › | $13.14B | 2.95% | 2.29% | 1.83% | 2.05% |
| Globe Life Inc. (GL)vs › | $12.92B | 3.84% | 3.73% | 3.59% | 3.39% |
| WisdomTree U.S. Quality Dividend Growth Fund (DGRW)vs › | $16.91B | N/A | N/A | N/A | N/A |
| Franklin Resources, Inc. (BEN)vs › | $17.04B | 2.46% | 1.52% | 2.64% | 3.64% |
| American Financial Group, Inc. (AFG)vs › | $11.45B | 2.88% | 3.06% | 3.33% | 3.73% |
| Hut 8 Corp. (HUT)vs › | $11.08B | -6.01% | 6.82% | -0.14% | -8.29% |
ROA
3.1%
ROE
12.4%
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 | 2.55% |
| 2024-12-31 | 2.44% |
| 2023-12-31 | 5.10% |
| 2022-12-31 | 1.49% |
| 2021-12-31 | 3.61% |
| 2020-12-31 | 1.57% |
| 2019-12-31 | 3.69% |
| 2018-12-31 | 0.36% |
| 2017-12-31 | 2.05% |
| 2016-12-31 | 4.67% |
| 2015-12-31 | 4.56% |
| 2014-12-31 | 5.76% |
| 2013-12-31 | 6.36% |
| 2012-12-31 | 4.19% |
| 2011-12-31 | -0.43% |
| 2010-12-31 | 3.32% |
| 2009-12-31 | 4.48% |
| 2008-12-31 | -0.11% |
| 2007-12-31 | 4.66% |
| 2006-12-31 | 4.91% |
| 2005-12-31 | -1.33% |
| 2004-12-31 | 3.28% |
| 2003-12-31 | 3.36% |
| 2002-12-31 | 2.34% |
| 2001-12-31 | 1.27% |
| 2000-12-31 | 2.66% |
| 1999-12-31 | 2.77% |
| 1998-12-31 | 2.75% |
| 1997-12-31 | 2.80% |
| 1996-12-31 | 2.22% |
