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 13.50% is in line with its 5-year average of 14.12%, around the middle of its 5-year range (9.89%–17.98%).
0.44% below its 12-month average of 13.56%.
Reported quarterly return on assets; no daily interpolation. Q3 FY2026 (2026-05-31): 3.02%.
RETURN ON ASSETS (ROA)
13.50%
RETURN ON ASSETS (ROA) AVG TTM
13.56%
RETURN ON ASSETS (ROA) AVG 3Y
12.21%
RETURN ON ASSETS (ROA) AVG 5Y
14.12%
RETURN ON ASSETS (ROA) AVG 10Y
19.12%
RETURN ON ASSETS (ROA) AVG 15Y
21.73%
RETURN ON ASSETS (ROA) AVG 20Y
21.50%
CURRENT VS TTM AVG
-0.44%
CURRENT VS 3Y AVG
+10.61%
CURRENT VS 5Y AVG
-4.37%
CURRENT VS 10Y AVG
-29.41%
CURRENT VS 15Y AVG
-37.86%
CURRENT VS 20Y AVG
-37.21%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 103 covered companies
CURRENT VS SECTOR MEDIAN
+448.78%
vs the sector median at left
FactSet Research Systems Inc.
Market Cap
$10.09B
Return on Assets (ROA)
13.50%
TTM Avg
13.56%
3Y Avg
12.21%
5Y Avg
14.12%
Market Cap
$11.04B
Return on Assets (ROA)
16.22%
TTM Avg
18.73%
3Y Avg
17.20%
5Y Avg
15.99%
Market Cap
$11.12B
Return on Assets (ROA)
-6.01%
TTM Avg
6.82%
3Y Avg
-0.14%
5Y Avg
-8.29%
Market Cap
$8.43B
Return on Assets (ROA)
-24.22%
TTM Avg
-9.64%
3Y Avg
-16.82%
5Y Avg
-17.48%
Market Cap
$11.82B
Return on Assets (ROA)
2.88%
TTM Avg
3.06%
3Y Avg
3.33%
5Y Avg
3.73%
Market Cap
$8.13B
Return on Assets (ROA)
8.85%
TTM Avg
8.41%
3Y Avg
7.70%
5Y Avg
7.34%
Market Cap
$13.47B
Return on Assets (ROA)
3.84%
TTM Avg
3.73%
3Y Avg
3.59%
5Y Avg
3.39%
Market Cap
$13.53B
Return on Assets (ROA)
-0.23%
TTM Avg
0.92%
3Y Avg
1.15%
5Y Avg
1.95%
Market Cap
$6.65B
Return on Assets (ROA)
4.84%
TTM Avg
6.27%
3Y Avg
5.16%
5Y Avg
3.84%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| FactSet Research Systems Inc. (FDS) | $10.09B | 13.50% | 13.56% | 12.21% | 14.12% |
| Erie Indemnity Company (ERIE)vs › | $11.04B | 16.22% | 18.73% | 17.20% | 15.99% |
| Hut 8 Corp. (HUT)vs › | $11.12B | -6.01% | 6.82% | -0.14% | -8.29% |
| TeraWulf Inc. (WULF)vs › | $8.43B | -24.22% | -9.64% | -16.82% | -17.48% |
| American Financial Group, Inc. (AFG)vs › | $11.82B | 2.88% | 3.06% | 3.33% | 3.73% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $8.13B | 8.85% | 8.41% | 7.70% | 7.34% |
| Globe Life Inc. (GL)vs › | $13.47B | 3.84% | 3.73% | 3.59% | 3.39% |
| Invesco Ltd. (IVZ)vs › | $13.53B | -0.23% | 0.92% | 1.15% | 1.95% |
| PIMCO Dynamic Income Fund (PDI)vs › | $6.65B | 4.84% | 6.27% | 5.16% | 3.84% |
| TransUnion (TRU)vs › | $13.88B | 6.96% | 3.34% | 1.78% | 3.80% |
ROA
13.5%
ROE
27.9%
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) |
|---|---|
| 2025-08-31 | 13.87% |
| 2024-08-31 | 13.25% |
| 2023-08-31 | 11.81% |
| 2022-08-31 | 9.89% |
| 2021-08-31 | 17.98% |
| 2020-08-31 | 17.90% |
| 2019-08-31 | 22.61% |
| 2018-08-31 | 18.82% |
| 2017-08-31 | 18.27% |
| 2016-08-31 | 33.24% |
| 2015-08-31 | 32.72% |
| 2014-08-31 | 31.90% |
| 2013-08-31 | 28.78% |
| 2012-08-31 | 27.20% |
| 2011-08-31 | 26.02% |
| 2010-08-31 | 23.35% |
| 2009-08-31 | 22.89% |
| 2008-08-31 | 21.29% |
| 2007-08-31 | 20.92% |
| 2006-08-31 | 18.13% |
| 2005-08-31 | 20.65% |
| 2004-08-31 | 25.23% |
| 2003-08-31 | 20.08% |
| 2002-08-31 | 18.90% |
| 2001-08-31 | 19.36% |
| 2000-08-31 | 18.65% |
| 1999-08-31 | 18.33% |
| 1998-08-31 | 18.13% |
| 1997-08-31 | 17.52% |
| 1996-08-31 | 17.81% |
