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 5.15% is 23% below its 5-year average of 6.65%, near the low end of its 5-year range (3.57%–12.94%).
17.67% below its 12-month average of 6.26%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 1.33%.
RETURN ON ASSETS (ROA)
5.15%
RETURN ON ASSETS (ROA) AVG TTM
6.26%
RETURN ON ASSETS (ROA) AVG 3Y
5.85%
RETURN ON ASSETS (ROA) AVG 5Y
6.65%
RETURN ON ASSETS (ROA) AVG 10Y
6.58%
RETURN ON ASSETS (ROA) AVG 15Y
5.78%
RETURN ON ASSETS (ROA) AVG 20Y
N/A
CURRENT VS TTM AVG
-17.67%
CURRENT VS 3Y AVG
-12.00%
CURRENT VS 5Y AVG
-22.60%
CURRENT VS 10Y AVG
-21.78%
CURRENT VS 15Y AVG
-10.97%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
1.23%
median of 710 covered companies
CURRENT VS SECTOR MEDIAN
+317.00%
vs the sector median at left
Fidus Investment Corporation
Market Cap
$718.75M
Return on Assets (ROA)
5.15%
TTM Avg
6.26%
3Y Avg
5.85%
5Y Avg
6.65%
Market Cap
$724.76M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$727.94M
Return on Assets (ROA)
-2.00%
TTM Avg
2.03%
3Y Avg
2.64%
5Y Avg
3.10%
Market Cap
$727.64M
Return on Assets (ROA)
0.85%
TTM Avg
0.20%
3Y Avg
0.54%
5Y Avg
0.78%
Market Cap
$730.76M
Return on Assets (ROA)
1.51%
TTM Avg
3.56%
3Y Avg
4.02%
5Y Avg
4.05%
Market Cap
$732.40M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$701.40M
Return on Assets (ROA)
-1.04%
TTM Avg
2.50%
3Y Avg
2.74%
5Y Avg
3.09%
Market Cap
$698.25M
Return on Assets (ROA)
0.64%
TTM Avg
-0.70%
3Y Avg
0.17%
5Y Avg
0.35%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Fidus Investment Corporation (FDUS) | $718.75M | 5.15% | 6.26% | 5.85% | 6.65% |
| VersaBank (VBNK)vs › | $716.29M | 0.50% | 0.66% | 0.75% | 0.82% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $724.76M | N/A | N/A | N/A | N/A |
| New Mountain Finance Corporation 8.250% Notes due 2028 (NMFCZ)vs › | $727.94M | -2.00% | 2.03% | 2.64% | 3.10% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $727.64M | 0.85% | 0.20% | 0.54% | 0.78% |
| Carlyle Secured Lending, Inc. (CGBD)vs › | $730.76M | 1.51% | 3.56% | 4.02% | 4.05% |
| OFS Credit Company, Inc. (OCCIM)vs › | $732.40M | N/A | N/A | N/A | N/A |
| MidCap Financial Investment Corporation (MFIC)vs › | $701.40M | -1.04% | 2.50% | 2.74% | 3.09% |
| Midland States Bancorp, Inc. (MSBIP)vs › | $698.25M | 0.64% | -0.70% | 0.17% | 0.35% |
| Independent Bank Corporation (IBCP)vs › | $738.32M | 1.27% | 1.25% | 1.22% | 1.26% |
ROA
5.2%
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) |
|---|---|
| 2025-12-31 | 5.78% |
| 2024-12-31 | 6.73% |
| 2023-12-31 | 7.07% |
| 2022-12-31 | 3.83% |
| 2021-12-31 | 12.94% |
| 2020-12-31 | 3.57% |
| 2019-12-31 | 6.14% |
| 2018-12-31 | 7.13% |
| 2017-12-31 | 6.80% |
| 2016-12-31 | 7.08% |
| 2015-12-31 | 5.35% |
| 2014-12-31 | 4.47% |
| 2013-12-31 | 7.41% |
| 2012-12-31 | 5.81% |
| 2011-12-31 | 6.19% |
| 2010-12-31 | 3.41% |
| 2009-12-31 | -1.23% |
