Basis: Latest reported fiscal year. 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 4.11% is 14% above its 5-year average of 3.61%, near the high end of its 5-year range (1.78%–5.06%).
As of the fiscal period ended Wednesday, December 31, 2025. 48.64% above its 12-month average of 2.77%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
4.11%
RETURN ON ASSETS (ROA) AVG TTM
2.77%
RETURN ON ASSETS (ROA) AVG 3Y
2.91%
RETURN ON ASSETS (ROA) AVG 5Y
3.61%
RETURN ON ASSETS (ROA) AVG 10Y
7.36%
RETURN ON ASSETS (ROA) AVG 15Y
4.29%
RETURN ON ASSETS (ROA) AVG 20Y
4.76%
CURRENT VS TTM AVG
+48.64%
CURRENT VS 3Y AVG
+41.12%
CURRENT VS 5Y AVG
+13.90%
CURRENT VS 10Y AVG
-44.12%
CURRENT VS 15Y AVG
-4.09%
CURRENT VS 20Y AVG
-13.74%
SECTOR MEDIAN · FINANCIAL SERVICES
3.16%
median of 96 covered companies
CURRENT VS SECTOR MEDIAN
+30.06%
vs the sector median at left
Hypoport SE
Market Cap
$630.67M
Return on Assets (ROA)
4.11%
TTM Avg
2.77%
3Y Avg
2.91%
5Y Avg
3.61%
Market Cap
$647.80M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$701.30M
Return on Assets (ROA)
6.82%
TTM Avg
4.90%
3Y Avg
4.13%
5Y Avg
2.17%
Market Cap
$745.75M
Return on Assets (ROA)
0.85%
TTM Avg
0.20%
3Y Avg
0.54%
5Y Avg
0.78%
Market Cap
$324.19M
Return on Assets (ROA)
6.25%
TTM Avg
5.37%
3Y Avg
4.77%
5Y Avg
3.94%
Market Cap
$297.78M
Return on Assets (ROA)
0.90%
TTM Avg
0.77%
3Y Avg
0.88%
5Y Avg
0.84%
Market Cap
$197.16M
Return on Assets (ROA)
23.25%
TTM Avg
9.91%
3Y Avg
3.89%
5Y Avg
4.26%
Market Cap
$187.09M
Return on Assets (ROA)
15.02%
TTM Avg
5.54%
3Y Avg
-10.35%
5Y Avg
-2.23%
Market Cap
$173.82M
Return on Assets (ROA)
6.14%
TTM Avg
2.31%
3Y Avg
-8.19%
5Y Avg
-3.31%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Hypoport SE (HYPOF) | $630.67M | 4.11% | 2.77% | 2.91% | 3.61% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $647.80M | N/A | N/A | N/A | N/A |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $701.30M | 6.82% | 4.90% | 4.13% | 2.17% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $745.75M | 0.85% | 0.20% | 0.54% | 0.78% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $324.19M | 6.25% | 5.37% | 4.77% | 3.94% |
| Isabella Bank Corporation (ISBA)vs › | $297.78M | 0.90% | 0.77% | 0.88% | 0.84% |
| Franklin Universal Trust (FT)vs › | $197.16M | 23.25% | 9.91% | 3.89% | 4.26% |
| The New Germany Fund, Inc. (GF)vs › | $187.09M | 15.02% | 5.54% | -10.35% | -2.23% |
| DeFi Technologies Inc. (DEFT)vs › | $173.82M | 6.14% | 2.31% | -8.19% | -3.31% |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $155.17M | N/A | N/A | N/A | N/A |
ROA
4.1%
ROE
7.5%
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 | 3.75% |
| 2024-12-31 | 1.78% |
| 2023-12-31 | 3.08% |
| 2022-12-31 | 3.04% |
| 2021-12-31 | 5.06% |
| 2020-12-31 | 4.94% |
| 2019-12-31 | 6.23% |
| 2018-12-31 | 7.35% |
| 2017-12-31 | 13.07% |
| 2016-12-31 | 16.09% |
| 2015-12-31 | 16.52% |
| 2014-12-31 | 7.36% |
| 2013-12-31 | 4.28% |
| 2012-12-31 | -1.17% |
| 2011-12-31 | 5.15% |
| 2010-12-31 | 4.86% |
| 2009-12-31 | -0.63% |
| 2008-12-31 | -0.45% |
| 2007-12-31 | 8.83% |
| 2006-12-31 | 9.23% |
