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 0.46% is 22% above its 5-year average of 0.38%, near the high end of its 5-year range (0.20%–0.50%).
As of the fiscal period ended Wednesday, December 31, 2025. 6.12% below its 12-month average of 0.49%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
0.46%
RETURN ON ASSETS (ROA) AVG TTM
0.49%
RETURN ON ASSETS (ROA) AVG 3Y
0.45%
RETURN ON ASSETS (ROA) AVG 5Y
0.38%
RETURN ON ASSETS (ROA) AVG 10Y
0.28%
RETURN ON ASSETS (ROA) AVG 15Y
0.30%
RETURN ON ASSETS (ROA) AVG 20Y
0.93%
CURRENT VS TTM AVG
-6.12%
CURRENT VS 3Y AVG
+3.37%
CURRENT VS 5Y AVG
+22.12%
CURRENT VS 10Y AVG
+61.66%
CURRENT VS 15Y AVG
+55.41%
CURRENT VS 20Y AVG
-50.46%
SECTOR MEDIAN · FINANCIAL SERVICES
3.08%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-85.06%
vs the sector median at left
Interactive Brokers Group, Inc.
Market Cap
$153.35B
Return on Assets (ROA)
0.46%
TTM Avg
0.49%
3Y Avg
0.45%
5Y Avg
0.38%
Market Cap
$164.31B
Return on Assets (ROA)
7.05%
TTM Avg
6.36%
3Y Avg
5.07%
5Y Avg
6.41%
Market Cap
$167.54B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$136.01B
Return on Assets (ROA)
3.99%
TTM Avg
3.77%
3Y Avg
3.53%
5Y Avg
3.37%
Market Cap
$135.97B
Return on Assets (ROA)
1.56%
TTM Avg
0.67%
3Y Avg
1.00%
5Y Avg
1.25%
Market Cap
$175.70B
Return on Assets (ROA)
3.86%
TTM Avg
3.93%
3Y Avg
4.18%
5Y Avg
3.90%
Market Cap
$123.70B
Return on Assets (ROA)
9.39%
TTM Avg
8.61%
3Y Avg
5.64%
5Y Avg
6.03%
Market Cap
$120.88B
Return on Assets (ROA)
7.82%
TTM Avg
6.86%
3Y Avg
5.83%
5Y Avg
10.35%
Market Cap
$187.86B
Return on Assets (ROA)
1.95%
TTM Avg
1.52%
3Y Avg
1.34%
5Y Avg
1.14%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Interactive Brokers Group, Inc. (IBKR) | $153.35B | 0.46% | 0.49% | 0.45% | 0.38% |
| Blackstone Inc. (BX)vs › | $164.31B | 7.05% | 6.36% | 5.07% | 6.41% |
| Vanguard FTSE Emerging Markets ETF (VWO)vs › | $167.54B | N/A | N/A | N/A | N/A |
| Chubb Limited (CB)vs › | $136.01B | 3.99% | 3.77% | 3.53% | 3.37% |
| Capital One Financial Corporation (COF)vs › | $135.97B | 1.56% | 0.67% | 1.00% | 1.25% |
| BlackRock, Inc. (BLK)vs › | $175.70B | 3.86% | 3.93% | 4.18% | 3.90% |
| The Progressive Corporation (PGR)vs › | $123.70B | 9.39% | 8.61% | 5.64% | 6.03% |
| S&P Global Inc. (SPGI)vs › | $120.88B | 7.82% | 6.86% | 5.83% | 10.35% |
| The Charles Schwab Corporation (SCHW)vs › | $187.86B | 1.95% | 1.52% | 1.34% | 1.14% |
| Bank of New York Mellon Corp (BNY)vs › | $108.96B | 74105.88% | 1.13% | 0.93% | 0.89% |
ROA
0.5%
ROE
19.1%
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 | 0.48% |
| 2024-12-31 | 0.50% |
| 2023-12-31 | 0.47% |
| 2022-12-31 | 0.33% |
| 2021-12-31 | 0.28% |
| 2020-12-31 | 0.20% |
| 2019-12-31 | 0.22% |
| 2018-12-31 | 0.28% |
| 2017-12-31 | 0.12% |
| 2016-12-31 | 0.15% |
| 2015-12-31 | 0.10% |
| 2014-12-31 | 0.10% |
| 2013-12-31 | 0.10% |
| 2012-12-31 | 0.13% |
| 2011-12-31 | 2.27% |
| 2010-12-31 | 0.98% |
| 2009-12-31 | 1.84% |
| 2008-12-31 | 3.95% |
| 2007-12-31 | 2.51% |
| 2006-12-31 | 2.29% |
| 2005-12-31 | 2.20% |
| 2004-12-31 | 0.00% |
