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 3.46% is 104% above its 1-year average of 1.70%, near the high end of its 1-year range (0.00%–3.46%).
104.13% above its 12-month average of 1.70%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.81%.
RETURN ON ASSETS (ROA)
3.46%
RETURN ON ASSETS (ROA) AVG TTM
1.70%
RETURN ON ASSETS (ROA) AVG 3Y
N/A
RETURN ON ASSETS (ROA) AVG 5Y
N/A
RETURN ON ASSETS (ROA) AVG 10Y
N/A
RETURN ON ASSETS (ROA) AVG 15Y
N/A
RETURN ON ASSETS (ROA) AVG 20Y
N/A
CURRENT VS TTM AVG
+104.13%
CURRENT VS 3Y AVG
N/A
CURRENT VS 5Y AVG
N/A
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
1.23%
median of 710 covered companies
CURRENT VS SECTOR MEDIAN
+180.16%
vs the sector median at left
K&F Growth Acquisition Corp. II Class A Ordinary shares
Market Cap
$420.04M
Return on Assets (ROA)
3.46%
TTM Avg
1.70%
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$420.04M
Return on Assets (ROA)
2.06%
TTM Avg
2.33%
3Y Avg
2.80%
5Y Avg
3.86%
Market Cap
$418.37M
Return on Assets (ROA)
2.06%
TTM Avg
2.33%
3Y Avg
2.80%
5Y Avg
3.86%
Market Cap
$416.08M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$425.88M
Return on Assets (ROA)
5.18%
TTM Avg
9.03%
3Y Avg
6.75%
5Y Avg
6.91%
Market Cap
$427.66M
Return on Assets (ROA)
-10.21%
TTM Avg
-9.18%
3Y Avg
-9.46%
5Y Avg
-6.71%
Market Cap
$411.29M
Return on Assets (ROA)
-77.73%
TTM Avg
-51.66%
3Y Avg
-76.82%
5Y Avg
-61.41%
Market Cap
$429.68M
Return on Assets (ROA)
1.57%
TTM Avg
1.54%
3Y Avg
1.64%
5Y Avg
1.53%
Market Cap
$430.17M
Return on Assets (ROA)
1.49%
TTM Avg
1.77%
3Y Avg
0.10%
5Y Avg
0.13%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| K&F Growth Acquisition Corp. II Class A Ordinary shares (KFII) | $420.04M | 3.46% | 1.70% | N/A | N/A |
| NewtekOne, Inc. 8.50% Fixed Rate Senior Notes due 2029 (NEWTG)vs › | $420.04M | 2.06% | 2.33% | 2.80% | 3.86% |
| NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B (NEWTP)vs › | $418.37M | 2.06% | 2.33% | 2.80% | 3.86% |
| General Catalyst Global Resilience Merger Corp. (GCGR)vs › | $416.08M | N/A | N/A | N/A | N/A |
| Gladstone Capital Corporation (GLAD)vs › | $425.88M | 5.18% | 9.03% | 6.75% | 6.91% |
| AlTi Global, Inc. (ALTI)vs › | $427.66M | -10.21% | -9.18% | -9.46% | -6.71% |
| Eightco Holdings Inc. (ORBS)vs › | $411.29M | -77.73% | -51.66% | -76.82% | -61.41% |
| Plumas Bancorp (PLBC)vs › | $429.68M | 1.57% | 1.54% | 1.64% | 1.53% |
| Invesco California Value Municipal Income Trust (VCV)vs › | $430.17M | 1.49% | 1.77% | 0.10% | 0.13% |
| Churchill Capital Corp. Xiii (XIII)vs › | $430.44M | N/A | N/A | N/A | N/A |
ROA
3.5%
ROE
3.6%
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 | 3.39% |
| 2024-12-31 | 0.00% |
