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 4.67% is 37% below its 5-year average of 7.46%, near the low end of its 5-year range (4.67%–10.27%).
As of the fiscal period ended Wednesday, December 31, 2025. 25.99% below its 12-month average of 6.31%.
Annual fiscal-year return on assets; no daily interpolation. Historical series through 2025-12-31.
RETURN ON ASSETS (ROA)
4.67%
RETURN ON ASSETS (ROA) AVG TTM
6.31%
RETURN ON ASSETS (ROA) AVG 3Y
7.95%
RETURN ON ASSETS (ROA) AVG 5Y
7.46%
RETURN ON ASSETS (ROA) AVG 10Y
6.77%
RETURN ON ASSETS (ROA) AVG 15Y
6.11%
RETURN ON ASSETS (ROA) AVG 20Y
4.57%
CURRENT VS TTM AVG
-25.99%
CURRENT VS 3Y AVG
-41.28%
CURRENT VS 5Y AVG
-37.36%
CURRENT VS 10Y AVG
-30.99%
CURRENT VS 15Y AVG
-23.53%
CURRENT VS 20Y AVG
+2.28%
SECTOR MEDIAN · FINANCIAL SERVICES
2.20%
median of 112 covered companies
CURRENT VS SECTOR MEDIAN
+112.76%
vs the sector median at left
LPL Financial Holdings Inc.
Market Cap
$25.31B
Return on Assets (ROA)
4.67%
TTM Avg
6.31%
3Y Avg
7.95%
5Y Avg
7.46%
Market Cap
$25.68B
Return on Assets (ROA)
4.22%
TTM Avg
4.19%
3Y Avg
4.04%
5Y Avg
3.54%
Market Cap
$24.86B
Return on Assets (ROA)
7.72%
TTM Avg
6.06%
3Y Avg
4.03%
5Y Avg
5.00%
Market Cap
$23.97B
Return on Assets (ROA)
0.44%
TTM Avg
0.42%
3Y Avg
0.66%
5Y Avg
0.60%
Market Cap
$26.80B
Return on Assets (ROA)
5.12%
TTM Avg
2.55%
3Y Avg
2.98%
5Y Avg
4.42%
Market Cap
$27.20B
Return on Assets (ROA)
0.91%
TTM Avg
0.75%
3Y Avg
0.78%
5Y Avg
0.82%
Market Cap
$23.35B
Return on Assets (ROA)
2.89%
TTM Avg
2.96%
3Y Avg
2.68%
5Y Avg
2.76%
Market Cap
$23.13B
Return on Assets (ROA)
1.38%
TTM Avg
1.27%
3Y Avg
1.34%
5Y Avg
1.28%
Market Cap
$27.84B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| LPL Financial Holdings Inc. (LPLA) | $25.31B | 4.67% | 6.31% | 7.95% | 7.46% |
| W. R. Berkley Corporation (WRB)vs › | $25.68B | 4.22% | 4.19% | 4.04% | 3.54% |
| Cincinnati Financial Corporation (CINF)vs › | $24.86B | 7.72% | 6.06% | 4.03% | 5.00% |
| Principal Financial Group, Inc. (PFG)vs › | $23.97B | 0.44% | 0.42% | 0.66% | 0.60% |
| Willis Towers Watson Public Limited Company (WTW)vs › | $26.80B | 5.12% | 2.55% | 2.98% | 4.42% |
| Citizens Financial Group, Inc. (CFG)vs › | $27.20B | 0.91% | 0.75% | 0.78% | 0.82% |
| Synchrony Financial (SYF)vs › | $23.35B | 2.89% | 2.96% | 2.68% | 2.76% |
| Regions Financial Corporation (RF)vs › | $23.13B | 1.38% | 1.27% | 1.34% | 1.28% |
| Avantis U.S. Small Cap Value ETF (AVUV)vs › | $27.84B | N/A | N/A | N/A | N/A |
| T. Rowe Price Group, Inc. (TROW)vs › | $22.42B | 14.47% | 14.94% | 14.46% | 17.46% |
ROA
4.7%
ROE
16.1%
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 | 4.67% |
| 2024-12-31 | 7.95% |
| 2023-12-31 | 10.27% |
| 2022-12-31 | 8.92% |
| 2021-12-31 | 5.75% |
| 2020-12-31 | 7.17% |
| 2019-12-31 | 9.52% |
| 2018-12-31 | 8.02% |
| 2017-12-31 | 4.46% |
| 2016-12-31 | 3.97% |
| 2015-12-31 | 3.74% |
| 2014-12-31 | 4.40% |
| 2013-12-31 | 4.50% |
| 2012-12-31 | 3.81% |
| 2011-12-31 | 4.46% |
| 2010-12-31 | -1.56% |
| 2009-12-31 | 1.42% |
| 2008-12-31 | 1.35% |
| 2007-12-31 | 1.86% |
| 2006-12-31 | 1.20% |
| 2005-12-31 | 0.00% |
