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 -1.42% is 162% below its 5-year average of 2.30%, near the low end of its 5-year range (-1.42%–4.96%).
As of the fiscal period ended Wednesday, December 31, 2025.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
-1.42%
RETURN ON ASSETS (ROA) AVG TTM
N/A
RETURN ON ASSETS (ROA) AVG 3Y
0.63%
RETURN ON ASSETS (ROA) AVG 5Y
2.30%
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
N/A
CURRENT VS 3Y AVG
-326.60%
CURRENT VS 5Y AVG
-161.74%
CURRENT VS 10Y AVG
N/A
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
2.80%
median of 95 covered companies
CURRENT VS SECTOR MEDIAN
-150.71%
vs the sector median at left
Lufax Holding Ltd
Market Cap
$612.13M
Return on Assets (ROA)
-1.42%
TTM Avg
N/A
3Y Avg
0.63%
5Y Avg
2.30%
Market Cap
$557.61M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$693.88M
Return on Assets (ROA)
6.82%
TTM Avg
4.90%
3Y Avg
4.13%
5Y Avg
2.17%
Market Cap
$735.74M
Return on Assets (ROA)
0.80%
TTM Avg
0.20%
3Y Avg
0.54%
5Y Avg
0.78%
Market Cap
$323.90M
Return on Assets (ROA)
6.25%
TTM Avg
5.37%
3Y Avg
4.77%
5Y Avg
3.94%
Market Cap
$287.36M
Return on Assets (ROA)
0.90%
TTM Avg
0.77%
3Y Avg
0.88%
5Y Avg
0.84%
Market Cap
$200.55M
Return on Assets (ROA)
23.25%
TTM Avg
9.91%
3Y Avg
3.89%
5Y Avg
4.26%
Market Cap
$182.63M
Return on Assets (ROA)
15.02%
TTM Avg
5.54%
3Y Avg
-10.35%
5Y Avg
-2.23%
Market Cap
$166.21M
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 |
|---|---|---|---|---|---|
| Lufax Holding Ltd (LU) | $612.13M | -1.42% | N/A | 0.63% | 2.30% |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $557.61M | N/A | N/A | N/A | N/A |
| BlackRock Multi-Sector Income Trust (BIT)vs › | $693.88M | 6.82% | 4.90% | 4.13% | 2.17% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $735.74M | 0.80% | 0.20% | 0.54% | 0.78% |
| BlackRock Floating Rate Income Trust (BGT)vs › | $323.90M | 6.25% | 5.37% | 4.77% | 3.94% |
| Isabella Bank Corporation (ISBA)vs › | $287.36M | 0.90% | 0.77% | 0.88% | 0.84% |
| Franklin Universal Trust (FT)vs › | $200.55M | 23.25% | 9.91% | 3.89% | 4.26% |
| The New Germany Fund, Inc. (GF)vs › | $182.63M | 15.02% | 5.54% | -10.35% | -2.23% |
| DeFi Technologies Inc. (DEFT)vs › | $166.21M | 6.14% | 2.31% | -8.19% | -3.31% |
| Blackrock 2037 Municipal Target Term Trust (BMN)vs › | $154.61M | N/A | N/A | N/A | N/A |
ROA
-1.4%
ROE
-3.7%
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 | -0.98% |
| 2023-12-31 | 0.37% |
| 2022-12-31 | 2.49% |
| 2021-12-31 | 4.66% |
| 2020-12-31 | 4.96% |
| 2019-12-31 | 8.92% |
| 2018-12-31 | 11.55% |
| 2017-12-31 | 3.31% |
| 2016-12-31 | 0.00% |
