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 2.06% is 47% below its 5-year average of 3.86%, near the low end of its 5-year range (2.06%–7.96%).
11.78% below its 12-month average of 2.33%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.46%.
RETURN ON ASSETS (ROA)
2.06%
RETURN ON ASSETS (ROA) AVG TTM
2.33%
RETURN ON ASSETS (ROA) AVG 3Y
2.80%
RETURN ON ASSETS (ROA) AVG 5Y
3.86%
RETURN ON ASSETS (ROA) AVG 10Y
5.29%
RETURN ON ASSETS (ROA) AVG 15Y
4.40%
RETURN ON ASSETS (ROA) AVG 20Y
3.80%
CURRENT VS TTM AVG
-11.78%
CURRENT VS 3Y AVG
-26.49%
CURRENT VS 5Y AVG
-46.66%
CURRENT VS 10Y AVG
-61.09%
CURRENT VS 15Y AVG
-53.23%
CURRENT VS 20Y AVG
-45.78%
SECTOR MEDIAN · FINANCIAL SERVICES
1.23%
median of 710 covered companies
CURRENT VS SECTOR MEDIAN
+66.80%
vs the sector median at left
NewtekOne, Inc.
Market Cap
$321.97M
Return on Assets (ROA)
2.06%
TTM Avg
2.33%
3Y Avg
2.80%
5Y Avg
3.86%
Market Cap
$321.57M
Return on Assets (ROA)
2.96%
TTM Avg
2.77%
3Y Avg
2.77%
5Y Avg
2.77%
Market Cap
$323.18M
Return on Assets (ROA)
2.62%
TTM Avg
2.29%
3Y Avg
2.29%
5Y Avg
2.29%
Market Cap
$320.66M
Return on Assets (ROA)
0.73%
TTM Avg
3.04%
3Y Avg
3.04%
5Y Avg
1.98%
Market Cap
$323.84M
Return on Assets (ROA)
-0.08%
TTM Avg
0.00%
3Y Avg
0.00%
5Y Avg
0.00%
Market Cap
$320.74M
Return on Assets (ROA)
1.03%
TTM Avg
0.92%
3Y Avg
0.96%
5Y Avg
0.93%
Market Cap
$324.72M
Return on Assets (ROA)
1.02%
TTM Avg
0.84%
3Y Avg
0.82%
5Y Avg
0.90%
Market Cap
$324.91M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$325.01M
Return on Assets (ROA)
3.08%
TTM Avg
2.03%
3Y Avg
2.03%
5Y Avg
2.03%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| NewtekOne, Inc. (NEWT) | $321.97M | 2.06% | 2.33% | 2.80% | 3.86% |
| Launch One Acquisition Corp. (LPAA)vs › | $321.57M | 2.96% | 2.77% | 2.77% | 2.77% |
| Aldel Financial II Inc. (ALDF)vs › | $323.18M | 2.62% | 2.29% | 2.29% | 2.29% |
| Lionheart Holdings (CUB)vs › | $320.66M | 0.73% | 3.04% | 3.04% | 1.98% |
| Evolution Global Acquisition Corp Class A Ordinary Shares (EVOX)vs › | $323.84M | -0.08% | 0.00% | 0.00% | 0.00% |
| Fidelity D & D Bancorp, Inc. (FDBC)vs › | $320.74M | 1.03% | 0.92% | 0.96% | 0.93% |
| John Marshall Bancorp, Inc. (JMSB)vs › | $324.72M | 1.02% | 0.84% | 0.82% | 0.90% |
| B&R Technology Merger Corp. Class A (BRTM)vs › | $324.91M | N/A | N/A | N/A | N/A |
| Renatus Tactical Acquisition Corp I Class A Ordinary Shares (RTAC)vs › | $325.01M | 3.08% | 2.03% | 2.03% | 2.03% |
| New Providence Acquisition Corp. III (NPAC)vs › | $325.24M | 2.94% | -142.00% | -142.00% | -142.00% |
ROA
2.1%
ROE
15.8%
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 | 2.20% |
| 2024-12-31 | 2.47% |
| 2023-12-31 | 3.31% |
| 2022-12-31 | 3.23% |
| 2021-12-31 | 7.96% |
| 2020-12-31 | 4.00% |
| 2019-12-31 | 5.16% |
| 2018-12-31 | 5.46% |
| 2017-12-31 | 7.50% |
| 2016-12-31 | 6.80% |
| 2015-12-31 | 10.14% |
| 2014-12-31 | 1.32% |
| 2013-12-31 | 3.79% |
| 2012-12-31 | 3.69% |
| 2011-12-31 | 2.57% |
| 2010-12-31 | 0.87% |
| 2009-12-31 | -0.32% |
| 2008-12-31 | -6.17% |
| 2007-12-31 | -5.15% |
| 2006-12-31 | -0.88% |
| 2005-12-31 | 2.92% |
| 2004-12-31 | 4.65% |
| 2003-12-31 | 4.98% |
| 2002-12-31 | 4.83% |
| 2001-12-31 | 1.12% |
| 2000-12-31 | -4.10% |
| 1999-12-31 | 9.93% |
