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 655 covered companies
CURRENT VS SECTOR MEDIAN
+67.48%
vs the sector median at left
NewtekOne, Inc. 8.50% Fixed Rate Senior Notes due 2029
Market Cap
$418.69M
Return on Assets (ROA)
2.06%
TTM Avg
2.33%
3Y Avg
2.80%
5Y Avg
3.86%
Market Cap
$418.54M
Return on Assets (ROA)
2.06%
TTM Avg
2.33%
3Y Avg
2.80%
5Y Avg
3.86%
Market Cap
$420.04M
Return on Assets (ROA)
3.46%
TTM Avg
1.70%
3Y Avg
1.70%
5Y Avg
1.70%
Market Cap
$416.08M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$427.10M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$409.90M
Return on Assets (ROA)
-77.73%
TTM Avg
-51.66%
3Y Avg
-76.82%
5Y Avg
-61.41%
Market Cap
$428.68M
Return on Assets (ROA)
5.18%
TTM Avg
9.03%
3Y Avg
6.75%
5Y Avg
6.91%
Market Cap
$432.11M
Return on Assets (ROA)
-10.21%
TTM Avg
-9.18%
3Y Avg
-9.46%
5Y Avg
-6.71%
Market Cap
$431.37M
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 |
|---|---|---|---|---|---|
| NewtekOne, Inc. 8.50% Fixed Rate Senior Notes due 2029 (NEWTG) | $418.69M | 2.06% | 2.33% | 2.80% | 3.86% |
| NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B (NEWTP)vs › | $418.54M | 2.06% | 2.33% | 2.80% | 3.86% |
| K&F Growth Acquisition Corp. II Class A Ordinary shares (KFII)vs › | $420.04M | 3.46% | 1.70% | 1.70% | 1.70% |
| General Catalyst Global Resilience Merger Corp. (GCGR)vs › | $416.08M | N/A | N/A | N/A | N/A |
| Churchill Capital Corp. Xiii (XIII)vs › | $427.10M | N/A | N/A | N/A | N/A |
| Eightco Holdings Inc. (ORBS)vs › | $409.90M | -77.73% | -51.66% | -76.82% | -61.41% |
| Gladstone Capital Corporation (GLAD)vs › | $428.68M | 5.18% | 9.03% | 6.75% | 6.91% |
| AlTi Global, Inc. (ALTI)vs › | $432.11M | -10.21% | -9.18% | -9.46% | -6.71% |
| Invesco California Value Municipal Income Trust (VCV)vs › | $431.37M | 1.49% | 1.77% | 0.10% | 0.13% |
| KRAKacquisition Corp Class A Ordinary Shares (KRAQ)vs › | $431.68M | -1.76% | -21.32% | -21.32% | -21.32% |
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% |
