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 9.35% is in line with its 5-year average of 8.65%, near the high end of its 5-year range (7.66%–9.67%).
8.09% above its 12-month average of 8.65%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
9.35%
RETURN ON ASSETS (ROA) AVG TTM
8.65%
RETURN ON ASSETS (ROA) AVG 3Y
9.00%
RETURN ON ASSETS (ROA) AVG 5Y
8.65%
RETURN ON ASSETS (ROA) AVG 10Y
9.08%
RETURN ON ASSETS (ROA) AVG 15Y
8.71%
RETURN ON ASSETS (ROA) AVG 20Y
10.55%
CURRENT VS TTM AVG
+8.09%
CURRENT VS 3Y AVG
+3.89%
CURRENT VS 5Y AVG
+8.07%
CURRENT VS 10Y AVG
+2.98%
CURRENT VS 15Y AVG
+7.30%
CURRENT VS 20Y AVG
-11.33%
SECTOR MEDIAN · CONSUMER DEFENSIVE
6.20%
median of 52 covered companies
CURRENT VS SECTOR MEDIAN
+50.93%
vs the sector median at left
PepsiCo, Inc.
Market Cap
$189.12B
Return on Assets (ROA)
9.35%
TTM Avg
8.65%
3Y Avg
9.00%
5Y Avg
8.65%
Market Cap
$157.02B
Return on Assets (ROA)
3.12%
TTM Avg
2.98%
3Y Avg
2.80%
5Y Avg
2.33%
Market Cap
$254.29B
Return on Assets (ROA)
6.78%
TTM Avg
7.30%
3Y Avg
7.58%
5Y Avg
8.72%
Market Cap
$118.95B
Return on Assets (ROA)
3.10%
TTM Avg
4.84%
3Y Avg
0.48%
5Y Avg
1.92%
Market Cap
$113.83B
Return on Assets (ROA)
23.89%
TTM Avg
25.93%
3Y Avg
22.14%
5Y Avg
17.37%
Market Cap
$287.92B
Return on Assets (ROA)
15.93%
TTM Avg
13.89%
3Y Avg
13.60%
5Y Avg
15.74%
Market Cap
$84.40B
Return on Assets (ROA)
18.69%
TTM Avg
19.31%
3Y Avg
17.46%
5Y Avg
18.37%
Market Cap
$78.66B
Return on Assets (ROA)
4.93%
TTM Avg
5.08%
3Y Avg
5.23%
5Y Avg
5.43%
Market Cap
$73.90B
Return on Assets (ROA)
7.17%
TTM Avg
6.66%
3Y Avg
6.93%
5Y Avg
7.78%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| PepsiCo, Inc. (PEP) | $189.12B | 9.35% | 8.65% | 9.00% | 8.65% |
| Anheuser-Busch InBev SA/NV (BUD)vs › | $157.02B | 3.12% | 2.98% | 2.80% | 2.33% |
| Nestlé S.A. (NSRGY)vs › | $254.29B | 6.78% | 7.30% | 7.58% | 8.72% |
| British American Tobacco p.l.c. (BTI)vs › | $118.95B | 3.10% | 4.84% | 0.48% | 1.92% |
| Altria Group, Inc. (MO)vs › | $113.83B | 23.89% | 25.93% | 22.14% | 17.37% |
| Philip Morris International Inc. (PM)vs › | $287.92B | 15.93% | 13.89% | 13.60% | 15.74% |
| Monster Beverage Corporation (MNST)vs › | $84.40B | 18.69% | 19.31% | 17.46% | 18.37% |
| Mondelez International, Inc. (MDLZ)vs › | $78.66B | 4.93% | 5.08% | 5.23% | 5.43% |
| Target Corporation (TGT)vs › | $73.90B | 7.17% | 6.66% | 6.93% | 7.78% |
| Colgate-Palmolive Company (CL)vs › | $70.74B | 12.13% | 15.53% | 14.11% | 14.63% |
ROA
9.3%
ROE
47.5%
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) |
|---|---|
| 2025-12-27 | 7.67% |
| 2024-12-31 | 9.63% |
| 2023-12-31 | 9.03% |
| 2022-12-31 | 9.67% |
| 2021-12-31 | 8.25% |
| 2020-12-31 | 7.66% |
| 2019-12-31 | 9.31% |
| 2018-12-31 | 16.12% |
| 2017-12-31 | 6.09% |
| 2016-12-31 | 8.61% |
| 2015-12-31 | 7.83% |
| 2014-12-31 | 9.24% |
| 2013-12-31 | 8.70% |
| 2012-12-31 | 8.28% |
| 2011-12-31 | 8.84% |
| 2010-12-31 | 9.27% |
| 2009-12-31 | 14.92% |
| 2008-12-31 | 14.29% |
| 2007-12-31 | 16.34% |
| 2006-12-31 | 18.85% |
| 2005-12-31 | 12.85% |
| 2004-12-31 | 15.05% |
| 2003-12-31 | 14.09% |
| 2002-12-31 | 12.78% |
| 2001-12-31 | 11.06% |
| 2000-12-31 | 12.25% |
| 1999-12-31 | 14.27% |
| 1998-12-31 | 8.80% |
| 1997-12-31 | 10.66% |
| 1996-12-31 | 5.19% |
