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 7.82% is 24% below its 5-year average of 10.35%, near the low end of its 5-year range (4.33%–20.13%).
14.08% above its 12-month average of 6.86%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
7.82%
RETURN ON ASSETS (ROA) AVG TTM
6.86%
RETURN ON ASSETS (ROA) AVG 3Y
5.83%
RETURN ON ASSETS (ROA) AVG 5Y
10.35%
RETURN ON ASSETS (ROA) AVG 10Y
14.16%
RETURN ON ASSETS (ROA) AVG 15Y
13.06%
RETURN ON ASSETS (ROA) AVG 20Y
13.19%
CURRENT VS TTM AVG
+14.08%
CURRENT VS 3Y AVG
+34.25%
CURRENT VS 5Y AVG
-24.43%
CURRENT VS 10Y AVG
-44.78%
CURRENT VS 15Y AVG
-40.11%
CURRENT VS 20Y AVG
-40.73%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+218.53%
vs the sector median at left
S&P Global Inc.
Market Cap
$126.96B
Return on Assets (ROA)
7.82%
TTM Avg
6.86%
3Y Avg
5.83%
5Y Avg
10.35%
Market Cap
$125.33B
Return on Assets (ROA)
9.36%
TTM Avg
8.61%
3Y Avg
5.64%
5Y Avg
6.03%
Market Cap
$130.13B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$130.48B
Return on Assets (ROA)
3.99%
TTM Avg
3.77%
3Y Avg
3.53%
5Y Avg
3.37%
Market Cap
$131.90B
Return on Assets (ROA)
1.56%
TTM Avg
0.67%
3Y Avg
1.00%
5Y Avg
1.25%
Market Cap
$112.28B
Return on Assets (ROA)
1.17%
TTM Avg
1.13%
3Y Avg
0.93%
5Y Avg
0.89%
Market Cap
$106.23B
Return on Assets (ROA)
3.66%
TTM Avg
5.17%
3Y Avg
0.71%
5Y Avg
-2.62%
Market Cap
$100.36B
Return on Assets (ROA)
2.19%
TTM Avg
2.30%
3Y Avg
2.16%
5Y Avg
1.95%
Market Cap
$98.55B
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 |
|---|---|---|---|---|---|
| S&P Global Inc. (SPGI) | $126.96B | 7.82% | 6.86% | 5.83% | 10.35% |
| The Progressive Corporation (PGR)vs › | $125.33B | 9.36% | 8.61% | 5.64% | 6.03% |
| Vanguard Dividend Appreciation ETF (VIG)vs › | $130.13B | N/A | N/A | N/A | N/A |
| Chubb Limited (CB)vs › | $130.48B | 3.99% | 3.77% | 3.53% | 3.37% |
| Capital One Financial Corporation (COF)vs › | $131.90B | 1.56% | 0.67% | 1.00% | 1.25% |
| Bank of New York Mellon Corp (BNY)vs › | $112.28B | 1.17% | 1.13% | 0.93% | 0.89% |
| Robinhood Markets, Inc. (HOOD)vs › | $106.23B | 3.66% | 5.17% | 0.71% | -2.62% |
| CME Group Inc. (CME)vs › | $100.36B | 2.19% | 2.30% | 2.16% | 1.95% |
| Schwab U.S. Dividend Equity ETF (SCHD)vs › | $98.55B | N/A | N/A | N/A | N/A |
| Invesco S&P 500 Equal Weight ETF (RSP)vs › | $97.76B | N/A | N/A | N/A | N/A |
ROA
7.8%
ROE
15.6%
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 | 7.31% |
| 2024-12-31 | 6.40% |
| 2023-12-31 | 4.33% |
| 2022-12-31 | 5.26% |
| 2021-12-31 | 20.13% |
| 2020-12-31 | 18.66% |
| 2019-12-31 | 18.71% |
| 2018-12-31 | 20.70% |
| 2017-12-31 | 15.87% |
| 2016-12-31 | 24.29% |
| 2015-12-31 | 14.13% |
| 2014-12-31 | -1.70% |
| 2013-12-31 | 22.70% |
| 2012-12-31 | 6.20% |
| 2011-12-31 | 14.17% |
| 2010-12-31 | 11.75% |
| 2009-12-31 | 11.28% |
| 2008-12-31 | 13.15% |
| 2007-12-31 | 15.94% |
| 2006-12-31 | 14.60% |
| 2005-12-31 | 13.20% |
| 2004-12-31 | 12.89% |
| 2003-12-31 | 12.75% |
| 2002-12-31 | 11.46% |
| 2001-12-31 | 7.31% |
| 2000-12-31 | 8.19% |
| 1999-12-31 | 10.41% |
| 1998-12-31 | 8.80% |
| 1997-12-31 | 7.81% |
| 1996-12-31 | 13.61% |
