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 5.78% is 89% above its 5-year average of 3.05%, near the high end of its 5-year range (2.31%–5.78%).
42.19% above its 12-month average of 4.06%.
Annual fiscal-year return on assets; no daily interpolation. Historical series through 2025-12-31.
RETURN ON ASSETS (ROA)
5.78%
RETURN ON ASSETS (ROA) AVG TTM
4.06%
RETURN ON ASSETS (ROA) AVG 3Y
3.24%
RETURN ON ASSETS (ROA) AVG 5Y
3.05%
RETURN ON ASSETS (ROA) AVG 10Y
2.87%
RETURN ON ASSETS (ROA) AVG 15Y
2.84%
RETURN ON ASSETS (ROA) AVG 20Y
2.88%
CURRENT VS TTM AVG
+42.19%
CURRENT VS 3Y AVG
+78.40%
CURRENT VS 5Y AVG
+89.40%
CURRENT VS 10Y AVG
+101.59%
CURRENT VS 15Y AVG
+103.61%
CURRENT VS 20Y AVG
+100.73%
SECTOR MEDIAN · FINANCIAL SERVICES
2.46%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+135.44%
vs the sector median at left
The Travelers Companies, Inc.
Market Cap
$76.49B
Return on Assets (ROA)
5.78%
TTM Avg
4.06%
3Y Avg
3.24%
5Y Avg
3.05%
Market Cap
$76.28B
Return on Assets (ROA)
0.53%
TTM Avg
31.93%
3Y Avg
45.46%
5Y Avg
31.80%
Market Cap
$75.27B
Return on Assets (ROA)
0.38%
TTM Avg
0.96%
3Y Avg
0.68%
5Y Avg
1.57%
Market Cap
$79.97B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$72.99B
Return on Assets (ROA)
4.36%
TTM Avg
3.89%
3Y Avg
2.24%
5Y Avg
1.07%
Market Cap
$72.37B
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$82.36B
Return on Assets (ROA)
19.05%
TTM Avg
14.40%
3Y Avg
12.34%
5Y Avg
13.13%
Market Cap
$84.50B
Return on Assets (ROA)
6.67%
TTM Avg
7.14%
3Y Avg
7.25%
5Y Avg
7.38%
Market Cap
$86.26B
Return on Assets (ROA)
0.27%
TTM Avg
0.19%
3Y Avg
0.27%
5Y Avg
0.34%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| The Travelers Companies, Inc. (TRV) | $76.49B | 5.78% | 4.06% | 3.24% | 3.05% |
| Brookfield Asset Management Ltd. (BAM)vs › | $76.28B | 0.53% | 31.93% | 45.46% | 31.80% |
| Apollo Global Management, Inc. (APO)vs › | $75.27B | 0.38% | 0.96% | 0.68% | 1.57% |
| iShares Russell 2000 ETF (IWM)vs › | $79.97B | N/A | N/A | N/A | N/A |
| Nu Holdings Ltd. (NU)vs › | $72.99B | 4.36% | 3.89% | 2.24% | 1.07% |
| VanEck Semiconductor ETF (SMH)vs › | $72.37B | N/A | N/A | N/A | N/A |
| Moody's Corporation (MCO)vs › | $82.36B | 19.05% | 14.40% | 12.34% | 13.13% |
| Marsh & McLennan Companies, Inc. (MRSH)vs › | $84.50B | 6.67% | 7.14% | 7.25% | 7.38% |
| Brookfield Corporation (BN)vs › | $86.26B | 0.27% | 0.19% | 0.27% | 0.34% |
| The Allstate Corporation (ALL)vs › | $65.41B | 10.67% | 6.38% | 2.82% | 2.89% |
ROA
5.8%
ROE
25.1%
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 | 4.38% |
| 2024-12-31 | 3.75% |
| 2023-12-31 | 2.37% |
| 2022-12-31 | 2.46% |
| 2021-12-31 | 3.04% |
| 2020-12-31 | 2.31% |
| 2019-12-31 | 2.38% |
| 2018-12-31 | 2.42% |
| 2017-12-31 | 1.99% |
| 2016-12-31 | 3.01% |
| 2015-12-31 | 3.43% |
| 2014-12-31 | 3.58% |
| 2013-12-31 | 3.54% |
| 2012-12-31 | 2.36% |
| 2011-12-31 | 1.36% |
| 2010-12-31 | 3.04% |
| 2009-12-31 | 3.31% |
| 2008-12-31 | 2.67% |
| 2007-12-31 | 3.99% |
| 2006-12-31 | 3.65% |
| 2005-12-31 | 1.43% |
| 2004-12-31 | 0.86% |
| 2003-12-31 | 2.61% |
| 2002-12-31 | -0.07% |
| 2001-12-31 | -2.84% |
| 2000-12-31 | 2.80% |
| 1999-12-31 | 2.15% |
| 1998-12-31 | 0.23% |
| 1997-12-31 | 2.49% |
| 1996-12-31 | 3.54% |
