Company / Return on Assets (ROA)
FactSet Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
13.9%
FY2025
5-year range
9.9% / 18.0%
FY2021-FY2025
Trend
+4.7%
vs FY2024
Sector context
#22 of 402
Financials
What the data says
Among 402 Financials companies, FactSet is in the top 5% for return on assets (roa). Return on Assets (ROA) has increased for 3 consecutive years, from 9.9% in FY2022 to 13.9% in FY2025.
Based on SEC 10-K filings.
13.9% in FY2025 with a 5-year CAGR of -4.0%. Top quartile in the Financials sector.
Improved from 11.8% to 13.9% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +4.0pp
- 5-Year Change
- -4.0pp
- 10-Year Change
- -
Sector benchmark
Top 5% in FinancialsTop 5% of 402This company 13.9% Sector average 2.8%
▼
+402.5% above sector average
Key checks
Key Insights
- FactSet's return on assets (roa) has grown for 3 consecutive years.
- In FY2025, return on assets (roa) increased 4.7% year-over-year.
- Currently 11.1pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2016.
Company context
Key Data Points
- Strong profit margin: 25.7%
- High earnings quality (cash-backed earnings)
- Strong return on equity: 27.3%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 13.9% | +4.7% |
| FY2024 | 13.3% | +12.2% |
| FY2023 | 11.8% | +19.4% |
| FY2022 | 9.9% | -44.9% |
| FY2021 | 18.0% | +0.3% |
| FY2020 | 17.9% | -20.8% |
| FY2019 | 22.6% | +20.1% |
| FY2018 | 18.8% | +3.0% |
| FY2017 | 18.3% | -45.0% |
| FY2016 | 33.2% | +1.6% |
As of FY2025 · SEC 10-K · Updated Jul 2, 2026