Company / Return on Assets (ROA)
Hamilton Lane Return on Assets (ROA) History
FY2017-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
6.5%
FY2025
5-year range
4.7% / 17.1%
FY2021-FY2025
Trend
-62.2%
vs FY2024
Sector context
#56 of 402
Financials
What the data says
Hamilton Lane's return on assets (roa) of 6.5% is higher than 86% of companies in the Financials sector (FY2025). Return on Assets (ROA) has fluctuated over the past 9 years, ranging from 0.2% in FY2019 to 20.7% in FY2020.
Based on SEC 10-K filings.
6.5% in FY2025 with a 5-year CAGR of -14.2%. Top quartile in the Financials sector.
Declined from 12.3% to 6.5% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +1.8pp
- 5-Year Change
- -14.2pp
- 10-Year Change
- -
Sector benchmark
+134.1% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 62.2% year-over-year.
- Currently 3.7pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2020.
- Lowest return on assets (roa) in the period was in FY2019.
Company context
Key Data Points
- Low Piotroski F-Score: 2/9 (multiple financial health concerns)
- Strong profit margin: 30.5%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2026 | - | - |
| FY2025 | 6.5% | -62.2% |
| FY2024 | 17.1% | +38.5% |
| FY2023 | 12.3% | +162.8% |
| FY2022 | 4.7% | +59.3% |
| FY2021 | 2.9% | -85.7% |
| FY2020 | 20.7% | +12076.5% |
| FY2019 | 0.2% | -98.5% |
| FY2018 | 11.4% | +58.5% |
| FY2017 | 7.2% | - |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026