Company / Return on Assets (ROA)
T. Rowe Price Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
14.5%
FY2025
5-year range
14.5% / 25.1%
FY2021-FY2025
Trend
-6.7%
vs FY2024
Sector context
#20 of 402
Financials
What the data says
Among 402 Financials companies, T. Rowe Price is in the top 5% for return on assets (roa). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 14.5% in FY2025 to 25.1% in FY2023.
Based on SEC 10-K filings.
14.5% in FY2025 with a 5-year CAGR of -7.7%. Top quartile in the Financials sector.
Declined from 25.1% to 14.5% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -5.8pp
- 5-Year Change
- -7.7pp
- 10-Year Change
- -
Sector benchmark
+427.5% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 6.7% year-over-year.
- Currently 11.8pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2023.
Company context
Key Data Points
- Altman Z-Score 2.94 (safe zone, above 2.9 threshold)
- Strong profit margin: 28.9%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 14.5% | -6.7% |
| FY2024 | 15.6% | -37.9% |
| FY2023 | 25.1% | +23.2% |
| FY2022 | 20.4% | +19.6% |
| FY2021 | 17.0% | -23.5% |
| FY2020 | 22.3% | +38.7% |
| FY2019 | 16.1% | -32.8% |
| FY2018 | 23.9% | +20.2% |
| FY2017 | 19.9% | +1.8% |
| FY2016 | 19.5% | -18.5% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026