Profitability and Return Ratios

    Return on Assets

    ROA

    Return on assets measures net profit against everything the company owns, regardless of whether it was funded by shareholders or lenders. It is ROE with the leverage removed.

    Formula

    ROA

    ROA (%) = Net Profit ÷ Total Assets × 100

    Benchmark: Higher is better; a wide gap between ROE and ROA means the ROE is built on debt

    Reading the number

    ROE divides profit by equity only. ROA divides it by all assets, which equal equity plus everything borrowed. The two ratios therefore differ by exactly the leverage: ROE equals ROA multiplied by the equity multiplier from the DuPont identity.

    That makes ROA the quickest honesty check on a high ROE. If ROE is 28 percent and ROA is 7 percent, the company is running four rupees of assets for every rupee of equity, and most of the return is being manufactured by borrowing. If ROE and ROA are close, the return is genuine.

    Indian example

    Related ratios

    Glossary terms