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7.55%Return on Assets
VS
Market
Sector
Industry
History
$ 13.62Close
$ 11.77 - $ 15.26 52-Week Range
Ticker Information
Ticker
GAINCompany Name
GLADSTONE INVESTMENT CORPORATIONSector
Financial ServicesIndustry
Asset ManagementExchange
NASDAQGLADSTONE INVESTMENT CORPORATION - Return on Assets Chart Analysis (TTM)
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GAIN - ROA Historical data
| Date | Total Assets | Net Income Common Stock | Return on Assets |
|---|---|---|---|
| 6/30/2025 | $ 1.05B | $ 79.62M | 7.55% |
| 3/31/2025 | $ 1.01B | $ 65.32M | 6.49% |
| 12/31/2024 | $ 1.09B | $ 70.03M | 6.44% |
| 9/30/2024 | $ 868.78M | $ 38.12M | 4.39% |
| 6/30/2024 | $ 914.21M | $ 69.99M | 7.66% |
| 3/31/2024 | $ 938.08M | $ 85.31M | 9.09% |
| 12/31/2023 | $ 917.62M | $ 67.38M | 7.34% |
| 9/30/2023 | $ 928.35M | $ 76.58M | 8.25% |
| 6/30/2023 | $ 847.12M | $ 32.3M | 3.81% |
| 3/31/2023 | $ 765.64M | $ 35.55M | 4.64% |
Key Performance Insights, Last 5 Years
- GLADSTONE INVESTMENT CORPORATION's latest trailing twelve months (TTM) ROA stands at -2.8%.
- Over the past 5 years, GLADSTONE INVESTMENT CORPORATION's average ROA has been 7.17%.
- The median ROA for GLADSTONE INVESTMENT CORPORATION during this period was 6.97%
- GLADSTONE INVESTMENT CORPORATION reached its highest ROA over the past 5 years at 14.89%.
- The lowest ROA recorded by GLADSTONE INVESTMENT CORPORATION in the same timeframe -2.8%
GLADSTONE INVESTMENT CORPORATION's ROA vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROA Benchmarks
Similar metrics to ROA:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Equity - [Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
- Total Assets - [Balance Sheet] An asset represents anything that has current and/or future economic value to a company. This includes Cash [CashnEq], [Investments], [Intangibles], [Receivables] and more.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
Definition of Return on Assets
[Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.Net Inc. Cmn. / Assets
(=) ROA ROA for GLADSTONE INVESTMENT CORPORATION is calculated as follows: Net Inc. Cmn. [ $ -17.61M ] / Assets [ $ 628.26M ]
(=) ROA [ -2.8% ] GAIN - Return on Assets, Last 5 years
-2.8%
Minimum
Sep 30, 2020
14.89%
Maximum
Sep 30, 2021
7.17%
Average
6.97%
Median
ROA Benchmark AnalysisMarket
The chart above depicts the distribution of ROA for companies in the Total Stock Market. The average ROA of the companies is 0.15% with a standard deviation of 10.57%.
The following table provides additional summary stats:
ROA in the Market:
| filtered constituents | 3.44K |
|---|---|
| min | -33.33% |
| max | 33.98% |
| average | 0.15% |
| median | 1.53% |
| std | 10.57% |