Great Elm (GEG) Return on Assets [ROA] (2021 - 2026)
Great Elm's Return on Assets [ROA] came in at -32.74% for fiscal Q4 2026 (quarter ended Jun 30, 2026), down 43.42 percentage points from 10.68% a year earlier and down 14.74 percentage points from the prior quarter.
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Analysis
Great Elm (GEG) Return on Assets [ROA] (2021 - 2026) Analysis & Trends
For FY2026 (ended Jun 30, 2026), Great Elm's Return on Assets [ROA] was -27.58%, down 38.15 percentage points from FY2025.
- Return on Assets [ROA] carries a five-year change of -23.18 percentage points (FY2021 to FY2026).
- Going back by fiscal year, Return on Assets [ROA] was 10.56% in FY2025 (+11.23 pp), -0.67% in FY2024 (-18.88 pp), 18.21% in FY2023 (+27.33 pp) and -9.11% in FY2022 (-4.71 pp).
- The fiscal Q4 2026 figure represents the lowest quarterly Return on Assets [ROA] in data going back to fiscal Q3 2021.
- Year-over-year, Return on Assets [ROA] has declined for three consecutive quarters, with an average year-over-year change of -10.92 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Assets [ROA] over five years came in fiscal Q1 2024 (a gain of 43.57 percentage points), and the weakest in fiscal Q4 2026 (a drop of 43.42 percentage points).
- Business Quant data shows GEG's Return on Assets [ROA] at -18.00% (Q3 2026), -9.11% (Q2 2026) and 3.02% (Q1 2026) in the three fiscal quarters before Q4 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 165.06 Bn | 111.42 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 134.74 Bn | -423.26 Bn | - | 16.25% |
| 3 | Blackstone | 84.49 Bn | 79.41 Bn | - | 13.90% |
| 4 | Brookfield | 82.12 Bn | -83.26 Bn | 4.47 Bn | 1.02% |
| 5 | Kkr | 81.93 Bn | 48.41 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 71.19 Bn | 67.44 Bn | - | 16.12% |
| 7 | Apollo Global Management | 65.87 Bn | 3.55 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 60.57 Bn | 55.99 Bn | 687.86 Mn | 18.58% |
| 9 | Franco Nevada | 45.46 Bn | 42.82 Bn | 451.00 Mn | 21.76% |
| 10 | Great Elm | 64.32 Mn | -139.38 Mn | - | -32.74% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -32.74% |
| Mar 31, 2026 | -18.00% |
| Dec 31, 2025 | -9.11% |
| Sep 30, 2025 | 3.02% |
| Jun 30, 2025 | 10.68% |
| Mar 31, 2025 | -0.54% |
| Dec 31, 2024 | 0.63% |
| Sep 30, 2024 | -0.52% |
| Jun 30, 2024 | -0.64% |
| Mar 31, 2024 | -3.81% |
| Dec 31, 2023 | 6.39% |
| Sep 30, 2023 | 28.59% |
| Jun 30, 2023 | 19.71% |
| Mar 31, 2023 | 17.80% |
| Dec 31, 2022 | 5.76% |
| Sep 30, 2022 | -14.98% |
| Jun 30, 2022 | -10.04% |
| Mar 31, 2022 | -7.59% |
| Dec 31, 2021 | -4.88% |
| Sep 30, 2021 | -2.46% |
API Access
Great Elm Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=GEG&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "GEG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=GEG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();