i3 Verticals (IIIV) Return on Assets [ROA] (2018 - 2026)
i3 Verticals (IIIV) reported Return on Assets [ROA] of 2.06% for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 29.58 percentage points from 31.64% a year earlier and down 2.12 percentage points from the prior quarter.
i3 Verticals (IIIV) Return on Assets [ROA] (2018 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), i3 Verticals posted Return on Assets [ROA] of 3.87%, down 17.82 percentage points from FY2024.
- Return on Assets [ROA] has a five-year change of +4.13 percentage points (FY2020 to FY2025).
- By fiscal year, Return on Assets [ROA] came in at 21.69% in FY2024 (+22.01 pp), -0.32% in FY2023 (+2.94 pp), -3.27% in FY2022 (-1.78 pp) and -1.49% in FY2021 (-1.23 pp).
- The fiscal Q3 2026 figure ranks as the lowest quarterly Return on Assets [ROA] since fiscal Q3 2024.
- Year over year, Return on Assets [ROA] has now declined in each of the last four quarters, with an average year-over-year change of +1.81 percentage points over the last eight quarters.
- The high point for year-over-year Return on Assets [ROA] in five years was fiscal Q3 2025 (a gain of 31.63 percentage points); the low point was fiscal Q3 2026 (a drop of 29.58 percentage points).
- Per Business Quant data, the three fiscal quarters before Q3 2026 came in at 4.18% (Q2 2026), 3.94% (Q1 2026) and 4.20% (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Palantir Technologies | 386.60 Bn | 351.42 Bn | 1.93 Bn | 29.40% |
| 2 | Oracle | 343.94 Bn | 216.07 Bn | - | 6.70% |
| 3 | Sap Se | 272.35 Bn | 199.75 Bn | 8.64 Bn | 11.18% |
| 4 | Salesforce | 175.46 Bn | 131.33 Bn | 8.70 Bn | 8.95% |
| 5 | Automatic Data Processing | 122.07 Bn | 108.86 Bn | 2.53 Bn | 7.15% |
| 6 | ServiceNow | 105.47 Bn | 84.73 Bn | 2.90 Bn | 4.55% |
| 7 | Intuit | 94.25 Bn | 73.60 Bn | 3.44 Bn | 12.00% |
| 8 | Relx | 73.66 Bn | 72.75 Bn | - | - |
| 9 | Strategy | 51.78 Bn | 38.91 Bn | 89.63 Mn | -21.07% |
| 10 | i3 Verticals | 370.24 Mn | 256.25 Mn | - | 2.06% |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.06% |
| Mar 31, 2026 | 4.18% |
| Dec 31, 2025 | 3.94% |
| Sep 30, 2025 | 4.20% |
| Jun 30, 2025 | 31.64% |
| Mar 31, 2025 | 25.37% |
| Dec 31, 2024 | 24.26% |
| Sep 30, 2024 | 22.00% |
| Jun 30, 2024 | 0.00% |
| Mar 31, 2024 | 0.36% |
| Dec 31, 2023 | -0.17% |
| Sep 30, 2023 | -0.30% |
| Jun 30, 2023 | -1.20% |
| Mar 31, 2023 | -1.04% |
| Dec 31, 2022 | -2.36% |
| Sep 30, 2022 | -2.99% |
| Jun 30, 2022 | -2.67% |
| Mar 31, 2022 | -2.62% |
| Dec 31, 2021 | -1.19% |
| Sep 30, 2021 | -1.21% |
i3 Verticals 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=IIIV&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "IIIV", "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=IIIV&period=max&api_key=YOUR_API_KEY");
const data = await res.json();