Company / Return on Assets (ROA)
Erie Indemnity Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
16.7%
FY2025
5-year range
13.3% / 20.8%
FY2021-FY2025
Trend
-19.8%
vs FY2024
Sector context
#15 of 402
Financials
What the data says
Among 402 Financials companies, Erie Indemnity is in the top 4% for return on assets (roa). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 11.8% in FY2017 to 20.8% in FY2024.
Based on SEC 10-K filings.
16.7% in FY2025 with a 5-year CAGR of +2.8%. Top quartile in the Financials sector.
Declined from 18.0% to 16.7% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +3.3pp
- 5-Year Change
- +2.8pp
- 10-Year Change
- -
Sector benchmark
Top 4% in FinancialsTop 4% of 402This company 16.7% Sector average 2.8%
▼
+504.4% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 19.8% year-over-year.
- Currently 13.9pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2024.
- Lowest return on assets (roa) in the period was in FY2017.
Company context
Key Data Points
- Altman Z-Score 3.70 (safe zone, above 2.9 threshold)
- High earnings quality (cash-backed earnings)
- Strong return on equity: 28.1%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 16.7% | -19.8% |
| FY2024 | 20.8% | +15.2% |
| FY2023 | 18.0% | +35.3% |
| FY2022 | 13.3% | +0.3% |
| FY2021 | 13.3% | -4.0% |
| FY2020 | 13.9% | -11.8% |
| FY2019 | 15.7% | -3.1% |
| FY2018 | 16.2% | +37.0% |
| FY2017 | 11.8% | -12.9% |
| FY2016 | 13.6% | +9.4% |
As of FY2025 · SEC 10-K · Updated Jul 2, 2026