Company / Return on Assets (ROA)
Everest Group Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
2.5%
FY2025
5-year range
1.5% / 5.1%
FY2021-FY2025
Trend
+4.5%
vs FY2024
Sector context
#128 of 400
Financials
What the data says
At 2.5%, Everest Group's return on assets (roa) ranks #128 of 400 in the Financials sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 0.4% in FY2018 to 5.1% in FY2023.
Based on SEC 10-K filings.
2.5% in FY2025 with a 5-year CAGR of +1.0%.
Declined from 5.1% to 2.5% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +1.1pp
- 5-Year Change
- +1.0pp
- 10-Year Change
- -
Sector benchmark
#128 of 400 in FinancialsTop 32% of 400This company 2.5% Sector average 2.1%
▼
+21.1% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 4.5% year-over-year.
- Currently 0.4pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2023.
- Lowest return on assets (roa) in the period was in FY2018.
Company context
Key Data Points
- Altman Z-Score 0.64 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 2.5% | +4.5% |
| FY2024 | 2.4% | -52.2% |
| FY2023 | 5.1% | +242.3% |
| FY2022 | 1.5% | -58.7% |
| FY2021 | 3.6% | +129.9% |
| FY2020 | 1.6% | -57.5% |
| FY2019 | 3.7% | +925.0% |
| FY2018 | 0.4% | -82.4% |
| FY2017 | 2.1% | -56.1% |
| FY2016 | 4.7% | +197.5% |
As of FY2025 · SEC 10-K · Updated Mar 7, 2026