Company / Return on Assets (ROA)
Heritage Insurance Holdings, Inc. Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
1.4%
FY2025
5-year range
-6.5% / 2.1%
FY2021-FY2025
Trend
+139.7%
vs FY2024
Sector context
#189 of 400
Financials
What the data says
At 1.4%, Heritage Insurance Holdings, Inc.'s return on assets (roa) ranks #189 of 400 in the Financials sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from -6.5% in FY2022 to 3.3% in FY2016.
Based on SEC 10-K filings.
1.4% in FY2025 with a 5-year CAGR of +0.9%.
Declined from 2.1% to 1.4% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +7.8pp
- 5-Year Change
- +0.9pp
- 10-Year Change
- -
Sector benchmark
#189 of 400 in FinancialsTop 47% of 400This company 1.4% Sector average 2.1%
▼
-34.0% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 139.7% year-over-year.
- Currently 0.7pp below the Financials sector average.
- Peak return on assets (roa) was recorded in FY2016.
- Lowest return on assets (roa) in the period was in FY2022.
Company context
Key Data Points
- Altman Z-Score 0.39 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 1.4% | +139.7% |
| FY2024 | 0.6% | -72.9% |
| FY2023 | 2.1% | +133.2% |
| FY2022 | -6.5% | -71.1% |
| FY2021 | -3.8% | -937.8% |
| FY2020 | 0.4% | -69.6% |
| FY2019 | 1.5% | -3.9% |
| FY2018 | 1.5% | +2666.7% |
| FY2017 | -0.1% | -101.8% |
| FY2016 | 3.3% | -70.3% |
As of FY2025 · SEC 10-K · Updated Mar 28, 2026