Company / Return on Assets (ROA)
Mercury General Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
5.7%
FY2025
5-year range
-7.9% / 5.7%
FY2021-FY2025
Trend
+0.5%
vs FY2024
Sector context
#65 of 402
Financials
What the data says
Mercury General's return on assets (roa) of 5.7% is higher than 84% of companies in the Financials sector (FY2025). Return on Assets (ROA) has increased for 3 consecutive years, from -7.9% in FY2022 to 5.7% in FY2025.
Based on SEC 10-K filings.
5.7% in FY2025 with a 5-year CAGR of -0.3%. Top quartile in the Financials sector.
Improved from 1.4% to 5.7% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +13.5pp
- 5-Year Change
- -0.3pp
- 10-Year Change
- -
Sector benchmark
+105.1% above sector average
Key checks
Key Insights
- Mercury General's return on assets (roa) has grown for 3 consecutive years.
- In FY2025, return on assets (roa) increased 0.5% year-over-year.
- Currently 2.9pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2020.
Company context
Key Data Points
- Altman Z-Score 0.97 (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 | 5.7% | +0.5% |
| FY2024 | 5.6% | +314.0% |
| FY2023 | 1.4% | +117.3% |
| FY2022 | -7.9% | -315.0% |
| FY2021 | 3.7% | -38.2% |
| FY2020 | 5.9% | +8.8% |
| FY2019 | 5.4% | +5045.5% |
| FY2018 | -0.1% | -103.9% |
| FY2017 | 2.8% | -23.7% |
| FY2016 | 3.7% | +53.7% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026