Company / Return on Assets (ROA)
Phillips Edison & Company Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
2.1%
FY2025
5-year range
-1.4% / 2.1%
FY2021-FY2025
Trend
+70.2%
vs FY2024
Sector context
#72 of 143
Real Estate
What the data says
At 2.1%, Phillips Edison & Company's return on assets (roa) ranks #72 of 143 in the Real Estate sector. Return on Assets (ROA) has increased for 4 consecutive years, from -1.4% in FY2021 to 2.1% in FY2025.
Based on SEC 10-K filings.
2.1% in FY2025 with a 5-year CAGR of +2.0%.
Improved from 0.3% to 2.1% over the past 2 years.
Real Estate sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +2.0pp
- 5-Year Change
- +2.0pp
- 10-Year Change
- -
Sector benchmark
#72 of 143 in Real EstateTop 50% of 143This company 2.1% Sector average 2.1%
▼
+2.2% above sector average
Key checks
Key Insights
- Phillips Edison & Company's return on assets (roa) has grown for 4 consecutive years.
- In FY2025, return on assets (roa) increased 70.2% year-over-year.
- Currently 0.0pp above the Real Estate sector average.
- Lowest return on assets (roa) in the period was in FY2021.
Company context
Key Data Points
- Altman Z-Score 0.24 (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 | 2.1% | +70.2% |
| FY2024 | 1.2% | +300.0% |
| FY2023 | 0.3% | +210.0% |
| FY2022 | 0.1% | +107.4% |
| FY2021 | -1.4% | -1460.0% |
| FY2020 | 0.1% | +112.5% |
| FY2019 | -0.8% | -570.6% |
| FY2018 | 0.2% | -55.3% |
| FY2017 | 0.4% | +140.0% |
| FY2016 | -0.9% | -258.3% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026