Company / Return on Assets (ROA)
Primerica Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
5.0%
FY2025
5-year range
2.9% / 5.0%
FY2021-FY2025
Trend
+54.8%
vs FY2024
Sector context
#73 of 400
Financials
What the data says
Primerica's return on assets (roa) of 5.0% is higher than 82% of companies in the Financials sector (FY2025). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 1.9% in FY2016 to 5.0% in FY2025.
Based on SEC 10-K filings.
5.0% in FY2025 with a 5-year CAGR of +2.4%. Top quartile in the Financials sector.
Improved from 3.8% to 5.0% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +1.8pp
- 5-Year Change
- +2.4pp
- 10-Year Change
- -
Sector benchmark
+137.5% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 54.8% year-over-year.
- Currently 2.9pp above the Financials sector average.
- Lowest return on assets (roa) in the period was in FY2016.
Company context
Key Data Points
- Altman Z-Score 0.44 (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 | 5.0% | +54.8% |
| FY2024 | 3.2% | -15.9% |
| FY2023 | 3.8% | +19.3% |
| FY2022 | 3.2% | +9.2% |
| FY2021 | 2.9% | +13.9% |
| FY2020 | 2.6% | -3.4% |
| FY2019 | 2.7% | +4.3% |
| FY2018 | 2.6% | -8.5% |
| FY2017 | 2.8% | +46.4% |
| FY2016 | 1.9% | +7.3% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026