Company / Return on Assets (ROA)
Strategy Inc Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
-6.2%
FY2025
5-year range
-61.0% / 9.0%
FY2021-FY2025
Trend
-38.4%
vs FY2024
Sector context
#386 of 400
Financials
What the data says
Among 400 Financials companies, Strategy Inc is in the bottom 4% for return on assets (roa). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from -61.0% in FY2022 to 12.0% in FY2016.
Based on SEC 10-K filings.
-6.2% in FY2025 with a 5-year CAGR of -5.7%.
Declined from 9.0% to -6.2% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +54.7pp
- 5-Year Change
- -5.7pp
- 10-Year Change
- -
Sector benchmark
Bottom 4% in FinancialsTop 96% of 400This company -6.2% Sector average 2.1%
▼
-396.7% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 38.4% year-over-year.
- Currently 8.3pp 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 0.96 (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 | -6.2% | -38.4% |
| FY2024 | -4.5% | -150.1% |
| FY2023 | 9.0% | +114.8% |
| FY2022 | -61.0% | -305.2% |
| FY2021 | -15.0% | -2851.0% |
| FY2020 | -0.5% | -113.6% |
| FY2019 | 3.8% | +42.6% |
| FY2018 | 2.6% | +34.9% |
| FY2017 | 1.9% | -83.8% |
| FY2016 | 12.0% | -25.5% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026