Company / Return on Assets (ROA)
TIPTREE INC. Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
0.5%
FY2025
5-year range
-0.7% / 0.9%
FY2021-FY2025
Trend
-45.7%
vs FY2024
Sector context
#338 of 402
Financials
What the data says
TIPTREE INC.'s return on assets (roa) of 0.5% is lower than 84% of companies in the Financials sector (FY2025). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from -0.7% in FY2022 to 1.4% in FY2018.
Based on SEC 10-K filings.
0.5% in FY2025 with a 5-year CAGR of -0.3%.
Improved from 0.3% to 0.5% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +1.2pp
- 5-Year Change
- -0.3pp
- 10-Year Change
- -
Sector benchmark
Bottom 16% in FinancialsTop 84% of 402This company 0.5% Sector average 2.8%
▼
-81.5% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 45.7% year-over-year.
- Currently 2.2pp below the Financials sector average.
- Peak return on assets (roa) was recorded in FY2018.
- Lowest return on assets (roa) in the period was in FY2022.
Company context
Key Data Points
- Altman Z-Score 0.03 (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 | 0.5% | -45.7% |
| FY2024 | 0.9% | +248.1% |
| FY2023 | 0.3% | +137.5% |
| FY2022 | -0.7% | -241.2% |
| FY2021 | 0.5% | -36.3% |
| FY2020 | 0.8% | +400.0% |
| FY2019 | 0.2% | -88.2% |
| FY2018 | 1.4% | +655.6% |
| FY2017 | 0.2% | -79.5% |
| FY2016 | 0.9% | +282.6% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026