Company / Return on Assets (ROA)
UNIVEST FINANCIAL Corp Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
1.1%
FY2025
5-year range
0.9% / 1.3%
FY2021-FY2025
Trend
+16.1%
vs FY2024
Sector context
#252 of 402
Financials
What the data says
At 1.1%, UNIVEST FINANCIAL Corp's return on assets (roa) ranks #252 of 402 in the Financials sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 0.4% in FY2018 to 1.3% in FY2021.
Based on SEC 10-K filings.
1.1% in FY2025 with a 5-year CAGR of +0.3%.
Improved from 0.9% to 1.1% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +0.0pp
- 5-Year Change
- +0.3pp
- 10-Year Change
- -
Sector benchmark
#252 of 402 in FinancialsTop 63% of 402This company 1.1% Sector average 2.8%
▼
-60.9% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 16.1% year-over-year.
- Currently 1.7pp below the Financials sector average.
- Peak return on assets (roa) was recorded in FY2021.
- Lowest return on assets (roa) in the period was in FY2018.
Company context
Key Data Points
- Altman Z-Score 0.15 (distress zone, below 1.8 threshold)
- Strong profit margin: 25.4%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 1.1% | +16.1% |
| FY2024 | 0.9% | +2.2% |
| FY2023 | 0.9% | -15.7% |
| FY2022 | 1.1% | -16.3% |
| FY2021 | 1.3% | +74.3% |
| FY2020 | 0.7% | -9.8% |
| FY2019 | 0.8% | +110.3% |
| FY2018 | 0.4% | -35.0% |
| FY2017 | 0.6% | +13.2% |
| FY2016 | 0.5% | -44.2% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026