Company / Return on Assets (ROA)
W. R. Berkley Corporation Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
4.0%
FY2025
5-year range
3.2% / 4.3%
FY2021-FY2025
Trend
-6.7%
vs FY2024
Sector context
#93 of 400
Financials
What the data says
W. R. Berkley Corporation's return on assets (roa) of 4.0% is higher than 77% of companies in the Financials sector (FY2025). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 1.9% in FY2020 to 4.3% in FY2024.
Based on SEC 10-K filings.
4.0% in FY2025 with a 5-year CAGR of +2.2%. Top quartile in the Financials sector.
Improved from 3.7% to 4.0% 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
- +2.2pp
- 10-Year Change
- -
Sector benchmark
+92.1% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 6.7% year-over-year.
- Currently 1.9pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2024.
- Lowest return on assets (roa) in the period was in FY2020.
Company context
Key Data Points
- Altman Z-Score 0.71 (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 | 4.0% | -6.7% |
| FY2024 | 4.3% | +16.7% |
| FY2023 | 3.7% | -9.1% |
| FY2022 | 4.1% | +27.9% |
| FY2021 | 3.2% | +71.5% |
| FY2020 | 1.9% | -27.3% |
| FY2019 | 2.6% | -0.4% |
| FY2018 | 2.6% | +13.7% |
| FY2017 | 2.3% | -12.4% |
| FY2016 | 2.6% | +11.2% |
As of FY2025 · SEC 10-K · Updated Mar 18, 2026