Company / Return on Assets (ROA)
WEX Inc. Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
2.1%
FY2025
5-year range
1.3% / 2.3%
FY2021-FY2025
Trend
-9.1%
vs FY2024
Sector context
#143 of 400
Financials
What the data says
At 2.1%, WEX Inc.'s return on assets (roa) ranks #143 of 400 in the Financials sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from -3.5% in FY2020 to 2.5% in FY2018.
Based on SEC 10-K filings.
2.1% in FY2025 with a 5-year CAGR of +5.6%.
Improved from 1.9% to 2.1% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +0.7pp
- 5-Year Change
- +5.6pp
- 10-Year Change
- -
Sector benchmark
In line with sector averageTop 36% of 400This company 2.1% Sector average 2.1%
▼
In line with sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 9.1% year-over-year.
- Currently 0.0pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2018.
- Lowest return on assets (roa) in the period was in FY2020.
Company context
Key Data Points
- Altman Z-Score 0.53 (distress zone, below 1.8 threshold)
- Strong return on equity: 25.4%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 2.1% | -9.1% |
| FY2024 | 2.3% | +20.8% |
| FY2023 | 1.9% | +32.4% |
| FY2022 | 1.5% | +10.7% |
| FY2021 | 1.3% | +137.8% |
| FY2020 | -3.5% | -284.6% |
| FY2019 | 1.9% | -24.5% |
| FY2018 | 2.5% | +4.2% |
| FY2017 | 2.4% | +136.6% |
| FY2016 | 1.0% | -65.1% |
As of FY2025 · SEC 10-K · Updated Mar 28, 2026