Company / Return on Assets (ROA)
Wheeler Real Estate Investment Trust, Inc. Return on Assets (ROA) History
FY2015-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
-1.6%
FY2025
5-year range
-1.9% / 0.1%
FY2021-FY2025
Trend
-122.2%
vs FY2024
Sector context
Sector data unavailable
Latest sector comparison
What the data says
Return on Assets (ROA) has fluctuated over the past 10 years, ranging from -3.8% in FY2017 to 0.1% in FY2020.
Based on SEC 10-K filings.
-1.6% in FY2025 with a 10-year CAGR of -0.4%.
Improved from -1.9% to -1.6% over the past 2 years.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -0.2pp
- 5-Year Change
- -1.7pp
- 10-Year Change
- -0.4pp
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 122.2% year-over-year.
- Peak return on assets (roa) was recorded in FY2020.
- Lowest return on assets (roa) in the period was in FY2017.
Company context
Key Data Points
- Altman Z-Score 0.37 (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 | -1.6% | -122.2% |
| FY2024 | -0.7% | +61.3% |
| FY2023 | -1.9% | -34.8% |
| FY2022 | -1.4% | -2860.0% |
| FY2020 | 0.1% | +101.5% |
| FY2019 | -3.4% | -55.0% |
| FY2018 | -2.2% | +42.6% |
| FY2017 | -3.8% | -77.3% |
| FY2016 | -2.2% | -84.6% |
| FY2015 | -1.2% | +36.1% |
As of FY2025 · SEC 10-K · Updated Jun 28, 2026