Company / Return on Assets (ROA)
Whitestone REIT Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
4.3%
FY2025
5-year range
1.1% / 4.3%
FY2021-FY2025
Trend
+31.1%
vs FY2024
Sector context
#33 of 143
Real Estate
What the data says
Whitestone REIT's return on assets (roa) of 4.3% is higher than 77% of companies in the Real Estate sector (FY2025). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 0.6% in FY2020 to 4.3% in FY2025.
Based on SEC 10-K filings.
4.3% in FY2025 with a 5-year CAGR of +3.7%. Top quartile in the Real Estate sector.
Improved from 1.7% to 4.3% over the past 2 years.
Real Estate sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +1.1pp
- 5-Year Change
- +3.7pp
- 10-Year Change
- -
Sector benchmark
+93.4% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 31.1% year-over-year.
- Currently 2.1pp above the Real Estate sector average.
- Lowest return on assets (roa) in the period was in FY2020.
Company context
Key Data Points
- Altman Z-Score 0.27 (distress zone, below 1.8 threshold)
- Strong profit margin: 23.9%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 4.3% | +31.1% |
| FY2024 | 3.3% | +89.0% |
| FY2023 | 1.7% | -46.3% |
| FY2022 | 3.2% | +193.6% |
| FY2021 | 1.1% | +87.9% |
| FY2020 | 0.6% | -74.1% |
| FY2019 | 2.2% | +7.7% |
| FY2018 | 2.1% | +166.7% |
| FY2017 | 0.8% | -16.1% |
| FY2016 | 0.9% | +8.1% |
As of FY2025 · SEC 10-K · Updated Mar 28, 2026