Company / Return on Equity (ROE)
Whitestone REIT Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
10.9%
FY2025
5-year range
3.1% / 10.9%
FY2021-FY2025
Trend
+29.5%
vs FY2024
Sector context
#34 of 139
Real Estate
What the data says
Whitestone REIT's return on equity (roe) of 10.9% is higher than 76% of companies in the Real Estate sector (FY2025). Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 1.8% in FY2020 to 10.9% in FY2025.
Based on SEC 10-K filings.
10.9% in FY2025 with a 5-year CAGR of +9.1%. Top quartile in the Real Estate sector.
Improved from 4.6% to 10.9% over the past 2 years.
Real Estate sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +2.5pp
- 5-Year Change
- +9.1pp
- 10-Year Change
- -
Sector benchmark
+41.4% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 29.5% year-over-year.
- Currently 3.2pp above the Real Estate sector average.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 10.9% | +29.5% |
| FY2024 | 8.4% | +81.5% |
| FY2023 | 4.6% | -45.0% |
| FY2022 | 8.4% | +174.6% |
| FY2021 | 3.1% | +68.7% |
| FY2020 | 1.8% | -73.5% |
| FY2019 | 6.9% | +12.1% |
| FY2018 | 6.1% | +162.7% |
| FY2017 | 2.3% | -21.3% |
| FY2016 | 3.0% | +8.4% |
As of FY2025 · SEC 10-K · Updated Mar 28, 2026