Basis: Trailing twelve months (TTM net income over the latest quarterly balance sheet). Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on assets (ROA) high or low?
The return on assets (ROA) of 2.86% is 481% above its 5-year average of -0.75%, near the high end of its 5-year range (-2.03%–2.86%).
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 1.46%.
RETURN ON ASSETS (ROA)
2.86%
RETURN ON ASSETS (ROA) AVG TTM
0.00%
RETURN ON ASSETS (ROA) AVG 3Y
-0.63%
RETURN ON ASSETS (ROA) AVG 5Y
-0.75%
RETURN ON ASSETS (ROA) AVG 10Y
-1.94%
RETURN ON ASSETS (ROA) AVG 15Y
-2.07%
RETURN ON ASSETS (ROA) AVG 20Y
N/A
CURRENT VS TTM AVG
N/A
CURRENT VS 3Y AVG
+553.97%
CURRENT VS 5Y AVG
+481.33%
CURRENT VS 10Y AVG
+247.77%
CURRENT VS 15Y AVG
+238.32%
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · REAL ESTATE
1.82%
median of 115 covered companies
CURRENT VS SECTOR MEDIAN
+57.14%
vs the sector median at left
Wheeler Real Estate Investment Trust, Inc.
Market Cap
$3.04M
Return on Assets (ROA)
2.86%
TTM Avg
0.00%
3Y Avg
-0.63%
5Y Avg
-0.75%
Market Cap
$3.01M
Return on Assets (ROA)
-8.63%
TTM Avg
-12.38%
3Y Avg
-4.93%
5Y Avg
-4.35%
Market Cap
$3.11M
Return on Assets (ROA)
-7.62%
TTM Avg
-9.22%
3Y Avg
-6.38%
5Y Avg
-3.81%
Market Cap
$4.78M
Return on Assets (ROA)
-11.21%
TTM Avg
-3.11%
3Y Avg
-10.21%
5Y Avg
-17.92%
Market Cap
$1.17M
Return on Assets (ROA)
-100.58%
TTM Avg
-70.37%
3Y Avg
-83.65%
5Y Avg
-117.31%
Market Cap
$5.13M
Return on Assets (ROA)
-65.63%
TTM Avg
-57.41%
3Y Avg
-46.28%
5Y Avg
-38.27%
Market Cap
$417488.00
Return on Assets (ROA)
-150.04%
TTM Avg
-159.28%
3Y Avg
-108.23%
5Y Avg
-70.05%
Market Cap
$396097.00
Return on Assets (ROA)
N/A
TTM Avg
-21.69%
3Y Avg
-18.07%
5Y Avg
-31.88%
Market Cap
$209657.00
Return on Assets (ROA)
-7.36%
TTM Avg
-9.23%
3Y Avg
-7.19%
5Y Avg
-5.93%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Wheeler Real Estate Investment Trust, Inc. (WHLRD) | $3.04M | 2.86% | 0.00% | -0.63% | -0.75% |
| Presidio Property Trust, Inc. (SQFTP)vs › | $3.01M | -8.63% | -12.38% | -4.93% | -4.35% |
| MacKenzie Realty Capital, Inc. (MKZR)vs › | $3.11M | -7.62% | -9.22% | -6.38% | -3.81% |
| Fangdd Network Group Ltd. (DUO)vs › | $4.78M | -11.21% | -3.11% | -10.21% | -17.92% |
| Ohmyhome Limited (OMH)vs › | $1.17M | -100.58% | -70.37% | -83.65% | -117.31% |
| RenX Enterprises Corp. (RENX)vs › | $5.13M | -65.63% | -57.41% | -46.28% | -38.27% |
| La Rosa Holdings Corp. (LRHC)vs › | $417488.00 | -150.04% | -159.28% | -108.23% | -70.05% |
| Ucommune International Ltd (UK)vs › | $396097.00 | N/A | -21.69% | -18.07% | -31.88% |
| Generation Income Properties, Inc. (GIPR)vs › | $209657.00 | -7.36% | -9.23% | -7.19% | -5.93% |
| Wheeler Real Estate Investment Trust, Inc. (WHLR)vs › | $2774.00 | 2.86% | 0.00% | -0.63% | -0.75% |
ROA
2.9%
ROE
22.3%
ROA = Net Income / Total Assets
Return on assets measures how efficiently a company generates profit from its total assets.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON ASSETS (ROA) |
|---|---|
| 2025-12-31 | 1.46% |
| 2024-12-31 | -1.46% |
| 2023-12-31 | -0.70% |
| 2022-12-31 | -1.82% |
| 2021-12-31 | -2.03% |
| 2020-12-31 | 0.05% |
| 2019-12-31 | -1.66% |
| 2018-12-31 | -3.25% |
| 2017-12-31 | -2.97% |
| 2016-12-31 | -2.43% |
| 2015-12-31 | -6.48% |
| 2014-12-31 | -5.26% |
| 2013-12-31 | -2.92% |
| 2012-12-31 | -2.21% |
| 2011-12-31 | -3.74% |
| 2010-12-31 | -1.74% |