Company / Return on Equity (ROE)
Beacon Financial Corp. Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
3.6%
FY2025
5-year range
3.6% / 10.0%
FY2021-FY2025
Trend
-35.6%
vs FY2024
Sector context
#338 of 390
Financials
What the data says
Beacon Financial Corp.'s return on equity (roe) of 3.6% is lower than 87% of companies in the Financials sector (FY2025). Return on Equity (ROE) has declined for 4 consecutive years, from 10.0% in FY2021 to 3.6% in FY2025.
Based on SEC 10-K filings.
3.6% in FY2025 with a 5-year CAGR of +48.5%.
Declined from 6.3% to 3.6% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -5.7pp
- 5-Year Change
- +48.5pp
- 10-Year Change
- -
Sector benchmark
Bottom 13% in FinancialsTop 87% of 390This company 3.6% Sector average 17.6%
▼
-79.4% below sector average
Key checks
Key Insights
- Beacon Financial Corp.'s return on equity (roe) has declined for 4 consecutive years.
- In FY2025, return on equity (roe) decreased 35.6% year-over-year.
- Currently 13.9pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2021.
Company context
Key Data Points
- Altman Z-Score 0.07 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 3.6% | -35.6% |
| FY2024 | 5.6% | -10.2% |
| FY2023 | 6.3% | -32.9% |
| FY2022 | 9.3% | -7.1% |
| FY2021 | 10.0% | +122.4% |
| FY2020 | -44.9% | -910.1% |
| FY2019 | 5.5% | -18.6% |
| FY2018 | 6.8% | +84.6% |
| FY2017 | 3.7% | -31.3% |
| FY2016 | 5.4% | -3.8% |
As of FY2025 · SEC 10-K · Updated Jul 2, 2026