Company / Return on Assets (ROA)
Charles Schwab Corporation Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
1.8%
FY2025
5-year range
0.9% / 1.8%
FY2021-FY2025
Trend
+45.2%
vs FY2024
Sector context
#161 of 398
Financials
What the data says
At 1.8%, Charles Schwab Corporation's return on assets (roa) ranks #161 of 398 in the Financials sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 0.6% in FY2020 to 1.8% in FY2025.
Based on SEC 10-K filings.
1.8% in FY2025 with a 5-year CAGR of +1.2%.
Improved from 1.0% to 1.8% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +0.5pp
- 5-Year Change
- +1.2pp
- 10-Year Change
- -
Sector benchmark
#161 of 398 in FinancialsTop 40% of 398This company 1.8% Sector average 2.7%
▼
-34.3% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 45.2% year-over-year.
- Currently 0.9pp below the Financials sector average.
- Lowest return on assets (roa) in the period was in FY2020.
Company context
Key Data Points
- Altman Z-Score 0.17 (distress zone, below 1.8 threshold)
- Strong profit margin: 35.9%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 1.8% | +45.2% |
| FY2024 | 1.2% | +20.4% |
| FY2023 | 1.0% | -20.8% |
| FY2022 | 1.3% | +47.7% |
| FY2021 | 0.9% | +46.7% |
| FY2020 | 0.6% | -25.0% |
| FY2019 | 0.8% | -32.2% |
| FY2018 | 1.2% | +21.6% |
| FY2017 | 1.0% | +14.1% |
| FY2016 | 0.9% | +7.6% |
As of FY2025 · SEC 10-K · Updated Jul 4, 2026