Company / Return on Equity (ROE)
Charles Schwab Corporation Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
17.9%
FY2025
5-year range
10.4% / 19.6%
FY2021-FY2025
Trend
+45.8%
vs FY2024
Sector context
#82 of 387
Financials
What the data says
Charles Schwab Corporation's return on equity (roe) of 17.9% is higher than 79% of companies in the Financials sector (FY2025). Return on Equity (ROE) returned to growth in FY2025 after 2 years of decline, reaching 17.9%.
Based on SEC 10-K filings.
17.9% in FY2025 with a 5-year CAGR of +12.0%. Top quartile in the Financials sector.
Improved from 12.4% to 17.9% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -1.7pp
- 5-Year Change
- +12.0pp
- 10-Year Change
- -
Sector benchmark
+3.4% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 45.8% year-over-year.
- Currently 0.6pp above the Financials sector average.
- Peak return on equity (roe) was recorded in FY2022.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 17.9% | +45.8% |
| FY2024 | 12.3% | -0.7% |
| FY2023 | 12.4% | -37.0% |
| FY2022 | 19.6% | +88.5% |
| FY2021 | 10.4% | +77.0% |
| FY2020 | 5.9% | -53.7% |
| FY2019 | 12.7% | -25.1% |
| FY2018 | 17.0% | +33.5% |
| FY2017 | 12.7% | +10.5% |
| FY2016 | 11.5% | +6.5% |
As of FY2025 · SEC 10-K · Updated Jul 4, 2026