Company / Return on Equity (ROE)
FactSet Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
27.3%
FY2025
5-year range
27.3% / 39.3%
FY2021-FY2025
Trend
-2.8%
vs FY2024
Sector context
#38 of 390
Financials
What the data says
Among 390 Financials companies, FactSet is in the top 10% for return on equity (roe). Return on Equity (ROE) has declined for 6 consecutive years, from 52.5% in FY2019 to 27.3% in FY2025.
Based on SEC 10-K filings.
27.3% in FY2025 with a 5-year CAGR of -14.3%. Top quartile in the Financials sector.
Declined from 28.9% to 27.3% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -2.5pp
- 5-Year Change
- -14.3pp
- 10-Year Change
- -
Sector benchmark
Top 10% in FinancialsTop 10% of 390This company 27.3% Sector average 17.6%
▼
+55.5% above sector average
Key checks
Key Insights
- FactSet's return on equity (roe) has declined for 6 consecutive years.
- In FY2025, return on equity (roe) decreased 2.8% year-over-year.
- Currently 9.7pp above the Financials sector average.
- Peak return on equity (roe) was recorded in FY2016.
Company context
Key Data Points
- Strong profit margin: 25.7%
- High earnings quality (cash-backed earnings)
- Strong return on equity: 27.3%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 27.3% | -2.8% |
| FY2024 | 28.1% | -2.8% |
| FY2023 | 28.9% | -3.1% |
| FY2022 | 29.8% | -24.2% |
| FY2021 | 39.3% | -5.5% |
| FY2020 | 41.6% | -20.7% |
| FY2019 | 52.5% | +3.3% |
| FY2018 | 50.8% | +10.1% |
| FY2017 | 46.1% | -29.5% |
| FY2016 | 65.5% | +44.4% |
As of FY2025 · SEC 10-K · Updated Jul 2, 2026