Company / Return on Equity (ROE)
HERITAGE COMMERCE CORP Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
6.8%
FY2025
5-year range
5.9% / 10.5%
FY2021-FY2025
Trend
+14.8%
vs FY2024
Sector context
#292 of 388
Financials
What the data says
HERITAGE COMMERCE CORP's return on equity (roe) of 6.8% is lower than 75% of companies in the Financials sector (FY2025). Return on Equity (ROE) returned to growth in FY2025 after 2 years of decline, reaching 6.8%.
Based on SEC 10-K filings.
6.8% in FY2025 with a 5-year CAGR of +0.6%.
Declined from 9.6% to 6.8% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -3.8pp
- 5-Year Change
- +0.6pp
- 10-Year Change
- -
Sector benchmark
Bottom 25% in FinancialsTop 75% of 388This company 6.8% Sector average 16.4%
▼
-58.7% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 14.8% year-over-year.
- Currently 9.6pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2016.
- Lowest return on equity (roe) in the period was in FY2024.
Company context
Key Data Points
- Altman Z-Score 0.09 (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 | 6.8% | +14.8% |
| FY2024 | 5.9% | -38.6% |
| FY2023 | 9.6% | -8.9% |
| FY2022 | 10.5% | +31.8% |
| FY2021 | 8.0% | +30.6% |
| FY2020 | 6.1% | -13.0% |
| FY2019 | 7.0% | -27.0% |
| FY2018 | 9.6% | +9.5% |
| FY2017 | 8.8% | -16.7% |
| FY2016 | 10.5% | +56.8% |
As of FY2025 · SEC 10-K Annual Filings · Updated Mar 28, 2026