Company / Return on Equity (ROE)
Matthews International Corporation Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
-5.1%
FY2025
5-year range
-20.5% / 7.5%
FY2021-FY2025
Trend
+62.7%
vs FY2024
Sector context
#170 of 197
Consumer Discretionary
What the data says
Matthews International Corporation reports negative total equity of -5.1% in FY2025. Negative equity can occur when accumulated losses exceed contributed capital, as reported in the balance sheet from the SEC filing.
Based on SEC 10-K filings.
-5.1% in FY2025 with a 5-year CAGR of +9.2%.
Declined from 7.5% to -5.1% over the past 2 years.
Consumer Discretionary sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +15.4pp
- 5-Year Change
- +9.2pp
- 10-Year Change
- -
Sector benchmark
Bottom 14% in Consumer DiscretionaryTop 86% of 197This company -5.1% Sector average 10.4%
▼
-149.1% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 62.7% year-over-year.
- Currently 15.4pp below the Consumer Discretionary sector average.
- Peak return on equity (roe) was recorded in FY2019.
- Lowest return on equity (roe) in the period was in FY2022.
Company context
Key Data Points
- Altman Z-Score 0.38 (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 | -5.1% | +62.7% |
| FY2024 | -13.7% | -282.7% |
| FY2023 | 7.5% | +136.5% |
| FY2022 | -20.5% | -4550.0% |
| FY2021 | 0.5% | +103.2% |
| FY2020 | -14.3% | -237.7% |
| FY2019 | 10.4% | +34.7% |
| FY2018 | 7.7% | -4.2% |
| FY2017 | 8.0% | +33.6% |
| FY2016 | 6.0% | -30.8% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026