Company / Return on Assets (ROA)
Raymond James Financial Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
2.4%
FY2025
5-year range
1.0% / 2.5%
FY2021-FY2025
Trend
-2.8%
vs FY2024
Sector context
#134 of 402
Financials
What the data says
At 2.4%, Raymond James Financial's return on assets (roa) ranks #134 of 402 in the Financials sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 1.0% in FY2022 to 2.5% in FY2024.
Based on SEC 10-K filings.
2.4% in FY2025 with a 5-year CAGR of +0.6%.
Improved from 1.8% to 2.4% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +1.4pp
- 5-Year Change
- +0.6pp
- 10-Year Change
- -
Sector benchmark
#134 of 402 in FinancialsTop 33% of 402This company 2.4% Sector average 2.8%
▼
-12.3% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 2.8% year-over-year.
- Currently 0.3pp below the Financials sector average.
- Peak return on assets (roa) was recorded in FY2024.
- Lowest return on assets (roa) 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 Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 2.4% | -2.8% |
| FY2024 | 2.5% | +39.1% |
| FY2023 | 1.8% | +77.2% |
| FY2022 | 1.0% | -39.5% |
| FY2021 | 1.7% | -7.2% |
| FY2020 | 1.8% | +9.8% |
| FY2019 | 1.6% | -28.4% |
| FY2018 | 2.3% | +59.0% |
| FY2017 | 1.4% | -14.3% |
| FY2016 | 1.7% | -11.6% |
As of FY2025 · SEC Form 10-K · Last checked Jun 30, 2026