Pathward Financial (CASH) Return on Equity [ROE] (2011 - 2026)
Pathward Financial's Return on Equity [ROE] was 20.77% in fiscal Q3 2026 (quarter ended Jun 30, 2026), down 1.51 percentage points from 22.28% a year earlier and down 1.52 percentage points from the prior quarter.
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Analysis
Pathward Financial (CASH) Return on Equity [ROE] (2011 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Return on Equity [ROE] at Pathward Financial came in at 22.23%, down 3.38 percentage points from FY2024.
- Return on Equity [ROE] shows a five-year change of +9.30 percentage points (FY2020 to FY2025).
- In earlier fiscal years, Return on Equity [ROE] was 25.62% in FY2024 (+2.37 pp), 23.24% in FY2023 (+2.77 pp), 20.48% in FY2022 (+3.52 pp) and 16.96% in FY2021 (+4.02 pp).
- The fiscal Q3 2026 figure marks the lowest quarterly Return on Equity [ROE] since fiscal Q2 2023.
- Compared with a year earlier, Return on Equity [ROE] has declined for seven straight quarters, with an average year-over-year change of -0.70 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Equity [ROE] over five years was fiscal Q1 2022 (a gain of 7.05 percentage points); the worst was fiscal Q1 2023 (a drop of 2.20 percentage points).
- Per Business Quant data, CASH's Return on Equity [ROE] in the three fiscal quarters before Q3 2026 was 22.29% (Q2 2026), 22.44% (Q1 2026) and 22.29% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | 17.62% |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | - |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 11.19% |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | 17.50% |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | 15.89% |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | 13.15% |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 17.08% |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | 12.67% |
| 10 | Pathward Financial | 1.48 Bn | 719.26 Mn | - | 20.77% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 20.77% |
| Mar 31, 2026 | 22.29% |
| Dec 31, 2025 | 22.44% |
| Sep 30, 2025 | 22.29% |
| Jun 30, 2025 | 22.28% |
| Mar 31, 2025 | 23.49% |
| Dec 31, 2024 | 22.73% |
| Sep 30, 2024 | 23.50% |
| Jun 30, 2024 | 24.02% |
| Mar 31, 2024 | 23.56% |
| Dec 31, 2023 | 23.02% |
| Sep 30, 2023 | 22.82% |
| Jun 30, 2023 | 21.50% |
| Mar 31, 2023 | 19.68% |
| Dec 31, 2022 | 18.86% |
| Sep 30, 2022 | 22.86% |
| Jun 30, 2022 | 20.27% |
| Mar 31, 2022 | 20.97% |
| Dec 31, 2021 | 21.06% |
| Sep 30, 2021 | 16.67% |
API Access
Pathward Financial Return on Equity [ROE] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=CASH&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "ticker": "CASH", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-equity-%5Broe%5D&ticker=CASH&period=max&api_key=YOUR_API_KEY");
const data = await res.json();