Coastal Financial (CCB) Return on Equity [ROE] (2018 - 2026)
Coastal Financial's Return on Equity [ROE] came in at -0.80% for Q2 2026, down 11.24 percentage points from 10.44% a year earlier and down 10.71 percentage points from the prior quarter.
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Analysis
Coastal Financial (CCB) Return on Equity [ROE] (2018 - 2026) Analysis & Trends
For FY2025, Coastal Financial's Return on Equity [ROE] was 10.11%, down 2.22 percentage points from FY2024.
- Return on Equity [ROE] has declined in each of the last three years, with a five-year change of -1.35 percentage points (FY2020 to FY2025).
- Going back by year, Return on Equity [ROE] was 12.33% in FY2024 (-4.23 pp), 16.56% in FY2023 (-1.71 pp), 18.27% in FY2022 (+2.45 pp) and 15.82% in FY2021 (+4.36 pp).
- The Q2 2026 figure represents the lowest quarterly Return on Equity [ROE] in data going back to Q1 2018.
- Year-over-year, Return on Equity [ROE] has declined for 11 consecutive quarters, with an average year-over-year change of -3.63 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Equity [ROE] over five years came in Q1 2023 (a gain of 5.33 percentage points), and the weakest in Q2 2026 (a drop of 11.24 percentage points).
- Business Quant data shows CCB's Return on Equity [ROE] at 9.91% (Q1 2026), 9.73% (Q4 2025) and 10.19% (Q3 2025) in the three quarters before Q2 2026.
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 | Coastal Financial | 610.31 Mn | 610.31 Mn | - | -0.80% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -0.80% |
| Mar 31, 2026 | 9.91% |
| Dec 31, 2025 | 9.73% |
| Sep 30, 2025 | 10.19% |
| Jun 30, 2025 | 10.44% |
| Mar 31, 2025 | 10.84% |
| Dec 31, 2024 | 11.74% |
| Sep 30, 2024 | 12.60% |
| Jun 30, 2024 | 12.15% |
| Mar 31, 2024 | 13.02% |
| Dec 31, 2023 | 15.39% |
| Sep 30, 2023 | 17.48% |
| Jun 30, 2023 | 18.64% |
| Mar 31, 2023 | 18.63% |
| Dec 31, 2022 | 17.21% |
| Sep 30, 2022 | 15.59% |
| Jun 30, 2022 | 14.28% |
| Mar 31, 2022 | 13.30% |
| Dec 31, 2021 | 14.91% |
| Sep 30, 2021 | 15.47% |
API Access
Coastal 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=CCB&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "ticker": "CCB", "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=CCB&period=max&api_key=YOUR_API_KEY");
const data = await res.json();