Select company
- Ticker/CompanyMarket Cap.
No results found
Select metric
Pick a metric...
7.44%Return on Equity
VS
Market
Sector
Industry
History
$ 18.55Close
$ 13.7 - $ 22.49 52-Week Range
Ticker Information
Ticker
FINWCompany Name
FINWISE BANCORPSector
Financial ServicesIndustry
Banks - RegionalExchange
NASDAQFINWISE BANCORP - Return on Equity Chart Analysis (TTM)
From
Zoom
1Y
3Y
5Y
10Y
FINW - ROE Historical data
| Date | Shareholders Equity | Net Income Common Stock | Return on Equity |
|---|---|---|---|
| 6/30/2025 | $ 181.96M | $ 13.53M | 7.44% |
| 3/31/2025 | $ 177.36M | $ 12.62M | 7.11% |
| 12/31/2024 | $ 173.72M | $ 12.74M | 7.33% |
| 9/30/2024 | $ 170.37M | $ 14.11M | 8.28% |
| 6/30/2024 | $ 165.8M | $ 15.46M | 9.32% |
| 3/31/2024 | $ 162.48M | $ 16.91M | 10.41% |
| 12/31/2023 | $ 155.06M | $ 17.46M | 11.26% |
| 9/30/2023 | $ 150.4M | $ 19.85M | 13.2% |
| 6/30/2023 | $ 147.45M | $ 18.7M | 12.68% |
| 3/31/2023 | $ 144.35M | $ 19.54M | 13.54% |
Key Performance Insights, Last 5 Years
- FINWISE BANCORP's latest trailing twelve months (TTM) ROE stands at 24.41%.
- Over the past 5 years, FINWISE BANCORP's average ROE has been 13.09%.
- The median ROE for FINWISE BANCORP during this period was 11.26%
- FINWISE BANCORP reached its highest ROE over the past 5 years at 27.36%.
- The lowest ROE recorded by FINWISE BANCORP in the same timeframe 7.11%
FINWISE BANCORP's ROE vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROE Benchmarks
Similar metrics to ROE:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Assets - [Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.
- Shareholders Equity - [Balance Sheet] A principal component of the balance sheet; in addition to [Liabilities] and [Assets]; that represents the total of all stockholders' equity (deficit) after all liabilities have been deducted.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
Definition of Return on Equity
[Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].Net Inc. Cmn. / Equity
(=) ROE ROE for FINWISE BANCORP is calculated as follows: Net Inc. Cmn. [ $ 11.2M ] / Equity [ $ 45.87M ]
(=) ROE [ 24.41% ] FINW - Return on Equity, Last 5 years
7.11%
Minimum
Mar 31, 2025
27.36%
Maximum
Dec 31, 2021
13.09%
Average
11.26%
Median
ROE Benchmark AnalysisMarket
The chart above depicts the distribution of ROE for companies in the Total Stock Market. The average ROE of the companies is 1.62% with a standard deviation of 22.53%.
The following table provides additional summary stats:
ROE in the Market:
| filtered constituents | 3.13K |
|---|---|
| min | -66.24% |
| max | 73.25% |
| average | 1.62% |
| median | 6.52% |
| std | 22.53% |