Where do Pathward Financial, Inc.'s ratios come from?

Every ratio is computed from Pathward Financial, Inc.'s SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.

	Q2 '26	Q1 '26	Q4 '25	Q3 '25	Q2 '25
Profitability
Net margin	22.7%+0.5pp	23%+1.0pp	22.1%-0.8pp	21.7%-0.5pp	22.2%+0.6pp
Free cash flow margin	79.7%+36.0pp	74.3%+27.6pp	52.3%-7.8pp	33.3%-24.7pp	43.7%-2.5pp
Returns
Return on equity	22.7%-1.2pp	23.4%-0.6pp	22.1%-3.3pp	23%-1.9pp	23.9%-0.2pp
Return on assets	2.7%+0.1pp	2.5%+0.2pp	2.5%+0.1pp	2.5%+0.1pp	2.5%+0.2pp
Efficiency
Asset turnover	0.1×0.0×	0.1×0.0×	0.1×0.0×	0.1×0.0×	0.1×0.0×
Leverage
Debt-to-equity	0.1×0.0×	0.1×0.0×	0.1×-0.5×	0.2×+0.1×	0.1×-0.1×
Debt-to-assets	0×0.0×	0×0.0×	0×0.0×	0×0.0×	0×0.0×
Valuation
Market capitalization	$1.94B+11.6%	$1.59B-10.6%	$1.69B+2.4%	$1.8B+25.8%	$1.74B+36.3%
Enterprise value	$1.87B+20.9%	$1.31B+6.2%	$1.63B-15.2%	$1.71B+43.8%	$1.54B+51.3%
Price / earnings	10.3×+0.8×	8.3×-1.7×	9.1×+0.1×	10×+1.8×	9.5×+1.8×
Price / sales	2.3×+0.2×	1.9×-0.3×	2×-0.1×	2.2×+0.3×	2.1×+0.4×
Price / book	2.3×+0.1×	1.9×-0.4×	2×0.0×	2.2×+0.3×	2.1×+0.4×
EV / sales	2.2×+0.4×	1.6×+0.1×	1.9×-0.5×	2.1×+0.5×	1.9×+0.5×
Free cash flow yield	34.1%+13.4pp	38.9%+17.6pp	26%-3.0pp	15.4%-16.5pp	20.7%-7.1pp
Earnings yield	9.7%-0.8pp	12%+2.0pp	11%-0.1pp	10%-2.2pp	10.5%-2.5pp
Dividend yield	0.2%0.0pp	0.3%0.0pp	0.3%0.0pp	0.3%-0.1pp	0.3%-0.1pp
PEG ratio	3.3×+2.4×	1.2×+0.6×	6.3×+5.9×	3.1×+2.8×	0.9×+0.7×

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Where do Pathward Financial, Inc.'s ratios come from?: Every ratio is computed from Pathward Financial, Inc.'s SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.