SVB FINANCIAL GROUP financial metrics

Professional SEC-based dashboard for profitability, financial health, and growth with transparent scoring logic. Latest period: Q4 2022.

Location
Dallas, TX
Fiscal year end
31 December
Latest financial report
24 Feb 2023

Shareable Research Card

SVB FINANCIAL GROUP Financial Facts

SVB FINANCIAL GROUP has a source-backed company facts page for reviewing reported financial metrics, periods, and linked metric histories.

Start with the latest metric summary, then open metric histories or cross-company rankings to compare the same SEC-backed facts.

Context
Latest metrics period: Q4 2022
Latest reported value
Return On Equity 10%

Based on company facts extracted from SEC 10-Q/10-K XBRL filings where available. Open metric pages to inspect the reported history.

Open stable link Open latest 10-Q/10-K hub Which companies report the highest revenue?

Return Loop

Why revisit this company facts page

Company facts change as new 10-Q and 10-K filings update the latest reported period, headline values, and cross-company comparison context.

Latest source-backed update
Latest metrics period Q4 2022
Why come back
Use the next filing cycle to compare new facts against this baseline and then verify the detailed metric history.
  • Current latest metrics period: Q4 2022.
  • Most recent SEC facts end date on this page: 31 Jan 2023.
  • Save this filer to return when the next filing-backed metric period changes the picture.

Freshness comes from the latest SEC company facts period available for this filer and the linked metric history pages.

Create account to save this filer Open latest 10-Q/10-K hub

Latest update

Latest update for SVB FINANCIAL GROUP

New filing available

Latest 13F period: Q3 2025. Reopen this facts page to verify the newest reported period against the prior baseline.

Update date

10 Nov 2025

Page type

Filer profile

Latest period

Q4 2022

Institutional portfolio context was refreshed from a 13F filing filed on 10 Nov 2025.

Open recent updates hub Open latest 10-Q/10-K hub

Benchmark Context

How Return On Equity compares

Return On Equity is down about 41% versus the comparable prior period. It sits inside the middle range of the current industry benchmark sample.

Compared with

Compared with SVB FINANCIAL GROUP's recent history and the latest same-industry benchmark sample for the same metric.

Why this is notable

Use the history link to verify the prior-period change, then compare that metric with the current industry middle range if you want broader context.

  • Latest comparable period on this page: Q4 2022.
  • Current industry benchmark sample: 208 companies.
  • Open the metric history first if you want to verify the exact period-to-period change.

Industry benchmark context uses SEC-reported values from the same methodology version. Latest periods may differ across companies.

Open Revenues YoY history Which companies report the highest revenue?

How to read key metrics on this page

These short guides explain what the headline metrics mean, what to compare next, and where to open the live SEC-backed example for this company.

Plain-English Guide

How to read Revenue on this page

Revenue is the sales a company reports from customers before most expenses are subtracted.

Why people care

People start here to understand business scale and whether demand is growing before they ask about margins or cash flow.

How to read it

Check the latest reported period first, then compare the same quarter or year against prior periods so seasonality does not distort the story.

Compare next

Compare revenue with gross profit, operating income, and operating cash flow to see whether sales are turning into healthy economics.

Revenue can jump because of acquisitions, pricing changes, or revenue-recognition rules, and reporting periods may differ across companies.

Open a live SEC-backed example

Open Revenue guide

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Quick Takeaways

  • SVB FINANCIAL GROUP financial facts are built from SEC company filings data.
  • Latest metrics period on this page: Q4 2022.
  • Headline metric: Return On Equity 10%.

What Changed

  • Return On Equity YoY change: -41%.
  • Most recent SEC facts end date: 31 Jan 2023.

Why This Matters

  • This gives a beginner-friendly first read before you inspect detailed formulas and metric tables.
  • Every metric card links to a deeper SEC-backed history page for verification.

Source Evidence

Based on latest 10-Q/10-K

Based on company facts extracted from SEC 10-Q/10-K XBRL filings where available. Open company facts to inspect the reported metric history.

See Original Filing

Latest SEC snapshot (2023-01-31) highlights Return On Equity 10.0%, Return On Assets 0.8%, and Debt-to-equity 12.53x.

Compare This Company Through SEC-backed Metrics

Use these links to compare SVB FINANCIAL GROUP against other SEC filers on the same metric, then verify the company history from the paired facts page.

Financial Quality Score

Transparent 0-100 scoring model based on profitability, financial health, and growth factors.

22.0/100

Weak Confidence low

Return On Equity

10%

Metric score 11.7/100

Return On Assets

0.76%

Metric score 0.0/100

Financial Health

Debt to Equity
12.53x

Strengths

Revenues YoY

Watchpoints

Return On Equity, Return On Assets, and Debt-to-equity

Key metrics snapshot

Return On Equity

10%

YoY: -41%

Industry median: 10% (n=208)

View history

Return On Assets

0.76%

YoY: -40%

Industry median: 0.97% (n=208)

View history

Debt-to-equity

12.53x

YoY: -0.27%

Industry median: 8.4x (n=193)

View history

Revenues YoY

14%

YoY:

Industry median: 7.6% (n=43)

View history

Profitability

Metric Latest value YoY change
Return On Equity 10% -41%
Return On Assets 0.76% -40%

Financial Health

Metric Latest value YoY change
Debt-to-equity 12.53x -0.28%

Growth

Metric Latest value YoY change
Revenues YoY 14%

Share Metrics

Metric Latest value YoY change
Entity Common Stock, Shares Outstanding 59,200,925 +0.68%
Common Stock, Shares, Outstanding 59,171,883 +0.72%
Common Stock, Value, Issued $0
Weighted Average Number of Shares Outstanding, Basic 58,987,000 +5.8%
Weighted Average Number of Shares Outstanding, Diluted 59,516,000 +5.1%

Supporting Metrics

These supporting metrics stay fully source-backed for deeper research. Scan the latest value and reported period first, then open a metric page when you need the full filing trail.

Metric Latest value YoY change
Accumulated Other Comprehensive Income (Loss), Net of Tax $1,911,000,000 -21133%
Additional Paid in Capital $5,318,000,000 +3.1%
Assets $211,793,000,000 +0.23%
Cash and Cash Equivalents, at Carrying Value $13,803,000,000 -5.4%
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents $13,803,000,000 -5.4%
Common Stock, Par or Stated Value Per Share 0 0%
Common Stock, Shares Authorized 150,000,000 0%
Common Stock, Shares, Issued 59,171,883 +0.72%
Comprehensive Income (Loss), Net of Tax, Attributable to Parent $230,000,000 -119%
Deferred Tax Assets, Gross $2,345,000,000 +323%
Deferred Tax Assets, Net of Valuation Allowance $2,339,000,000 +328%
Deferred Tax Assets, Operating Loss Carryforwards $1,650,000,000 +23471%
Deferred Tax Assets, Valuation Allowance $6,000,000 -14%
Earnings Per Share, Basic 26 -19%
Earnings Per Share, Diluted 25 -19%
Goodwill $375,000,000 0%
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest $2,172,000,000 -20%
Income Tax Expense (Benefit) $563,000,000 -14%
Interest Expense $1,188,000,000 +980%
Lessee, Operating Lease, Liability, to be Paid $459,000,000 +10%
Lessee, Operating Lease, Liability, to be Paid, Year Four $49,000,000 -2%
Lessee, Operating Lease, Liability, to be Paid, Year One $85,000,000 +10%
Lessee, Operating Lease, Liability, to be Paid, Year Three $64,000,000 +3.2%
Lessee, Operating Lease, Liability, to be Paid, Year Two $76,000,000 -1.3%
Lessee, Operating Lease, Liability, Undiscounted Excess Amount $46,000,000 +64%
Liabilities $195,498,000,000 +0.41%
Liabilities and Equity $211,793,000,000 +0.23%
Operating Lease, Liability $413,000,000 +6.4%
Operating Lease, Right-of-Use Asset $335,000,000 +7%
Operating Lease, Weighted Average Discount Rate, Percent 0.02 0%
Preferred Stock, Par or Stated Value Per Share 0 0%
Preferred Stock, Shares Authorized 20,000,000 0%
Preferred Stock, Shares Issued 383,500 0%
Preferred Stock, Shares Outstanding 383,500 0%
Property, Plant and Equipment, Gross $923,000,000 +29%
Property, Plant and Equipment, Net $394,000,000 +46%
Retained Earnings (Accumulated Deficit) $8,951,000,000 +20%
Revenue from Contract with Customer, Excluding Assessed Tax $1,503,000,000 +14%
Stockholders' Equity Attributable to Parent $16,004,000,000 -1.4%
Stockholders' Equity, Including Portion Attributable to Noncontrolling Interest $16,295,000,000 -1.9%
Unrecognized Tax Benefits $37,000,000 0%

How we score

This score is transparent and deterministic. We weight profitability, financial health, and growth metrics, then renormalize weights when SEC data is missing.

Metric Weight V1 threshold
ROIC205% to 20%
ROE158% to 25%
ROA102% to 10%
Operating Margin55% to 25%
Current Ratio121.0x to 2.0x
Quick Ratio80.8x to 1.5x
Debt to Equity100.3x to 2.0x (lower is better)
Revenue YoY10-10% to +20%
Net Income YoY10-10% to +20%

How Calculated (standard_v1)

Metrics are computed with a market-consensus convention designed for cross-portal comparability.

  • TTM Operating Income / TTM Revenues
  • Current Assets / Current Liabilities (latest instant quarter)
  • (Current Assets - Inventory) / Current Liabilities; fallback: (Cash+Short-Term Investments + Accounts Receivable) / Current Liabilities
  • Total Debt / Stockholders Equity (latest instant quarter; shared unit; freshest series)
  • TTM Net Income / Average Equity (current quarter + same quarter previous year) / 2
  • TTM Net Income / Average Assets (current quarter + same quarter previous year) / 2
  • TTM NOPAT / Average Invested Capital, where NOPAT=Operating Income*(1-tax rate), Invested Capital=Equity+Total Debt-Cash & ST Investments
  • TTM Revenues YoY
  • TTM Net Income YoY