Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 8.05% is 14% above its 5-year average of 7.07%, near the high end of its 5-year range (5.73%–8.05%).
As of the fiscal period ended Tuesday, June 30, 2026. 10.24% above its 12-month average of 7.30%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 8.05%.
RETURN ON EQUITY (ROE)
8.05%
RETURN ON EQUITY (ROE) AVG TTM
7.30%
RETURN ON EQUITY (ROE) AVG 3Y
7.26%
RETURN ON EQUITY (ROE) AVG 5Y
7.07%
RETURN ON EQUITY (ROE) AVG 10Y
7.06%
RETURN ON EQUITY (ROE) AVG 15Y
7.49%
RETURN ON EQUITY (ROE) AVG 20Y
7.39%
CURRENT VS TTM AVG
+10.24%
CURRENT VS 3Y AVG
+10.87%
CURRENT VS 5Y AVG
+13.76%
CURRENT VS 10Y AVG
+14.03%
CURRENT VS 15Y AVG
+7.46%
CURRENT VS 20Y AVG
+8.94%
SECTOR MEDIAN · UTILITIES
9.41%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
-14.49%
vs the sector median at left
Avista Corporation
Market Cap
$2.94B
Return on Equity (ROE)
8.05%
TTM Avg
7.30%
3Y Avg
7.26%
5Y Avg
7.07%
Market Cap
$1.98B
Return on Equity (ROE)
8.08%
TTM Avg
6.69%
3Y Avg
7.00%
5Y Avg
7.51%
Market Cap
$1.38B
Return on Equity (ROE)
-21.67%
TTM Avg
-3.22%
3Y Avg
-11.93%
5Y Avg
40.09%
Market Cap
$987.04M
Return on Equity (ROE)
1.95%
TTM Avg
-0.80%
3Y Avg
4.59%
5Y Avg
3.47%
Market Cap
$5.32B
Return on Equity (ROE)
7.58%
TTM Avg
7.71%
3Y Avg
8.05%
5Y Avg
8.27%
Market Cap
$6.66B
Return on Equity (ROE)
-4.67%
TTM Avg
-18.26%
3Y Avg
23.20%
5Y Avg
2.19%
Market Cap
$7.80B
Return on Equity (ROE)
12.87%
TTM Avg
10.19%
3Y Avg
0.96%
5Y Avg
7.21%
Market Cap
$8.65B
Return on Equity (ROE)
3.30%
TTM Avg
-1.33%
3Y Avg
-1.06%
5Y Avg
-1.77%
Market Cap
$10.59B
Return on Equity (ROE)
38.61%
TTM Avg
30.03%
3Y Avg
11.85%
5Y Avg
5.71%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Avista Corporation (AVA) | $2.94B | 8.05% | 7.30% | 7.26% | 7.07% |
| Northwest Natural Holding Company (NWN)vs › | $1.98B | 8.08% | 6.69% | 7.00% | 7.51% |
| Fluence Energy, Inc. (FLNC)vs › | $1.38B | -21.67% | -3.22% | -11.93% | 40.09% |
| XPLR Infrastructure, LP (XIFR)vs › | $987.04M | 1.95% | -0.80% | 4.59% | 3.47% |
| Black Hills Corporation (BKH)vs › | $5.32B | 7.58% | 7.71% | 8.05% | 8.27% |
| Oklo Inc. (OKLO)vs › | $6.66B | -4.67% | -18.26% | 23.20% | 2.19% |
| UGI Corporation (UGI)vs › | $7.80B | 12.87% | 10.19% | 0.96% | 7.21% |
| Brookfield Renewable Partners L.P. (BEP)vs › | $8.65B | 3.30% | -1.33% | -1.06% | -1.77% |
| The AES Corporation (AES)vs › | $10.59B | 38.61% | 30.03% | 11.85% | 5.71% |
| Pinnacle West Capital Corporation (PNW)vs › | $11.04B | 9.10% | 8.88% | 8.47% | 9.02% |
ROE
8.0%
ROA
2.7%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 8.05% |
| 2026-03-31 | 7.42% |
| 2025-12-31 | 7.12% |
| 2025-09-30 | 7.15% |
| 2025-06-30 | 6.75% |
| 2025-03-31 | 7.08% |
| 2024-12-31 | 6.93% |
| 2024-09-30 | 7.78% |
| 2024-06-30 | 7.63% |
| 2024-03-31 | 7.43% |
| 2023-12-31 | 6.89% |
| 2023-09-30 | 6.85% |
| 2023-06-30 | 6.02% |
| 2023-03-31 | 5.80% |
| 2022-12-31 | 6.65% |
| 2022-09-30 | 5.73% |
| 2022-06-30 | 6.63% |
| 2022-03-31 | 6.76% |
| 2021-12-31 | 6.84% |
| 2021-09-30 | 7.38% |
| 2021-06-30 | 7.04% |
| 2021-03-31 | 7.21% |
| 2020-12-31 | 6.38% |
| 2020-09-30 | 6.13% |
| 2020-06-30 | 6.16% |
| 2020-03-31 | 6.62% |
| 2019-12-31 | 10.16% |
| 2019-09-30 | 10.14% |
| 2019-06-30 | 10.46% |
| 2019-03-31 | 10.57% |
| 2018-12-31 | 7.69% |
| 2018-09-30 | 6.75% |
| 2018-06-30 | 6.38% |
| 2018-03-31 | 6.18% |
| 2017-12-31 | 6.70% |
| 2017-09-30 | 7.69% |
| 2017-06-30 | 8.07% |
| 2017-03-31 | 8.41% |
| 2016-12-31 | 8.23% |
| 2016-09-30 | 8.23% |
| 2016-06-30 | 8.34% |
| 2016-03-31 | 8.36% |
| 2015-12-31 | 8.06% |
| 2015-09-30 | 7.75% |
| 2015-06-30 | 7.55% |
| 2015-03-31 | 12.61% |
| 2014-12-31 | 12.94% |
| 2014-09-30 | 12.83% |
| 2014-06-30 | 13.65% |
| 2014-03-31 | 8.81% |
| 2013-12-31 | 8.56% |
| 2013-09-30 | 7.39% |
| 2013-06-30 | 6.93% |
| 2013-03-31 | 6.40% |
| 2012-12-31 | 6.21% |
| 2012-09-30 | 6.90% |
| 2012-06-30 | 7.55% |
| 2012-03-31 | 8.00% |
| 2011-12-31 | 8.45% |
| 2011-09-30 | 8.66% |
| 2011-06-30 | 8.82% |
| 2011-03-31 | 9.09% |
| 2010-12-31 | 8.21% |
| 2010-09-30 | 8.02% |
| 2010-06-30 | 7.79% |
| 2010-03-31 | 7.98% |
| 2009-12-31 | 8.28% |
| 2009-09-30 | 7.96% |
| 2009-06-30 | 7.91% |
| 2009-03-31 | 7.79% |
| 2008-12-31 | 7.39% |
| 2008-09-30 | 7.17% |
| 2008-06-30 | 6.11% |
| 2008-03-31 | 5.28% |
| 2007-12-31 | 4.21% |
| 2007-09-30 | 4.65% |
| 2007-06-30 | 6.08% |
| 2007-03-31 | 6.00% |
| 2006-12-31 | 7.98% |
| 2006-09-30 | 9.84% |
| 2006-06-30 | 7.27% |
| 2006-03-31 | 7.99% |
| 2005-12-31 | 5.66% |
| 2005-09-30 | 5.43% |
| 2005-06-30 | 5.24% |
| 2005-03-31 | 4.22% |
| 2004-12-31 | 4.67% |
| 2004-09-30 | 3.71% |
| 2004-06-30 | 5.48% |
| 2004-03-31 | 5.36% |
| 2003-12-31 | 5.92% |
| 2003-09-30 | 5.39% |
| 2003-06-30 | 4.06% |
