Basis: Trailing twelve months (TTM net income over the latest quarterly balance sheet). Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on assets (ROA) high or low?
The return on assets (ROA) of 2.50% is 17% below its 5-year average of 3.00%, near the low end of its 5-year range (2.50%–4.71%).
8.09% below its 12-month average of 2.72%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.29%.
RETURN ON ASSETS (ROA)
2.50%
RETURN ON ASSETS (ROA) AVG TTM
2.72%
RETURN ON ASSETS (ROA) AVG 3Y
2.69%
RETURN ON ASSETS (ROA) AVG 5Y
3.00%
RETURN ON ASSETS (ROA) AVG 10Y
2.76%
RETURN ON ASSETS (ROA) AVG 15Y
2.60%
RETURN ON ASSETS (ROA) AVG 20Y
2.42%
CURRENT VS TTM AVG
-8.09%
CURRENT VS 3Y AVG
-7.06%
CURRENT VS 5Y AVG
-16.76%
CURRENT VS 10Y AVG
-9.39%
CURRENT VS 15Y AVG
-4.00%
CURRENT VS 20Y AVG
+3.31%
SECTOR MEDIAN · UTILITIES
2.57%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
-2.72%
vs the sector median at left
CMS Energy Corporation
Market Cap
$20.70B
Return on Assets (ROA)
2.50%
TTM Avg
2.72%
3Y Avg
2.69%
5Y Avg
3.00%
Market Cap
$21.09B
Return on Assets (ROA)
3.99%
TTM Avg
3.33%
3Y Avg
2.36%
5Y Avg
1.99%
Market Cap
$22.66B
Return on Assets (ROA)
2.13%
TTM Avg
3.82%
3Y Avg
2.76%
5Y Avg
3.98%
Market Cap
$18.53B
Return on Assets (ROA)
2.62%
TTM Avg
2.56%
3Y Avg
2.51%
5Y Avg
2.56%
Market Cap
$17.04B
Return on Assets (ROA)
3.23%
TTM Avg
3.09%
3Y Avg
3.22%
5Y Avg
3.34%
Market Cap
$25.13B
Return on Assets (ROA)
2.73%
TTM Avg
2.38%
3Y Avg
2.17%
5Y Avg
1.21%
Market Cap
$25.24B
Return on Assets (ROA)
2.32%
TTM Avg
2.25%
3Y Avg
2.39%
5Y Avg
1.86%
Market Cap
$25.53B
Return on Assets (ROA)
2.29%
TTM Avg
2.00%
3Y Avg
1.46%
5Y Avg
1.83%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| CMS Energy Corporation (CMS) | $20.70B | 2.50% | 2.72% | 2.69% | 3.00% |
| Edison International (EIX)vs › | $21.09B | 3.99% | 3.33% | 2.36% | 1.99% |
| NiSource Inc (NI)vs › | $19.50B | 2.41% | 2.46% | 2.56% | 2.10% |
| NRG Energy, Inc. (NRG)vs › | $22.66B | 2.13% | 3.82% | 2.76% | 3.98% |
| Evergy, Inc. (EVRG)vs › | $18.53B | 2.62% | 2.56% | 2.51% | 2.56% |
| Alliant Energy Corporation (LNT)vs › | $17.04B | 3.23% | 3.09% | 3.22% | 3.34% |
| PPL Corporation (PPL)vs › | $25.13B | 2.73% | 2.38% | 2.17% | 1.21% |
| CenterPoint Energy, Inc. (CNP)vs › | $25.24B | 2.32% | 2.25% | 2.39% | 1.86% |
| Eversource Energy (ES)vs › | $25.53B | 2.29% | 2.00% | 1.46% | 1.83% |
| FirstEnergy Corp. (FE)vs › | $26.26B | 1.87% | 1.85% | 1.71% | 2.02% |
ROA
2.5%
ROE
10.5%
ROA = Net Income / Total Assets
Return on assets measures how efficiently a company generates profit from its total assets.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON ASSETS (ROA) |
|---|---|
| 2025-12-31 | 2.65% |
| 2024-12-31 | 2.79% |
| 2023-12-31 | 2.65% |
| 2022-12-31 | 2.67% |
| 2021-12-31 | 4.71% |
| 2020-12-31 | 2.55% |
| 2019-12-31 | 2.53% |
| 2018-12-31 | 2.68% |
| 2017-12-31 | 2.00% |
| 2016-12-31 | 2.55% |
| 2015-12-31 | 2.57% |
| 2014-12-31 | 2.49% |
| 2013-12-31 | 2.60% |
| 2012-12-31 | 2.23% |
| 2011-12-31 | 2.52% |
| 2010-12-31 | 2.18% |
| 2009-12-31 | 1.50% |
| 2008-12-31 | 1.98% |
| 2007-12-31 | -1.51% |
| 2006-12-31 | -0.51% |
| 2005-12-31 | -0.52% |
| 2004-12-31 | 0.76% |
| 2003-12-31 | -0.33% |
| 2002-12-31 | -4.67% |
| 2001-12-31 | -2.68% |
| 2000-12-31 | 0.23% |
| 1999-12-31 | 1.79% |
| 1998-12-31 | 2.52% |
| 1997-12-31 | 2.49% |
| 1996-12-31 | 2.60% |
