Basis: Latest reported fiscal year. 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 9.44% is 31% above its 5-year average of 7.22%, near the high end of its 5-year range (2.87%–9.58%).
As of the fiscal period ended Wednesday, December 31, 2025. 1.61% above its 12-month average of 9.29%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
9.44%
RETURN ON EQUITY (ROE) AVG TTM
9.29%
RETURN ON EQUITY (ROE) AVG 3Y
8.13%
RETURN ON EQUITY (ROE) AVG 5Y
7.22%
RETURN ON EQUITY (ROE) AVG 10Y
7.13%
RETURN ON EQUITY (ROE) AVG 15Y
7.10%
RETURN ON EQUITY (ROE) AVG 20Y
6.96%
CURRENT VS TTM AVG
+1.61%
CURRENT VS 3Y AVG
+16.18%
CURRENT VS 5Y AVG
+30.81%
CURRENT VS 10Y AVG
+32.43%
CURRENT VS 15Y AVG
+32.91%
CURRENT VS 20Y AVG
+35.65%
SECTOR MEDIAN · UTILITIES
9.44%
median of 41 covered companies
CURRENT VS SECTOR MEDIAN
0.00%
vs the sector median at left
Duke Energy Corporation
Market Cap
$100.67B
Return on Equity (ROE)
9.44%
TTM Avg
9.29%
3Y Avg
8.13%
5Y Avg
7.22%
Market Cap
$93.33B
Return on Equity (ROE)
11.36%
TTM Avg
22.22%
3Y Avg
14.46%
5Y Avg
10.13%
Market Cap
$108.53B
Return on Equity (ROE)
11.75%
TTM Avg
12.65%
3Y Avg
12.39%
5Y Avg
11.54%
Market Cap
$70.89B
Return on Equity (ROE)
11.49%
TTM Avg
11.25%
3Y Avg
10.23%
5Y Avg
10.45%
Market Cap
$62.02B
Return on Equity (ROE)
10.20%
TTM Avg
9.05%
3Y Avg
7.45%
5Y Avg
6.78%
Market Cap
$50.96B
Return on Equity (ROE)
10.39%
TTM Avg
8.63%
3Y Avg
10.38%
5Y Avg
10.59%
Market Cap
$49.26B
Return on Equity (ROE)
8.78%
TTM Avg
9.23%
3Y Avg
9.73%
5Y Avg
9.88%
Market Cap
$48.63B
Return on Equity (ROE)
40.04%
TTM Avg
33.11%
3Y Avg
17.33%
5Y Avg
10.26%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Duke Energy Corporation (DUK) | $100.67B | 9.44% | 9.29% | 8.13% | 7.22% |
| Constellation Energy Corporation (CEG)vs › | $93.33B | 11.36% | 22.22% | 14.46% | 10.13% |
| The Southern Company (SO)vs › | $108.53B | 11.75% | 12.65% | 12.39% | 11.54% |
| American Electric Power Company, Inc. (AEP)vs › | $70.89B | 11.49% | 11.25% | 10.23% | 10.45% |
| Dominion Energy, Inc. (D)vs › | $62.02B | 10.20% | 9.05% | 7.45% | 6.78% |
| Sempra (SRE)vs › | $58.40B | 6.42% | 7.48% | 8.39% | 9.24% |
| Entergy Corporation (ETR)vs › | $50.96B | 10.39% | 8.63% | 10.38% | 10.59% |
| Xcel Energy Inc. (XEL)vs › | $49.26B | 8.78% | 9.23% | 9.73% | 9.88% |
| Vistra Corp. (VST)vs › | $48.63B | 40.04% | 33.11% | 17.33% | 10.26% |
| Exelon Corporation (EXC)vs › | $48.03B | 9.48% | 9.38% | 9.14% | 7.92% |
ROE
9.4%
ROA
2.6%
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) |
|---|---|
| 2025-12-31 | 9.58% |
| 2024-12-31 | 9.00% |
| 2023-12-31 | 8.75% |
| 2022-12-31 | 5.17% |
| 2021-12-31 | 7.93% |
| 2020-12-31 | 2.87% |
| 2019-12-31 | 8.00% |
| 2018-12-31 | 6.08% |
| 2017-12-31 | 7.33% |
| 2016-12-31 | 6.50% |
| 2015-12-31 | 7.20% |
| 2014-12-31 | 6.88% |
| 2013-12-31 | 6.45% |
| 2012-12-31 | 4.32% |
| 2011-12-31 | 7.49% |
| 2010-12-31 | 5.86% |
| 2009-12-31 | 4.94% |
| 2008-12-31 | 6.10% |
| 2007-12-31 | 7.10% |
| 2006-12-31 | 7.54% |
| 2005-12-31 | 12.84% |
| 2004-12-31 | 7.37% |
| 2003-12-31 | -9.52% |
| 2002-12-31 | 6.85% |
| 2001-12-31 | 14.69% |
| 2000-12-31 | 17.24% |
| 1999-12-31 | 16.24% |
| 1998-12-31 | 14.79% |
| 1997-12-31 | 12.14% |
| 1996-12-31 | 19.88% |
