Basis: Latest reported fiscal year. 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 2.41% is in line with its 5-year average of 2.56%, near the low end of its 5-year range (2.28%–3.08%).
As of the fiscal period ended Wednesday, December 31, 2025. 5.86% below its 12-month average of 2.56%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
2.41%
RETURN ON ASSETS (ROA) AVG TTM
2.56%
RETURN ON ASSETS (ROA) AVG 3Y
2.51%
RETURN ON ASSETS (ROA) AVG 5Y
2.56%
RETURN ON ASSETS (ROA) AVG 10Y
2.60%
RETURN ON ASSETS (ROA) AVG 15Y
2.68%
RETURN ON ASSETS (ROA) AVG 20Y
2.66%
CURRENT VS TTM AVG
-5.86%
CURRENT VS 3Y AVG
-3.89%
CURRENT VS 5Y AVG
-6.04%
CURRENT VS 10Y AVG
-7.31%
CURRENT VS 15Y AVG
-9.97%
CURRENT VS 20Y AVG
-9.30%
SECTOR MEDIAN · UTILITIES
2.41%
median of 45 covered companies
CURRENT VS SECTOR MEDIAN
0.00%
vs the sector median at left
Evergy, Inc.
Market Cap
$19.22B
Return on Assets (ROA)
2.41%
TTM Avg
2.56%
3Y Avg
2.51%
5Y Avg
2.56%
Market Cap
$17.92B
Return on Assets (ROA)
3.23%
TTM Avg
3.09%
3Y Avg
3.22%
5Y Avg
3.34%
Market Cap
$22.27B
Return on Assets (ROA)
2.50%
TTM Avg
2.72%
3Y Avg
2.69%
5Y Avg
3.00%
Market Cap
$15.78B
Return on Assets (ROA)
-1.23%
TTM Avg
7.17%
3Y Avg
2.73%
5Y Avg
0.22%
Market Cap
$24.92B
Return on Assets (ROA)
2.13%
TTM Avg
3.82%
3Y Avg
2.76%
5Y Avg
3.98%
Market Cap
$12.24B
Return on Assets (ROA)
1.95%
TTM Avg
2.14%
3Y Avg
2.11%
5Y Avg
2.33%
Market Cap
$26.40B
Return on Assets (ROA)
3.99%
TTM Avg
3.33%
3Y Avg
2.36%
5Y Avg
1.99%
Market Cap
$26.69B
Return on Assets (ROA)
2.73%
TTM Avg
2.38%
3Y Avg
2.17%
5Y Avg
1.21%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Evergy, Inc. (EVRG) | $19.22B | 2.41% | 2.56% | 2.51% | 2.56% |
| NiSource Inc (NI)vs › | $20.43B | 2.41% | 2.46% | 2.56% | 2.10% |
| Alliant Energy Corporation (LNT)vs › | $17.92B | 3.23% | 3.09% | 3.22% | 3.34% |
| CMS Energy Corporation (CMS)vs › | $22.27B | 2.50% | 2.72% | 2.69% | 3.00% |
| Talen Energy Corporation (TLN)vs › | $15.78B | -1.23% | 7.17% | 2.73% | 0.22% |
| NRG Energy, Inc. (NRG)vs › | $24.92B | 2.13% | 3.82% | 2.76% | 3.98% |
| Pinnacle West Capital Corporation (PNW)vs › | $12.24B | 1.95% | 2.14% | 2.11% | 2.33% |
| Edison International (EIX)vs › | $26.40B | 3.99% | 3.33% | 2.36% | 1.99% |
| PPL Corporation (PPL)vs › | $26.69B | 2.73% | 2.38% | 2.17% | 1.21% |
| CenterPoint Energy, Inc. (CNP)vs › | $26.80B | 2.32% | 2.25% | 2.39% | 1.86% |
ROA
2.4%
ROE
25.9%
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 | 2.41% |
| 2024-12-31 | 2.71% |
| 2023-12-31 | 2.36% |
| 2022-12-31 | 2.55% |
| 2021-12-31 | 3.08% |
| 2020-12-31 | 2.28% |
| 2019-12-31 | 2.58% |
| 2018-12-31 | 2.09% |
| 2017-12-31 | 2.79% |
| 2016-12-31 | 3.02% |
| 2015-12-31 | 2.73% |
| 2014-12-31 | 3.04% |
| 2013-12-31 | 3.05% |
| 2012-12-31 | 2.97% |
| 2011-12-31 | 2.65% |
| 2010-12-31 | 2.52% |
| 2009-12-31 | 2.33% |
| 2008-12-31 | 2.39% |
| 2007-12-31 | 2.63% |
| 2006-12-31 | 3.03% |
| 2005-12-31 | 2.59% |
| 2004-12-31 | 3.58% |
| 2003-12-31 | 1.48% |
| 2002-12-31 | -11.77% |
| 2001-12-31 | -0.28% |
| 2000-12-31 | 1.76% |
| 1999-12-31 | 0.16% |
| 1998-12-31 | 0.60% |
| 1997-12-31 | 7.10% |
| 1996-12-31 | 2.54% |
