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 5.80% is 11% below its 5-year average of 6.54%, near the low end of its 5-year range (5.05%–8.16%).
As of the fiscal period ended Tuesday, June 30, 2026. 10.40% below its 12-month average of 6.47%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 5.80%.
RETURN ON EQUITY (ROE)
5.80%
RETURN ON EQUITY (ROE) AVG TTM
6.47%
RETURN ON EQUITY (ROE) AVG 3Y
6.96%
RETURN ON EQUITY (ROE) AVG 5Y
6.54%
RETURN ON EQUITY (ROE) AVG 10Y
6.29%
RETURN ON EQUITY (ROE) AVG 15Y
7.81%
RETURN ON EQUITY (ROE) AVG 20Y
7.99%
CURRENT VS TTM AVG
-10.40%
CURRENT VS 3Y AVG
-16.70%
CURRENT VS 5Y AVG
-11.32%
CURRENT VS 10Y AVG
-7.74%
CURRENT VS 15Y AVG
-25.75%
CURRENT VS 20Y AVG
-27.42%
SECTOR MEDIAN · UTILITIES
9.06%
median of 63 covered companies
CURRENT VS SECTOR MEDIAN
-35.98%
vs the sector median at left
Market Cap
$2.50B
Return on Equity (ROE)
8.80%
TTM Avg
6.13%
3Y Avg
2.75%
5Y Avg
-2.53%
Market Cap
$2.30B
Return on Equity (ROE)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$2.66B
Return on Equity (ROE)
10.39%
TTM Avg
10.11%
3Y Avg
10.20%
5Y Avg
10.09%
Market Cap
$1.99B
Return on Equity (ROE)
8.08%
TTM Avg
6.69%
3Y Avg
7.00%
5Y Avg
7.51%
Market Cap
$2.94B
Return on Equity (ROE)
8.05%
TTM Avg
7.04%
3Y Avg
6.90%
5Y Avg
6.80%
Market Cap
$3.27B
Return on Equity (ROE)
17.59%
TTM Avg
16.50%
3Y Avg
8.25%
5Y Avg
8.25%
Market Cap
$1.49B
Return on Equity (ROE)
-21.67%
TTM Avg
-3.22%
3Y Avg
-11.93%
5Y Avg
40.09%
Market Cap
$1.00B
Return on Equity (ROE)
9.18%
TTM Avg
9.28%
3Y Avg
9.13%
5Y Avg
9.57%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| H2O America (HTO) | $2.44B | 5.80% | 6.47% | 6.96% | 6.54% |
| ReNew Energy Global Plc (RNW)vs › | $2.50B | 8.80% | 6.13% | 2.75% | -2.53% |
| newcleo plc Ordinary Shares (NWCL)vs › | $2.30B | N/A | N/A | N/A | N/A |
| MGE Energy, Inc. (MGEE)vs › | $2.66B | 10.39% | 10.11% | 10.20% | 10.09% |
| Northwest Natural Holding Company (NWN)vs › | $1.99B | 8.08% | 6.69% | 7.00% | 7.51% |
| Avista Corporation (AVA)vs › | $2.94B | 8.05% | 7.04% | 6.90% | 6.80% |
| SOLV Energy, Inc. Class A Common Stock (MWH)vs › | $3.27B | 17.59% | 16.50% | 8.25% | 8.25% |
| Fluence Energy, Inc. (FLNC)vs › | $1.49B | -21.67% | -3.22% | -11.93% | 40.09% |
| Middlesex Water Company (MSEX)vs › | $1.00B | 9.18% | 9.28% | 9.13% | 9.57% |
| XPLR Infrastructure, LP (XIFR)vs › | $972.42M | 1.95% | -0.80% | 4.59% | 3.47% |
ROE
5.8%
ROA
2.0%
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 | 5.80% |
| 2026-03-31 | 5.73% |
| 2025-12-31 | 6.66% |
| 2025-09-30 | 7.17% |
| 2025-06-30 | 7.01% |
| 2025-03-31 | 7.07% |
| 2024-12-31 | 6.87% |
| 2024-09-30 | 6.75% |
| 2024-06-30 | 6.87% |
| 2024-03-31 | 6.87% |
| 2023-12-31 | 6.89% |
| 2023-09-30 | 8.16% |
| 2023-06-30 | 7.47% |
| 2023-03-31 | 7.06% |
| 2022-12-31 | 6.62% |
| 2022-09-30 | 5.52% |
| 2022-06-30 | 5.05% |
| 2022-03-31 | 5.99% |
| 2021-12-31 | 5.85% |
| 2021-09-30 | 5.58% |
| 2021-06-30 | 6.36% |
| 2021-03-31 | 6.32% |
| 2020-12-31 | 6.72% |
| 2020-09-30 | 4.69% |
| 2020-06-30 | 2.92% |
| 2020-03-31 | 2.26% |
| 2019-12-31 | 2.63% |
| 2019-09-30 | 4.21% |
| 2019-06-30 | 4.92% |
| 2019-03-31 | 4.88% |
| 2018-12-31 | 4.36% |
| 2018-09-30 | 9.95% |
| 2018-06-30 | 10.96% |
| 2018-03-31 | 12.41% |
| 2017-12-31 | 12.78% |
| 2017-09-30 | 12.29% |
| 2017-06-30 | 12.62% |
| 2017-03-31 | 12.61% |
| 2016-12-31 | 12.53% |
| 2016-09-30 | 13.44% |
| 2016-06-30 | 11.58% |
| 2016-03-31 | 9.52% |
| 2015-12-31 | 9.87% |
| 2015-09-30 | 7.38% |
| 2015-06-30 | 15.41% |
| 2015-03-31 | 15.38% |
| 2014-12-31 | 14.38% |
| 2014-09-30 | 14.25% |
| 2014-06-30 | 6.65% |
| 2014-03-31 | 6.88% |
| 2013-12-31 | 6.97% |
| 2013-09-30 | 7.40% |
| 2013-06-30 | 7.91% |
| 2013-03-31 | 8.24% |
| 2012-12-31 | 8.13% |
| 2012-09-30 | 8.47% |
| 2012-06-30 | 7.99% |
| 2012-03-31 | 8.15% |
| 2011-12-31 | 7.91% |
| 2011-09-30 | 8.60% |
| 2011-06-30 | 9.78% |
| 2011-03-31 | 9.51% |
| 2010-12-31 | 9.57% |
| 2010-09-30 | 7.33% |
| 2010-06-30 | 6.41% |
| 2010-03-31 | 6.38% |
| 2009-12-31 | 6.00% |
| 2009-09-30 | 6.59% |
| 2009-06-30 | 6.87% |
| 2009-03-31 | 7.57% |
| 2008-12-31 | 8.44% |
| 2008-09-30 | 8.50% |
| 2008-06-30 | 8.73% |
| 2008-03-31 | 8.37% |
| 2007-12-31 | 8.16% |
| 2007-09-30 | 14.61% |
| 2007-06-30 | 15.40% |
| 2007-03-31 | 16.03% |
| 2006-12-31 | 16.91% |
| 2006-09-30 | 11.45% |
| 2006-06-30 | 12.02% |
| 2006-03-31 | 11.55% |
| 2005-12-31 | 11.15% |
| 2005-09-30 | 12.77% |
| 2005-06-30 | 11.45% |
| 2005-03-31 | 11.33% |
| 2004-12-31 | 10.71% |
| 2004-09-30 | 8.71% |
| 2004-06-30 | 9.21% |
| 2004-03-31 | 9.10% |
| 2003-12-31 | 11.23% |
| 2003-09-30 | 11.17% |
| 2003-06-30 | 11.26% |