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 9.18% is in line with its 5-year average of 9.40%, around the middle of its 5-year range (7.42%–10.98%).
As of the fiscal period ended Tuesday, June 30, 2026. 2.17% above its 12-month average of 8.98%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 9.18%.
RETURN ON EQUITY (ROE)
9.18%
RETURN ON EQUITY (ROE) AVG TTM
8.98%
RETURN ON EQUITY (ROE) AVG 3Y
8.84%
RETURN ON EQUITY (ROE) AVG 5Y
9.40%
RETURN ON EQUITY (ROE) AVG 10Y
10.16%
RETURN ON EQUITY (ROE) AVG 15Y
9.56%
RETURN ON EQUITY (ROE) AVG 20Y
9.20%
CURRENT VS TTM AVG
+2.17%
CURRENT VS 3Y AVG
+3.82%
CURRENT VS 5Y AVG
-2.33%
CURRENT VS 10Y AVG
-9.65%
CURRENT VS 15Y AVG
-3.98%
CURRENT VS 20Y AVG
-0.23%
SECTOR MEDIAN · UTILITIES
9.06%
median of 63 covered companies
CURRENT VS SECTOR MEDIAN
+1.28%
vs the sector median at left
Middlesex Water Company
Market Cap
$995.79M
Return on Equity (ROE)
9.18%
TTM Avg
8.98%
3Y Avg
8.84%
5Y Avg
9.40%
Market Cap
$972.42M
Return on Equity (ROE)
1.95%
TTM Avg
-0.80%
3Y Avg
4.59%
5Y Avg
3.47%
Market Cap
$694.00M
Return on Equity (ROE)
-0.48%
TTM Avg
-95.33%
3Y Avg
-41.39%
5Y Avg
-28.50%
Market Cap
$610.10M
Return on Equity (ROE)
-39.05%
TTM Avg
-1.36%
3Y Avg
-1.36%
5Y Avg
-1.36%
Market Cap
$1.48B
Return on Equity (ROE)
-21.67%
TTM Avg
-3.22%
3Y Avg
-11.93%
5Y Avg
40.09%
Market Cap
$497.73M
Return on Equity (ROE)
8.09%
TTM Avg
8.57%
3Y Avg
9.33%
5Y Avg
10.01%
Market Cap
$490.09M
Return on Equity (ROE)
7.28%
TTM Avg
10.86%
3Y Avg
10.31%
5Y Avg
7.35%
Market Cap
$402.39M
Return on Equity (ROE)
N/A
TTM Avg
-235.34%
3Y Avg
37109.77%
5Y Avg
37109.77%
Market Cap
$357.71M
Return on Equity (ROE)
-0.01%
TTM Avg
-27.16%
3Y Avg
-29.99%
5Y Avg
-29.64%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Middlesex Water Company (MSEX) | $995.79M | 9.18% | 8.98% | 8.84% | 9.40% |
| XPLR Infrastructure, LP (XIFR)vs › | $972.42M | 1.95% | -0.80% | 4.59% | 3.47% |
| Hallador Energy Company (HNRG)vs › | $694.00M | -0.48% | -95.33% | -41.39% | -28.50% |
| General Fusion Group Ltd. (GFUZ)vs › | $610.10M | -39.05% | -1.36% | -1.36% | -1.36% |
| Fluence Energy, Inc. (FLNC)vs › | $1.48B | -21.67% | -3.22% | -11.93% | 40.09% |
| The York Water Company (YORW)vs › | $497.73M | 8.09% | 8.57% | 9.33% | 10.01% |
| Consolidated Water Co. Ltd. (CWCO)vs › | $490.09M | 7.28% | 10.86% | 10.31% | 7.35% |
| Terra Innovatum Global N.V. Ordinary shares (NKLR)vs › | $402.39M | N/A | -235.34% | 37109.77% | 37109.77% |
| Digi Power X Inc. (DGXX)vs › | $357.71M | -0.01% | -27.16% | -29.99% | -29.64% |
| Artesian Resources Corporation (ARTNA)vs › | $347.62M | 9.21% | 8.83% | 8.62% | 8.98% |
ROE
9.2%
ROA
3.4%
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 | 9.18% |
| 2026-03-31 | 8.75% |
| 2025-12-31 | 8.64% |
| 2025-09-30 | 8.89% |
| 2025-06-30 | 9.45% |
| 2025-03-31 | 9.57% |
| 2024-12-31 | 9.92% |
| 2024-09-30 | 9.31% |
| 2024-06-30 | 8.50% |
| 2024-03-31 | 8.46% |
| 2023-12-31 | 7.42% |
| 2023-09-30 | 7.81% |
| 2023-06-30 | 9.00% |
| 2023-03-31 | 8.93% |
| 2022-12-31 | 10.54% |
| 2022-09-30 | 10.62% |
| 2022-06-30 | 10.24% |
| 2022-03-31 | 10.98% |
| 2021-12-31 | 9.88% |
| 2021-09-30 | 10.32% |
| 2021-06-30 | 10.88% |
| 2021-03-31 | 10.73% |
| 2020-12-31 | 11.03% |
| 2020-09-30 | 11.10% |
| 2020-06-30 | 10.90% |
| 2020-03-31 | 10.62% |
| 2019-12-31 | 10.40% |
| 2019-09-30 | 11.81% |
| 2019-06-30 | 12.79% |
| 2019-03-31 | 13.45% |
| 2018-12-31 | 12.92% |
| 2018-09-30 | 12.44% |
| 2018-06-30 | 10.97% |
| 2018-03-31 | 9.82% |
| 2017-12-31 | 9.85% |
| 2017-09-30 | 9.01% |
| 2017-06-30 | 9.72% |
| 2017-03-31 | 10.07% |
| 2016-12-31 | 10.30% |
| 2016-09-30 | 10.91% |
| 2016-06-30 | 10.26% |
| 2016-03-31 | 10.03% |
| 2015-12-31 | 9.58% |
| 2015-09-30 | 9.29% |
| 2015-06-30 | 9.48% |
| 2015-03-31 | 9.42% |
| 2014-12-31 | 9.24% |
| 2014-09-30 | 8.97% |
| 2014-06-30 | 8.68% |
| 2014-03-31 | 8.65% |
| 2013-12-31 | 8.68% |
| 2013-09-30 | 8.48% |
| 2013-06-30 | 8.80% |
| 2013-03-31 | 8.49% |
| 2012-12-31 | 7.78% |
| 2012-09-30 | 7.42% |
| 2012-06-30 | 7.03% |
| 2012-03-31 | 7.02% |
| 2011-12-31 | 7.46% |
| 2011-09-30 | 7.75% |
| 2011-06-30 | 8.20% |
| 2011-03-31 | 8.71% |
| 2010-12-31 | 8.11% |
| 2010-09-30 | 7.63% |
| 2010-06-30 | 6.79% |
| 2010-03-31 | 7.13% |
| 2009-12-31 | 6.98% |
| 2009-09-30 | 7.09% |
| 2009-06-30 | 7.68% |
| 2009-03-31 | 8.23% |
| 2008-12-31 | 8.65% |
| 2008-09-30 | 9.12% |
| 2008-06-30 | 8.89% |
| 2008-03-31 | 8.81% |
| 2007-12-31 | 8.63% |
| 2007-09-30 | 8.14% |
| 2007-06-30 | 7.69% |
| 2007-03-31 | 7.51% |
| 2006-12-31 | 7.53% |
| 2006-09-30 | 9.63% |
| 2006-06-30 | 9.45% |
| 2006-03-31 | 8.59% |
| 2005-12-31 | 8.19% |
| 2005-09-30 | 8.32% |
| 2005-06-30 | 8.87% |
| 2005-03-31 | 8.88% |
| 2004-12-31 | 8.51% |
| 2004-09-30 | 7.60% |
| 2004-06-30 | 6.74% |
| 2004-03-31 | 7.74% |
| 2003-12-31 | 7.92% |
| 2003-09-30 | 8.90% |
| 2003-06-30 | 9.28% |
