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 9.96% is 30% above its 5-year average of 7.66%, near the high end of its 5-year range (-0.31%–10.61%).
As of the fiscal period ended Wednesday, December 31, 2025. 7.10% above its 12-month average of 9.30%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
9.96%
RETURN ON EQUITY (ROE) AVG TTM
9.30%
RETURN ON EQUITY (ROE) AVG 3Y
9.46%
RETURN ON EQUITY (ROE) AVG 5Y
7.66%
RETURN ON EQUITY (ROE) AVG 10Y
6.37%
RETURN ON EQUITY (ROE) AVG 15Y
7.73%
RETURN ON EQUITY (ROE) AVG 20Y
6.97%
CURRENT VS TTM AVG
+7.10%
CURRENT VS 3Y AVG
+5.26%
CURRENT VS 5Y AVG
+30.03%
CURRENT VS 10Y AVG
+56.42%
CURRENT VS 15Y AVG
+28.80%
CURRENT VS 20Y AVG
+42.84%
SECTOR MEDIAN · UTILITIES
9.40%
median of 42 covered companies
CURRENT VS SECTOR MEDIAN
+5.90%
vs the sector median at left
Market Cap
$22.65B
Return on Equity (ROE)
11.69%
TTM Avg
11.95%
3Y Avg
11.90%
5Y Avg
13.62%
Market Cap
$18.26B
Return on Equity (ROE)
11.06%
TTM Avg
10.45%
3Y Avg
10.55%
5Y Avg
10.73%
Market Cap
$26.59B
Return on Equity (ROE)
8.12%
TTM Avg
7.13%
3Y Avg
6.25%
5Y Avg
4.20%
Market Cap
$26.88B
Return on Equity (ROE)
10.58%
TTM Avg
7.92%
3Y Avg
5.45%
5Y Avg
6.46%
Market Cap
$26.98B
Return on Equity (ROE)
9.67%
TTM Avg
10.21%
3Y Avg
10.18%
5Y Avg
11.50%
Market Cap
$15.16B
Return on Equity (ROE)
-1.96%
TTM Avg
25.96%
3Y Avg
75.45%
5Y Avg
33.38%
Market Cap
$27.76B
Return on Equity (ROE)
9.53%
TTM Avg
9.49%
3Y Avg
9.75%
5Y Avg
7.58%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| NiSource Inc (NI) | $21.38B | 9.96% | 9.30% | 9.46% | 7.66% |
| CMS Energy Corporation (CMS)vs › | $22.65B | 11.69% | 11.95% | 11.90% | 13.62% |
| Evergy, Inc. (EVRG)vs › | $19.18B | 8.68% | 8.57% | 8.16% | 8.21% |
| Alliant Energy Corporation (LNT)vs › | $18.26B | 11.06% | 10.45% | 10.55% | 10.73% |
| PPL Corporation (PPL)vs › | $26.59B | 8.12% | 7.13% | 6.25% | 4.20% |
| Eversource Energy (ES)vs › | $26.88B | 10.58% | 7.92% | 5.45% | 6.46% |
| American Water Works Company, Inc. (AWK)vs › | $26.98B | 9.67% | 10.21% | 10.18% | 11.50% |
| Talen Energy Corporation (TLN)vs › | $15.16B | -1.96% | 25.96% | 75.45% | 33.38% |
| CenterPoint Energy, Inc. (CNP)vs › | $27.76B | 9.53% | 9.49% | 9.75% | 7.58% |
| FirstEnergy Corp. (FE)vs › | $28.01B | 8.88% | 8.00% | 7.64% | 10.04% |
ROE
10.0%
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 | 9.84% |
| 2024-12-31 | 8.76% |
| 2023-12-31 | 8.64% |
| 2022-12-31 | 10.61% |
| 2021-12-31 | 8.42% |
| 2020-12-31 | -0.31% |
| 2019-12-31 | 6.40% |
| 2018-12-31 | -0.88% |
| 2017-12-31 | 2.97% |
| 2016-12-31 | 8.14% |
| 2015-12-31 | 7.45% |
| 2014-12-31 | 8.58% |
| 2013-12-31 | 9.04% |
| 2012-12-31 | 7.49% |
| 2011-12-31 | 5.99% |
| 2010-12-31 | 5.93% |
| 2009-12-31 | 4.48% |
| 2008-12-31 | 1.67% |
| 2007-12-31 | 6.33% |
| 2006-12-31 | 5.63% |
| 2005-12-31 | 6.11% |
| 2004-12-31 | 8.96% |
| 2003-12-31 | 1.91% |
| 2002-12-31 | 8.74% |
| 2001-12-31 | 6.08% |
| 2000-12-31 | 4.42% |
| 1999-12-31 | 10.74% |
| 1998-12-31 | 15.01% |
| 1997-12-31 | 13.54% |
| 1996-12-31 | 14.22% |
