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 8.08% is 12% above its 5-year average of 7.24%, around the middle of its 5-year range (5.69%–10.12%).
As of the fiscal period ended Tuesday, June 30, 2026. 7.33% above its 12-month average of 7.53%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 8.08%.
RETURN ON EQUITY (ROE)
8.08%
RETURN ON EQUITY (ROE) AVG TTM
7.53%
RETURN ON EQUITY (ROE) AVG 3Y
7.09%
RETURN ON EQUITY (ROE) AVG 5Y
7.24%
RETURN ON EQUITY (ROE) AVG 10Y
7.43%
RETURN ON EQUITY (ROE) AVG 15Y
7.59%
RETURN ON EQUITY (ROE) AVG 20Y
8.41%
CURRENT VS TTM AVG
+7.33%
CURRENT VS 3Y AVG
+14.02%
CURRENT VS 5Y AVG
+11.63%
CURRENT VS 10Y AVG
+8.70%
CURRENT VS 15Y AVG
+6.41%
CURRENT VS 20Y AVG
-3.88%
SECTOR MEDIAN · UTILITIES
9.41%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
-14.13%
vs the sector median at left
Northwest Natural Holding Company
Market Cap
$1.97B
Return on Equity (ROE)
8.08%
TTM Avg
7.53%
3Y Avg
7.09%
5Y Avg
7.24%
Market Cap
$1.38B
Return on Equity (ROE)
-21.67%
TTM Avg
-3.22%
3Y Avg
-11.93%
5Y Avg
40.09%
Market Cap
$2.91B
Return on Equity (ROE)
8.05%
TTM Avg
7.04%
3Y Avg
6.90%
5Y Avg
6.80%
Market Cap
$976.67M
Return on Equity (ROE)
1.95%
TTM Avg
-0.80%
3Y Avg
4.59%
5Y Avg
3.47%
Market Cap
$5.31B
Return on Equity (ROE)
7.58%
TTM Avg
7.71%
3Y Avg
8.05%
5Y Avg
8.27%
Market Cap
$6.46B
Return on Equity (ROE)
-4.67%
TTM Avg
-18.26%
3Y Avg
23.20%
5Y Avg
2.19%
Market Cap
$7.77B
Return on Equity (ROE)
12.87%
TTM Avg
10.19%
3Y Avg
0.96%
5Y Avg
7.21%
Market Cap
$8.53B
Return on Equity (ROE)
3.30%
TTM Avg
-1.33%
3Y Avg
-1.06%
5Y Avg
-1.77%
Market Cap
$10.60B
Return on Equity (ROE)
38.61%
TTM Avg
30.03%
3Y Avg
11.85%
5Y Avg
5.71%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Northwest Natural Holding Company (NWN) | $1.97B | 8.08% | 7.53% | 7.09% | 7.24% |
| Fluence Energy, Inc. (FLNC)vs › | $1.38B | -21.67% | -3.22% | -11.93% | 40.09% |
| Avista Corporation (AVA)vs › | $2.91B | 8.05% | 7.04% | 6.90% | 6.80% |
| XPLR Infrastructure, LP (XIFR)vs › | $976.67M | 1.95% | -0.80% | 4.59% | 3.47% |
| Black Hills Corporation (BKH)vs › | $5.31B | 7.58% | 7.71% | 8.05% | 8.27% |
| Oklo Inc. (OKLO)vs › | $6.46B | -4.67% | -18.26% | 23.20% | 2.19% |
| UGI Corporation (UGI)vs › | $7.77B | 12.87% | 10.19% | 0.96% | 7.21% |
| Brookfield Renewable Partners L.P. (BEP)vs › | $8.53B | 3.30% | -1.33% | -1.06% | -1.77% |
| The AES Corporation (AES)vs › | $10.60B | 38.61% | 30.03% | 11.85% | 5.71% |
| Pinnacle West Capital Corporation (PNW)vs › | $11.07B | 9.10% | 8.88% | 8.47% | 9.02% |
ROE
8.1%
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 | 8.08% |
| 2026-03-31 | 7.79% |
| 2025-12-31 | 7.68% |
| 2025-09-30 | 7.01% |
| 2025-06-30 | 7.08% |
| 2025-03-31 | 7.07% |
| 2024-12-31 | 5.69% |
| 2024-09-30 | 5.79% |
| 2024-06-30 | 6.09% |
| 2024-03-31 | 6.40% |
| 2023-12-31 | 7.31% |
| 2023-09-30 | 7.97% |
| 2023-06-30 | 8.16% |
| 2023-03-31 | 8.15% |
| 2022-12-31 | 7.34% |
| 2022-09-30 | 7.04% |
| 2022-06-30 | 6.83% |
| 2022-03-31 | 7.63% |
| 2021-12-31 | 8.41% |
| 2021-09-30 | 10.12% |
| 2021-06-30 | 10.07% |
| 2021-03-31 | 9.48% |
| 2020-12-31 | 8.64% |
| 2020-09-30 | 7.21% |
| 2020-06-30 | 6.80% |
| 2020-03-31 | 7.32% |
| 2019-12-31 | 7.13% |
| 2019-09-30 | 7.20% |
| 2019-06-30 | 7.79% |
| 2019-03-31 | 8.34% |
| 2018-12-31 | 8.47% |
| 2018-09-30 | -8.33% |
| 2018-06-30 | -7.65% |
| 2018-03-31 | -7.04% |
| 2017-12-31 | -7.49% |
| 2017-09-30 | 7.42% |
| 2017-06-30 | 7.31% |
| 2017-03-31 | 7.15% |
| 2016-12-31 | 6.92% |
| 2016-09-30 | 7.74% |
| 2016-06-30 | 7.71% |
| 2016-03-31 | 7.67% |
| 2015-12-31 | 6.88% |
| 2015-09-30 | 6.91% |
| 2015-06-30 | 6.49% |
| 2015-03-31 | 6.28% |
| 2014-12-31 | 7.65% |
| 2014-09-30 | 7.87% |
| 2014-06-30 | 7.75% |
| 2014-03-31 | 7.80% |
| 2013-12-31 | 8.05% |
| 2013-09-30 | 8.21% |
| 2013-06-30 | 7.70% |
| 2013-03-31 | 7.49% |
| 2012-12-31 | 8.10% |
| 2012-09-30 | 8.39% |
| 2012-06-30 | 8.47% |
| 2012-03-31 | 8.50% |
| 2011-12-31 | 8.94% |
| 2011-09-30 | 9.22% |
| 2011-06-30 | 9.11% |
| 2011-03-31 | 9.66% |
| 2010-12-31 | 10.48% |
| 2010-09-30 | 11.03% |
| 2010-06-30 | 10.88% |
| 2010-03-31 | 10.29% |
| 2009-12-31 | 5.95% |
| 2009-09-30 | 6.02% |
| 2009-06-30 | 11.18% |
| 2009-03-31 | 11.11% |
| 2008-12-31 | 11.06% |
| 2008-09-30 | 10.92% |
| 2008-06-30 | 11.25% |
| 2008-03-31 | 11.06% |
| 2007-12-31 | 12.53% |
| 2007-09-30 | 12.80% |
| 2007-06-30 | 11.65% |
| 2007-03-31 | 11.18% |
| 2006-12-31 | 10.58% |
| 2006-09-30 | 9.97% |
| 2006-06-30 | 9.85% |
| 2006-03-31 | 9.58% |
| 2005-12-31 | 9.91% |
| 2005-09-30 | 10.40% |
| 2005-06-30 | 10.09% |
| 2005-03-31 | 9.65% |
| 2004-12-31 | 8.90% |
| 2004-09-30 | 8.26% |
| 2004-06-30 | 8.35% |
| 2004-03-31 | 9.77% |
| 2003-12-31 | 9.02% |
| 2003-09-30 | 8.56% |
| 2003-06-30 | 8.34% |