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 9.10% is in line with its 5-year average of 8.83%, around the middle of its 5-year range (6.80%–10.48%).
As of the fiscal period ended Tuesday, June 30, 2026. 3.50% above its 12-month average of 8.79%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 9.10%.
RETURN ON EQUITY (ROE)
9.10%
RETURN ON EQUITY (ROE) AVG TTM
8.79%
RETURN ON EQUITY (ROE) AVG 3Y
8.75%
RETURN ON EQUITY (ROE) AVG 5Y
8.83%
RETURN ON EQUITY (ROE) AVG 10Y
9.34%
RETURN ON EQUITY (ROE) AVG 15Y
9.34%
RETURN ON EQUITY (ROE) AVG 20Y
9.23%
CURRENT VS TTM AVG
+3.50%
CURRENT VS 3Y AVG
+4.01%
CURRENT VS 5Y AVG
+3.05%
CURRENT VS 10Y AVG
-2.58%
CURRENT VS 15Y AVG
-2.56%
CURRENT VS 20Y AVG
-1.44%
SECTOR MEDIAN · UTILITIES
9.41%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
-3.30%
vs the sector median at left
Pinnacle West Capital Corporation
Market Cap
$11.29B
Return on Equity (ROE)
9.10%
TTM Avg
8.79%
3Y Avg
8.75%
5Y Avg
8.83%
Market Cap
$10.57B
Return on Equity (ROE)
38.61%
TTM Avg
30.03%
3Y Avg
11.85%
5Y Avg
5.71%
Market Cap
$13.37B
Return on Equity (ROE)
-11.45%
TTM Avg
25.96%
3Y Avg
75.45%
5Y Avg
33.38%
Market Cap
$9.11B
Return on Equity (ROE)
3.30%
TTM Avg
-1.33%
3Y Avg
-1.06%
5Y Avg
-1.77%
Market Cap
$7.90B
Return on Equity (ROE)
12.87%
TTM Avg
10.19%
3Y Avg
0.96%
5Y Avg
7.21%
Market Cap
$7.04B
Return on Equity (ROE)
-4.67%
TTM Avg
-18.26%
3Y Avg
23.20%
5Y Avg
2.19%
Market Cap
$16.69B
Return on Equity (ROE)
10.85%
TTM Avg
10.45%
3Y Avg
10.55%
5Y Avg
10.73%
Market Cap
$5.46B
Return on Equity (ROE)
7.58%
TTM Avg
7.71%
3Y Avg
8.05%
5Y Avg
8.27%
Market Cap
$18.27B
Return on Equity (ROE)
9.06%
TTM Avg
8.57%
3Y Avg
8.16%
5Y Avg
8.21%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Pinnacle West Capital Corporation (PNW) | $11.29B | 9.10% | 8.79% | 8.75% | 8.83% |
| The AES Corporation (AES)vs › | $10.57B | 38.61% | 30.03% | 11.85% | 5.71% |
| Talen Energy Corporation (TLN)vs › | $13.37B | -11.45% | 25.96% | 75.45% | 33.38% |
| Brookfield Renewable Partners L.P. (BEP)vs › | $9.11B | 3.30% | -1.33% | -1.06% | -1.77% |
| UGI Corporation (UGI)vs › | $7.90B | 12.87% | 10.19% | 0.96% | 7.21% |
| Oklo Inc. (OKLO)vs › | $7.04B | -4.67% | -18.26% | 23.20% | 2.19% |
| Alliant Energy Corporation (LNT)vs › | $16.69B | 10.85% | 10.45% | 10.55% | 10.73% |
| Black Hills Corporation (BKH)vs › | $5.46B | 7.58% | 7.71% | 8.05% | 8.27% |
| Evergy, Inc. (EVRG)vs › | $18.27B | 9.06% | 8.57% | 8.16% | 8.21% |
| NiSource Inc (NI)vs › | $19.12B | 9.45% | 9.30% | 9.46% | 7.66% |
ROE
9.1%
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 | 9.10% |
| 2026-03-31 | 9.25% |
| 2025-12-31 | 8.75% |
| 2025-09-30 | 8.29% |
| 2025-06-30 | 8.56% |
| 2025-03-31 | 8.72% |
| 2024-12-31 | 9.01% |
| 2024-09-30 | 9.30% |
| 2024-06-30 | 9.96% |
| 2024-03-31 | 8.42% |
| 2023-12-31 | 8.12% |
| 2023-09-30 | 7.49% |
| 2023-06-30 | 6.80% |
| 2023-03-31 | 7.66% |
| 2022-12-31 | 8.00% |
| 2022-09-30 | 8.57% |
| 2022-06-30 | 9.29% |
| 2022-03-31 | 10.12% |
| 2021-12-31 | 10.48% |
| 2021-09-30 | 9.43% |
| 2021-06-30 | 10.11% |
| 2021-03-31 | 9.79% |
| 2020-12-31 | 9.77% |
| 2020-09-30 | 10.85% |
| 2020-06-30 | 10.93% |
| 2020-03-31 | 10.06% |
| 2019-12-31 | 9.91% |
| 2019-09-30 | 9.01% |
| 2019-06-30 | 9.61% |
| 2019-03-31 | 10.01% |
| 2018-12-31 | 9.78% |
| 2018-09-30 | 9.46% |
| 2018-06-30 | 9.29% |
| 2018-03-31 | 9.33% |
| 2017-12-31 | 9.76% |
| 2017-09-30 | 10.11% |
| 2017-06-30 | 10.43% |
| 2017-03-31 | 9.54% |
| 2016-12-31 | 9.20% |
| 2016-09-30 | 8.86% |
| 2016-06-30 | 9.25% |
| 2016-03-31 | 9.25% |
| 2015-12-31 | 9.54% |
| 2015-09-30 | 8.63% |
| 2015-06-30 | 8.84% |
| 2015-03-31 | 9.05% |
| 2014-12-31 | 9.10% |
| 2014-09-30 | 9.27% |
| 2014-06-30 | 9.42% |
| 2014-03-31 | 9.41% |
| 2013-12-31 | 9.68% |
| 2013-09-30 | 9.46% |
| 2013-06-30 | 10.49% |
| 2013-03-31 | 10.32% |
| 2012-12-31 | 9.60% |
| 2012-09-30 | 9.16% |
| 2012-06-30 | 10.11% |
| 2012-03-31 | 9.25% |
| 2011-12-31 | 8.88% |
| 2011-09-30 | 8.58% |
| 2011-06-30 | 8.66% |
| 2011-03-31 | 9.39% |
| 2010-12-31 | 9.50% |
| 2010-09-30 | 8.41% |
| 2010-06-30 | 7.62% |
| 2010-03-31 | 6.81% |
| 2009-12-31 | 2.06% |
| 2009-09-30 | 1.76% |
| 2009-06-30 | 0.77% |
| 2009-03-31 | 2.85% |
| 2008-12-31 | 7.03% |
| 2008-09-30 | 7.86% |
| 2008-06-30 | 9.10% |
| 2008-03-31 | 8.07% |
| 2007-12-31 | 8.70% |
| 2007-09-30 | 9.04% |
| 2007-06-30 | 8.71% |
| 2007-03-31 | 9.61% |
| 2006-12-31 | 9.50% |
| 2006-09-30 | 9.72% |
| 2006-06-30 | 7.60% |
| 2006-03-31 | 5.12% |
| 2005-12-31 | 5.15% |
| 2005-09-30 | 5.33% |
| 2005-06-30 | 5.85% |
| 2005-03-31 | 7.89% |
| 2004-12-31 | 8.24% |
| 2004-09-30 | 8.69% |
| 2004-06-30 | 9.09% |
| 2004-03-31 | 8.66% |
| 2003-12-31 | 8.50% |
| 2003-09-30 | 3.95% |
| 2003-06-30 | 3.72% |
