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 6.97% is 11% below its 5-year average of 7.85%, around the middle of its 5-year range (4.00%–10.72%).
As of the fiscal period ended Tuesday, June 30, 2026. 1.54% above its 12-month average of 6.87%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 6.97%.
RETURN ON EQUITY (ROE)
6.97%
RETURN ON EQUITY (ROE) AVG TTM
6.87%
RETURN ON EQUITY (ROE) AVG 3Y
8.66%
RETURN ON EQUITY (ROE) AVG 5Y
7.85%
RETURN ON EQUITY (ROE) AVG 10Y
9.03%
RETURN ON EQUITY (ROE) AVG 15Y
9.42%
RETURN ON EQUITY (ROE) AVG 20Y
10.65%
CURRENT VS TTM AVG
+1.54%
CURRENT VS 3Y AVG
-19.48%
CURRENT VS 5Y AVG
-11.19%
CURRENT VS 10Y AVG
-22.79%
CURRENT VS 15Y AVG
-25.95%
CURRENT VS 20Y AVG
-34.52%
SECTOR MEDIAN · UTILITIES
9.41%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
-25.88%
vs the sector median at left
Market Cap
$56.58B
Return on Equity (ROE)
8.83%
TTM Avg
9.05%
3Y Avg
7.45%
5Y Avg
6.78%
Market Cap
$48.26B
Return on Equity (ROE)
9.85%
TTM Avg
8.63%
3Y Avg
10.38%
5Y Avg
10.59%
Market Cap
$47.95B
Return on Equity (ROE)
40.48%
TTM Avg
33.11%
3Y Avg
17.33%
5Y Avg
10.26%
Market Cap
$45.42B
Return on Equity (ROE)
9.28%
TTM Avg
9.23%
3Y Avg
9.73%
5Y Avg
9.88%
Market Cap
$43.77B
Return on Equity (ROE)
9.37%
TTM Avg
9.38%
3Y Avg
9.14%
5Y Avg
7.92%
Market Cap
$65.84B
Return on Equity (ROE)
9.77%
TTM Avg
11.25%
3Y Avg
10.23%
5Y Avg
10.45%
Market Cap
$38.90B
Return on Equity (ROE)
8.62%
TTM Avg
8.32%
3Y Avg
9.14%
5Y Avg
8.19%
Market Cap
$35.47B
Return on Equity (ROE)
9.34%
TTM Avg
8.32%
3Y Avg
8.40%
5Y Avg
4.50%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Sempra (SRE) | $53.44B | 6.97% | 6.87% | 8.66% | 7.85% |
| Dominion Energy, Inc. (D)vs › | $56.58B | 8.83% | 9.05% | 7.45% | 6.78% |
| Entergy Corporation (ETR)vs › | $48.26B | 9.85% | 8.63% | 10.38% | 10.59% |
| Vistra Corp. (VST)vs › | $47.95B | 40.48% | 33.11% | 17.33% | 10.26% |
| Xcel Energy Inc. (XEL)vs › | $45.42B | 9.28% | 9.23% | 9.73% | 9.88% |
| Exelon Corporation (EXC)vs › | $43.77B | 9.37% | 9.38% | 9.14% | 7.92% |
| American Electric Power Company, Inc. (AEP)vs › | $65.84B | 9.77% | 11.25% | 10.23% | 10.45% |
| Consolidated Edison, Inc. (ED)vs › | $38.90B | 8.62% | 8.32% | 9.14% | 8.19% |
| PG&E Corporation (PCG)vs › | $35.47B | 9.34% | 8.32% | 8.40% | 4.50% |
| Public Service Enterprise Group Incorporated (PEG)vs › | $35.28B | 11.61% | 11.71% | 11.88% | 9.15% |
ROE
7.0%
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 | 6.97% |
| 2026-03-31 | 6.07% |
| 2025-12-31 | 5.81% |
| 2025-09-30 | 6.93% |
| 2025-06-30 | 8.56% |
| 2025-03-31 | 9.37% |
| 2024-12-31 | 9.16% |
| 2024-09-30 | 9.87% |
| 2024-06-30 | 10.23% |
| 2024-03-31 | 9.97% |
| 2023-12-31 | 10.72% |
| 2023-09-30 | 9.82% |
| 2023-06-30 | 9.12% |
| 2023-03-31 | 9.02% |
| 2022-12-31 | 7.88% |
| 2022-09-30 | 8.52% |
| 2022-06-30 | 4.36% |
| 2022-03-31 | 4.00% |
| 2021-12-31 | 5.07% |
| 2021-09-30 | 4.78% |
| 2021-06-30 | 8.68% |
| 2021-03-31 | 16.83% |
| 2020-12-31 | 16.86% |
| 2020-09-30 | 17.01% |
| 2020-06-30 | 18.64% |
| 2020-03-31 | 12.50% |
| 2019-12-31 | 11.02% |
| 2019-09-30 | 14.03% |
| 2019-06-30 | 11.90% |
| 2019-03-31 | 6.63% |
| 2018-12-31 | 6.12% |
| 2018-09-30 | -2.11% |
| 2018-06-30 | -3.81% |
| 2018-03-31 | 1.20% |
| 2017-12-31 | 2.03% |
| 2017-09-30 | 8.56% |
| 2017-06-30 | 12.75% |
| 2017-03-31 | 10.98% |
| 2016-12-31 | 10.56% |
| 2016-09-30 | 11.00% |
| 2016-06-30 | 8.37% |
| 2016-03-31 | 10.57% |
| 2015-12-31 | 11.42% |
| 2015-09-30 | 10.97% |
| 2015-06-30 | 11.77% |
| 2015-03-31 | 11.72% |
| 2014-12-31 | 10.23% |
| 2014-09-30 | 10.09% |
| 2014-06-30 | 9.76% |
| 2014-03-31 | 9.68% |
| 2013-12-31 | 9.12% |
| 2013-09-30 | 9.29% |
| 2013-06-30 | 9.15% |
| 2013-03-31 | 7.66% |
| 2012-12-31 | 8.40% |
| 2012-09-30 | 8.24% |
| 2012-06-30 | 8.93% |
| 2012-03-31 | 13.26% |
| 2011-12-31 | 13.60% |
| 2011-09-30 | 13.77% |
| 2011-06-30 | 12.19% |
| 2011-03-31 | 9.66% |
| 2010-12-31 | 8.19% |
| 2010-09-30 | 8.49% |
| 2010-06-30 | 10.15% |
| 2010-03-31 | 9.92% |
| 2009-12-31 | 12.42% |
| 2009-09-30 | 13.15% |
| 2009-06-30 | 13.46% |
| 2009-03-31 | 14.39% |
| 2008-12-31 | 13.97% |
| 2008-09-30 | 13.71% |
| 2008-06-30 | 14.06% |
| 2008-03-31 | 12.98% |
| 2007-12-31 | 13.18% |
| 2007-09-30 | 11.57% |
| 2007-06-30 | 16.06% |
| 2007-03-31 | 17.89% |
| 2006-12-31 | 18.72% |
| 2006-09-30 | 21.88% |
| 2006-06-30 | 17.64% |
| 2006-03-31 | 14.68% |
| 2005-12-31 | 14.97% |
| 2005-09-30 | 15.54% |
| 2005-06-30 | 16.34% |
| 2005-03-31 | 17.99% |
| 2004-12-31 | 18.40% |
| 2004-09-30 | 17.87% |
| 2004-06-30 | 18.31% |
| 2004-03-31 | 18.54% |
| 2003-12-31 | 16.68% |
| 2003-09-30 | 17.54% |
| 2003-06-30 | 15.54% |
