Basis: Latest reported fiscal year. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on assets (ROA) high or low?
The return on assets (ROA) of 3.98% is 58% above its 5-year average of 2.52%, near the high end of its 5-year range (-9.75%–8.77%).
As of the fiscal period ended Tuesday, September 30, 2025. 29.22% above its 12-month average of 3.08%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
3.98%
RETURN ON ASSETS (ROA) AVG TTM
3.08%
RETURN ON ASSETS (ROA) AVG 3Y
0.63%
RETURN ON ASSETS (ROA) AVG 5Y
2.52%
RETURN ON ASSETS (ROA) AVG 10Y
2.98%
RETURN ON ASSETS (ROA) AVG 15Y
3.56%
RETURN ON ASSETS (ROA) AVG 20Y
3.51%
CURRENT VS TTM AVG
+29.22%
CURRENT VS 3Y AVG
+531.75%
CURRENT VS 5Y AVG
+58.25%
CURRENT VS 10Y AVG
+33.43%
CURRENT VS 15Y AVG
+11.78%
CURRENT VS 20Y AVG
+13.55%
SECTOR MEDIAN · UTILITIES
2.46%
median of 44 covered companies
CURRENT VS SECTOR MEDIAN
+62.12%
vs the sector median at left
UGI Corporation
Market Cap
$7.43B
Return on Assets (ROA)
3.98%
TTM Avg
3.08%
3Y Avg
0.63%
5Y Avg
2.52%
Market Cap
$8.31B
Return on Assets (ROA)
0.01%
TTM Avg
0.81%
3Y Avg
1.72%
5Y Avg
1.26%
Market Cap
$8.44B
Return on Assets (ROA)
-4.77%
TTM Avg
-16.52%
3Y Avg
-85.10%
5Y Avg
-77.42%
Market Cap
$5.72B
Return on Assets (ROA)
1.16%
TTM Avg
2.70%
3Y Avg
2.71%
5Y Avg
2.70%
Market Cap
$10.09B
Return on Assets (ROA)
0.19%
TTM Avg
-0.13%
3Y Avg
-0.13%
5Y Avg
-0.21%
Market Cap
$10.50B
Return on Assets (ROA)
2.53%
TTM Avg
2.70%
3Y Avg
1.13%
5Y Avg
0.56%
Market Cap
$3.27B
Return on Assets (ROA)
2.66%
TTM Avg
2.25%
3Y Avg
2.20%
5Y Avg
2.16%
Market Cap
$2.95B
Return on Assets (ROA)
-20.41%
TTM Avg
-25.13%
3Y Avg
-23.15%
5Y Avg
-60.83%
Market Cap
$12.36B
Return on Assets (ROA)
1.95%
TTM Avg
2.14%
3Y Avg
2.11%
5Y Avg
2.33%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| UGI Corporation (UGI) | $7.43B | 3.98% | 3.08% | 0.63% | 2.52% |
| Clearway Energy, Inc. (CWEN-A)vs › | $8.31B | 0.01% | 0.81% | 1.72% | 1.26% |
| Oklo Inc. (OKLO)vs › | $8.44B | -4.77% | -16.52% | -85.10% | -77.42% |
| Black Hills Corporation (BKH)vs › | $5.72B | 1.16% | 2.70% | 2.71% | 2.70% |
| Brookfield Renewable Partners L.P. (BEP)vs › | $10.09B | 0.19% | -0.13% | -0.13% | -0.21% |
| The AES Corporation (AES)vs › | $10.50B | 2.53% | 2.70% | 1.13% | 0.56% |
| Avista Corporation (AVA)vs › | $3.27B | 2.66% | 2.25% | 2.20% | 2.16% |
| NuScale Power Corporation (SMR)vs › | $2.95B | -20.41% | -25.13% | -23.15% | -60.83% |
| Pinnacle West Capital Corporation (PNW)vs › | $12.36B | 1.95% | 2.14% | 2.11% | 2.33% |
| Fluence Energy, Inc. (FLNC)vs › | $2.43B | -3.09% | -0.43% | -5.64% | -9.66% |
ROA
4.0%
ROE
11.8%
ROA = Net Income / Total Assets
Return on assets measures how efficiently a company generates profit from its total assets.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON ASSETS (ROA) |
|---|---|
| 2025-09-30 | 4.38% |
| 2024-09-30 | 1.78% |
| 2023-09-30 | -9.75% |
| 2022-09-30 | 6.11% |
| 2021-09-30 | 8.77% |
| 2020-09-30 | 3.80% |
| 2019-09-30 | 1.92% |
| 2018-09-30 | 6.00% |
| 2017-09-30 | 3.77% |
| 2016-09-30 | 3.36% |
| 2015-09-30 | 2.67% |
| 2014-09-30 | 3.34% |
| 2013-09-30 | 2.78% |
| 2012-09-30 | 2.17% |
| 2011-09-30 | 3.68% |
| 2010-09-30 | 4.09% |
| 2009-09-30 | 4.28% |
| 2008-09-30 | 3.79% |
| 2007-09-30 | 3.71% |
| 2006-09-30 | 3.47% |
| 2005-09-30 | 4.10% |
| 2004-09-30 | 2.63% |
| 2003-09-30 | 3.54% |
| 2002-09-30 | 2.89% |
| 2001-09-30 | 2.22% |
| 2000-09-30 | 1.96% |
| 1999-09-30 | 2.60% |
| 1998-09-30 | 1.94% |
| 1997-09-30 | 2.42% |
| 1996-09-30 | 1.97% |
