Basis: Trailing twelve months (TTM net income over the latest quarterly balance sheet). 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 4.29% is 71% above its 5-year average of 2.52%, near the high end of its 5-year range (-9.75%–8.77%).
39.29% above its 12-month average of 3.08%.
Annual fiscal-year return on assets; no daily interpolation. Historical series through 2025-09-30.
RETURN ON ASSETS (ROA)
4.29%
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
+39.29%
CURRENT VS 3Y AVG
+580.95%
CURRENT VS 5Y AVG
+70.58%
CURRENT VS 10Y AVG
+43.83%
CURRENT VS 15Y AVG
+20.48%
CURRENT VS 20Y AVG
+22.40%
SECTOR MEDIAN · UTILITIES
2.57%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
+66.93%
vs the sector median at left
UGI Corporation
Market Cap
$7.98B
Return on Assets (ROA)
4.29%
TTM Avg
3.08%
3Y Avg
0.63%
5Y Avg
2.52%
Market Cap
$6.99B
Return on Assets (ROA)
-4.55%
TTM Avg
-16.52%
3Y Avg
-85.10%
5Y Avg
-77.42%
Market Cap
$9.10B
Return on Assets (ROA)
0.15%
TTM Avg
-0.13%
3Y Avg
-0.13%
5Y Avg
-0.21%
Market Cap
$5.48B
Return on Assets (ROA)
2.71%
TTM Avg
2.70%
3Y Avg
2.71%
5Y Avg
2.70%
Market Cap
$10.57B
Return on Assets (ROA)
3.52%
TTM Avg
2.70%
3Y Avg
1.13%
5Y Avg
0.56%
Market Cap
$11.31B
Return on Assets (ROA)
1.96%
TTM Avg
2.14%
3Y Avg
2.11%
5Y Avg
2.33%
Market Cap
$3.02B
Return on Assets (ROA)
2.66%
TTM Avg
2.25%
3Y Avg
2.20%
5Y Avg
2.16%
Market Cap
$13.62B
Return on Assets (ROA)
-1.23%
TTM Avg
7.17%
3Y Avg
2.73%
5Y Avg
0.22%
Market Cap
$2.02B
Return on Assets (ROA)
1.96%
TTM Avg
1.67%
3Y Avg
1.77%
5Y Avg
1.84%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| UGI Corporation (UGI) | $7.98B | 4.29% | 3.08% | 0.63% | 2.52% |
| Oklo Inc. (OKLO)vs › | $6.99B | -4.55% | -16.52% | -85.10% | -77.42% |
| Brookfield Renewable Partners L.P. (BEP)vs › | $9.10B | 0.15% | -0.13% | -0.13% | -0.21% |
| Black Hills Corporation (BKH)vs › | $5.48B | 2.71% | 2.70% | 2.71% | 2.70% |
| The AES Corporation (AES)vs › | $10.57B | 3.52% | 2.70% | 1.13% | 0.56% |
| Pinnacle West Capital Corporation (PNW)vs › | $11.31B | 1.96% | 2.14% | 2.11% | 2.33% |
| Avista Corporation (AVA)vs › | $3.02B | 2.66% | 2.25% | 2.20% | 2.16% |
| Talen Energy Corporation (TLN)vs › | $13.62B | -1.23% | 7.17% | 2.73% | 0.22% |
| Northwest Natural Holding Company (NWN)vs › | $2.02B | 1.96% | 1.67% | 1.77% | 1.84% |
| Fluence Energy, Inc. (FLNC)vs › | $1.36B | -3.09% | -0.43% | -3.00% | -7.90% |
ROA
4.3%
ROE
12.9%
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% |
