Basis: Latest reported fiscal year. 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 11.83% is 64% above its 5-year average of 7.21%, near the high end of its 5-year range (-34.25%–26.57%).
As of the fiscal period ended Tuesday, September 30, 2025. 16.09% above its 12-month average of 10.19%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
11.83%
RETURN ON EQUITY (ROE) AVG TTM
10.19%
RETURN ON EQUITY (ROE) AVG 3Y
0.96%
RETURN ON EQUITY (ROE) AVG 5Y
7.21%
RETURN ON EQUITY (ROE) AVG 10Y
9.69%
RETURN ON EQUITY (ROE) AVG 15Y
12.45%
RETURN ON EQUITY (ROE) AVG 20Y
13.47%
CURRENT VS TTM AVG
+16.09%
CURRENT VS 3Y AVG
+1138.74%
CURRENT VS 5Y AVG
+64.00%
CURRENT VS 10Y AVG
+22.10%
CURRENT VS 15Y AVG
-4.95%
CURRENT VS 20Y AVG
-12.19%
SECTOR MEDIAN · UTILITIES
9.43%
median of 44 covered companies
CURRENT VS SECTOR MEDIAN
+25.45%
vs the sector median at left
UGI Corporation
Market Cap
$7.43B
Return on Equity (ROE)
11.83%
TTM Avg
10.19%
3Y Avg
0.96%
5Y Avg
7.21%
Market Cap
$8.16B
Return on Equity (ROE)
-4.89%
TTM Avg
-18.26%
3Y Avg
23.20%
5Y Avg
2.19%
Market Cap
$8.31B
Return on Equity (ROE)
0.04%
TTM Avg
6.52%
3Y Avg
10.72%
5Y Avg
7.84%
Market Cap
$5.69B
Return on Equity (ROE)
3.18%
TTM Avg
7.71%
3Y Avg
8.05%
5Y Avg
8.27%
Market Cap
$10.04B
Return on Equity (ROE)
4.56%
TTM Avg
-1.33%
3Y Avg
-1.06%
5Y Avg
-1.77%
Market Cap
$10.49B
Return on Equity (ROE)
30.27%
TTM Avg
30.03%
3Y Avg
11.85%
5Y Avg
5.71%
Market Cap
$3.26B
Return on Equity (ROE)
8.05%
TTM Avg
7.04%
3Y Avg
6.90%
5Y Avg
6.80%
Market Cap
$2.90B
Return on Equity (ROE)
-20.29%
TTM Avg
-26.26%
3Y Avg
-41.18%
5Y Avg
-2.68%
Market Cap
$12.34B
Return on Equity (ROE)
9.10%
TTM Avg
8.88%
3Y Avg
8.47%
5Y Avg
9.02%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| UGI Corporation (UGI) | $7.43B | 11.83% | 10.19% | 0.96% | 7.21% |
| Oklo Inc. (OKLO)vs › | $8.16B | -4.89% | -18.26% | 23.20% | 2.19% |
| Clearway Energy, Inc. (CWEN-A)vs › | $8.31B | 0.04% | 6.52% | 10.72% | 7.84% |
| Black Hills Corporation (BKH)vs › | $5.69B | 3.18% | 7.71% | 8.05% | 8.27% |
| Brookfield Renewable Partners L.P. (BEP)vs › | $10.04B | 4.56% | -1.33% | -1.06% | -1.77% |
| The AES Corporation (AES)vs › | $10.49B | 30.27% | 30.03% | 11.85% | 5.71% |
| Avista Corporation (AVA)vs › | $3.26B | 8.05% | 7.04% | 6.90% | 6.80% |
| NuScale Power Corporation (SMR)vs › | $2.90B | -20.29% | -26.26% | -41.18% | -2.68% |
| Pinnacle West Capital Corporation (PNW)vs › | $12.34B | 9.10% | 8.88% | 8.47% | 9.02% |
| Fluence Energy, Inc. (FLNC)vs › | $2.42B | -21.67% | -3.22% | -22.52% | 33.03% |
ROE
11.8%
ROA
4.0%
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) |
|---|---|
| 2025-09-30 | 14.19% |
| 2024-09-30 | 6.19% |
| 2023-09-30 | -34.25% |
| 2022-09-30 | 17.69% |
| 2021-09-30 | 26.57% |
| 2020-09-30 | 12.89% |
| 2019-09-30 | 6.71% |
| 2018-09-30 | 19.53% |
| 2017-09-30 | 13.80% |
| 2016-09-30 | 12.82% |
| 2015-09-30 | 10.44% |
| 2014-09-30 | 12.68% |
| 2013-09-30 | 11.16% |
| 2012-09-30 | 9.43% |
| 2011-09-30 | 12.41% |
| 2010-09-30 | 14.31% |
| 2009-09-30 | 16.24% |
| 2008-09-30 | 15.20% |
| 2007-09-30 | 15.46% |
| 2006-09-30 | 16.02% |
| 2005-09-30 | 18.80% |
| 2004-09-30 | 13.38% |
| 2003-09-30 | 19.83% |
| 2002-09-30 | 22.38% |
| 2001-09-30 | 22.10% |
| 2000-09-30 | 16.73% |
| 1999-09-30 | 20.69% |
| 1998-09-30 | 10.41% |
| 1997-09-30 | 12.76% |
| 1996-09-30 | 10.25% |
