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 2.78% is in line with its 5-year average of 2.89%, around the middle of its 5-year range (2.08%–3.30%).
13.13% below its 12-month average of 3.20%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.53%.
RETURN ON ASSETS (ROA)
2.78%
RETURN ON ASSETS (ROA) AVG TTM
3.20%
RETURN ON ASSETS (ROA) AVG 3Y
3.08%
RETURN ON ASSETS (ROA) AVG 5Y
2.89%
RETURN ON ASSETS (ROA) AVG 10Y
3.05%
RETURN ON ASSETS (ROA) AVG 15Y
3.29%
RETURN ON ASSETS (ROA) AVG 20Y
3.23%
CURRENT VS TTM AVG
-13.13%
CURRENT VS 3Y AVG
-9.74%
CURRENT VS 5Y AVG
-3.81%
CURRENT VS 10Y AVG
-8.99%
CURRENT VS 15Y AVG
-15.55%
CURRENT VS 20Y AVG
-13.97%
SECTOR MEDIAN · UTILITIES
2.57%
median of 42 covered companies
CURRENT VS SECTOR MEDIAN
+8.17%
vs the sector median at left
Essential Utilities, Inc.
Market Cap
$11.17B
Return on Assets (ROA)
2.78%
TTM Avg
3.20%
3Y Avg
3.08%
5Y Avg
2.89%
Market Cap
$11.62B
Return on Assets (ROA)
1.96%
TTM Avg
2.14%
3Y Avg
2.11%
5Y Avg
2.33%
Market Cap
$10.63B
Return on Assets (ROA)
3.52%
TTM Avg
2.70%
3Y Avg
1.13%
5Y Avg
0.56%
Market Cap
$8.67B
Return on Assets (ROA)
0.15%
TTM Avg
-0.13%
3Y Avg
-0.13%
5Y Avg
-0.21%
Market Cap
$7.98B
Return on Assets (ROA)
4.29%
TTM Avg
3.08%
3Y Avg
0.63%
5Y Avg
2.52%
Market Cap
$14.56B
Return on Assets (ROA)
-1.23%
TTM Avg
7.17%
3Y Avg
2.73%
5Y Avg
0.22%
Market Cap
$6.24B
Return on Assets (ROA)
-4.55%
TTM Avg
-16.52%
3Y Avg
-85.10%
5Y Avg
-77.42%
Market Cap
$6.03B
Return on Assets (ROA)
0.54%
TTM Avg
0.81%
3Y Avg
1.72%
5Y Avg
1.26%
Market Cap
$16.61B
Return on Assets (ROA)
3.23%
TTM Avg
3.09%
3Y Avg
3.22%
5Y Avg
3.34%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Essential Utilities, Inc. (WTRG) | $11.17B | 2.78% | 3.20% | 3.08% | 2.89% |
| Pinnacle West Capital Corporation (PNW)vs › | $11.62B | 1.96% | 2.14% | 2.11% | 2.33% |
| The AES Corporation (AES)vs › | $10.63B | 3.52% | 2.70% | 1.13% | 0.56% |
| Brookfield Renewable Partners L.P. (BEP)vs › | $8.67B | 0.15% | -0.13% | -0.13% | -0.21% |
| UGI Corporation (UGI)vs › | $7.98B | 4.29% | 3.08% | 0.63% | 2.52% |
| Talen Energy Corporation (TLN)vs › | $14.56B | -1.23% | 7.17% | 2.73% | 0.22% |
| Oklo Inc. (OKLO)vs › | $6.24B | -4.55% | -16.52% | -85.10% | -77.42% |
| Clearway Energy, Inc. (CWEN)vs › | $6.03B | 0.54% | 0.81% | 1.72% | 1.26% |
| Alliant Energy Corporation (LNT)vs › | $16.61B | 3.23% | 3.09% | 3.22% | 3.34% |
| Black Hills Corporation (BKH)vs › | $5.40B | 2.71% | 2.70% | 2.71% | 2.70% |
ROA
2.8%
ROE
7.9%
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) |
|---|---|
| 2025-12-31 | 3.10% |
| 2024-12-31 | 3.30% |
| 2023-12-31 | 2.96% |
| 2022-12-31 | 2.96% |
| 2021-12-31 | 2.94% |
| 2020-12-31 | 2.08% |
| 2019-12-31 | 2.40% |
| 2018-12-31 | 2.76% |
| 2017-12-31 | 3.79% |
| 2016-12-31 | 3.80% |
| 2015-12-31 | 3.51% |
| 2014-12-31 | 4.31% |
| 2013-12-31 | 4.38% |
| 2012-12-31 | 4.05% |
| 2011-12-31 | 3.29% |
| 2010-12-31 | 3.04% |
| 2009-12-31 | 2.77% |
| 2008-12-31 | 2.81% |
| 2007-12-31 | 2.94% |
| 2006-12-31 | 3.20% |
| 2005-12-31 | 3.47% |
| 2004-12-31 | 3.42% |
| 2003-12-31 | 3.43% |
| 2002-12-31 | 3.91% |
| 2001-12-31 | 3.85% |
| 2000-12-31 | 3.74% |
| 1999-12-31 | 2.83% |
| 1998-12-31 | 4.11% |
| 1997-12-31 | 3.75% |
| 1996-12-31 | 3.57% |
