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 7.91% is in line with its 5-year average of 8.73%, near the low end of its 5-year range (7.91%–9.81%).
As of the fiscal period ended Tuesday, June 30, 2026. 10.95% below its 12-month average of 8.88%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 7.91%.
RETURN ON EQUITY (ROE)
7.91%
RETURN ON EQUITY (ROE) AVG TTM
8.88%
RETURN ON EQUITY (ROE) AVG 3Y
8.89%
RETURN ON EQUITY (ROE) AVG 5Y
8.73%
RETURN ON EQUITY (ROE) AVG 10Y
9.16%
RETURN ON EQUITY (ROE) AVG 15Y
10.39%
RETURN ON EQUITY (ROE) AVG 20Y
10.25%
CURRENT VS TTM AVG
-10.95%
CURRENT VS 3Y AVG
-11.08%
CURRENT VS 5Y AVG
-9.47%
CURRENT VS 10Y AVG
-13.67%
CURRENT VS 15Y AVG
-23.88%
CURRENT VS 20Y AVG
-22.90%
SECTOR MEDIAN · UTILITIES
9.36%
median of 42 covered companies
CURRENT VS SECTOR MEDIAN
-15.49%
vs the sector median at left
Essential Utilities, Inc.
Market Cap
$11.17B
Return on Equity (ROE)
7.91%
TTM Avg
8.88%
3Y Avg
8.89%
5Y Avg
8.73%
Market Cap
$11.62B
Return on Equity (ROE)
9.10%
TTM Avg
8.88%
3Y Avg
8.47%
5Y Avg
9.02%
Market Cap
$10.63B
Return on Equity (ROE)
38.61%
TTM Avg
30.03%
3Y Avg
11.85%
5Y Avg
5.71%
Market Cap
$8.67B
Return on Equity (ROE)
3.30%
TTM Avg
-1.33%
3Y Avg
-1.06%
5Y Avg
-1.77%
Market Cap
$7.98B
Return on Equity (ROE)
12.87%
TTM Avg
10.19%
3Y Avg
0.96%
5Y Avg
7.21%
Market Cap
$14.56B
Return on Equity (ROE)
-11.45%
TTM Avg
25.96%
3Y Avg
75.45%
5Y Avg
33.38%
Market Cap
$6.24B
Return on Equity (ROE)
-4.67%
TTM Avg
-18.26%
3Y Avg
23.20%
5Y Avg
2.19%
Market Cap
$6.03B
Return on Equity (ROE)
1.66%
TTM Avg
6.52%
3Y Avg
10.72%
5Y Avg
7.84%
Market Cap
$16.61B
Return on Equity (ROE)
10.85%
TTM Avg
10.45%
3Y Avg
10.55%
5Y Avg
10.73%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Essential Utilities, Inc. (WTRG) | $11.17B | 7.91% | 8.88% | 8.89% | 8.73% |
| Pinnacle West Capital Corporation (PNW)vs › | $11.62B | 9.10% | 8.88% | 8.47% | 9.02% |
| The AES Corporation (AES)vs › | $10.63B | 38.61% | 30.03% | 11.85% | 5.71% |
| Brookfield Renewable Partners L.P. (BEP)vs › | $8.67B | 3.30% | -1.33% | -1.06% | -1.77% |
| UGI Corporation (UGI)vs › | $7.98B | 12.87% | 10.19% | 0.96% | 7.21% |
| Talen Energy Corporation (TLN)vs › | $14.56B | -11.45% | 25.96% | 75.45% | 33.38% |
| Oklo Inc. (OKLO)vs › | $6.24B | -4.67% | -18.26% | 23.20% | 2.19% |
| Clearway Energy, Inc. (CWEN)vs › | $6.03B | 1.66% | 6.52% | 10.72% | 7.84% |
| Alliant Energy Corporation (LNT)vs › | $16.61B | 10.85% | 10.45% | 10.55% | 10.73% |
| Black Hills Corporation (BKH)vs › | $5.40B | 7.58% | 7.71% | 8.05% | 8.27% |
ROE
7.9%
ROA
2.8%
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 | 7.91% |
| 2026-03-31 | 8.08% |
| 2025-12-31 | 8.99% |
| 2025-09-30 | 9.81% |
| 2025-06-30 | 9.61% |
| 2025-03-31 | 9.49% |
| 2024-12-31 | 9.60% |
| 2024-09-30 | 8.83% |
| 2024-06-30 | 9.03% |
| 2024-03-31 | 9.42% |
| 2023-12-31 | 8.45% |
| 2023-09-30 | 8.07% |
| 2023-06-30 | 8.30% |
| 2023-03-31 | 8.29% |
| 2022-12-31 | 8.65% |
| 2022-09-30 | 8.74% |
| 2022-06-30 | 8.40% |
| 2022-03-31 | 8.51% |
| 2021-12-31 | 8.33% |
| 2021-09-30 | 8.15% |
| 2021-06-30 | 8.75% |
| 2021-03-31 | 8.66% |
| 2020-12-31 | 6.08% |
| 2020-09-30 | 5.31% |
| 2020-06-30 | 6.02% |
| 2020-03-31 | 5.62% |
| 2019-12-31 | 5.79% |
| 2019-09-30 | 4.06% |
| 2019-06-30 | 3.83% |
| 2019-03-31 | 7.93% |
| 2018-12-31 | 9.55% |
| 2018-09-30 | 12.18% |
| 2018-06-30 | 12.33% |
| 2018-03-31 | 12.25% |
| 2017-12-31 | 12.25% |
| 2017-09-30 | 12.17% |
| 2017-06-30 | 12.28% |
| 2017-03-31 | 12.40% |
| 2016-12-31 | 12.66% |
| 2016-09-30 | 11.62% |
| 2016-06-30 | 11.57% |
| 2016-03-31 | 11.64% |
| 2015-12-31 | 11.69% |
| 2015-09-30 | 13.89% |
| 2015-06-30 | 14.14% |
| 2015-03-31 | 14.25% |
| 2014-12-31 | 14.09% |
| 2014-09-30 | 13.86% |
| 2014-06-30 | 13.84% |
| 2014-03-31 | 14.00% |
| 2013-12-31 | 14.42% |
| 2013-09-30 | 15.36% |
| 2013-06-30 | 15.22% |
| 2013-03-31 | 14.47% |
| 2012-12-31 | 14.18% |
| 2012-09-30 | 12.48% |
| 2012-06-30 | 11.86% |
| 2012-03-31 | 11.83% |
| 2011-12-31 | 11.43% |
| 2011-09-30 | 11.37% |
| 2011-06-30 | 11.60% |
| 2011-03-31 | 11.14% |
| 2010-12-31 | 10.56% |
| 2010-09-30 | 10.69% |
| 2010-06-30 | 9.87% |
| 2010-03-31 | 9.64% |
| 2009-12-31 | 9.41% |
| 2009-09-30 | 9.59% |
| 2009-06-30 | 9.79% |
| 2009-03-31 | 9.59% |
| 2008-12-31 | 9.25% |
| 2008-09-30 | 9.45% |
| 2008-06-30 | 8.93% |
| 2008-03-31 | 9.43% |
| 2007-12-31 | 9.73% |
| 2007-09-30 | 9.93% |
| 2007-06-30 | 9.92% |
| 2007-03-31 | 9.94% |
| 2006-12-31 | 9.98% |
| 2006-09-30 | 9.97% |
| 2006-06-30 | 10.18% |
| 2006-03-31 | 10.78% |
| 2005-12-31 | 11.23% |
| 2005-09-30 | 11.73% |
| 2005-06-30 | 11.33% |
| 2005-03-31 | 10.96% |
| 2004-12-31 | 10.69% |
| 2004-09-30 | 11.21% |
| 2004-06-30 | 11.21% |
| 2004-03-31 | 10.98% |
| 2003-12-31 | 10.77% |
| 2003-09-30 | 11.12% |
| 2003-06-30 | 12.74% |
