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 9.28% is in line with its 5-year average of 10.07%, around the middle of its 5-year range (8.55%–10.57%).
As of the fiscal period ended Tuesday, June 30, 2026. 1.90% above its 12-month average of 9.11%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 9.28%.
RETURN ON EQUITY (ROE)
9.28%
RETURN ON EQUITY (ROE) AVG TTM
9.11%
RETURN ON EQUITY (ROE) AVG 3Y
9.69%
RETURN ON EQUITY (ROE) AVG 5Y
10.07%
RETURN ON EQUITY (ROE) AVG 10Y
10.23%
RETURN ON EQUITY (ROE) AVG 15Y
10.08%
RETURN ON EQUITY (ROE) AVG 20Y
9.81%
CURRENT VS TTM AVG
+1.90%
CURRENT VS 3Y AVG
-4.19%
CURRENT VS 5Y AVG
-7.86%
CURRENT VS 10Y AVG
-9.25%
CURRENT VS 15Y AVG
-7.89%
CURRENT VS 20Y AVG
-5.34%
SECTOR MEDIAN · UTILITIES
9.41%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
-1.36%
vs the sector median at left
Xcel Energy Inc.
Market Cap
$45.28B
Return on Equity (ROE)
9.28%
TTM Avg
9.11%
3Y Avg
9.69%
5Y Avg
10.07%
Market Cap
$43.47B
Return on Equity (ROE)
9.37%
TTM Avg
9.38%
3Y Avg
9.14%
5Y Avg
7.92%
Market Cap
$47.72B
Return on Equity (ROE)
40.48%
TTM Avg
33.11%
3Y Avg
17.33%
5Y Avg
10.26%
Market Cap
$48.03B
Return on Equity (ROE)
9.85%
TTM Avg
8.63%
3Y Avg
10.38%
5Y Avg
10.59%
Market Cap
$38.78B
Return on Equity (ROE)
8.62%
TTM Avg
8.32%
3Y Avg
9.14%
5Y Avg
8.19%
Market Cap
$35.24B
Return on Equity (ROE)
9.34%
TTM Avg
8.32%
3Y Avg
8.40%
5Y Avg
4.50%
Market Cap
$35.09B
Return on Equity (ROE)
11.61%
TTM Avg
11.71%
3Y Avg
11.88%
5Y Avg
9.15%
Market Cap
$56.18B
Return on Equity (ROE)
8.83%
TTM Avg
9.05%
3Y Avg
7.45%
5Y Avg
6.78%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Xcel Energy Inc. (XEL) | $45.28B | 9.28% | 9.11% | 9.69% | 10.07% |
| Exelon Corporation (EXC)vs › | $43.47B | 9.37% | 9.38% | 9.14% | 7.92% |
| Vistra Corp. (VST)vs › | $47.72B | 40.48% | 33.11% | 17.33% | 10.26% |
| Entergy Corporation (ETR)vs › | $48.03B | 9.85% | 8.63% | 10.38% | 10.59% |
| Consolidated Edison, Inc. (ED)vs › | $38.78B | 8.62% | 8.32% | 9.14% | 8.19% |
| Sempra (SRE)vs › | $53.08B | 6.97% | 7.48% | 8.39% | 9.24% |
| PG&E Corporation (PCG)vs › | $35.24B | 9.34% | 8.32% | 8.40% | 4.50% |
| Public Service Enterprise Group Incorporated (PEG)vs › | $35.09B | 11.61% | 11.71% | 11.88% | 9.15% |
| Dominion Energy, Inc. (D)vs › | $56.18B | 8.83% | 9.05% | 7.45% | 6.78% |
| WEC Energy Group, Inc. (WEC)vs › | $33.72B | 11.97% | 11.86% | 11.85% | 11.79% |
ROE
9.3%
ROA
2.6%
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 | 9.28% |
| 2026-03-31 | 8.78% |
| 2025-12-31 | 8.55% |
| 2025-09-30 | 9.04% |
| 2025-06-30 | 9.89% |
| 2025-03-31 | 9.75% |
| 2024-12-31 | 9.92% |
| 2024-09-30 | 9.72% |
| 2024-06-30 | 10.33% |
| 2024-03-31 | 10.32% |
| 2023-12-31 | 10.05% |
| 2023-09-30 | 10.06% |
| 2023-06-30 | 10.25% |
| 2023-03-31 | 10.55% |
| 2022-12-31 | 10.41% |
| 2022-09-30 | 10.21% |
| 2022-06-30 | 10.22% |
| 2022-03-31 | 10.27% |
| 2021-12-31 | 10.23% |
| 2021-09-30 | 10.35% |
| 2021-06-30 | 10.57% |
| 2021-03-31 | 10.48% |
| 2020-12-31 | 10.11% |
| 2020-09-30 | 10.72% |
| 2020-06-30 | 10.47% |
| 2020-03-31 | 10.16% |
| 2019-12-31 | 10.36% |
| 2019-09-30 | 9.85% |
| 2019-06-30 | 10.17% |
| 2019-03-31 | 10.42% |
| 2018-12-31 | 10.32% |
| 2018-09-30 | 10.16% |
| 2018-06-30 | 10.62% |
| 2018-03-31 | 10.37% |
| 2017-12-31 | 10.02% |
| 2017-09-30 | 10.36% |
| 2017-06-30 | 10.35% |
| 2017-03-31 | 10.13% |
| 2016-12-31 | 10.19% |
| 2016-09-30 | 10.06% |
| 2016-06-30 | 10.03% |
| 2016-03-31 | 10.06% |
| 2015-12-31 | 9.29% |
| 2015-09-30 | 9.22% |
| 2015-06-30 | 8.90% |
| 2015-03-31 | 8.93% |
| 2014-12-31 | 10.00% |
| 2014-09-30 | 9.60% |
| 2014-06-30 | 9.79% |
| 2014-03-31 | 9.98% |
| 2013-12-31 | 9.91% |
| 2013-09-30 | 9.83% |
| 2013-06-30 | 10.45% |
| 2013-03-31 | 10.46% |
| 2012-12-31 | 10.20% |
| 2012-09-30 | 10.23% |
| 2012-06-30 | 9.81% |
| 2012-03-31 | 9.55% |
| 2011-12-31 | 9.84% |
| 2011-09-30 | 9.72% |
| 2011-06-30 | 9.68% |
| 2011-03-31 | 9.51% |
| 2010-12-31 | 9.18% |
| 2010-09-30 | 10.17% |
| 2010-06-30 | 9.24% |
| 2010-03-31 | 8.95% |
| 2009-12-31 | 9.13% |
| 2009-09-30 | 9.18% |
| 2009-06-30 | 9.36% |
| 2009-03-31 | 9.26% |
| 2008-12-31 | 9.07% |
| 2008-09-30 | 8.73% |
| 2008-06-30 | 9.82% |
| 2008-03-31 | 9.26% |
| 2007-12-31 | 8.82% |
| 2007-09-30 | 8.50% |
| 2007-06-30 | 8.27% |
| 2007-03-31 | 8.95% |
| 2006-12-31 | 9.57% |
| 2006-09-30 | 10.03% |
| 2006-06-30 | 9.78% |
| 2006-03-31 | 9.58% |
| 2005-12-31 | 9.25% |
| 2005-09-30 | 8.57% |
| 2005-06-30 | 5.99% |
| 2005-03-31 | 6.02% |
| 2004-12-31 | 6.63% |
| 2004-09-30 | 14.22% |
| 2004-06-30 | 18.59% |
| 2004-03-31 | 11.78% |
| 2003-12-31 | 11.75% |
| 2003-09-30 | -3.98% |
| 2003-06-30 | -56.87% |
