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 9.77% is in line with its 5-year average of 10.37%, around the middle of its 5-year range (8.31%–12.22%).
As of the fiscal period ended Tuesday, June 30, 2026. 14.32% below its 12-month average of 11.40%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
9.77%
RETURN ON EQUITY (ROE) AVG TTM
11.40%
RETURN ON EQUITY (ROE) AVG 3Y
10.39%
RETURN ON EQUITY (ROE) AVG 5Y
10.37%
RETURN ON EQUITY (ROE) AVG 10Y
10.30%
RETURN ON EQUITY (ROE) AVG 15Y
10.19%
RETURN ON EQUITY (ROE) AVG 20Y
10.08%
CURRENT VS TTM AVG
-14.32%
CURRENT VS 3Y AVG
-5.92%
CURRENT VS 5Y AVG
-5.73%
CURRENT VS 10Y AVG
-5.12%
CURRENT VS 15Y AVG
-4.08%
CURRENT VS 20Y AVG
-3.03%
SECTOR MEDIAN · UTILITIES
9.41%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
+3.85%
vs the sector median at left
American Electric Power Company, Inc.
Market Cap
$68.28B
Return on Equity (ROE)
9.77%
TTM Avg
11.40%
3Y Avg
10.39%
5Y Avg
10.37%
Market Cap
$58.24B
Return on Equity (ROE)
8.83%
TTM Avg
9.05%
3Y Avg
7.45%
5Y Avg
6.78%
Market Cap
$51.16B
Return on Equity (ROE)
40.48%
TTM Avg
33.11%
3Y Avg
17.33%
5Y Avg
10.26%
Market Cap
$50.64B
Return on Equity (ROE)
9.85%
TTM Avg
8.63%
3Y Avg
10.38%
5Y Avg
10.59%
Market Cap
$48.02B
Return on Equity (ROE)
9.28%
TTM Avg
9.23%
3Y Avg
9.73%
5Y Avg
9.88%
Market Cap
$45.28B
Return on Equity (ROE)
9.37%
TTM Avg
9.38%
3Y Avg
9.14%
5Y Avg
7.92%
Market Cap
$94.52B
Return on Equity (ROE)
9.58%
TTM Avg
9.29%
3Y Avg
8.13%
5Y Avg
7.22%
Market Cap
$39.90B
Return on Equity (ROE)
8.62%
TTM Avg
8.32%
3Y Avg
9.14%
5Y Avg
8.19%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| American Electric Power Company, Inc. (AEP) | $68.28B | 9.77% | 11.40% | 10.39% | 10.37% |
| Dominion Energy, Inc. (D)vs › | $58.24B | 8.83% | 9.05% | 7.45% | 6.78% |
| Sempra (SRE)vs › | $55.90B | 6.97% | 7.48% | 8.39% | 9.24% |
| Vistra Corp. (VST)vs › | $51.16B | 40.48% | 33.11% | 17.33% | 10.26% |
| Entergy Corporation (ETR)vs › | $50.64B | 9.85% | 8.63% | 10.38% | 10.59% |
| Xcel Energy Inc. (XEL)vs › | $48.02B | 9.28% | 9.23% | 9.73% | 9.88% |
| Exelon Corporation (EXC)vs › | $45.28B | 9.37% | 9.38% | 9.14% | 7.92% |
| Duke Energy Corporation (DUK)vs › | $94.52B | 9.58% | 9.29% | 8.13% | 7.22% |
| Consolidated Edison, Inc. (ED)vs › | $39.90B | 8.62% | 8.32% | 9.14% | 8.19% |
| PG&E Corporation (PCG)vs › | $39.72B | 9.34% | 8.32% | 8.40% | 4.50% |
ROE
9.8%
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 | 9.77% |
| 2026-03-31 | 11.49% |
| 2025-12-31 | 11.50% |
| 2025-09-30 | 12.05% |
| 2025-06-30 | 12.22% |
| 2025-03-31 | 10.12% |
| 2024-12-31 | 11.01% |
| 2024-09-30 | 9.92% |
| 2024-06-30 | 10.08% |
| 2024-03-31 | 10.91% |
| 2023-12-31 | 8.75% |
| 2023-09-30 | 8.91% |
| 2023-06-30 | 8.31% |
| 2023-03-31 | 8.38% |
| 2022-12-31 | 9.66% |
| 2022-09-30 | 10.14% |
| 2022-06-30 | 10.70% |
| 2022-03-31 | 11.05% |
| 2021-12-31 | 11.09% |
| 2021-09-30 | 10.70% |
| 2021-06-30 | 10.93% |
| 2021-03-31 | 10.87% |
| 2020-12-31 | 10.71% |
| 2020-09-30 | 9.42% |
| 2020-06-30 | 9.51% |
| 2020-03-31 | 9.34% |
| 2019-12-31 | 9.79% |
| 2019-09-30 | 10.81% |
| 2019-06-30 | 10.26% |
| 2019-03-31 | 10.64% |
| 2018-12-31 | 10.11% |
| 2018-09-30 | 10.31% |
| 2018-06-30 | 10.30% |
| 2018-03-31 | 9.60% |
| 2017-12-31 | 10.46% |
| 2017-09-30 | 10.43% |
| 2017-06-30 | 3.22% |
| 2017-03-31 | 3.97% |
| 2016-12-31 | 3.51% |
| 2016-09-30 | 4.08% |
| 2016-06-30 | 10.83% |
| 2016-03-31 | 10.58% |
| 2015-12-31 | 11.44% |
| 2015-09-30 | 9.99% |
| 2015-06-30 | 10.00% |
| 2015-03-31 | 9.88% |
| 2014-12-31 | 9.71% |
| 2014-09-30 | 10.61% |
| 2014-06-30 | 10.43% |
| 2014-03-31 | 10.22% |
| 2013-12-31 | 9.20% |
| 2013-09-30 | 7.33% |
| 2013-06-30 | 7.78% |
| 2013-03-31 | 8.00% |
| 2012-12-31 | 8.26% |
| 2012-09-30 | 10.12% |
| 2012-06-30 | 13.27% |
| 2012-03-31 | 13.33% |
| 2011-12-31 | 13.27% |
| 2011-09-30 | 12.37% |
| 2011-06-30 | 10.32% |
| 2011-03-31 | 8.88% |
| 2010-12-31 | 8.91% |
| 2010-09-30 | 9.34% |
| 2010-06-30 | 8.77% |
| 2010-03-31 | 10.09% |
| 2009-12-31 | 10.35% |
| 2009-09-30 | 9.75% |
| 2009-06-30 | 9.45% |
| 2009-03-31 | 10.69% |
| 2008-12-31 | 12.86% |
| 2008-09-30 | 13.38% |
| 2008-06-30 | 14.04% |
| 2008-03-31 | 13.27% |
| 2007-12-31 | 10.80% |
| 2007-09-30 | 10.49% |
| 2007-06-30 | 9.29% |
| 2007-03-31 | 9.35% |
| 2006-12-31 | 10.65% |
| 2006-09-30 | 7.06% |
| 2006-06-30 | 8.42% |
| 2006-03-31 | 8.95% |
| 2005-12-31 | 8.96% |
| 2005-09-30 | 12.69% |
| 2005-06-30 | 15.31% |
| 2005-03-31 | 14.05% |
| 2004-12-31 | 12.79% |
| 2004-09-30 | 1.81% |
| 2004-06-30 | -1.52% |
| 2004-03-31 | -0.59% |
| 2003-12-31 | -1.68% |
| 2003-09-30 | -2.45% |
| 2003-06-30 | -0.46% |
