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 3.52% is 525% above its 5-year average of 0.56%, near the high end of its 5-year range (-1.42%–3.56%).
30.61% above its 12-month average of 2.70%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.86%.
RETURN ON ASSETS (ROA)
3.52%
RETURN ON ASSETS (ROA) AVG TTM
2.70%
RETURN ON ASSETS (ROA) AVG 3Y
1.13%
RETURN ON ASSETS (ROA) AVG 5Y
0.56%
RETURN ON ASSETS (ROA) AVG 10Y
0.59%
RETURN ON ASSETS (ROA) AVG 15Y
0.22%
RETURN ON ASSETS (ROA) AVG 20Y
0.80%
CURRENT VS TTM AVG
+30.61%
CURRENT VS 3Y AVG
+212.20%
CURRENT VS 5Y AVG
+524.85%
CURRENT VS 10Y AVG
+494.78%
CURRENT VS 15Y AVG
+1495.17%
CURRENT VS 20Y AVG
+338.17%
SECTOR MEDIAN · UTILITIES
2.57%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
+36.96%
vs the sector median at left
The AES Corporation
Market Cap
$10.59B
Return on Assets (ROA)
3.52%
TTM Avg
2.70%
3Y Avg
1.13%
5Y Avg
0.56%
Market Cap
$11.39B
Return on Assets (ROA)
1.96%
TTM Avg
2.14%
3Y Avg
2.11%
5Y Avg
2.33%
Market Cap
$8.99B
Return on Assets (ROA)
0.15%
TTM Avg
-0.13%
3Y Avg
-0.13%
5Y Avg
-0.21%
Market Cap
$8.12B
Return on Assets (ROA)
4.29%
TTM Avg
3.08%
3Y Avg
0.63%
5Y Avg
2.52%
Market Cap
$13.30B
Return on Assets (ROA)
-1.23%
TTM Avg
7.17%
3Y Avg
2.73%
5Y Avg
0.22%
Market Cap
$6.58B
Return on Assets (ROA)
-4.55%
TTM Avg
-16.52%
3Y Avg
-85.10%
5Y Avg
-77.42%
Market Cap
$5.36B
Return on Assets (ROA)
2.71%
TTM Avg
2.70%
3Y Avg
2.71%
5Y Avg
2.70%
Market Cap
$16.98B
Return on Assets (ROA)
3.23%
TTM Avg
3.09%
3Y Avg
3.22%
5Y Avg
3.34%
Market Cap
$3.04B
Return on Assets (ROA)
2.66%
TTM Avg
2.25%
3Y Avg
2.20%
5Y Avg
2.16%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| The AES Corporation (AES) | $10.59B | 3.52% | 2.70% | 1.13% | 0.56% |
| Pinnacle West Capital Corporation (PNW)vs › | $11.39B | 1.96% | 2.14% | 2.11% | 2.33% |
| Brookfield Renewable Partners L.P. (BEP)vs › | $8.99B | 0.15% | -0.13% | -0.13% | -0.21% |
| UGI Corporation (UGI)vs › | $8.12B | 4.29% | 3.08% | 0.63% | 2.52% |
| Talen Energy Corporation (TLN)vs › | $13.30B | -1.23% | 7.17% | 2.73% | 0.22% |
| Oklo Inc. (OKLO)vs › | $6.58B | -4.55% | -16.52% | -85.10% | -77.42% |
| Black Hills Corporation (BKH)vs › | $5.36B | 2.71% | 2.70% | 2.71% | 2.70% |
| Alliant Energy Corporation (LNT)vs › | $16.98B | 3.23% | 3.09% | 3.22% | 3.34% |
| Avista Corporation (AVA)vs › | $3.04B | 2.66% | 2.25% | 2.20% | 2.16% |
| Evergy, Inc. (EVRG)vs › | $18.40B | 2.62% | 2.56% | 2.51% | 2.56% |
ROA
3.5%
ROE
38.6%
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 | 1.83% |
| 2024-12-31 | 3.56% |
| 2023-12-31 | 0.54% |
| 2022-12-31 | -1.42% |
| 2021-12-31 | -1.25% |
| 2020-12-31 | 0.12% |
| 2019-12-31 | 0.90% |
| 2018-12-31 | 3.09% |
| 2017-12-31 | -1.66% |
| 2016-12-31 | -0.03% |
| 2015-12-31 | 0.83% |
| 2014-12-31 | 2.12% |
| 2013-12-31 | 0.66% |
| 2012-12-31 | -2.22% |
| 2011-12-31 | -0.06% |
| 2010-12-31 | -0.14% |
| 2009-12-31 | 2.04% |
| 2008-12-31 | 3.53% |
| 2007-12-31 | 1.64% |
| 2006-12-31 | 0.91% |
| 2005-12-31 | 1.88% |
| 2004-12-31 | 0.70% |
| 2003-12-31 | 0.70% |
| 2002-12-31 | -10.54% |
| 2001-12-31 | 0.74% |
| 2000-12-31 | 2.56% |
| 1999-12-31 | 1.09% |
| 1998-12-31 | 2.88% |
| 1997-12-31 | 2.08% |
| 1996-12-31 | 3.45% |
