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 38.61% is 282% above its 5-year average of 10.11%, near the high end of its 5-year range (-22.40%–48.93%).
As of the fiscal period ended Tuesday, June 30, 2026. 36.67% above its 12-month average of 28.25%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 38.61%.
RETURN ON EQUITY (ROE)
38.61%
RETURN ON EQUITY (ROE) AVG TTM
28.25%
RETURN ON EQUITY (ROE) AVG 3Y
25.40%
RETURN ON EQUITY (ROE) AVG 5Y
10.11%
RETURN ON EQUITY (ROE) AVG 10Y
3.80%
RETURN ON EQUITY (ROE) AVG 15Y
1.99%
RETURN ON EQUITY (ROE) AVG 20Y
4.36%
CURRENT VS TTM AVG
+36.67%
CURRENT VS 3Y AVG
+52.01%
CURRENT VS 5Y AVG
+281.97%
CURRENT VS 10Y AVG
+916.32%
CURRENT VS 15Y AVG
+1838.51%
CURRENT VS 20Y AVG
+785.38%
SECTOR MEDIAN · UTILITIES
9.41%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
+310.29%
vs the sector median at left
The AES Corporation
Market Cap
$10.59B
Return on Equity (ROE)
38.61%
TTM Avg
28.25%
3Y Avg
25.40%
5Y Avg
10.11%
Market Cap
$11.39B
Return on Equity (ROE)
9.10%
TTM Avg
8.88%
3Y Avg
8.47%
5Y Avg
9.02%
Market Cap
$8.99B
Return on Equity (ROE)
3.30%
TTM Avg
-1.33%
3Y Avg
-1.06%
5Y Avg
-1.77%
Market Cap
$8.12B
Return on Equity (ROE)
12.87%
TTM Avg
10.19%
3Y Avg
0.96%
5Y Avg
7.21%
Market Cap
$13.30B
Return on Equity (ROE)
-11.45%
TTM Avg
25.96%
3Y Avg
75.45%
5Y Avg
33.38%
Market Cap
$6.58B
Return on Equity (ROE)
-4.67%
TTM Avg
-18.26%
3Y Avg
23.20%
5Y Avg
2.19%
Market Cap
$5.36B
Return on Equity (ROE)
7.58%
TTM Avg
7.71%
3Y Avg
8.05%
5Y Avg
8.27%
Market Cap
$16.98B
Return on Equity (ROE)
10.85%
TTM Avg
10.45%
3Y Avg
10.55%
5Y Avg
10.73%
Market Cap
$3.04B
Return on Equity (ROE)
8.05%
TTM Avg
7.04%
3Y Avg
6.90%
5Y Avg
6.80%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| The AES Corporation (AES) | $10.59B | 38.61% | 28.25% | 25.40% | 10.11% |
| Pinnacle West Capital Corporation (PNW)vs › | $11.39B | 9.10% | 8.88% | 8.47% | 9.02% |
| Brookfield Renewable Partners L.P. (BEP)vs › | $8.99B | 3.30% | -1.33% | -1.06% | -1.77% |
| UGI Corporation (UGI)vs › | $8.12B | 12.87% | 10.19% | 0.96% | 7.21% |
| Talen Energy Corporation (TLN)vs › | $13.30B | -11.45% | 25.96% | 75.45% | 33.38% |
| Oklo Inc. (OKLO)vs › | $6.58B | -4.67% | -18.26% | 23.20% | 2.19% |
| Black Hills Corporation (BKH)vs › | $5.36B | 7.58% | 7.71% | 8.05% | 8.27% |
| Alliant Energy Corporation (LNT)vs › | $16.98B | 10.85% | 10.45% | 10.55% | 10.73% |
| Avista Corporation (AVA)vs › | $3.04B | 8.05% | 7.04% | 6.90% | 6.80% |
| Evergy, Inc. (EVRG)vs › | $18.40B | 9.06% | 8.57% | 8.16% | 8.21% |
ROE
38.6%
ROA
3.5%
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 | 38.61% |
| 2026-03-31 | 30.27% |
| 2025-12-31 | 13.02% |
| 2025-09-30 | 29.37% |
| 2025-06-30 | 29.98% |
| 2025-03-31 | 40.28% |
| 2024-12-31 | 48.93% |
| 2024-09-30 | 34.10% |
| 2024-06-30 | 27.31% |
| 2024-03-31 | 18.03% |
| 2023-12-31 | 9.73% |
| 2023-09-30 | -20.15% |
| 2023-06-30 | -14.85% |
| 2023-03-31 | -21.59% |
| 2022-12-31 | -22.40% |
| 2022-09-30 | -8.07% |
| 2022-06-30 | -11.79% |
| 2022-03-31 | -4.93% |
| 2021-12-31 | -14.76% |
| 2021-09-30 | 15.42% |
| 2021-06-30 | -4.26% |
| 2021-03-31 | -7.37% |
| 2020-12-31 | 1.63% |
| 2020-09-30 | -17.61% |
| 2020-06-30 | 7.72% |
| 2020-03-31 | 11.50% |
| 2019-12-31 | 10.08% |
| 2019-09-30 | 16.18% |
| 2019-06-30 | 12.34% |
| 2019-03-31 | 20.72% |
| 2018-12-31 | 37.41% |
| 2018-09-30 | 10.32% |
| 2018-06-30 | 11.94% |
| 2018-03-31 | 4.95% |
| 2017-12-31 | -22.31% |
| 2017-09-30 | -24.11% |
| 2017-06-30 | -24.83% |
| 2017-03-31 | -25.08% |
| 2016-12-31 | -26.84% |
| 2016-09-30 | -26.02% |
| 2016-06-30 | -27.11% |
| 2016-03-31 | -22.93% |
| 2015-12-31 | -18.04% |
| 2015-09-30 | 16.46% |
| 2015-06-30 | 23.42% |
| 2015-03-31 | 24.09% |
| 2014-12-31 | 18.00% |
| 2014-09-30 | 8.12% |
| 2014-06-30 | -1.42% |
| 2014-03-31 | -0.62% |
| 2013-12-31 | 2.63% |
| 2013-09-30 | 10.28% |
| 2013-06-30 | -24.09% |
| 2013-03-31 | -25.28% |
| 2012-12-31 | -19.96% |
| 2012-09-30 | -29.29% |
| 2012-06-30 | 2.30% |
| 2012-03-31 | 2.70% |
| 2011-12-31 | 0.98% |
| 2011-09-30 | -2.71% |
| 2011-06-30 | 1.10% |
| 2011-03-31 | 0.67% |
| 2010-12-31 | 0.14% |
| 2010-09-30 | 5.76% |
| 2010-06-30 | 7.00% |
| 2010-03-31 | 10.04% |
| 2009-12-31 | 14.07% |
| 2009-09-30 | 14.38% |
| 2009-06-30 | 14.09% |
| 2009-03-31 | 31.14% |
| 2008-12-31 | 33.63% |
| 2008-09-30 | 30.69% |
| 2008-06-30 | 29.31% |
| 2008-03-31 | 18.31% |
| 2007-12-31 | -2.72% |
| 2007-09-30 | -0.69% |
| 2007-06-30 | -14.80% |
| 2007-03-31 | -20.90% |
| 2006-12-31 | 9.12% |
| 2006-09-30 | 13.95% |
| 2006-06-30 | 38.51% |
| 2006-03-31 | 39.00% |
| 2005-12-31 | 38.20% |
| 2005-09-30 | 43.14% |
| 2005-06-30 | 37.62% |
| 2005-03-31 | 25.80% |
| 2004-12-31 | 22.80% |
| 2004-09-30 | -16.01% |
| 2004-06-30 | -20.95% |
| 2004-03-31 | -41.69% |
| 2003-12-31 | -62.64% |
| 2003-09-30 | -396.65% |
