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 9.19% is in line with its 5-year average of 8.44%, near the high end of its 5-year range (7.91%–9.19%).
As of the fiscal period ended Tuesday, June 30, 2026. 3.37% above its 12-month average of 8.89%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Quarter ended Jun 2026 (2026-06-30): 9.19%.
RETURN ON EQUITY (ROE)
9.19%
RETURN ON EQUITY (ROE) AVG TTM
8.89%
RETURN ON EQUITY (ROE) AVG 3Y
8.54%
RETURN ON EQUITY (ROE) AVG 5Y
8.44%
RETURN ON EQUITY (ROE) AVG 10Y
8.81%
RETURN ON EQUITY (ROE) AVG 15Y
8.96%
RETURN ON EQUITY (ROE) AVG 20Y
8.87%
CURRENT VS TTM AVG
+3.37%
CURRENT VS 3Y AVG
+7.58%
CURRENT VS 5Y AVG
+8.86%
CURRENT VS 10Y AVG
+4.33%
CURRENT VS 15Y AVG
+2.55%
CURRENT VS 20Y AVG
+3.65%
SECTOR MEDIAN · UTILITIES
9.41%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
-2.32%
vs the sector median at left
Atmos Energy Corporation
Market Cap
$27.81B
Return on Equity (ROE)
9.19%
TTM Avg
8.89%
3Y Avg
8.54%
5Y Avg
8.44%
Market Cap
$27.89B
Return on Equity (ROE)
9.67%
TTM Avg
10.21%
3Y Avg
10.18%
5Y Avg
11.50%
Market Cap
$28.31B
Return on Equity (ROE)
10.86%
TTM Avg
11.93%
3Y Avg
11.73%
5Y Avg
11.39%
Market Cap
$26.73B
Return on Equity (ROE)
8.40%
TTM Avg
8.00%
3Y Avg
7.64%
5Y Avg
10.04%
Market Cap
$26.49B
Return on Equity (ROE)
8.87%
TTM Avg
7.92%
3Y Avg
5.45%
5Y Avg
6.46%
Market Cap
$29.40B
Return on Equity (ROE)
11.42%
TTM Avg
10.31%
3Y Avg
10.25%
5Y Avg
10.16%
Market Cap
$26.20B
Return on Equity (ROE)
9.53%
TTM Avg
9.49%
3Y Avg
9.75%
5Y Avg
7.58%
Market Cap
$26.00B
Return on Equity (ROE)
8.41%
TTM Avg
7.13%
3Y Avg
6.25%
5Y Avg
4.20%
Market Cap
$24.34B
Return on Equity (ROE)
17.49%
TTM Avg
48.40%
3Y Avg
30.44%
5Y Avg
35.48%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Atmos Energy Corporation (ATO) | $27.81B | 9.19% | 8.89% | 8.54% | 8.44% |
| American Water Works Company, Inc. (AWK)vs › | $27.89B | 9.67% | 10.21% | 10.18% | 11.50% |
| DTE Energy Company (DTE)vs › | $28.31B | 10.86% | 11.93% | 11.73% | 11.39% |
| FirstEnergy Corp. (FE)vs › | $26.73B | 8.40% | 8.00% | 7.64% | 10.04% |
| Eversource Energy (ES)vs › | $26.49B | 8.87% | 7.92% | 5.45% | 6.46% |
| Ameren Corporation (AEE)vs › | $29.40B | 11.42% | 10.31% | 10.25% | 10.16% |
| CenterPoint Energy, Inc. (CNP)vs › | $26.20B | 9.53% | 9.49% | 9.75% | 7.58% |
| PPL Corporation (PPL)vs › | $26.00B | 8.41% | 7.13% | 6.25% | 4.20% |
| NRG Energy, Inc. (NRG)vs › | $24.34B | 17.49% | 48.40% | 30.44% | 35.48% |
| Edison International (EIX)vs › | $22.10B | 21.90% | 17.93% | 12.55% | 10.37% |
ROE
9.2%
ROA
4.4%
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 | 9.19% |
| 2026-03-31 | 9.03% |
| 2025-12-31 | 8.75% |
| 2025-09-30 | 8.84% |
| 2025-06-30 | 8.65% |
| 2025-03-31 | 8.65% |
| 2024-12-31 | 8.48% |
| 2024-09-30 | 8.58% |
| 2024-06-30 | 8.43% |
| 2024-03-31 | 8.21% |
| 2023-12-31 | 8.21% |
| 2023-09-30 | 8.15% |
| 2023-06-30 | 7.91% |
| 2023-03-31 | 8.13% |
| 2022-12-31 | 8.10% |
| 2022-09-30 | 8.22% |
| 2022-06-30 | 8.11% |
| 2022-03-31 | 8.07% |
| 2021-12-31 | 8.41% |
| 2021-09-30 | 8.42% |
| 2021-06-30 | 8.78% |
| 2021-03-31 | 8.92% |
| 2020-12-31 | 8.88% |
| 2020-09-30 | 8.86% |
| 2020-06-30 | 9.20% |
| 2020-03-31 | 8.84% |
| 2019-12-31 | 8.69% |
| 2019-09-30 | 8.89% |
| 2019-06-30 | 8.72% |
| 2019-03-31 | 8.76% |
| 2018-12-31 | 8.35% |
| 2018-09-30 | 12.64% |
| 2018-06-30 | 12.61% |
| 2018-03-31 | 12.70% |
| 2017-12-31 | 12.83% |
| 2017-09-30 | 10.17% |
| 2017-06-30 | 10.12% |
| 2017-03-31 | 10.31% |
| 2016-12-31 | 10.06% |
| 2016-09-30 | 10.11% |
| 2016-06-30 | 9.79% |
| 2016-03-31 | 9.70% |
| 2015-12-31 | 9.79% |
| 2015-09-30 | 9.86% |
| 2015-06-30 | 9.74% |
| 2015-03-31 | 9.71% |
| 2014-12-31 | 9.80% |
| 2014-09-30 | 9.39% |
| 2014-06-30 | 8.78% |
| 2014-03-31 | 8.53% |
| 2013-12-31 | 9.38% |
| 2013-09-30 | 9.42% |
| 2013-06-30 | 9.44% |
| 2013-03-31 | 9.28% |
| 2012-12-31 | 9.43% |
| 2012-09-30 | 9.19% |
| 2012-06-30 | 8.95% |
| 2012-03-31 | 7.58% |
| 2011-12-31 | 8.91% |
| 2011-09-30 | 9.20% |
| 2011-06-30 | 8.87% |
| 2011-03-31 | 8.62% |
| 2010-12-31 | 8.20% |
| 2010-09-30 | 9.45% |
| 2010-06-30 | 8.14% |
| 2010-03-31 | 8.27% |
| 2009-12-31 | 9.23% |
| 2009-09-30 | 8.77% |
| 2009-06-30 | 9.51% |
| 2009-03-31 | 9.18% |
| 2008-12-31 | 8.78% |
| 2008-09-30 | 8.79% |
| 2008-06-30 | 8.21% |
| 2008-03-31 | 7.81% |
| 2007-12-31 | 7.92% |
| 2007-09-30 | 8.57% |
| 2007-06-30 | 9.08% |
| 2007-03-31 | 8.69% |
| 2006-12-31 | 8.23% |
| 2006-09-30 | 8.96% |
| 2006-06-30 | 7.50% |
| 2006-03-31 | 8.64% |
| 2005-12-31 | 8.99% |
| 2005-09-30 | 8.47% |
| 2005-06-30 | 9.05% |
| 2005-03-31 | 8.97% |
| 2004-12-31 | 7.56% |
| 2004-09-30 | 7.61% |
| 2004-06-30 | 9.73% |
| 2004-03-31 | 9.13% |
| 2003-12-31 | 8.58% |
| 2003-09-30 | 8.36% |
| 2003-06-30 | 8.28% |