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 2.61% is 31% above its 5-year average of 1.99%, near the high end of its 5-year range (0.85%–2.61%).
5.24% above its 12-month average of 2.48%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
2.61%
RETURN ON ASSETS (ROA) AVG TTM
2.48%
RETURN ON ASSETS (ROA) AVG 3Y
2.21%
RETURN ON ASSETS (ROA) AVG 5Y
1.99%
RETURN ON ASSETS (ROA) AVG 10Y
2.07%
RETURN ON ASSETS (ROA) AVG 15Y
2.20%
RETURN ON ASSETS (ROA) AVG 20Y
2.28%
CURRENT VS TTM AVG
+5.24%
CURRENT VS 3Y AVG
+18.37%
CURRENT VS 5Y AVG
+30.83%
CURRENT VS 10Y AVG
+26.20%
CURRENT VS 15Y AVG
+18.42%
CURRENT VS 20Y AVG
+14.69%
SECTOR MEDIAN · UTILITIES
2.57%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
+1.56%
vs the sector median at left
Duke Energy Corporation
Market Cap
$94.52B
Return on Assets (ROA)
2.61%
TTM Avg
2.48%
3Y Avg
2.21%
5Y Avg
1.99%
Market Cap
$102.37B
Return on Assets (ROA)
2.87%
TTM Avg
2.91%
3Y Avg
2.82%
5Y Avg
2.62%
Market Cap
$107.39B
Return on Assets (ROA)
3.54%
TTM Avg
5.56%
3Y Avg
3.50%
5Y Avg
2.46%
Market Cap
$68.28B
Return on Assets (ROA)
2.58%
TTM Avg
2.96%
3Y Avg
2.67%
5Y Avg
2.71%
Market Cap
$58.24B
Return on Assets (ROA)
2.09%
TTM Avg
2.33%
3Y Avg
1.92%
5Y Avg
1.78%
Market Cap
$50.64B
Return on Assets (ROA)
2.30%
TTM Avg
2.06%
3Y Avg
2.48%
5Y Avg
2.37%
Market Cap
$48.02B
Return on Assets (ROA)
2.56%
TTM Avg
2.62%
3Y Avg
2.71%
5Y Avg
2.72%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Duke Energy Corporation (DUK) | $94.52B | 2.61% | 2.48% | 2.21% | 1.99% |
| The Southern Company (SO)vs › | $102.37B | 2.87% | 2.91% | 2.82% | 2.62% |
| Constellation Energy Corporation (CEG)vs › | $107.39B | 3.54% | 5.56% | 3.50% | 2.46% |
| American Electric Power Company, Inc. (AEP)vs › | $68.28B | 2.58% | 2.96% | 2.67% | 2.71% |
| Dominion Energy, Inc. (D)vs › | $58.24B | 2.09% | 2.33% | 1.92% | 1.78% |
| Sempra (SRE)vs › | $55.90B | 1.98% | 2.32% | 2.72% | 3.10% |
| Vistra Corp. (VST)vs › | $51.16B | 5.21% | 4.66% | 2.52% | 1.39% |
| Entergy Corporation (ETR)vs › | $50.64B | 2.30% | 2.06% | 2.48% | 2.37% |
| Xcel Energy Inc. (XEL)vs › | $48.02B | 2.56% | 2.62% | 2.71% | 2.72% |
| Exelon Corporation (EXC)vs › | $45.28B | 2.31% | 2.33% | 2.30% | 2.00% |
ROA
2.6%
ROE
9.6%
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 | 2.54% |
| 2024-12-31 | 2.42% |
| 2023-12-31 | 2.43% |
| 2022-12-31 | 1.43% |
| 2021-12-31 | 2.30% |
| 2020-12-31 | 0.85% |
| 2019-12-31 | 2.36% |
| 2018-12-31 | 1.83% |
| 2017-12-31 | 2.22% |
| 2016-12-31 | 2.01% |
| 2015-12-31 | 2.36% |
| 2014-12-31 | 2.33% |
| 2013-12-31 | 2.32% |
| 2012-12-31 | 1.55% |
| 2011-12-31 | 2.73% |
| 2010-12-31 | 2.23% |
| 2009-12-31 | 1.88% |
| 2008-12-31 | 2.41% |
| 2007-12-31 | 3.03% |
| 2006-12-31 | 2.86% |
| 2005-12-31 | 3.86% |
| 2004-12-31 | 2.19% |
| 2003-12-31 | -2.35% |
| 2002-12-31 | 1.70% |
| 2001-12-31 | 3.92% |
| 2000-12-31 | 3.05% |
| 1999-12-31 | 4.51% |
| 1998-12-31 | 4.67% |
| 1997-12-31 | 4.06% |
| 1996-12-31 | 8.22% |
