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 9.58% is 28% above its 5-year average of 7.47%, near the high end of its 5-year range (2.69%–9.70%).
As of the fiscal period ended Tuesday, June 30, 2026. 0.24% above its 12-month average of 9.56%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
9.58%
RETURN ON EQUITY (ROE) AVG TTM
9.56%
RETURN ON EQUITY (ROE) AVG 3Y
7.88%
RETURN ON EQUITY (ROE) AVG 5Y
7.47%
RETURN ON EQUITY (ROE) AVG 10Y
6.79%
RETURN ON EQUITY (ROE) AVG 15Y
6.58%
RETURN ON EQUITY (ROE) AVG 20Y
6.53%
CURRENT VS TTM AVG
+0.24%
CURRENT VS 3Y AVG
+21.67%
CURRENT VS 5Y AVG
+28.29%
CURRENT VS 10Y AVG
+41.21%
CURRENT VS 15Y AVG
+45.71%
CURRENT VS 20Y AVG
+46.65%
SECTOR MEDIAN · UTILITIES
9.41%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
+1.84%
vs the sector median at left
Duke Energy Corporation
Market Cap
$94.52B
Return on Equity (ROE)
9.58%
TTM Avg
9.56%
3Y Avg
7.88%
5Y Avg
7.47%
Market Cap
$102.37B
Return on Equity (ROE)
11.77%
TTM Avg
12.65%
3Y Avg
12.39%
5Y Avg
11.54%
Market Cap
$107.39B
Return on Equity (ROE)
10.88%
TTM Avg
22.22%
3Y Avg
14.46%
5Y Avg
10.13%
Market Cap
$68.28B
Return on Equity (ROE)
9.77%
TTM Avg
11.25%
3Y Avg
10.23%
5Y Avg
10.45%
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%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Duke Energy Corporation (DUK) | $94.52B | 9.58% | 9.56% | 7.88% | 7.47% |
| The Southern Company (SO)vs › | $102.37B | 11.77% | 12.65% | 12.39% | 11.54% |
| Constellation Energy Corporation (CEG)vs › | $107.39B | 10.88% | 22.22% | 14.46% | 10.13% |
| American Electric Power Company, Inc. (AEP)vs › | $68.28B | 9.77% | 11.25% | 10.23% | 10.45% |
| 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% |
ROE
9.6%
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 | 9.58% |
| 2026-03-31 | 9.44% |
| 2025-12-31 | 9.58% |
| 2025-09-30 | 9.70% |
| 2025-06-30 | 9.50% |
| 2025-03-31 | 9.35% |
| 2024-12-31 | 9.00% |
| 2024-09-30 | 8.98% |
| 2024-06-30 | 8.85% |
| 2024-03-31 | 6.65% |
| 2023-12-31 | 6.00% |
| 2023-09-30 | 2.69% |
| 2023-06-30 | 3.08% |
| 2023-03-31 | 5.31% |
| 2022-12-31 | 5.41% |
| 2022-09-30 | 7.81% |
| 2022-06-30 | 7.87% |
| 2022-03-31 | 7.63% |
| 2021-12-31 | 7.93% |
| 2021-09-30 | 6.29% |
| 2021-06-30 | 6.23% |
| 2021-03-31 | 2.97% |
| 2020-12-31 | 2.87% |
| 2020-09-30 | 4.60% |
| 2020-06-30 | 4.73% |
| 2020-03-31 | 8.07% |
| 2019-12-31 | 8.00% |
| 2019-09-30 | 7.62% |
| 2019-06-30 | 7.25% |
| 2019-03-31 | 6.54% |
| 2018-12-31 | 6.08% |
| 2018-09-30 | 6.76% |
| 2018-06-30 | 6.53% |
| 2018-03-31 | 7.09% |
| 2017-12-31 | 7.33% |
| 2017-09-30 | 5.11% |
| 2017-06-30 | 5.69% |
| 2017-03-31 | 5.28% |
| 2016-12-31 | 5.24% |
| 2016-09-30 | 7.05% |
| 2016-06-30 | 6.55% |
| 2016-03-31 | 6.63% |
| 2015-12-31 | 7.09% |
| 2015-09-30 | 6.12% |
| 2015-06-30 | 7.02% |
| 2015-03-31 | 6.93% |
| 2014-12-31 | 4.61% |
| 2014-09-30 | 5.97% |
| 2014-06-30 | 5.40% |
| 2014-03-31 | 4.75% |
| 2013-12-31 | 6.45% |
| 2013-09-30 | 5.86% |
| 2013-06-30 | 4.98% |
| 2013-03-31 | 5.13% |
| 2012-12-31 | 4.30% |
| 2012-09-30 | 3.95% |
| 2012-06-30 | 6.69% |
| 2012-03-31 | 6.54% |
| 2011-12-31 | 7.49% |
| 2011-09-30 | 8.06% |
| 2011-06-30 | 9.00% |
| 2011-03-31 | 6.10% |
| 2010-12-31 | 5.86% |
| 2010-09-30 | 5.59% |
| 2010-06-30 | 3.19% |
| 2010-03-31 | 5.37% |
| 2009-12-31 | 4.94% |
| 2009-09-30 | 4.91% |
| 2009-06-30 | 5.49% |
| 2009-03-31 | 5.85% |
| 2008-12-31 | 6.49% |
| 2008-09-30 | 5.97% |
| 2008-06-30 | 7.82% |
| 2008-03-31 | 7.51% |
| 2007-12-31 | 7.08% |
| 2007-09-30 | 7.80% |
| 2007-06-30 | 8.81% |
| 2007-03-31 | 9.02% |
| 2006-12-31 | 7.14% |
| 2006-09-30 | 7.86% |
| 2006-06-30 | 5.30% |
| 2006-03-31 | 7.94% |
| 2005-12-31 | 11.10% |
| 2005-09-30 | 9.82% |
| 2005-06-30 | 11.72% |
| 2005-03-31 | 12.32% |
| 2004-12-31 | 8.99% |
| 2004-09-30 | -5.76% |
| 2004-06-30 | -8.37% |
| 2004-03-31 | -8.77% |
| 2003-12-31 | -9.53% |
| 2003-09-30 | 4.02% |
| 2003-06-30 | 5.21% |
