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 9.06% is in line with its 5-year average of 8.39%, near the high end of its 5-year range (6.98%–9.52%).
As of the fiscal period ended Tuesday, June 30, 2026. 5.79% above its 12-month average of 8.56%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 9.06%.
RETURN ON EQUITY (ROE)
9.06%
RETURN ON EQUITY (ROE) AVG TTM
8.56%
RETURN ON EQUITY (ROE) AVG 3Y
8.18%
RETURN ON EQUITY (ROE) AVG 5Y
8.39%
RETURN ON EQUITY (ROE) AVG 10Y
8.19%
RETURN ON EQUITY (ROE) AVG 15Y
8.51%
RETURN ON EQUITY (ROE) AVG 20Y
8.60%
CURRENT VS TTM AVG
+5.79%
CURRENT VS 3Y AVG
+10.64%
CURRENT VS 5Y AVG
+7.98%
CURRENT VS 10Y AVG
+10.54%
CURRENT VS 15Y AVG
+6.42%
CURRENT VS 20Y AVG
+5.34%
SECTOR MEDIAN · UTILITIES
9.41%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
-3.76%
vs the sector median at left
Evergy, Inc.
Market Cap
$18.08B
Return on Equity (ROE)
9.06%
TTM Avg
8.56%
3Y Avg
8.18%
5Y Avg
8.39%
Market Cap
$16.45B
Return on Equity (ROE)
10.85%
TTM Avg
10.45%
3Y Avg
10.55%
5Y Avg
10.73%
Market Cap
$19.80B
Return on Equity (ROE)
10.50%
TTM Avg
11.95%
3Y Avg
11.90%
5Y Avg
13.62%
Market Cap
$20.59B
Return on Equity (ROE)
21.90%
TTM Avg
17.93%
3Y Avg
12.55%
5Y Avg
10.37%
Market Cap
$21.25B
Return on Equity (ROE)
17.49%
TTM Avg
48.40%
3Y Avg
30.44%
5Y Avg
35.48%
Market Cap
$13.63B
Return on Equity (ROE)
-11.45%
TTM Avg
25.96%
3Y Avg
75.45%
5Y Avg
33.38%
Market Cap
$24.27B
Return on Equity (ROE)
8.41%
TTM Avg
7.13%
3Y Avg
6.25%
5Y Avg
4.20%
Market Cap
$24.41B
Return on Equity (ROE)
8.87%
TTM Avg
7.92%
3Y Avg
5.45%
5Y Avg
6.46%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Evergy, Inc. (EVRG) | $18.08B | 9.06% | 8.56% | 8.18% | 8.39% |
| NiSource Inc (NI)vs › | $18.82B | 9.45% | 9.30% | 9.46% | 7.66% |
| Alliant Energy Corporation (LNT)vs › | $16.45B | 10.85% | 10.45% | 10.55% | 10.73% |
| CMS Energy Corporation (CMS)vs › | $19.80B | 10.50% | 11.95% | 11.90% | 13.62% |
| Edison International (EIX)vs › | $20.59B | 21.90% | 17.93% | 12.55% | 10.37% |
| NRG Energy, Inc. (NRG)vs › | $21.25B | 17.49% | 48.40% | 30.44% | 35.48% |
| Talen Energy Corporation (TLN)vs › | $13.63B | -11.45% | 25.96% | 75.45% | 33.38% |
| PPL Corporation (PPL)vs › | $24.27B | 8.41% | 7.13% | 6.25% | 4.20% |
| Eversource Energy (ES)vs › | $24.41B | 8.87% | 7.92% | 5.45% | 6.46% |
| CenterPoint Energy, Inc. (CNP)vs › | $24.48B | 9.53% | 9.49% | 9.75% | 7.58% |
ROE
9.1%
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 | 9.06% |
| 2026-03-31 | 8.68% |
| 2025-12-31 | 8.37% |
| 2025-09-30 | 8.26% |
| 2025-06-30 | 8.44% |
| 2025-03-31 | 8.82% |
| 2024-12-31 | 8.77% |
| 2024-09-30 | 8.51% |
| 2024-06-30 | 7.62% |
| 2024-03-31 | 7.38% |
| 2023-12-31 | 7.57% |
| 2023-09-30 | 6.98% |
| 2023-06-30 | 7.94% |
| 2023-03-31 | 8.14% |
| 2022-12-31 | 7.94% |
| 2022-09-30 | 8.31% |
| 2022-06-30 | 8.81% |
| 2022-03-31 | 8.78% |
| 2021-12-31 | 9.52% |
| 2021-09-30 | 9.42% |
| 2021-06-30 | 8.82% |
| 2021-03-31 | 8.41% |
| 2020-12-31 | 7.08% |
| 2020-09-30 | 7.17% |
| 2020-06-30 | 7.41% |
| 2020-03-31 | 7.50% |
| 2019-12-31 | 7.82% |
| 2019-09-30 | 7.25% |
| 2019-06-30 | 6.90% |
| 2019-03-31 | 6.10% |
| 2018-12-31 | 5.34% |
| 2018-09-30 | 5.16% |
| 2018-06-30 | 3.24% |
| 2018-03-31 | 8.31% |
| 2017-12-31 | 8.29% |
| 2017-09-30 | 8.75% |
| 2017-06-30 | 8.90% |
| 2017-03-31 | 8.95% |
| 2016-12-31 | 9.11% |
| 2016-09-30 | 8.73% |
| 2016-06-30 | 8.53% |
| 2016-03-31 | 8.35% |
| 2015-12-31 | 7.98% |
| 2015-09-30 | 8.08% |
| 2015-06-30 | 8.55% |
| 2015-03-31 | 8.93% |
| 2014-12-31 | 9.51% |
| 2014-09-30 | 9.52% |
| 2014-06-30 | 9.50% |
| 2014-03-31 | 10.02% |
| 2013-12-31 | 9.55% |
| 2013-09-30 | 9.80% |
| 2013-06-30 | 10.32% |
| 2013-03-31 | 10.28% |
| 2012-12-31 | 9.50% |
| 2012-09-30 | 8.63% |
| 2012-06-30 | 8.79% |
| 2012-03-31 | 8.14% |
| 2011-12-31 | 8.25% |
| 2011-09-30 | 8.27% |
| 2011-06-30 | 7.88% |
| 2011-03-31 | 8.43% |
| 2010-12-31 | 8.48% |
| 2010-09-30 | 8.74% |
| 2010-06-30 | 7.62% |
| 2010-03-31 | 7.05% |
| 2009-12-31 | 7.72% |
| 2009-09-30 | 8.17% |
| 2009-06-30 | 8.68% |
| 2009-03-31 | 7.25% |
| 2008-12-31 | 8.07% |
| 2008-09-30 | 7.64% |
| 2008-06-30 | 8.01% |
| 2008-03-31 | 10.29% |
| 2007-12-31 | 9.11% |
| 2007-09-30 | 9.50% |
| 2007-06-30 | 9.90% |
| 2007-03-31 | 10.66% |
| 2006-12-31 | 10.59% |
| 2006-09-30 | 10.44% |
| 2006-06-30 | 10.56% |
| 2006-03-31 | 10.15% |
| 2005-12-31 | 9.38% |
| 2005-09-30 | 14.58% |
| 2005-06-30 | 13.58% |
| 2005-03-31 | 12.68% |
| 2004-12-31 | 12.69% |
| 2004-09-30 | 7.81% |
| 2004-06-30 | -116.11% |
| 2004-03-31 | -117.73% |
| 2003-12-31 | -132.13% |
| 2003-09-30 | -143.78% |
| 2003-06-30 | 8.49% |
