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 16.28% is 34% above its 5-year average of 12.18%, near the high end of its 5-year range (4.06%–18.08%).
As of the fiscal period ended Tuesday, June 30, 2026. 21.01% above its 12-month average of 13.45%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation.
RETURN ON EQUITY (ROE)
16.28%
RETURN ON EQUITY (ROE) AVG TTM
13.45%
RETURN ON EQUITY (ROE) AVG 3Y
14.15%
RETURN ON EQUITY (ROE) AVG 5Y
12.18%
RETURN ON EQUITY (ROE) AVG 10Y
12.42%
RETURN ON EQUITY (ROE) AVG 15Y
12.22%
RETURN ON EQUITY (ROE) AVG 20Y
12.26%
CURRENT VS TTM AVG
+21.01%
CURRENT VS 3Y AVG
+15.01%
CURRENT VS 5Y AVG
+33.65%
CURRENT VS 10Y AVG
+31.06%
CURRENT VS 15Y AVG
+33.16%
CURRENT VS 20Y AVG
+32.81%
SECTOR MEDIAN · UTILITIES
9.41%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
+72.99%
vs the sector median at left
NextEra Energy, Inc.
Market Cap
$173.75B
Return on Equity (ROE)
16.28%
TTM Avg
13.45%
3Y Avg
14.15%
5Y Avg
12.18%
Market Cap
$106.77B
Return on Equity (ROE)
10.88%
TTM Avg
22.22%
3Y Avg
14.46%
5Y Avg
10.13%
Market Cap
$101.93B
Return on Equity (ROE)
11.77%
TTM Avg
12.65%
3Y Avg
12.39%
5Y Avg
11.54%
Market Cap
$93.86B
Return on Equity (ROE)
9.58%
TTM Avg
9.29%
3Y Avg
8.13%
5Y Avg
7.22%
Market Cap
$67.98B
Return on Equity (ROE)
9.77%
TTM Avg
11.25%
3Y Avg
10.23%
5Y Avg
10.45%
Market Cap
$58.07B
Return on Equity (ROE)
8.83%
TTM Avg
9.05%
3Y Avg
7.45%
5Y Avg
6.78%
Market Cap
$50.97B
Return on Equity (ROE)
40.48%
TTM Avg
33.11%
3Y Avg
17.33%
5Y Avg
10.26%
Market Cap
$50.35B
Return on Equity (ROE)
9.85%
TTM Avg
8.63%
3Y Avg
10.38%
5Y Avg
10.59%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| NextEra Energy, Inc. (NEE) | $173.75B | 16.28% | 13.45% | 14.15% | 12.18% |
| Constellation Energy Corporation (CEG)vs › | $106.77B | 10.88% | 22.22% | 14.46% | 10.13% |
| The Southern Company (SO)vs › | $101.93B | 11.77% | 12.65% | 12.39% | 11.54% |
| Duke Energy Corporation (DUK)vs › | $93.86B | 9.58% | 9.29% | 8.13% | 7.22% |
| American Electric Power Company, Inc. (AEP)vs › | $67.98B | 9.77% | 11.25% | 10.23% | 10.45% |
| Dominion Energy, Inc. (D)vs › | $58.07B | 8.83% | 9.05% | 7.45% | 6.78% |
| Sempra (SRE)vs › | $55.77B | 6.97% | 7.48% | 8.39% | 9.24% |
| Vistra Corp. (VST)vs › | $50.97B | 40.48% | 33.11% | 17.33% | 10.26% |
| Entergy Corporation (ETR)vs › | $50.35B | 9.85% | 8.63% | 10.38% | 10.59% |
| Xcel Energy Inc. (XEL)vs › | $47.65B | 9.28% | 9.23% | 9.73% | 9.88% |
ROE
16.3%
ROA
4.0%
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 | 16.28% |
| 2026-03-31 | 14.82% |
| 2025-12-31 | 12.51% |
| 2025-09-30 | 12.00% |
| 2025-06-30 | 11.65% |
| 2025-03-31 | 11.06% |
| 2024-12-31 | 13.86% |
| 2024-09-30 | 13.89% |
| 2024-06-30 | 12.86% |
| 2024-03-31 | 15.40% |
| 2023-12-31 | 15.40% |
| 2023-09-30 | 16.18% |
| 2023-06-30 | 18.08% |
| 2023-03-31 | 15.58% |
| 2022-12-31 | 10.57% |
| 2022-09-30 | 9.91% |
| 2022-06-30 | 7.08% |
| 2022-03-31 | 4.06% |
| 2021-12-31 | 9.60% |
| 2021-09-30 | 6.45% |
| 2021-06-30 | 8.52% |
| 2021-03-31 | 11.14% |
| 2020-12-31 | 8.00% |
| 2020-09-30 | 10.46% |
| 2020-06-30 | 9.58% |
| 2020-03-31 | 9.64% |
| 2019-12-31 | 10.18% |
| 2019-09-30 | 8.79% |
| 2019-06-30 | 9.57% |
| 2019-03-31 | 8.44% |
| 2018-12-31 | 19.44% |
| 2018-09-30 | 24.44% |
| 2018-06-30 | 24.88% |
| 2018-03-31 | 25.15% |
| 2017-12-31 | 19.07% |
| 2017-09-30 | 15.87% |
| 2017-06-30 | 15.79% |
| 2017-03-31 | 15.07% |
| 2016-12-31 | 11.89% |
| 2016-09-30 | 10.19% |
| 2016-06-30 | 11.06% |
| 2016-03-31 | 11.95% |
| 2015-12-31 | 12.19% |
| 2015-09-30 | 14.02% |
| 2015-06-30 | 13.64% |
| 2015-03-31 | 13.27% |
| 2014-12-31 | 12.38% |
| 2014-09-30 | 10.15% |
| 2014-06-30 | 10.56% |
| 2014-03-31 | 11.37% |
| 2013-12-31 | 10.57% |
| 2013-09-30 | 11.54% |
| 2013-06-30 | 10.40% |
| 2013-03-31 | 10.63% |
| 2012-12-31 | 11.90% |
| 2012-09-30 | 13.53% |
| 2012-06-30 | 13.57% |
| 2012-03-31 | 13.89% |
| 2011-12-31 | 12.86% |
| 2011-09-30 | 10.20% |
| 2011-06-30 | 12.28% |
| 2011-03-31 | 11.43% |
| 2010-12-31 | 13.53% |
| 2010-09-30 | 14.42% |
| 2010-06-30 | 13.70% |
| 2010-03-31 | 13.55% |
| 2009-12-31 | 12.45% |
| 2009-09-30 | 13.15% |
| 2009-06-30 | 15.64% |
| 2009-03-31 | 14.62% |
| 2008-12-31 | 14.03% |
| 2008-09-30 | 12.62% |
| 2008-06-30 | 11.45% |
| 2008-03-31 | 13.17% |
| 2007-12-31 | 12.22% |
| 2007-09-30 | 12.80% |
| 2007-06-30 | 13.23% |
| 2007-03-31 | 11.98% |
| 2006-12-31 | 12.90% |
| 2006-09-30 | 12.69% |
| 2006-06-30 | 11.36% |
| 2006-03-31 | 11.14% |
| 2005-12-31 | 10.41% |
| 2005-09-30 | 10.13% |
| 2005-06-30 | 10.08% |
| 2005-03-31 | 10.95% |
| 2004-12-31 | 11.77% |
| 2004-09-30 | 11.56% |
| 2004-06-30 | 12.06% |
| 2004-03-31 | 12.16% |
| 2003-12-31 | 12.77% |
| 2003-09-30 | 12.27% |
| 2003-06-30 | 10.04% |
