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 2.87% is in line with its 5-year average of 2.62%, near the high end of its 5-year range (1.89%–3.03%).
1.37% below its 12-month average of 2.91%.
Annual fiscal-year return on assets; no daily interpolation. Historical series through 2025-12-31.
RETURN ON ASSETS (ROA)
2.87%
RETURN ON ASSETS (ROA) AVG TTM
2.91%
RETURN ON ASSETS (ROA) AVG 3Y
2.82%
RETURN ON ASSETS (ROA) AVG 5Y
2.62%
RETURN ON ASSETS (ROA) AVG 10Y
2.53%
RETURN ON ASSETS (ROA) AVG 15Y
2.93%
RETURN ON ASSETS (ROA) AVG 20Y
3.12%
CURRENT VS TTM AVG
-1.37%
CURRENT VS 3Y AVG
+1.68%
CURRENT VS 5Y AVG
+9.47%
CURRENT VS 10Y AVG
+13.52%
CURRENT VS 15Y AVG
-1.98%
CURRENT VS 20Y AVG
-8.00%
SECTOR MEDIAN · UTILITIES
2.57%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
+11.67%
vs the sector median at left
The Southern Company
Market Cap
$100.94B
Return on Assets (ROA)
2.87%
TTM Avg
2.91%
3Y Avg
2.82%
5Y Avg
2.62%
Market Cap
$102.69B
Return on Assets (ROA)
3.54%
TTM Avg
5.56%
3Y Avg
3.50%
5Y Avg
2.46%
Market Cap
$93.06B
Return on Assets (ROA)
2.61%
TTM Avg
2.48%
3Y Avg
2.21%
5Y Avg
1.99%
Market Cap
$67.22B
Return on Assets (ROA)
2.58%
TTM Avg
2.96%
3Y Avg
2.67%
5Y Avg
2.71%
Market Cap
$57.23B
Return on Assets (ROA)
2.09%
TTM Avg
2.33%
3Y Avg
1.92%
5Y Avg
1.78%
Market Cap
$49.34B
Return on Assets (ROA)
2.30%
TTM Avg
2.06%
3Y Avg
2.48%
5Y Avg
2.37%
Market Cap
$47.10B
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 |
|---|---|---|---|---|---|
| The Southern Company (SO) | $100.94B | 2.87% | 2.91% | 2.82% | 2.62% |
| Constellation Energy Corporation (CEG)vs › | $102.69B | 3.54% | 5.56% | 3.50% | 2.46% |
| Duke Energy Corporation (DUK)vs › | $93.06B | 2.61% | 2.48% | 2.21% | 1.99% |
| American Electric Power Company, Inc. (AEP)vs › | $67.22B | 2.58% | 2.96% | 2.67% | 2.71% |
| Dominion Energy, Inc. (D)vs › | $57.23B | 2.09% | 2.33% | 1.92% | 1.78% |
| Sempra (SRE)vs › | $54.93B | 1.98% | 2.32% | 2.72% | 3.10% |
| Vistra Corp. (VST)vs › | $49.58B | 5.21% | 4.66% | 2.52% | 1.39% |
| Entergy Corporation (ETR)vs › | $49.34B | 2.30% | 2.06% | 2.48% | 2.37% |
| Xcel Energy Inc. (XEL)vs › | $47.10B | 2.56% | 2.62% | 2.71% | 2.72% |
| Exelon Corporation (EXC)vs › | $44.70B | 2.31% | 2.33% | 2.30% | 2.00% |
ROA
2.9%
ROE
11.8%
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 | 2.79% |
| 2024-12-31 | 3.03% |
| 2023-12-31 | 2.85% |
| 2022-12-31 | 2.62% |
| 2021-12-31 | 1.89% |
| 2020-12-31 | 2.55% |
| 2019-12-31 | 4.01% |
| 2018-12-31 | 1.92% |
| 2017-12-31 | 0.79% |
| 2016-12-31 | 2.27% |
| 2015-12-31 | 3.09% |
| 2014-12-31 | 2.89% |
| 2013-12-31 | 2.65% |
| 2012-12-31 | 3.82% |
| 2011-12-31 | 3.83% |
| 2010-12-31 | 3.71% |
| 2009-12-31 | 3.28% |
| 2008-12-31 | 3.74% |
| 2007-12-31 | 3.79% |
| 2006-12-31 | 3.67% |
| 2005-12-31 | 3.99% |
| 2004-12-31 | 4.15% |
| 2003-12-31 | 4.19% |
| 2002-12-31 | 3.91% |
| 2001-12-31 | 4.22% |
| 2000-12-31 | 4.20% |
| 1999-12-31 | 4.36% |
| 1998-12-31 | 2.70% |
| 1997-12-31 | 2.76% |
| 1996-12-31 | 3.73% |
