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 11.77% is in line with its 5-year average of 11.62%, around the middle of its 5-year range (8.07%–14.20%).
As of the fiscal period ended Tuesday, June 30, 2026. 3.38% below its 12-month average of 12.18%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 11.77%.
RETURN ON EQUITY (ROE)
11.77%
RETURN ON EQUITY (ROE) AVG TTM
12.18%
RETURN ON EQUITY (ROE) AVG 3Y
12.45%
RETURN ON EQUITY (ROE) AVG 5Y
11.62%
RETURN ON EQUITY (ROE) AVG 10Y
11.60%
RETURN ON EQUITY (ROE) AVG 15Y
11.14%
RETURN ON EQUITY (ROE) AVG 20Y
11.57%
CURRENT VS TTM AVG
-3.38%
CURRENT VS 3Y AVG
-5.47%
CURRENT VS 5Y AVG
+1.32%
CURRENT VS 10Y AVG
+1.49%
CURRENT VS 15Y AVG
+5.63%
CURRENT VS 20Y AVG
+1.76%
SECTOR MEDIAN · UTILITIES
9.41%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
+25.07%
vs the sector median at left
The Southern Company
Market Cap
$100.94B
Return on Equity (ROE)
11.77%
TTM Avg
12.18%
3Y Avg
12.45%
5Y Avg
11.62%
Market Cap
$102.69B
Return on Equity (ROE)
10.88%
TTM Avg
22.22%
3Y Avg
14.46%
5Y Avg
10.13%
Market Cap
$93.06B
Return on Equity (ROE)
9.58%
TTM Avg
9.29%
3Y Avg
8.13%
5Y Avg
7.22%
Market Cap
$67.22B
Return on Equity (ROE)
9.77%
TTM Avg
11.25%
3Y Avg
10.23%
5Y Avg
10.45%
Market Cap
$57.23B
Return on Equity (ROE)
8.83%
TTM Avg
9.05%
3Y Avg
7.45%
5Y Avg
6.78%
Market Cap
$49.58B
Return on Equity (ROE)
40.48%
TTM Avg
33.11%
3Y Avg
17.33%
5Y Avg
10.26%
Market Cap
$49.34B
Return on Equity (ROE)
9.85%
TTM Avg
8.63%
3Y Avg
10.38%
5Y Avg
10.59%
Market Cap
$47.10B
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 |
|---|---|---|---|---|---|
| The Southern Company (SO) | $100.94B | 11.77% | 12.18% | 12.45% | 11.62% |
| Constellation Energy Corporation (CEG)vs › | $102.69B | 10.88% | 22.22% | 14.46% | 10.13% |
| Duke Energy Corporation (DUK)vs › | $93.06B | 9.58% | 9.29% | 8.13% | 7.22% |
| American Electric Power Company, Inc. (AEP)vs › | $67.22B | 9.77% | 11.25% | 10.23% | 10.45% |
| Dominion Energy, Inc. (D)vs › | $57.23B | 8.83% | 9.05% | 7.45% | 6.78% |
| Sempra (SRE)vs › | $54.93B | 6.97% | 7.48% | 8.39% | 9.24% |
| Vistra Corp. (VST)vs › | $49.58B | 40.48% | 33.11% | 17.33% | 10.26% |
| Entergy Corporation (ETR)vs › | $49.34B | 9.85% | 8.63% | 10.38% | 10.59% |
| Xcel Energy Inc. (XEL)vs › | $47.10B | 9.28% | 9.23% | 9.73% | 9.88% |
| Exelon Corporation (EXC)vs › | $44.70B | 9.37% | 9.38% | 9.14% | 7.92% |
ROE
11.8%
ROA
2.9%
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 | 11.77% |
| 2026-03-31 | 11.75% |
| 2025-12-31 | 12.05% |
| 2025-09-30 | 12.74% |
| 2025-06-30 | 12.59% |
| 2025-03-31 | 13.61% |
| 2024-12-31 | 13.25% |
| 2024-09-30 | 14.18% |
| 2024-06-30 | 14.20% |
| 2024-03-31 | 13.30% |
| 2023-12-31 | 12.65% |
| 2023-09-30 | 9.68% |
| 2023-06-30 | 10.07% |
| 2023-03-31 | 11.01% |
| 2022-12-31 | 11.63% |
| 2022-09-30 | 10.84% |
| 2022-06-30 | 10.50% |
| 2022-03-31 | 8.07% |
| 2021-12-31 | 8.55% |
| 2021-09-30 | 10.39% |
| 2021-06-30 | 11.10% |
| 2021-03-31 | 11.82% |
| 2020-12-31 | 11.09% |
| 2020-09-30 | 11.15% |
| 2020-06-30 | 11.63% |
| 2020-03-31 | 12.63% |
| 2019-12-31 | 17.11% |
| 2019-09-30 | 16.52% |
| 2019-06-30 | 16.33% |
| 2019-03-31 | 12.68% |
| 2018-12-31 | 8.96% |
| 2018-09-30 | 9.77% |
| 2018-06-30 | 9.90% |
| 2018-03-31 | 4.61% |
| 2017-12-31 | 3.59% |
| 2017-09-30 | 2.45% |
| 2017-06-30 | 2.85% |
| 2017-03-31 | 10.41% |
| 2016-12-31 | 9.88% |
| 2016-09-30 | 10.22% |
| 2016-06-30 | 10.56% |
| 2016-03-31 | 11.20% |
| 2015-12-31 | 11.42% |
| 2015-09-30 | 11.40% |
| 2015-06-30 | 10.54% |
| 2015-03-31 | 10.35% |
| 2014-12-31 | 9.63% |
| 2014-09-30 | 10.30% |
| 2014-06-30 | 11.17% |
| 2014-03-31 | 9.81% |
| 2013-12-31 | 8.49% |
| 2013-09-30 | 8.43% |
| 2013-06-30 | 9.40% |
| 2013-03-31 | 11.13% |
| 2012-12-31 | 12.46% |
| 2012-09-30 | 11.85% |
| 2012-06-30 | 11.86% |
| 2012-03-31 | 12.03% |
| 2011-12-31 | 12.15% |
| 2011-09-30 | 11.78% |
| 2011-06-30 | 11.65% |
| 2011-03-31 | 11.46% |
| 2010-12-31 | 12.07% |
| 2010-09-30 | 12.32% |
| 2010-06-30 | 12.69% |
| 2010-03-31 | 13.06% |
| 2009-12-31 | 10.96% |
| 2009-09-30 | 10.81% |
| 2009-06-30 | 11.17% |
| 2009-03-31 | 11.15% |
| 2008-12-31 | 12.81% |
| 2008-09-30 | 12.49% |
| 2008-06-30 | 12.81% |
| 2008-03-31 | 14.09% |
| 2007-12-31 | 12.88% |
| 2007-09-30 | 13.91% |
| 2007-06-30 | 14.37% |
| 2007-03-31 | 14.37% |
| 2006-12-31 | 12.98% |
| 2006-09-30 | 13.68% |
| 2006-06-30 | 14.09% |
| 2006-03-31 | 14.26% |
| 2005-12-31 | 14.10% |
| 2005-09-30 | 15.13% |
| 2005-06-30 | 14.77% |
| 2005-03-31 | 14.64% |
| 2004-12-31 | 14.13% |
| 2004-09-30 | 14.11% |
| 2004-06-30 | 14.40% |
| 2004-03-31 | 15.42% |
| 2003-12-31 | 14.63% |
| 2003-09-30 | 15.65% |
| 2003-06-30 | 16.18% |
