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 1.98% is 36% below its 5-year average of 3.10%, near the low end of its 5-year range (1.66%–5.90%).
14.66% below its 12-month average of 2.32%.
Annual fiscal-year return on assets; no daily interpolation.
RETURN ON ASSETS (ROA)
1.98%
RETURN ON ASSETS (ROA) AVG TTM
2.32%
RETURN ON ASSETS (ROA) AVG 3Y
2.72%
RETURN ON ASSETS (ROA) AVG 5Y
3.10%
RETURN ON ASSETS (ROA) AVG 10Y
2.76%
RETURN ON ASSETS (ROA) AVG 15Y
2.75%
RETURN ON ASSETS (ROA) AVG 20Y
3.01%
CURRENT VS TTM AVG
-14.66%
CURRENT VS 3Y AVG
-27.27%
CURRENT VS 5Y AVG
-36.20%
CURRENT VS 10Y AVG
-28.26%
CURRENT VS 15Y AVG
-28.02%
CURRENT VS 20Y AVG
-34.25%
SECTOR MEDIAN · UTILITIES
2.57%
median of 40 covered companies
CURRENT VS SECTOR MEDIAN
-22.96%
vs the sector median at left
Market Cap
$58.22B
Return on Assets (ROA)
2.09%
TTM Avg
2.33%
3Y Avg
1.92%
5Y Avg
1.78%
Market Cap
$50.52B
Return on Assets (ROA)
2.30%
TTM Avg
2.06%
3Y Avg
2.48%
5Y Avg
2.37%
Market Cap
$47.77B
Return on Assets (ROA)
2.56%
TTM Avg
2.62%
3Y Avg
2.71%
5Y Avg
2.72%
Market Cap
$45.21B
Return on Assets (ROA)
2.31%
TTM Avg
2.33%
3Y Avg
2.30%
5Y Avg
2.00%
Market Cap
$68.16B
Return on Assets (ROA)
2.58%
TTM Avg
2.96%
3Y Avg
2.67%
5Y Avg
2.71%
Market Cap
$39.92B
Return on Assets (ROA)
2.90%
TTM Avg
2.65%
3Y Avg
2.87%
5Y Avg
2.56%
Market Cap
$38.75B
Return on Assets (ROA)
2.18%
TTM Avg
1.90%
3Y Avg
1.78%
5Y Avg
0.95%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Sempra (SRE) | $55.91B | 1.98% | 2.32% | 2.72% | 3.10% |
| Dominion Energy, Inc. (D)vs › | $58.22B | 2.09% | 2.33% | 1.92% | 1.78% |
| Vistra Corp. (VST)vs › | $50.73B | 5.21% | 4.66% | 2.52% | 1.39% |
| Entergy Corporation (ETR)vs › | $50.52B | 2.30% | 2.06% | 2.48% | 2.37% |
| Xcel Energy Inc. (XEL)vs › | $47.77B | 2.56% | 2.62% | 2.71% | 2.72% |
| Exelon Corporation (EXC)vs › | $45.21B | 2.31% | 2.33% | 2.30% | 2.00% |
| American Electric Power Company, Inc. (AEP)vs › | $68.16B | 2.58% | 2.96% | 2.67% | 2.71% |
| Consolidated Edison, Inc. (ED)vs › | $39.92B | 2.90% | 2.65% | 2.87% | 2.56% |
| PG&E Corporation (PCG)vs › | $38.75B | 2.18% | 1.90% | 1.78% | 0.95% |
| Public Service Enterprise Group Incorporated (PEG)vs › | $36.28B | 3.42% | 3.46% | 3.52% | 2.76% |
ROA
2.0%
ROE
7.0%
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 | 1.66% |
| 2024-12-31 | 2.98% |
| 2023-12-31 | 3.53% |
| 2022-12-31 | 2.72% |
| 2021-12-31 | 1.83% |
| 2020-12-31 | 5.90% |
| 2019-12-31 | 3.35% |
| 2018-12-31 | 1.73% |
| 2017-12-31 | 0.51% |
| 2016-12-31 | 2.87% |
| 2015-12-31 | 3.28% |
| 2014-12-31 | 2.93% |
| 2013-12-31 | 2.70% |
| 2012-12-31 | 2.37% |
| 2011-12-31 | 4.09% |
| 2010-12-31 | 2.47% |
| 2009-12-31 | 3.96% |
| 2008-12-31 | 4.22% |
| 2007-12-31 | 3.73% |
| 2006-12-31 | 3.68% |
| 2005-12-31 | 3.12% |
| 2004-12-31 | 3.91% |
| 2003-12-31 | 2.95% |
| 2002-12-31 | 3.33% |
| 2001-12-31 | 3.42% |
| 2000-12-31 | 2.75% |
| 1999-12-31 | 3.50% |
| 1998-12-31 | 2.81% |
| 1997-12-31 | 4.02% |
| 1996-12-31 | 9.18% |
