Basis: Latest reported fiscal year. 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 8.78% is 11% below its 5-year average of 9.88%, near the low end of its 5-year range (8.55%–10.41%).
As of the fiscal period ended Wednesday, December 31, 2025. 4.93% below its 12-month average of 9.23%.
Annual fiscal-year return on equity; no daily interpolation.
RETURN ON EQUITY (ROE)
8.78%
RETURN ON EQUITY (ROE) AVG TTM
9.23%
RETURN ON EQUITY (ROE) AVG 3Y
9.73%
RETURN ON EQUITY (ROE) AVG 5Y
9.88%
RETURN ON EQUITY (ROE) AVG 10Y
9.95%
RETURN ON EQUITY (ROE) AVG 15Y
10.13%
RETURN ON EQUITY (ROE) AVG 20Y
9.76%
CURRENT VS TTM AVG
-4.93%
CURRENT VS 3Y AVG
-9.79%
CURRENT VS 5Y AVG
-11.12%
CURRENT VS 10Y AVG
-11.76%
CURRENT VS 15Y AVG
-13.29%
CURRENT VS 20Y AVG
-10.08%
SECTOR MEDIAN · UTILITIES
9.44%
median of 41 covered companies
CURRENT VS SECTOR MEDIAN
-6.99%
vs the sector median at left
Xcel Energy Inc.
Market Cap
$50.98B
Return on Equity (ROE)
8.78%
TTM Avg
9.23%
3Y Avg
9.73%
5Y Avg
9.88%
Market Cap
$53.09B
Return on Equity (ROE)
10.39%
TTM Avg
8.63%
3Y Avg
10.38%
5Y Avg
10.59%
Market Cap
$48.63B
Return on Equity (ROE)
9.48%
TTM Avg
9.38%
3Y Avg
9.14%
5Y Avg
7.92%
Market Cap
$47.84B
Return on Equity (ROE)
9.34%
TTM Avg
8.32%
3Y Avg
8.40%
5Y Avg
4.50%
Market Cap
$55.09B
Return on Equity (ROE)
40.04%
TTM Avg
33.11%
3Y Avg
17.33%
5Y Avg
10.26%
Market Cap
$41.63B
Return on Equity (ROE)
8.42%
TTM Avg
8.32%
3Y Avg
9.14%
5Y Avg
8.19%
Market Cap
$39.77B
Return on Equity (ROE)
13.08%
TTM Avg
11.71%
3Y Avg
11.88%
5Y Avg
9.15%
Market Cap
$62.52B
Return on Equity (ROE)
10.20%
TTM Avg
9.05%
3Y Avg
7.45%
5Y Avg
6.78%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Xcel Energy Inc. (XEL) | $50.98B | 8.78% | 9.23% | 9.73% | 9.88% |
| Entergy Corporation (ETR)vs › | $53.09B | 10.39% | 8.63% | 10.38% | 10.59% |
| Exelon Corporation (EXC)vs › | $48.63B | 9.48% | 9.38% | 9.14% | 7.92% |
| PG&E Corporation (PCG)vs › | $47.84B | 9.34% | 8.32% | 8.40% | 4.50% |
| Vistra Corp. (VST)vs › | $55.09B | 40.04% | 33.11% | 17.33% | 10.26% |
| Consolidated Edison, Inc. (ED)vs › | $41.63B | 8.42% | 8.32% | 9.14% | 8.19% |
| Sempra (SRE)vs › | $60.79B | 6.42% | 7.48% | 8.39% | 9.24% |
| Public Service Enterprise Group Incorporated (PEG)vs › | $39.77B | 13.08% | 11.71% | 11.88% | 9.15% |
| Dominion Energy, Inc. (D)vs › | $62.52B | 10.20% | 9.05% | 7.45% | 6.78% |
| WEC Energy Group, Inc. (WEC)vs › | $37.71B | 11.57% | 11.86% | 11.85% | 11.79% |
ROE
8.8%
ROA
2.5%
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) |
|---|---|
| 2025-12-31 | 8.55% |
| 2024-12-31 | 9.92% |
| 2023-12-31 | 10.05% |
| 2022-12-31 | 10.41% |
| 2021-12-31 | 10.23% |
| 2020-12-31 | 10.11% |
| 2019-12-31 | 10.36% |
| 2018-12-31 | 10.32% |
| 2017-12-31 | 10.02% |
| 2016-12-31 | 10.19% |
| 2015-12-31 | 9.29% |
| 2014-12-31 | 10.00% |
| 2013-12-31 | 9.91% |
| 2012-12-31 | 10.20% |
| 2011-12-31 | 9.92% |
| 2010-12-31 | 9.23% |
| 2009-12-31 | 9.22% |
| 2008-12-31 | 9.13% |
| 2007-12-31 | 9.01% |
| 2006-12-31 | 9.66% |
| 2005-12-31 | 9.33% |
| 2004-12-31 | 6.71% |
| 2003-12-31 | 11.81% |
| 2002-12-31 | -46.50% |
| 2001-12-31 | 12.62% |
| 2000-12-31 | 9.30% |
| 1999-12-31 | 8.42% |
| 1998-12-31 | 10.92% |
| 1997-12-31 | 9.23% |
| 1996-12-31 | 11.55% |
