Company / Return on Assets (ROA)
Duke Energy CORP Return on Assets (ROA) History
FY2009-FY2016 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
1.6%
FY2016
5-year range
1.5% / 2.2%
FY2012-FY2016
Trend
-29.9%
vs FY2015
Sector context
Sector data unavailable
Latest sector comparison
What the data says
Return on Assets (ROA) has fluctuated over the past 8 years, ranging from 1.5% in FY2013 to 2.6% in FY2009.
Based on SEC 10-K filings.
1.6% in FY2016 with a 5-year CAGR of -0.3%.
Remained stable around 1.6% over the past 2 years.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +0.1pp
- 5-Year Change
- -0.3pp
- 10-Year Change
- -
Key checks
Key Insights
- In FY2016, return on assets (roa) decreased 29.9% year-over-year.
- Peak return on assets (roa) was recorded in FY2009.
- Lowest return on assets (roa) in the period was in FY2013.
Company context
Key Data Points
- Altman Z-Score 0.52 (distress zone, below 1.8 threshold)
- High earnings quality (cash-backed earnings)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2016 | 1.6% | -29.9% |
| FY2015 | 2.2% | +43.5% |
| FY2014 | 1.5% | +2.7% |
| FY2013 | 1.5% | -28.9% |
| FY2012 | 2.1% | +15.9% |
| FY2011 | 1.8% | -23.8% |
| FY2010 | 2.4% | -9.1% |
| FY2009 | 2.6% | - |
As of FY2016 · SEC 10-K · Updated Jun 24, 2026