Company / Return on Assets (ROA)
Essential Utilities Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
3.2%
FY2025
5-year range
1.6% / 3.3%
FY2021-FY2025
Trend
-3.9%
vs FY2024
Sector context
#23 of 72
Utilities
What the data says
At 3.2%, Essential Utilities's return on assets (roa) ranks #23 of 72 in the Utilities sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 1.6% in FY2021 to 3.8% in FY2016.
Based on SEC 10-K filings.
3.2% in FY2025 with a 5-year CAGR of +1.1%.
Improved from 3.0% to 3.2% over the past 2 years.
Utilities sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +0.2pp
- 5-Year Change
- +1.1pp
- 10-Year Change
- -
Sector benchmark
#23 of 72 in UtilitiesTop 32% of 72This company 3.2% Sector average 2.5%
▼
+26.5% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 3.9% year-over-year.
- Currently 0.7pp above the Utilities sector average.
- Peak return on assets (roa) was recorded in FY2016.
- Lowest return on assets (roa) in the period was in FY2021.
Company context
Key Data Points
- Altman Z-Score 0.60 (distress zone, below 1.8 threshold)
- Strong profit margin: 28.1%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 3.2% | -3.9% |
| FY2024 | 3.3% | +11.5% |
| FY2023 | 3.0% | +0.0% |
| FY2022 | 3.0% | +80.5% |
| FY2021 | 1.6% | -20.0% |
| FY2020 | 2.1% | -40.4% |
| FY2019 | 3.4% | +24.6% |
| FY2018 | 2.8% | -27.2% |
| FY2017 | 3.8% | -0.3% |
| FY2016 | 3.8% | +7.6% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026