Company / Return on Equity (ROE)
Essential Utilities Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
9.0%
FY2025
5-year range
4.8% / 9.6%
FY2021-FY2025
Trend
-6.4%
vs FY2024
Sector context
#34 of 68
Utilities
What the data says
At 9.0%, Essential Utilities's return on equity (roe) ranks #34 of 68 in the Utilities sector. Return on Equity (ROE) has fluctuated over the past 10 years, ranging from 4.8% in FY2021 to 12.7% in FY2016.
Based on SEC 10-K filings.
9.0% in FY2025 with a 5-year CAGR of +4.0%.
Improved from 8.5% to 9.0% over the past 2 years.
Utilities sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- +0.3pp
- 5-Year Change
- +4.0pp
- 10-Year Change
- -
Sector benchmark
#34 of 68 in UtilitiesTop 50% of 68This company 9.0% Sector average 3.5%
▼
+153.8% above sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) decreased 6.4% year-over-year.
- Currently 5.4pp above the Utilities sector average.
- Peak return on equity (roe) was recorded in FY2016.
- Lowest return on equity (roe) 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 Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 9.0% | -6.4% |
| FY2024 | 9.6% | +13.6% |
| FY2023 | 8.5% | -2.3% |
| FY2022 | 8.6% | +80.6% |
| FY2021 | 4.8% | -3.2% |
| FY2020 | 5.0% | -58.5% |
| FY2019 | 11.9% | +24.9% |
| FY2018 | 9.6% | -22.0% |
| FY2017 | 12.3% | -3.2% |
| FY2016 | 12.7% | +8.3% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026