Company / Return on Assets (ROA)
Xcel Energy Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
2.5%
FY2025
5-year range
2.5% / 2.8%
FY2021-FY2025
Trend
-10.1%
vs FY2024
Sector context
#43 of 72
Utilities
What the data says
At 2.5%, Xcel Energy's return on assets (roa) ranks #43 of 72 in the Utilities sector. Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 2.5% in FY2025 to 2.8% in FY2022.
Based on SEC 10-K filings.
2.5% in FY2025 with a 5-year CAGR of -0.3%.
Declined from 2.8% to 2.5% over the past 2 years.
Utilities sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -0.4pp
- 5-Year Change
- -0.3pp
- 10-Year Change
- -
Sector benchmark
#43 of 72 in UtilitiesTop 60% of 72This company 2.5% Sector average 2.5%
▼
-1.1% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) decreased 10.1% year-over-year.
- Currently 0.0pp below the Utilities sector average.
- Peak return on assets (roa) was recorded in FY2022.
Company context
Key Data Points
- Altman Z-Score 0.25 (distress zone, below 1.8 threshold)
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 2.5% | -10.1% |
| FY2024 | 2.8% | +0.0% |
| FY2023 | 2.8% | -2.8% |
| FY2022 | 2.8% | +2.9% |
| FY2021 | 2.8% | +1.1% |
| FY2020 | 2.7% | +0.4% |
| FY2019 | 2.7% | -0.7% |
| FY2018 | 2.7% | +2.6% |
| FY2017 | 2.7% | -2.2% |
| FY2016 | 2.7% | +7.9% |
As of FY2025 · SEC 10-K · Updated Mar 18, 2026