EXCNEUTRAL

EXC Return on Equity (ROE) Analysis

9.7%

Updated 297h ago·SEC filings & market data

Key Takeaway

Return on Equity (ROE) measures how much profit a company generates from each dollar of shareholders’ equity; the current 9.7% means EXC earns $0.097 for every $1 of equity.

Sector Performance

37th percentile

EXC

9.7%

Sector Median

13.3%

Sector Avg

16.9%

Prior Period

9.8%(Jul 2026)

↓ Declining

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Deep Analysis

Return on Equity (ROE) measures how much profit a company generates from each dollar of shareholders’ equity; the current 9.7% means EXC earns $0.097 for every $1 of equity.

This is below the sector median of 13.6%, placing EXC in the 36th percentile among sector peers, so nearly two-thirds of peers deliver higher returns. The metric has no available 8-quarter trend or year-over-year change, but quarter-over-quarter it slipped from 9.8% to 9.7%, a decline of -1.0%. A level well under the median combined with a slight recent decline points to below-average profitability and limited near-term momentum, suggesting more risk than opportunity relative to the sector. This metric directly contradicts the overall NEUTRAL verdict, which implies balanced risk and reward; instead, the ROE data lean toward a more cautious outlook.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about EXC?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

Who are EXC's closest peers by Return on Equity (ROE)?

The closest peers by Return on Equity (ROE) include: LOW (-67.1%), MAR (-69.0%), BMBL (-76.9%), WBA (-82.7%), NIO (-84.0%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.