PEGNEUTRAL

PEG Return on Equity (ROE) Analysis

11.8%

Higher than 86% of Utilities sector peers

Updated 57h ago·SEC filings & market data

Key Takeaway

A return on equity (ROE) of 11.8% means the company generates $0.118 of profit for every $1 of shareholder equity, a common measure of how efficiently it uses invested capital.

Sector Performance

86th percentile

PEG

11.8%

Sector Median

11.0%

Sector Avg

10.4%

Prior Period

13.4%(Jul 2026)

↓ Declining

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Deep Analysis

A return on equity (ROE) of 11.8% means the company generates $0.118 of profit for every $1 of shareholder equity, a common measure of how efficiently it uses invested capital.

This sits above the utilities sector median of 10.9%, placing the company in the 88th percentile among its peers, so its profitability level is clearly above average. The trend data is limited: the year-over-year change is N/A, and the quarter-over-quarter change shows a decline of -11.9%, dropping from 13.4% to 11.8%. This combination of a high absolute ROE with a recent quarterly fall suggests a strong underlying earnings base that is currently experiencing some short-term pressure. The elevated level offers a buffer against that negative momentum, but the decline signals a possible easing in efficiency that warrants attention. This mixed picture directly supports the overall NEUTRAL verdict: the metric shows a quality level, yet the recent direction adds uncertainty that balances the outlook.

Frequently Asked Questions

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

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.

How does PEG's Return on Equity (ROE) compare to its sector?

PEG's Return on Equity (ROE) of 11.8% compares to a Utilities sector median of 11.0%, placing it in the 86th percentile.

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

The closest Utilities peers by Return on Equity (ROE) include: AEE (10.9%), LNT (11.1%), AEP (11.5%), PNW (9.6%), ATO (8.8%).

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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.