Evergy
Evergy returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | 6.38% | 5.43% | — | 9.17% | 2.71% | 2 pp |
| FY 2026 Q1 | Mar 31, 2026 | 6.13% | 5.25% | 4.21% | 8.78% | 2.64% | 1.7 pp |
| FY 2025 Q4 | Dec 31, 2025 | 6.09% | 5.21% | 4.39% | 8.48% | 2.58% | 1.7 pp |
| FY 2025 Q3 | Sep 30, 2025 | 6.21% | 5.21% | 1.93% | 8.36% | 2.59% | 1.8 pp |
| FY 2025 Q2 | Jun 30, 2025 | 6.08% | 5.15% | 7.81% | 8.55% | 2.6% | 1.7 pp |
| FY 2025 Q1 | Mar 31, 2025 | 6.29% | 5.24% | 10.8% | 8.95% | 2.75% | 1.9 pp |
| FY 2024 Q4 | Dec 31, 2024 | 6.16% | 5.24% | 13.95% | 8.91% | 2.76% | 1.8 pp |
| FY 2024 Q3 | Sep 30, 2024 | 6.66% | 5.25% | — | 8.63% | 2.72% | 2.3 pp |
| FY 2024 Q2 | Jun 30, 2024 | 6.03% | 4.69% | 1.38% | 7.69% | 2.38% | 1.6 pp |
| FY 2024 Q1 | Mar 31, 2024 | 5.96% | 4.65% | 1.16% | 7.44% | 2.33% | 1.6 pp |
| FY 2023 Q4 | Dec 31, 2023 | 5.94% | 4.8% | 2.39% | 7.64% | 2.42% | 1.5 pp |
| FY 2023 Q3 | Sep 30, 2023 | — | 4.68% | — | 7.03% | 2.27% | — |
| FY 2023 Q2 | Jun 30, 2023 | 6.41% | 5.01% | 6.71% | 8.04% | 2.55% | 2 pp |
| FY 2023 Q1 | Mar 31, 2023 | 6.28% | 5.02% | 11.48% | 8.25% | 2.65% | 1.9 pp |
| FY 2022 Q4 | Dec 31, 2022 | 6.16% | 4.93% | -0.39% | 8.04% | 2.6% | 1.8 pp |
| FY 2022 Q3 | Sep 30, 2022 | — | 5.12% | — | 8.44% | 2.78% | — |
| FY 2022 Q2 | Jun 30, 2022 | — | 5.26% | — | 8.96% | 2.87% | — |
| FY 2022 Q1 | Mar 31, 2022 | — | 5.15% | — | 8.99% | 2.86% | — |
| FY 2021 Q4 | Dec 31, 2021 | 6.45% | 5.4% | 30.44% | 9.79% | 3.16% | 2 pp |
| FY 2021 Q3 | Sep 30, 2021 | — | 5.43% | — | 9.68% | 3.19% | — |
| FY 2021 Q2 | Jun 30, 2021 | — | 5.21% | — | 9.04% | 2.92% | — |
| FY 2021 Q1 | Mar 31, 2021 | — | 5.21% | — | 8.54% | 2.73% | — |
| FY 2020 Q4 | Dec 31, 2020 | 5.5% | 4.73% | -8.01% | 7.15% | 2.33% | 1.1 pp |
| FY 2020 Q3 | Sep 30, 2020 | — | 4.76% | — | 7.25% | 2.39% | — |
| FY 2020 Q2 | Jun 30, 2020 | — | 5.06% | — | 7.27% | 2.44% | — |
| FY 2020 Q1 | Mar 31, 2020 | — | 5.05% | — | 7.13% | 2.45% | — |
| FY 2019 Q4 | Dec 31, 2019 | 5.98% | 5.11% | 56.13% | 7.2% | 2.6% | 1.6 pp |
| FY 2019 Q3 | Sep 30, 2019 | 5.57% | 4.95% | — | 6.47% | 2.4% | 1.2 pp |
| FY 2019 Q2 | Jun 30, 2019 | — | — | — | — | — | — |
| FY 2019 Q1 | Mar 31, 2019 | — | — | — | — | — | — |
| FY 2018 Q4 | Dec 31, 2018 | — | — | — | — | — | — |
| FY 2018 Q3 | Sep 30, 2018 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 4.4%, rounded from the Utility · General benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · EVRG, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.