Public Service Enterprise Group
Public Service Enterprise Group 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 | 6.3% | 5.52% | 1.1% | — | 3.5% | 1.9 pp |
| FY 2026 Q1 | Mar 31, 2026 | 7.07% | 6.32% | — | — | 3.99% | 2.7 pp |
| FY 2025 Q4 | Dec 31, 2025 | 6.66% | 5.96% | 16.39% | — | 3.76% | 2.3 pp |
| FY 2025 Q3 | Sep 30, 2025 | 6.89% | 5.82% | 17.62% | — | 3.75% | 2.5 pp |
| FY 2025 Q2 | Jun 30, 2025 | 6.62% | 5.49% | 9.9% | — | 3.65% | 2.2 pp |
| FY 2025 Q1 | Mar 31, 2025 | — | 5.1% | — | — | 3.39% | — |
| FY 2024 Q4 | Dec 31, 2024 | 6.15% | 5.02% | -25.68% | — | 3.36% | 1.7 pp |
| FY 2024 Q3 | Sep 30, 2024 | 6.29% | 5.62% | -33.23% | — | 3.92% | 1.9 pp |
| FY 2024 Q2 | Jun 30, 2024 | 6.4% | 5.54% | -22.41% | — | 3.24% | 2 pp |
| FY 2024 Q1 | Mar 31, 2024 | 6.61% | 5.98% | -11.29% | — | 3.55% | 2.2 pp |
| FY 2023 Q4 | Dec 31, 2023 | 8.86% | 8.4% | — | — | 5.15% | 4.5 pp |
| FY 2023 Q3 | Sep 30, 2023 | 9.66% | 9.28% | — | — | 5.77% | 5.3 pp |
| FY 2023 Q2 | Jun 30, 2023 | 8.85% | 8.38% | — | — | 5.61% | 4.5 pp |
| FY 2023 Q1 | Mar 31, 2023 | 8.01% | 7.13% | — | — | 4.77% | 3.6 pp |
| FY 2022 Q4 | Dec 31, 2022 | — | 3.29% | — | — | 2.11% | — |
| FY 2022 Q3 | Sep 30, 2022 | — | 3.21% | — | — | 1.42% | — |
| FY 2022 Q2 | Jun 30, 2022 | — | -2.45% | — | — | -2% | — |
| FY 2022 Q1 | Mar 31, 2022 | — | -3.74% | — | — | -2.65% | — |
| FY 2021 Q4 | Dec 31, 2021 | — | -1.98% | — | — | -1.31% | — |
| FY 2021 Q3 | Sep 30, 2021 | — | -3.09% | — | — | -1.34% | — |
| FY 2021 Q2 | Jun 30, 2021 | 3.88% | 3.45% | -62.46% | — | 3.01% | -0.5 pp |
| FY 2021 Q1 | Mar 31, 2021 | 5.65% | 4.98% | 2.54% | — | 4.27% | 1.2 pp |
| FY 2020 Q4 | Dec 31, 2020 | 5.89% | 5.21% | 12.67% | — | 3.9% | 1.5 pp |
| FY 2020 Q3 | Sep 30, 2020 | 6.26% | 5.38% | 15.5% | — | 3.97% | 1.9 pp |
| FY 2020 Q2 | Jun 30, 2020 | 6.08% | 5.16% | 12.15% | — | 3.66% | 1.7 pp |
| FY 2020 Q1 | Mar 31, 2020 | 5.77% | 4.63% | -5.23% | — | 3.06% | 1.4 pp |
| FY 2019 Q4 | Dec 31, 2019 | 5.55% | 4.68% | -6.35% | — | 3.64% | 1.1 pp |
| FY 2019 Q3 | Sep 30, 2019 | 5.85% | 4.65% | — | — | 3.17% | 1.4 pp |
| FY 2019 Q2 | Jun 30, 2019 | 5.82% | 4.89% | — | — | 3.25% | 1.4 pp |
| FY 2019 Q1 | Mar 31, 2019 | 6.35% | 5.62% | — | — | 3.57% | 1.9 pp |
| FY 2018 Q4 | Dec 31, 2018 | 6.27% | 5.82% | — | — | 3.27% | 1.9 pp |
| FY 2018 Q3 | Sep 30, 2018 | — | 5.54% | — | — | 5.09% | — |
| FY 2018 Q2 | Jun 30, 2018 | — | 5.98% | — | — | 5.17% | — |
| FY 2018 Q1 | Mar 31, 2018 | — | 5.53% | — | — | 4.89% | — |
| FY 2017 Q4 | Dec 31, 2017 | — | 3.79% | — | — | 3.8% | — |
| FY 2017 Q3 | Sep 30, 2017 | — | 2.41% | — | — | 1.29% | — |
| FY 2017 Q2 | Jun 30, 2017 | — | 2.12% | — | — | 1.14% | — |
| FY 2017 Q1 | Mar 31, 2017 | — | 2.58% | — | — | 1.36% | — |
| FY 2016 Q4 | Dec 31, 2016 | 4.57% | 4.45% | -41.31% | 6.77% | 2.29% | 0.2 pp |
| FY 2016 Q3 | Sep 30, 2016 | — | 6.57% | — | 9.8% | 3.41% | — |
| FY 2016 Q2 | Jun 30, 2016 | — | 7.3% | — | 10.8% | 3.74% | — |
| FY 2016 Q1 | Mar 31, 2016 | — | 8.13% | — | 12.09% | 4.23% | — |
| FY 2015 Q4 | Dec 31, 2015 | 8.58% | 9% | 12.11% | 13.3% | 4.61% | 4.2 pp |
| FY 2015 Q3 | Sep 30, 2015 | — | 10.14% | — | 14.76% | 5.23% | — |
| FY 2015 Q2 | Jun 30, 2015 | — | 10.01% | — | 15.08% | 5.3% | — |
| FY 2015 Q1 | Mar 31, 2015 | — | 9.54% | — | 14.11% | 4.97% | — |
| FY 2014 Q4 | Dec 31, 2014 | 8.06% | 8.56% | 21.22% | 12.76% | 4.47% | 3.7 pp |
| FY 2014 Q3 | Sep 30, 2014 | — | 7.22% | — | 10.61% | 3.72% | — |
| FY 2014 Q2 | Jun 30, 2014 | — | 7.25% | — | 10.36% | 3.61% | — |
| FY 2014 Q1 | Mar 31, 2014 | — | 8.22% | — | 11.51% | 4.03% | — |
| FY 2013 Q4 | Dec 31, 2013 | 7.33% | 8.01% | — | 11.1% | 3.87% | 2.9 pp |
| FY 2013 Q3 | Sep 30, 2013 | — | 8.42% | — | 11.44% | 4% | — |
| FY 2013 Q2 | Jun 30, 2013 | — | 8.11% | — | 11.26% | 3.94% | — |
| FY 2013 Q1 | Mar 31, 2013 | — | 7.63% | — | 10.22% | 3.57% | — |
| FY 2012 Q4 | Dec 31, 2012 | — | 8.31% | — | 12.11% | 4.14% | — |
| FY 2012 Q3 | Sep 30, 2012 | — | 9.35% | — | 13.46% | 4.66% | — |
| FY 2012 Q2 | Jun 30, 2012 | — | 9.44% | — | 13.09% | 4.61% | — |
| FY 2012 Q1 | Mar 31, 2012 | — | 10.11% | — | 14.29% | 4.95% | — |
| FY 2011 Q4 | Dec 31, 2011 | — | 10.29% | — | 15.1% | 5.03% | — |
| FY 2011 Q3 | Sep 30, 2011 | — | 10.03% | — | 14.46% | 4.83% | — |
| FY 2011 Q2 | Jun 30, 2011 | — | 12.09% | — | 17.66% | 5.9% | — |
| FY 2011 Q1 | Mar 31, 2011 | — | 11.12% | — | 16.69% | 5.5% | — |
| FY 2010 Q4 | Dec 31, 2010 | — | 11.31% | — | 16.98% | 5.33% | — |
| FY 2010 Q3 | Sep 30, 2010 | — | 11.81% | — | 17.88% | 5.67% | — |
| FY 2010 Q2 | Jun 30, 2010 | — | 11.64% | — | 17.72% | 5.4% | — |
| FY 2010 Q1 | Mar 31, 2010 | — | — | — | — | — | — |
| FY 2009 Q4 | Dec 31, 2009 | — | — | — | — | — | — |
| FY 2009 Q3 | Sep 30, 2009 | — | — | — | — | — | — |
| FY 2009 Q2 | Jun 30, 2009 | — | — | — | — | — | — |
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 · PEG, 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.