Evergy, Inc. (EVRG)

Return on assets (ROA)

		Dec 31, 2024	Sep 30, 2024	Jun 30, 2024	Mar 31, 2024	Dec 31, 2023	Sep 30, 2023	Jun 30, 2023	Mar 31, 2023	Dec 31, 2022	Sep 30, 2022	Jun 30, 2022	Mar 31, 2022	Dec 31, 2021	Sep 30, 2021	Jun 30, 2021	Mar 31, 2021	Dec 31, 2020	Sep 30, 2020	Jun 30, 2020	Mar 31, 2020
Net income (ttm)	US$ in thousands	873,500	853,300	739,300	711,400	731,300	680,800	757,400	772,800	752,700	798,600	819,800	810,600	879,700	877,300	792,400	740,500	618,300	631,200	633,500	639,800
Total assets	US$ in thousands	32,282,100	32,146,100	31,831,000	31,256,300	32,244,200	30,616,000	30,277,100	29,685,900	29,489,900	29,247,600	29,188,800	28,739,900	28,520,500	28,182,100	28,008,800	28,020,100	27,114,800	26,881,200	26,250,400	26,184,700
ROA		2.71%	2.65%	2.32%	2.28%	2.27%	2.22%	2.50%	2.60%	2.55%	2.73%	2.81%	2.82%	3.08%	3.11%	2.83%	2.64%	2.28%	2.35%	2.41%	2.44%

December 31, 2024 calculation

ROA = Net income (ttm) ÷ Total assets
= $873,500K ÷ $32,282,100K
= 2.71%

The Return on Assets (ROA) for Evergy, Inc. has shown some variability over the analyzed period. The ROA started at 2.44% in March 2020 and experienced fluctuations, reaching a low of 2.22% in September 2023. However, there was a general upward trend in ROA from March 2021 to December 2021, peaking at 3.11% in September 2021. From December 2021 to June 2024, the ROA fluctuated within a narrower range, demonstrating stability overall with a slight increase to 2.71% by December 2024.

The ROA metric indicates how efficiently Evergy, Inc. is utilizing its assets to generate earnings. A higher ROA suggests that the company is more effective in using its assets to generate profit. The fluctuations in the ROA could be influenced by factors such as changes in revenue, expenses, or asset base. Further analysis would be needed to understand the underlying reasons for the changes in ROA and to assess the company's overall financial performance in more depth.