Evergy, Inc. (EVRG)

Return on equity (ROE)

		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 stockholders’ equity	US$ in thousands	9,955,000	3,408,100	9,703,600	9,639,100	9,663,100	9,749,000	9,534,900	9,489,000	9,483,700	9,609,000	9,307,300	9,237,100	9,244,400	9,317,800	8,986,000	8,806,300	8,733,400	8,802,100	8,547,800	8,529,200
ROE		8.77%	25.04%	7.62%	7.38%	7.57%	6.98%	7.94%	8.14%	7.94%	8.31%	8.81%	8.78%	9.52%	9.42%	8.82%	8.41%	7.08%	7.17%	7.41%	7.50%

December 31, 2024 calculation

ROE = Net income (ttm) ÷ Total stockholders’ equity
= $873,500K ÷ $9,955,000K
= 8.77%

Evergy, Inc.'s return on equity (ROE) has shown some fluctuations over the periods analyzed. The ROE stood at around 7%-9% for most of the periods between March 2020 and June 2023. However, there was a significant increase in ROE to 25.04% in the September 2024 quarter, before returning to around 8%-9% in the subsequent quarters.

The increase in ROE in September 2024 could indicate a period of increased profitability or more efficient utilization of shareholders' equity by the company during that particular quarter. It would be important to further investigate the significant ROE spike in September 2024 to understand the specific factors driving this sudden increase in profitability. Overall, Evergy, Inc. has generally maintained a moderate to healthy ROE level, reflecting its ability to generate profits from shareholders' equity during the periods in consideration.