Xylem Inc (XYL)
Return on equity (ROE)
| Dec 31, 2024 | Sep 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 | Dec 31, 2019 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net income (ttm) | US$ in thousands | 962,000 | 788,000 | 663,000 | 609,000 | 492,000 | 352,000 | 372,000 | 355,000 | 319,000 | 421,000 | 422,000 | 427,000 | 462,000 | 385,000 | 303,000 | 254,000 | 224,000 | 252,000 | 360,000 | 401,000 |
| Total stockholders’ equity | US$ in thousands | 10,642,000 | 10,593,000 | 10,195,000 | 10,166,000 | 9,930,000 | 9,899,000 | 3,578,000 | 3,494,000 | 3,215,000 | 3,195,000 | 3,198,000 | 3,218,000 | 3,093,000 | 3,040,000 | 2,937,000 | 2,968,000 | 2,867,000 | 2,856,000 | 2,812,000 | 2,957,000 |
| ROE | 9.04% | 7.44% | 6.50% | 5.99% | 4.95% | 3.56% | 10.40% | 10.16% | 9.92% | 13.18% | 13.20% | 13.27% | 14.94% | 12.66% | 10.32% | 8.56% | 7.81% | 8.82% | 12.80% | 13.56% |
December 31, 2024 calculation
ROE = Net income (ttm) ÷ Total stockholders’ equity
= $962,000K ÷ $10,642,000K
= 9.04%
Xylem Inc's Return on Equity (ROE) has shown some fluctuations over the period from December 31, 2019, to December 31, 2024. The trend exhibited a decline from 13.56% on December 31, 2019, to a low point of 3.56% on June 30, 2023, before gradually recovering.
The ROE decreased from 13.56% on December 31, 2019, to 7.81% on September 30, 2020, and further dropped to 3.56% on June 30, 2023, reflecting a challenging period during this timeframe. However, the ROE recovered thereafter, reaching a peak of 14.94% on September 30, 2021. Subsequently, it stabilized around the range of 10-13% for the most part until the end of 2024.
Overall, the ROE performance of Xylem Inc experienced volatility but demonstrated resilience by climbing back to 9.04% by December 31, 2024. This suggests that the company managed to improve its ability to generate profit from shareholders' equity compared to the low point in mid-2023. Further analysis would be needed to understand the factors driving these fluctuations and assess the sustainability of the company's ROE going forward.
Peer comparison
Dec 31, 2024