Luz Del SurA (LIM:LUSURC1) ROE %: 14.19% (As of Dec. 2025) — 23% Below Median

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LIM:LUSURC1 Luz Del Sur SAA LIM:LUSURC1
54 GF Score
Price S/.13.15
GF Value S/.16.90
Valuation Modestly Undervalued
! 8 Warning Signs
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What is Luz Del SurA ROE %?

Luz Del SurA LIM:LUSURC1 54 ROE % is 14.19% as of Dec. 2025, which is 23% below its 10-year median of 18.46. GuruFocus rates LIM:LUSURC1 with a GF Score™ of 54/100 and a GF Value™ of S/.16.90 (Modestly Undervalued). The stock has 8 warning signs investors should review. Among 502 Utilities - Regulated companies, Luz Del SurA ranks better than 77.89% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Luz Del SurA's annualized net income for the quarter that ended in Dec. 2025 was S/.716 Mil. Luz Del SurA's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was S/.5,048 Mil. Therefore, Luz Del SurA's annualized ROE % for the quarter that ended in Dec. 2025 was 14.19%.

The historical rank and industry rank for Luz Del SurA's ROE % or its related term are showing as below:

LIM:LUSURC1' s ROE % Range Over the Past 10 Years
Min: 14.19   Med: 18.46   Max: 20.26
Current: 14.19

During the past 13 years, Luz Del SurA's highest ROE % was 20.26%. The lowest was 14.19%. And the median was 18.46%.

LIM:LUSURC1's ROE % is ranked better than
77.89% of 502 companies
in the Utilities - Regulated industry
Industry Median: 8.705 vs LIM:LUSURC1: 14.19

Luz Del SurA  (LIM:LUSURC1) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Dec. 2025 )
=Net Income/Total Stockholders Equity
=716.4/5047.551
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(716.4 / 4668.509)*(4668.509 / 11895.836)*(11895.836 / 5047.551)
=Net Margin %*Asset Turnover*Equity Multiplier
=15.35 %*0.3924*2.3568
=ROA %*Equity Multiplier
=6.02 %*2.3568
=14.19 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Dec. 2025 )
=Net Income/Total Stockholders Equity
=716.4/5047.551
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (716.4 / 1023.958) * (1023.958 / 1194.195) * (1194.195 / 4668.509) * (4668.509 / 11895.836) * (11895.836 / 5047.551)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.6996 * 0.8574 * 25.58 % * 0.3924 * 2.3568
=14.19 %

Note: The net income data used here is one times the annual (Dec. 2025) net income data. The Revenue data used here is one times the annual (Dec. 2025) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Luz Del SurA ROE % Related Terms


Luz Del SurA ROE % Historical Data

* Premium members only.

The historical data trend for Luz Del SurA's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Luz Del SurA ROE % Chart

Luz Del SurA Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 15.89 18.40 19.86 17.23 14.19

Luz Del SurA Semi-Annual Data
Dec06 Dec07 Dec08 Dec09 Dec10 Dec11 Dec12 Dec13 Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 15.89 18.40 19.86 17.23 14.19

LIM:LUSURC1 vs NEE, SO, DUK: ROE % Comparison

For the Utilities - Regulated Electric subindustry, Luz Del SurA's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Luz Del SurA ROE % vs Utilities - Regulated Industry

For the Utilities - Regulated industry and Utilities sector, Luz Del SurA's ROE % distribution charts can be found below:

* The bar in red indicates where Luz Del SurA's ROE % falls into.


LIM:LUSURC1
54GF Score
Luz Del Sur SAA LIM:LUSURC1
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Luz Del SurA ROE % Calculation

Luz Del SurA's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=716.4/( (4594.26+5500.842)/ 2 )
=716.4/5047.551
=14.19 %

Luz Del SurA's annualized ROE % for the quarter that ended in Dec. 2025 is calculated as

ROE %=Net Income (Q: Dec. 2025 )/( (Total Stockholders Equity (Q: Dec. 2024 )+Total Stockholders Equity (Q: Dec. 2025 ))/ count )
=716.4/( (4594.26+5500.842)/ 2 )
=716.4/5047.551
=14.19 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is one times the annual (Dec. 2025) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 14.19% mean?
Luz Del SurA (LIM:LUSURC1) has a ROE % of 14.19% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Luz Del SurA and its competitors. This is 23% below median its historical median of 18.46. Over the past decade, Luz Del SurA's ROE % has ranged from 14.19 to 20.26. According to the industry distribution chart, Luz Del SurA ranks #111 out of 502 companies in the Utilities - Regulated industry, placing it in the top 22.1%.
Is Luz Del SurA's ROE % too high?
Luz Del SurA's current ROE % of 14.19% is 23% below median its 10-year median of 18.46. Over the past 10 years, this metric has ranged from a low of 14.19 to a high of 20.26. The Utilities - Regulated industry median ROE % is 8.71. Luz Del SurA's value of 14.19% is 63% above this industry median. Based on the distribution chart, Luz Del SurA ranks #111 out of 502 companies in the Utilities - Regulated industry, which is in the top quartile — a strong position relative to peers. Overall, Luz Del SurA has a GF Score™ of 54/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Luz Del SurA's ROE % compare to NEE and SO?
According to the Utilities - Regulated industry distribution chart, Luz Del SurA ranks #111 out of 502 companies for ROE %. This places Luz Del SurA in the top 22% of its industry — outperforming the majority of peers. The industry median ROE % is 8.71. Luz Del SurA's value of 14.19% is 63% above this benchmark. Historically, Luz Del SurA's own ROE % has ranged from 14.19 to 20.26 over the past decade. While the company's 10-year median is 18.46 vs. the industry median of 8.71, Luz Del SurA has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Utilities - Regulated company?
The median ROE % among Utilities - Regulated companies is 8.71, based on 502 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Luz Del SurA's current ROE % of 14.19% is 63% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Luz Del SurA and its competitors. For the Utilities - Regulated industry, the median ROE % is 8.71 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Luz Del SurA's current ROE % is 14.19%, which is 23% below median its own 10-year median of 18.46. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Luz Del SurA stock overvalued right now?
Based on GuruFocus' analysis, Luz Del SurA (LIM:LUSURC1) is currently considered Modestly Undervalued. The stock's GF Value™ is S/.16.90, compared to a current price of S/.13.15 — trading 22.2% below its estimated fair value. The current ROE % is 14.19%, which is 23% below median its 10-year median of 18.46 and 63% above the Utilities - Regulated industry median of 8.71. Luz Del SurA's overall GF Score™ is 54/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Luz Del SurA (LIM:LUSURC1), the current ROE % is 14.19% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Luz Del SurA (LIM:LUSURC1) Overvalued in 2026?

Based on GuruFocus' analysis, Luz Del SurA stock appears to be undervalued. The current stock price of S/.13.15 is trading 22.2% below its estimated GF Value™ of S/.16.90. GuruFocus considers Luz Del SurA to be Modestly Undervalued.

Key valuation signals for LIM:LUSURC1:

  • ROE %: 14.19% (23% below median its 10-year median of 18.46)
  • GF Value™: S/.16.90 vs. price of S/.13.15 (22.2% below fair value)
  • GF Score™: 54/100 with 8 warning signs
  • Industry Position: 63% above the Utilities - Regulated median (#111 of 502)

No single metric tells the full story. See the LIM:LUSURC1 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Luz Del SurA Business Description

Address Av Canaval y Moreyra 380, Piso 17, San Isidro, Lima, PER
Luz Del Sur SAA is a Peru-based electric power distribution company which provides service to approximately 900 thousand clients. The company also provides other services such as maintenance of internal installations and electrical networks, as well as energy diagnoses. It also focuses on expansion and improvement of the electrical grid, construction of transmission and distribution substations, and purchase of machinery and equipment.
54GF Score

Get the complete analysis for LIM:LUSURC1

ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

S/.13.15
Price
S/.16.90
GF Value