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Realtyome (Realtyome) ROE % : 2.70% (As of Dec. 2023)


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What is Realtyome ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Realtyome's annualized net income for the quarter that ended in Dec. 2023 was $874 Mil. Realtyome's average Total Stockholders Equity over the quarter that ended in Dec. 2023 was $32,299 Mil. Therefore, Realtyome's annualized ROE % for the quarter that ended in Dec. 2023 was 2.70%.

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

O' s ROE % Range Over the Past 10 Years
Min: 1.99   Med: 4.59   Max: 4.92
Current: 2.84

During the past 13 years, Realtyome's highest ROE % was 4.92%. The lowest was 1.99%. And the median was 4.59%.

O's ROE % is ranked worse than
58.13% of 800 companies
in the REITs industry
Industry Median: 4.21 vs O: 2.84

Realtyome ROE % Historical Data

The historical data trend for Realtyome'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.

* Premium members only.

Realtyome ROE % Chart

Realtyome Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.89 3.81 1.99 3.23 2.83

Realtyome Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
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 3.28 3.11 2.59 2.97 2.70

Competitive Comparison of Realtyome's ROE %

For the REIT - Retail subindustry, Realtyome'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.


Realtyome's ROE % Distribution in the REITs Industry

For the REITs industry and Real Estate sector, Realtyome's ROE % distribution charts can be found below:

* The bar in red indicates where Realtyome's ROE % falls into.



Realtyome ROE % Calculation

Realtyome's annualized ROE % for the fiscal year that ended in Dec. 2023 is calculated as

ROE %=Net Income (A: Dec. 2023 )/( (Total Stockholders Equity (A: Dec. 2022 )+Total Stockholders Equity (A: Dec. 2023 ))/ count )
=872.309/( (28713.149+32941.467)/ 2 )
=872.309/30827.308
=2.83 %

Realtyome's annualized ROE % for the quarter that ended in Dec. 2023 is calculated as

ROE %=Net Income (Q: Dec. 2023 )/( (Total Stockholders Equity (Q: Sep. 2023 )+Total Stockholders Equity (Q: Dec. 2023 ))/ count )
=873.62/( (31657.144+32941.467)/ 2 )
=873.62/32299.3055
=2.70 %

* 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 four times the quarterly (Dec. 2023) net income data. ROE % is displayed in the 30-year financial page.


Realtyome  (NYSE:O) 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. 2023 )
=Net Income/Total Stockholders Equity
=873.62/32299.3055
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(873.62 / 4305.14)*(4305.14 / 56558.1385)*(56558.1385 / 32299.3055)
=Net Margin %*Asset Turnover*Equity Multiplier
=20.29 %*0.0761*1.7511
=ROA %*Equity Multiplier
=1.54 %*1.7511
=2.70 %

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. 2023 )
=Net Income/Total Stockholders Equity
=873.62/32299.3055
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (873.62 / 942.26) * (942.26 / 1922.124) * (1922.124 / 4305.14) * (4305.14 / 56558.1385) * (56558.1385 / 32299.3055)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.9272 * 0.4902 * 44.65 % * 0.0761 * 1.7511
=2.70 %

Note: The net income data used here is four times the quarterly (Dec. 2023) net income data. The Revenue data used here is four times the quarterly (Dec. 2023) 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.


Realtyome ROE % Related Terms

Thank you for viewing the detailed overview of Realtyome's ROE % provided by GuruFocus.com. Please click on the following links to see related term pages.


Realtyome (Realtyome) Business Description

Address
11995 El Camino Real, San Diego, CA, USA, 92130
Realty Income owns roughly 13,100 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, gaming, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Executives
A. Larry Chapman director 600 LA TERRAZA BOULEVARD, ESCONDIDO CA 92025
Neil Abraham officer: EVP, CIO 11995 EL CAMINO REAL, SAN DIEGO CA 92130
Gregory J. Whyte officer: EVP, Chief Operating Officer C/O TIER REIT, INC., 5950 SHERRY LANE, SUITE 700, DALLAS TX 75225
Mary Hogan Preusse director C/O KIMCO REALTY CORP., 3333 NEW HYDE PARK ROAD, NEW HYDE PARK NY 11042
Priscilla Almodovar director 45 WEST 10TH STREET, NEW YORK NY 10011
Shannon Kehle officer: EVP, Chief People Officer 11995 EL CAMINO REAL, SAN DIEGO CA 92130
Ronald Merriman director 6175 NANCY RIDGE, SAN DIEGO CA 92121
Gregory Mclaughlin director 220 WEST CREST STREET, ESCONDIDO CA 92025
Jacqueline Valerie Brady director 53 CREEKVIEW LANE, YARDLEY PA 19067
Michelle Bushore officer: EVP, CLO, GC & Secretary 11995 EL CAMINO REAL, SAN DIEGO CA 92130
Priya Cherian Huskins director 600 LA TERRAZA BOULEVARD, ESCONDIDO CA 92025
Christie B. Kelly director 600 E. 96TH ST., #100, INDIANAPOLIS IN 46240
Paul M Meurer officer: EVP CFO & Treasure
Michael R Pfeiffer officer: EVP Gen. Counsel & Sec.
Benjamin N Fox officer: SVP, Asset & Port. Mgmt. 11995 EL CAMINO REAL, SAN DIEGO CA 92130