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Universal Health Realtyome Trust (Universal Health Realtyome Trust) ROE % : 6.99% (As of Dec. 2023)


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What is Universal Health Realtyome Trust ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Universal Health Realtyome Trust's annualized net income for the quarter that ended in Dec. 2023 was $14.37 Mil. Universal Health Realtyome Trust's average Total Stockholders Equity over the quarter that ended in Dec. 2023 was $205.62 Mil. Therefore, Universal Health Realtyome Trust's annualized ROE % for the quarter that ended in Dec. 2023 was 6.99%.

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

UHT' s ROE % Range Over the Past 10 Years
Min: 7.14   Med: 11.62   Max: 55.37
Current: 7.14

During the past 13 years, Universal Health Realtyome Trust's highest ROE % was 55.37%. The lowest was 7.14%. And the median was 11.62%.

UHT's ROE % is ranked better than
66.5% of 800 companies
in the REITs industry
Industry Median: 4.195 vs UHT: 7.14

Universal Health Realtyome Trust ROE % Historical Data

The historical data trend for Universal Health Realtyome Trust'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.

Universal Health Realtyome Trust ROE % Chart

Universal Health Realtyome Trust 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 9.97 11.41 55.37 9.09 7.16

Universal Health Realtyome Trust Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
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 7.90 6.34 7.26 6.99 10.67

Competitive Comparison of Universal Health Realtyome Trust's ROE %

For the REIT - Healthcare Facilities subindustry, Universal Health Realtyome Trust'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.


Universal Health Realtyome Trust's ROE % Distribution in the REITs Industry

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

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



Universal Health Realtyome Trust ROE % Calculation

Universal Health Realtyome Trust'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 )
=15.4/( (229.101+200.934)/ 2 )
=15.4/215.0175
=7.16 %

Universal Health Realtyome Trust'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 )
=14.372/( (210.308+200.934)/ 2 )
=14.372/205.621
=6.99 %

* 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.


Universal Health Realtyome Trust  (NYSE:UHT) 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
=14.372/205.621
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(14.372 / 97.28)*(97.28 / 602.126)*(602.126 / 205.621)
=Net Margin %*Asset Turnover*Equity Multiplier
=14.77 %*0.1616*2.9283
=ROA %*Equity Multiplier
=2.39 %*2.9283
=6.99 %

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
=14.372/205.621
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (14.372 / 14.372) * (14.372 / 32.62) * (32.62 / 97.28) * (97.28 / 602.126) * (602.126 / 205.621)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1 * 0.4406 * 33.53 % * 0.1616 * 2.9283
=6.99 %

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.


Universal Health Realtyome Trust ROE % Related Terms

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


Universal Health Realtyome Trust (Universal Health Realtyome Trust) Business Description

Traded in Other Exchanges
Address
367 South Gulph Road, P.O. Box 61558, Universal Corporate Center, King of Prussia, PA, USA, 19406-0958
Universal Health Realty Income Trust is a healthcare REIT. The company is engaged in the business of investing in and leasing healthcare and human service facilities through direct ownership or through joint ventures, which aggregate into a single reportable segment. The company actively manages a portfolio of healthcare and human service facilities. The revenue and net income are generated from the operation of the investment portfolio which is located throughout the United States.
Executives
Alan B Miller director, officer: Chairman, President and CEO 367 SOUTH GULPH ROAD, KING OF PRUSSIA PA 19406
Robert F Mccadden other: Trustee C/O PENN. REAL ESTATE INVESTMENT TRUST, 200 SOUTH BROAD STREET, PHILADELPHIA PA 19102
Rebecca A Guzman director 1201 NORTH MARKET STREET, SUITE 501, WILMINGTON DE 19801-1659
Karla J Peterson officer: Vice President 367 SOUTH GULPH ROAD, KING OF PRUSSIA PA 19406
Michael Allan Domb director 1845 WALNUT STREET, SUITE 2200, PHILADELPHIA PA 19103
James P Morey director 334 AUBREY ROAD, WYNNEWOOD PA 19096
Gayle L Capozzalo director 789 HOWARD AVENUE, 1059 CLINIC BUILDING, NEW HAVEN CT 06519
Charles F Boyle officer: Vice President and CFO 367 SOUTH GULPH ROAD, KING OF PRUSSIA PA 19406
Randall C Stein other: Trustee 940 HAVERFORD ROAD, BRYN MAWR PA 19010
Marc D Miller other: Trustee 367 SOUTH GULPH ROAD, KING OF PRUSSIA PA 19406
Cheryl K Ramagano officer: VP, Treasurer & Secretary 367 SOUTH GULPH ROAD, KING OF PRUSSIA PA 19406
Miles L Berger other: Trustee
Myles H Tanenbaum other: Trustee
Sussman Elliot J Md Mba other: Trustee
Dalton James E Jr other: Trustee 6505 EDINBURGH DR, NASHVILLE TN 37221

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