CWSRF (Chartwell Retirement Residences) Equity-to-Asset: 0.33 (As of Jun. 2026) — 27% Above Median

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CWSRF Chartwell Retirement Residences CWSRF
79 GF Score
Price $14.78
GF Value $14.18
Valuation Fairly Valued
! 7 Warning Signs
View Full Analysis

What is Chartwell Retirement Residences Equity-to-Asset?

Chartwell Retirement Residences CWSRF 79 Equity-to-Asset is 0.33 as of Jun. 2026, which is 27% above its 10-year median of 0.26. GuruFocus rates CWSRF with a GF Score™ of 79/100 and a GF Value™ of $14.18 (Fairly Valued). The stock has 7 warning signs investors should review. Among 926 REITs companies, Chartwell Retirement Residences ranks worse than 87.8% on this metric.

Equity to Asset ratio is calculated as total stockholders equity divided by total asset. Chartwell Retirement Residences's Total Stockholders Equity for the quarter that ended in Jun. 2026 was $1,315.1 Mil. Chartwell Retirement Residences's Total Assets for the quarter that ended in Jun. 2026 was $3,959.8 Mil. Therefore, Chartwell Retirement Residences's Equity to Asset Ratio for the quarter that ended in Jun. 2026 was 0.33.

The historical rank and industry rank for Chartwell Retirement Residences's Equity-to-Asset or its related term are showing as below:

CWSRF' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.19   Med: 0.26   Max: 0.35
Current: 0.33

During the past 13 years, the highest Equity to Asset Ratio of Chartwell Retirement Residences was 0.35. The lowest was 0.19. And the median was 0.26.

CWSRF's Equity-to-Asset is ranked worse than
87.8% of 926 companies
in the REITs industry
Industry Median: 0.59 vs CWSRF: 0.33

Chartwell Retirement Residences  (OTCPK:CWSRF) Equity-to-Asset Explanation

Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.

For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.


Chartwell Retirement Residences Equity-to-Asset Related Terms


Chartwell Retirement Residences Equity-to-Asset Historical Data

* Premium members only.

The historical data trend for Chartwell Retirement Residences's Equity-to-Asset 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.

Chartwell Retirement Residences Equity-to-Asset Chart

Chartwell Retirement Residences Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Equity-to-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.24 0.22 0.25 0.26 0.34

Chartwell Retirement Residences Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Equity-to-Asset 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 0.28 0.31 0.34 0.35 0.33

CWSRF vs WELL, VTR, DOC: Equity-to-Asset Comparison

For the REIT - Healthcare Facilities subindustry, Chartwell Retirement Residences's Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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.


Chartwell Retirement Residences Equity-to-Asset vs REITs Industry

For the REITs industry and Real Estate sector, Chartwell Retirement Residences's Equity-to-Asset distribution charts can be found below:

* The bar in red indicates where Chartwell Retirement Residences's Equity-to-Asset falls into.


CWSRF
79GF Score
Chartwell Retirement Residences CWSRF
Equity-to-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Chartwell Retirement Residences Equity-to-Asset Calculation

Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.

Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.

Chartwell Retirement Residences's Equity to Asset Ratio for the fiscal year that ended in Dec. 2025 is calculated as

Equity to Asset (A: Dec. 2025 )=Total Stockholders Equity/Total Assets
=1227.68/3657.105
=0.34

Chartwell Retirement Residences's Equity to Asset Ratio for the quarter that ended in Jun. 2026 is calculated as

Equity to Asset (Q: Jun. 2026 )=Total Stockholders Equity/Total Assets
=1315.11/3959.758
=0.33

* 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.

Frequently Asked Questions Learn more about Equity-to-Asset →
What does a Equity-to-Asset of 0.33 mean?
Chartwell Retirement Residences (CWSRF) has a Equity-to-Asset of 0.33 as of Jun. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Chartwell Retirement Residences and its competitors. This is 27% above median its historical median of 0.26. Over the past decade, Chartwell Retirement Residences' Equity-to-Asset has ranged from 0.19 to 0.35. According to the industry distribution chart, Chartwell Retirement Residences ranks #813 out of 926 companies in the REITs industry, placing it in the top 87.8%.
Is Chartwell Retirement Residences' Equity-to-Asset too high?
Chartwell Retirement Residences' current Equity-to-Asset of 0.33 is 27% above median its 10-year median of 0.26. Over the past 10 years, this metric has ranged from a low of 0.19 to a high of 0.35. The REITs industry median Equity-to-Asset is 0.59. Chartwell Retirement Residences' value of 0.33 is 44.1% below this industry median. Based on the distribution chart, Chartwell Retirement Residences ranks #813 out of 926 companies in the REITs industry, which is in the bottom quartile relative to peers. Overall, Chartwell Retirement Residences has a GF Score™ of 79/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Chartwell Retirement Residences' Equity-to-Asset compare to WELL and VTR?
According to the REITs industry distribution chart, Chartwell Retirement Residences ranks #813 out of 926 companies for Equity-to-Asset. This places Chartwell Retirement Residences in the lower half of its industry. The industry median Equity-to-Asset is 0.59. Chartwell Retirement Residences' value of 0.33 is 44.1% below this benchmark. Historically, Chartwell Retirement Residences' own Equity-to-Asset has ranged from 0.19 to 0.35 over the past decade. While the company's 10-year median is 0.26 vs. the industry median of 0.59, Chartwell Retirement Residences has consistently been below 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 Equity-to-Asset for a REITs company?
The median Equity-to-Asset among REITs companies is 0.59, based on 926 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Chartwell Retirement Residences's current Equity-to-Asset of 0.33 is 44.1% below 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 Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Chartwell Retirement Residences and its competitors. For the REITs industry, the median Equity-to-Asset is 0.59 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Chartwell Retirement Residences's current Equity-to-Asset is 0.33, which is 27% above median its own 10-year median of 0.26. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Chartwell Retirement Residences stock overvalued right now?
Based on GuruFocus' analysis, Chartwell Retirement Residences (CWSRF) is currently considered Fairly Valued. The stock's GF Value™ is $14.18, compared to a current price of $14.78 — trading 4.2% above its estimated fair value. The current Equity-to-Asset is 0.33, which is 27% above median its 10-year median of 0.26 and 44.1% below the REITs industry median of 0.59. Chartwell Retirement Residences' overall GF Score™ is 79/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Chartwell Retirement Residences (CWSRF), the current Equity-to-Asset is 0.33 as of Jun. 2026. 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 Chartwell Retirement Residences (CWSRF) Overvalued in 2026?

Based on GuruFocus' analysis, Chartwell Retirement Residences stock appears to be overvalued. The current stock price of $14.78 is trading 4.2% above its estimated GF Value™ of $14.18. GuruFocus considers Chartwell Retirement Residences to be Fairly Valued.

Key valuation signals for CWSRF:

  • Equity-to-Asset: 0.33 (27% above median its 10-year median of 0.26)
  • GF Value™: $14.18 vs. price of $14.78 (4.2% above fair value)
  • GF Score™: 79/100 with 7 warning signs
  • Industry Position: 44.1% below the REITs median (#813 of 926)

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


Chartwell Retirement Residences Business Description

Industry Real EstateREITs
Other Exchanges CSH.UN:Canada
Address 7070 Derrycrest Drive, Mississauga, ON, CAN, L5W 0G5
Chartwell Retirement Residences is an unincorporated open-ended real estate trust that is engaged in the ownership, operations, and management of retirement residences and long-term care homes in Canada. The company generates key revenue from retirement operations, which include retirement residences that the company owns and operates in Canada. The retirement residences provide services to residents at rates set by Chartwell based on the services provided and market conditions.
79GF Score

Get the complete analysis for CWSRF

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

$14.78
Price
$14.18
GF Value