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Sagicor Real Estate X Fund (XJAM:XFUND) 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%.
Sagicor Real Estate X Fund Equity-to-Asset Related Terms
Sagicor Real Estate X Fund Equity-to-Asset Historical Data
* 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.
Sagicor Real Estate X Fund Equity-to-Asset Chart
Sagicor Real Estate X Fund Annual Data
Trend
Dec21
Dec22
Dec23
Dec24
Dec25
Equity-to-Asset
0.53
0.67
0.67
0.69
0.79
Sagicor Real Estate X Fund Semi-Annual Data
Dec21
Dec22
Dec23
Dec24
Dec25
Equity-to-Asset
0.53
0.67
0.67
0.69
0.79
XJAM:XFUND vs MAR, HLT, H: Equity-to-Asset Comparison
For the Lodging subindustry, Sagicor Real Estate X Fund'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.
Sagicor Real Estate X Fund Equity-to-Asset vs Travel & Leisure Industry
For the Travel & Leisure industry and Consumer Cyclical sector, Sagicor Real Estate X Fund's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Sagicor Real Estate X Fund's Equity-to-Asset falls into.
Sagicor Real Estate X Fund 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.
Sagicor Real Estate X Fund's Equity to Asset Ratio for the fiscal year that ended in Dec. 2025 is calculated as
* 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.
Sagicor Real Estate X Fund (XJAM:XFUND) has a Equity-to-Asset of 0.79 as of Dec. 2025. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Sagicor Real Estate X Fund and its competitors. This is 18% above median its historical median of 0.67. Over the past decade, Sagicor Real Estate X Fund's Equity-to-Asset has ranged from 0.53 to 0.79. According to the industry distribution chart, Sagicor Real Estate X Fund ranks #127 out of 858 companies in the Travel & Leisure industry, placing it in the top 14.8%.
Is Sagicor Real Estate X Fund's Equity-to-Asset too high?
Sagicor Real Estate X Fund's current Equity-to-Asset of 0.79 is 18% above median its 10-year median of 0.67. Over the past 10 years, this metric has ranged from a low of 0.53 to a high of 0.79. The Travel & Leisure industry median Equity-to-Asset is 0.51. Sagicor Real Estate X Fund's value of 0.79 is 54.9% above this industry median. Based on the distribution chart, Sagicor Real Estate X Fund ranks #127 out of 858 companies in the Travel & Leisure industry, which is in the top quartile — a strong position relative to peers. Overall, Sagicor Real Estate X Fund has a GF Score™ of 64/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Sagicor Real Estate X Fund's Equity-to-Asset compare to MAR and HLT?
According to the Travel & Leisure industry distribution chart, Sagicor Real Estate X Fund ranks #127 out of 858 companies for Equity-to-Asset. This places Sagicor Real Estate X Fund in the top 15% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.51. Sagicor Real Estate X Fund's value of 0.79 is 54.9% above this benchmark. Historically, Sagicor Real Estate X Fund's own Equity-to-Asset has ranged from 0.53 to 0.79 over the past decade. While the company's 10-year median is 0.67 vs. the industry median of 0.51, Sagicor Real Estate X Fund 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 Equity-to-Asset for a Travel & Leisure company?
The median Equity-to-Asset among Travel & Leisure companies is 0.51, based on 858 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. Sagicor Real Estate X Fund's current Equity-to-Asset of 0.79 is 54.9% 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 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 Sagicor Real Estate X Fund and its competitors. For the Travel & Leisure industry, the median Equity-to-Asset is 0.51 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sagicor Real Estate X Fund's current Equity-to-Asset is 0.79, which is 18% above median its own 10-year median of 0.67. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sagicor Real Estate X Fund stock overvalued right now?
Based on GuruFocus' analysis, Sagicor Real Estate X Fund (XJAM:XFUND) is currently considered Fairly Valued. The stock's GF Value™ is JMD9.30, compared to a current price of JMD8.47 — trading 8.9% below its estimated fair value. The current Equity-to-Asset is 0.79, which is 18% above median its 10-year median of 0.67 and 54.9% above the Travel & Leisure industry median of 0.51. Sagicor Real Estate X Fund's overall GF Score™ is 64/100 with 2 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 Sagicor Real Estate X Fund (XJAM:XFUND), the current Equity-to-Asset is 0.79 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 Sagicor Real Estate X Fund (XJAM:XFUND) Overvalued in 2026?
Based on GuruFocus' analysis, Sagicor Real Estate X Fund stock appears to be undervalued.
The current stock price of JMD8.47 is trading 8.9% below its estimated GF Value™ of JMD9.30.
GuruFocus considers Sagicor Real Estate X Fund to be Fairly Valued.
Key valuation signals for XJAM:XFUND:
Equity-to-Asset: 0.79 (18% above median its 10-year median of 0.67)
GF Value™: JMD9.30 vs. price of JMD8.47 (8.9% below fair value)
Industry Position: 54.9% above the Travel & Leisure median (#127 of 858)
No single metric tells the full story. See the XJAM:XFUND stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Sagicor Real Estate X Fund Ltd is an International Business Company with property investments held through its subsidiaries. The Company's main business activity is to invest in hotel and commercial real estate activities and has engaged Sagicor Property Services (SPS) to manage and operate its direct and indirect real estate assets domiciled in Jamaica. The Group is organised into two primary business segments: Hotel Operations, comprising the direct ownership and operation of hotels and generating maximum revenue, and Commercial Operations, comprising indirect investment in real estate via the Sagicor Sigma Global Funds and the investment property in X Fund Properties Limited. The Group operates in the Caribbean and the United States of America, which generate maximum revenue.
64GF Score
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