CWSRF (Chartwell Retirement Residences) Pretax Margin %: 6.31% (As of Mar. 2026) — 338% Above Median


CWSRF Chartwell Retirement Residences CWSRF
69 GF Score
Price $15.50
GF Value $13.36
Valuation Modestly Overvalued
! 11 Warning Signs
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What is Chartwell Retirement Residences Pretax Margin %?

Chartwell Retirement Residences CWSRF 69 Pretax Margin % is 6.31% as of Mar. 2026, which is 338% above its 10-year median of 1.44. GuruFocus rates CWSRF with a GF Score™ of 69/100 and a GF Value™ of $13.36 (Modestly Overvalued). The stock has 11 warning signs investors should review. Among 932 REITs companies, Chartwell Retirement Residences ranks worse than 81.22% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Chartwell Retirement Residences's Pre-Tax Income for the three months ended in Mar. 2026 was $14.1 Mil. Chartwell Retirement Residences's Revenue for the three months ended in Mar. 2026 was $224.0 Mil. Therefore, Chartwell Retirement Residences's pretax margin for the quarter that ended in Mar. 2026 was 6.31%.

The historical rank and industry rank for Chartwell Retirement Residences's Pretax Margin % or its related term are showing as below:

CWSRF' s Pretax Margin % Range Over the Past 10 Years
Min: -7.91   Med: 1.44   Max: 6.75
Current: 3.52


CWSRF's Pretax Margin % is ranked worse than
81.22% of 932 companies
in the REITs industry
Industry Median: 46.815 vs CWSRF: 3.52

Chartwell Retirement Residences  (OTCPK:CWSRF) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


Chartwell Retirement Residences Pretax Margin % Related Terms


Chartwell Retirement Residences Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Chartwell Retirement Residences's Pretax Margin % 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 Pretax Margin % Chart

Chartwell Retirement Residences Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.03 5.87 -7.91 6.70 6.75

Chartwell Retirement Residences Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Pretax Margin % 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 21.05 0.03 1.80 5.45 6.31

CWSRF vs WELL, VTR, OHI: Pretax Margin % Comparison

For the REIT - Healthcare Facilities subindustry, Chartwell Retirement Residences's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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 Pretax Margin % vs REITs Industry

For the REITs industry and Real Estate sector, Chartwell Retirement Residences's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where Chartwell Retirement Residences's Pretax Margin % falls into.


CWSRF
69GF Score
Chartwell Retirement Residences CWSRF
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Chartwell Retirement Residences Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Chartwell Retirement Residences's Pretax Margin for the fiscal year that ended in Dec. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=53.814/797.623
=6.75 %

Chartwell Retirement Residences's Pretax Margin for the quarter that ended in Mar. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=14.124/223.98
=6.31 %

* 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 Pretax Margin % →
What does a Pretax Margin % of 6.31% mean?
Chartwell Retirement Residences (CWSRF) has a Pretax Margin % of 6.31% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Chartwell Retirement Residences and its competitors. This is 338% above median its historical median of 1.44. According to the industry distribution chart, Chartwell Retirement Residences ranks #757 out of 932 companies in the REITs industry, placing it in the top 81.2%.
Is Chartwell Retirement Residences' Pretax Margin % too high?
Chartwell Retirement Residences' current Pretax Margin % of 6.31% is 338% above median its 10-year median of 1.44. The REITs industry median Pretax Margin % is 46.82. Chartwell Retirement Residences' value of 6.31% is 86.5% below this industry median. Based on the distribution chart, Chartwell Retirement Residences ranks #757 out of 932 companies in the REITs industry, which is in the bottom quartile relative to peers. Overall, Chartwell Retirement Residences has a GF Score™ of 69/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Chartwell Retirement Residences' Pretax Margin % compare to WELL and VTR?
According to the REITs industry distribution chart, Chartwell Retirement Residences ranks #757 out of 932 companies for Pretax Margin %. This places Chartwell Retirement Residences in the lower half of its industry. The industry median Pretax Margin % is 46.82. Chartwell Retirement Residences' value of 6.31% is 86.5% below this benchmark. While the company's 10-year median is 1.44 vs. the industry median of 46.82, 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 Pretax Margin % for a REITs company?
The median Pretax Margin % among REITs companies is 46.82, based on 932 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Chartwell Retirement Residences's current Pretax Margin % of 6.31% is 86.5% 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Chartwell Retirement Residences and its competitors. For the REITs industry, the median Pretax Margin % is 46.82 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Chartwell Retirement Residences's current Pretax Margin % is 6.31%, which is 338% above median its own 10-year median of 1.44. 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 Modestly Overvalued. The stock's GF Value™ is $13.36, compared to a current price of $15.50 — trading 16% above its estimated fair value. The current Pretax Margin % is 6.31%, which is 338% above median its 10-year median of 1.44 and 86.5% below the REITs industry median of 46.82. Chartwell Retirement Residences' overall GF Score™ is 69/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Chartwell Retirement Residences (CWSRF), the current Pretax Margin % is 6.31% as of Mar. 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 $15.50 is trading 16% above its estimated GF Value™ of $13.36. GuruFocus considers Chartwell Retirement Residences to be Modestly Overvalued.

Key valuation signals for CWSRF:

  • Pretax Margin %: 6.31% (338% above median its 10-year median of 1.44)
  • GF Value™: $13.36 vs. price of $15.50 (16% above fair value)
  • GF Score™: 69/100 with 11 warning signs
  • Industry Position: 86.5% below the REITs median (#757 of 932)

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.
69GF Score

Get the complete analysis for CWSRF

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

$15.50
Price
$13.36
GF Value