CWSRF (Chartwell Retirement Residences) Return-on-Tangible-Equity: 1.85% (As of Mar. 2026) — 11% Below Median


CWSRF Chartwell Retirement Residences CWSRF
69 GF Score
Price $16.50
GF Value $13.37
Valuation Modestly Overvalued
! 12 Warning Signs
View Full Analysis

What is Chartwell Retirement Residences Return-on-Tangible-Equity?

Chartwell Retirement Residences CWSRF 69 Return-on-Tangible-Equity is 1.85% as of Mar. 2026, which is 11% below its 10-year median of 2.07. GuruFocus rates CWSRF with a GF Score™ of 69/100 and a GF Value™ of $13.37 (Modestly Overvalued). The stock has 12 warning signs investors should review. Among 935 REITs companies, Chartwell Retirement Residences ranks worse than 78.93% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Chartwell Retirement Residences's annualized net income for the quarter that ended in Mar. 2026 was $23.3 Mil. Chartwell Retirement Residences's average shareholder tangible equity for the quarter that ended in Mar. 2026 was $1,258.5 Mil. Therefore, Chartwell Retirement Residences's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was 1.85%.

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

CWSRF' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 0.13   Med: 2.07   Max: 17.01
Current: 0.29

During the past 13 years, Chartwell Retirement Residences's highest Return-on-Tangible-Equity was 17.01%. The lowest was 0.13%. And the median was 2.07%.

CWSRF's Return-on-Tangible-Equity is ranked worse than
78.93% of 935 companies
in the REITs industry
Industry Median: 6.23 vs CWSRF: 0.29

Chartwell Retirement Residences  (OTCPK:CWSRF) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity 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 Return-on-Tangible-Equitys can be extremely high.


Chartwell Retirement Residences Return-on-Tangible-Equity Related Terms


Chartwell Retirement Residences Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Chartwell Retirement Residences's Return-on-Tangible-Equity 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 Return-on-Tangible-Equity Chart

Chartwell Retirement Residences Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.44 6.43 17.12 2.40 2.19

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
Return-on-Tangible-Equity 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 12.04 -1.97 -1.54 1.85 1.85

CWSRF vs WELL, VTR, DOC: Return-on-Tangible-Equity Comparison

For the REIT - Healthcare Facilities subindustry, Chartwell Retirement Residences's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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 Return-on-Tangible-Equity vs REITs Industry

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

* The bar in red indicates where Chartwell Retirement Residences's Return-on-Tangible-Equity falls into.


CWSRF
69GF Score
Chartwell Retirement Residences CWSRF
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Chartwell Retirement Residences Return-on-Tangible-Equity Calculation

Chartwell Retirement Residences's annualized Return-on-Tangible-Equity for the fiscal year that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=21.321/( (737.049+1212.986 )/ 2 )
=21.321/975.0175
=2.19 %

Chartwell Retirement Residences's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=23.3/( (1212.986+1304.068)/ 2 )
=23.3/1258.527
=1.85 %

* 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 Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2026) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 1.85% mean?
Chartwell Retirement Residences (CWSRF) has a Return-on-Tangible-Equity of 1.85% as of Mar. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Chartwell Retirement Residences and its competitors. This is 11% below median its historical median of 2.07. Over the past decade, Chartwell Retirement Residences' Return-on-Tangible-Equity has ranged from 0.13 to 17.01. According to the industry distribution chart, Chartwell Retirement Residences ranks #738 out of 935 companies in the REITs industry, placing it in the top 78.9%.
Is Chartwell Retirement Residences' Return-on-Tangible-Equity too high?
Chartwell Retirement Residences' current Return-on-Tangible-Equity of 1.85% is 11% below median its 10-year median of 2.07. Over the past 10 years, this metric has ranged from a low of 0.13 to a high of 17.01. The REITs industry median Return-on-Tangible-Equity is 6.23. Chartwell Retirement Residences' value of 1.85% is 70.3% below this industry median. Based on the distribution chart, Chartwell Retirement Residences ranks #738 out of 935 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' Return-on-Tangible-Equity compare to WELL and VTR?
According to the REITs industry distribution chart, Chartwell Retirement Residences ranks #738 out of 935 companies for Return-on-Tangible-Equity. This places Chartwell Retirement Residences in the lower half of its industry. The industry median Return-on-Tangible-Equity is 6.23. Chartwell Retirement Residences' value of 1.85% is 70.3% below this benchmark. Historically, Chartwell Retirement Residences' own Return-on-Tangible-Equity has ranged from 0.13 to 17.01 over the past decade. While the company's 10-year median is 2.07 vs. the industry median of 6.23, 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 Return-on-Tangible-Equity for a REITs company?
The median Return-on-Tangible-Equity among REITs companies is 6.23, based on 935 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Chartwell Retirement Residences's current Return-on-Tangible-Equity of 1.85% is 70.3% 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 Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Chartwell Retirement Residences and its competitors. For the REITs industry, the median Return-on-Tangible-Equity is 6.23 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Chartwell Retirement Residences's current Return-on-Tangible-Equity is 1.85%, which is 11% below median its own 10-year median of 2.07. 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 $13.37, compared to a current price of $16.50 — trading 23.4% above its estimated fair value. The current Return-on-Tangible-Equity is 1.85%, which is 11% below median its 10-year median of 2.07 and 70.3% below the REITs industry median of 6.23. Chartwell Retirement Residences' overall GF Score™ is 69/100 with 12 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Chartwell Retirement Residences (CWSRF), the current Return-on-Tangible-Equity is 1.85% 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 $16.50 is trading 23.4% above its estimated GF Value™ of $13.37. GuruFocus considers Chartwell Retirement Residences to be Modestly Overvalued.

Key valuation signals for CWSRF:

  • Return-on-Tangible-Equity: 1.85% (11% below median its 10-year median of 2.07)
  • GF Value™: $13.37 vs. price of $16.50 (23.4% above fair value)
  • GF Score™: 69/100 with 12 warning signs
  • Industry Position: 70.3% below the REITs median (#738 of 935)

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

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

$16.50
Price
$13.37
GF Value