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FKKEF'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -1.35 Med: 12.12 Max: 26.84
Current: 6.06
During the past 13 years, Charter Hall Social Infrastructure REIT's highest Return-on-Tangible-Equity was 26.84%. The lowest was -1.35%. And the median was 12.12%.
FKKEF's Return-on-Tangible-Equity is ranked worse than 52.1% of 929
companies
in the REITs industry
Industry Median: 6.25
vs FKKEF: 6.06
Charter Hall Social Infrastructure REIT (OTCPK:FKKEF) 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.
Charter Hall Social Infrastructure REIT Return-on-Tangible-Equity Related Terms
Charter Hall Social Infrastructure REIT Return-on-Tangible-Equity 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.
Charter Hall Social Infrastructure REIT Return-on-Tangible-Equity Chart
Charter Hall Social Infrastructure REIT Annual Data
FKKEF vs EQIX, AMT, DLR: Return-on-Tangible-Equity Comparison
For the REIT - Specialty subindustry, Charter Hall Social Infrastructure REIT'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.
Charter Hall Social Infrastructure REIT Return-on-Tangible-Equity vs REITs Industry
* 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 two times the semi-annual (Dec. 2025) net income data.
Return-on-Tangible-Equity is displayed in the 10-year financial page.
What does a Return-on-Tangible-Equity of 6.59% mean?
Charter Hall Social Infrastructure REIT (FKKEF) has a Return-on-Tangible-Equity of 6.59% as of Dec. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Charter Hall Social Infrastructure REIT and its competitors. This is 46% below median its historical median of 12.12. According to the industry distribution chart, Charter Hall Social Infrastructure REIT ranks #484 out of 929 companies in the REITs industry, placing it in the top 52.1%.
Is Charter Hall Social Infrastructure REIT's Return-on-Tangible-Equity too high?
Charter Hall Social Infrastructure REIT's current Return-on-Tangible-Equity of 6.59% is 46% below median its 10-year median of 12.12. The REITs industry median Return-on-Tangible-Equity is 6.25. Charter Hall Social Infrastructure REIT's value of 6.59% is 5.4% above this industry median. Based on the distribution chart, Charter Hall Social Infrastructure REIT ranks #484 out of 929 companies in the REITs industry, which is below the industry midpoint. Overall, Charter Hall Social Infrastructure REIT has a GF Score™ of 67/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Charter Hall Social Infrastructure REIT's Return-on-Tangible-Equity compare to EQIX and AMT?
According to the REITs industry distribution chart, Charter Hall Social Infrastructure REIT ranks #484 out of 929 companies for Return-on-Tangible-Equity. This places Charter Hall Social Infrastructure REIT in the lower half of its industry. The industry median Return-on-Tangible-Equity is 6.25. Charter Hall Social Infrastructure REIT's value of 6.59% is 5.4% above this benchmark. While the company's 10-year median is 12.12 vs. the industry median of 6.25, Charter Hall Social Infrastructure REIT 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 Return-on-Tangible-Equity for a REITs company?
The median Return-on-Tangible-Equity among REITs companies is 6.25, based on 929 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. Charter Hall Social Infrastructure REIT's current Return-on-Tangible-Equity of 6.59% is 5.4% 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 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 Charter Hall Social Infrastructure REIT and its competitors. For the REITs industry, the median Return-on-Tangible-Equity is 6.25 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Charter Hall Social Infrastructure REIT's current Return-on-Tangible-Equity is 6.59%, which is 46% below median its own 10-year median of 12.12. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Charter Hall Social Infrastructure REIT stock overvalued right now?
Based on GuruFocus' analysis, Charter Hall Social Infrastructure REIT (FKKEF) is currently considered Modestly Undervalued. The stock's GF Value™ is $2.04, compared to a current price of $1.71 — trading 16.4% below its estimated fair value. The current Return-on-Tangible-Equity is 6.59%, which is 46% below median its 10-year median of 12.12 and 5.4% above the REITs industry median of 6.25. Charter Hall Social Infrastructure REIT's overall GF Score™ is 67/100 with 7 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 Charter Hall Social Infrastructure REIT (FKKEF), the current Return-on-Tangible-Equity is 6.59% 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 Charter Hall Social Infrastructure REIT (FKKEF) Overvalued in 2026?
Based on GuruFocus' analysis, Charter Hall Social Infrastructure REIT stock appears to be undervalued.
The current stock price of $1.71 is trading 16.4% below its estimated GF Value™ of $2.04.
GuruFocus considers Charter Hall Social Infrastructure REIT to be Modestly Undervalued.
Key valuation signals for FKKEF:
Return-on-Tangible-Equity: 6.59% (46% below median its 10-year median of 12.12)
GF Value™: $2.04 vs. price of $1.71 (16.4% below fair value)
Industry Position: 5.4% above the REITs median (#484 of 929)
No single metric tells the full story. See the FKKEF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Charter Hall Social Infrastructure REIT Business Description
Charter Hall Social Infrastructure REIT leases properties to tenants offering essential community services. The property portfolio mostly consists of childcare centers, and several life sciences and healthcare, higher education, government services and transportation assets. Typically, Charter Hall Social locks in long-term leases with their tenants, baking in inflation-linked or fixed rental escalations annually. Leases are also subject to market reviews once every five years, which allows the landlord to re-calibrate rents to prevailing market rates. Most leases are "triple net", meaning tenants pay for all statutory and operating outgoings, such as land tax, repairs and maintenance. The REIT is externally managed by Charter Hall Group.
67GF Score
Get the complete analysis for FKKEF
Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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