Charter Hall Long WALE REIT (ASX:CLW) ROA %: 5.98% (As of Dec. 2025) — 42% Above Median


ASX:CLW Charter Hall Long WALE REIT ASX:CLW
75 GF Score
Price A$3.79
GF Value A$6.07
Valuation Possible Value Trap
! 8 Warning Signs
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What is Charter Hall Long WALE REIT ROA %?

Charter Hall Long WALE REIT ASX:CLW +0.26% 75 ROA % is 5.98% as of Dec. 2025, which is 42% above its 10-year median of 4.22. GuruFocus rates ASX:CLW with a GF Score™ of 75/100 and a GF Value™ of A$6.07 (Possible Value Trap). The stock has 8 warning signs investors should review. Among 938 REITs companies, Charter Hall Long WALE REIT ranks better than 60.98% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Charter Hall Long WALE REIT's annualized Net Income for the quarter that ended in Dec. 2025 was A$307.1 Mil. Charter Hall Long WALE REIT's average Total Assets over the quarter that ended in Dec. 2025 was A$5,139.7 Mil. Therefore, Charter Hall Long WALE REIT's annualized ROA % for the quarter that ended in Dec. 2025 was 5.98%.

The historical rank and industry rank for Charter Hall Long WALE REIT's ROA % or its related term are showing as below:

ASX:CLW' s ROA % Range Over the Past 10 Years
Min: -8.92   Med: 4.22   Max: 16.33
Current: 4.35

During the past 9 years, Charter Hall Long WALE REIT's highest ROA % was 16.33%. The lowest was -8.92%. And the median was 4.22%.

ASX:CLW's ROA % is ranked better than
60.98% of 938 companies
in the REITs industry
Industry Median: 3.23 vs ASX:CLW: 4.35

Charter Hall Long WALE REIT  (ASX:CLW) ROA % Explanation

ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A bank’s ROA % is typically well under 2%.

Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:

ROA %(Q: Dec. 2025 )
=Net Income/Total Assets
=307.142/5139.7495
=(Net Income / Revenue)*(Revenue / Total Assets)
=(307.142 / 194.798)*(194.798 / 5139.7495)
=Net Margin %*Asset Turnover
=157.67 %*0.0379
=5.98 %

Note: The Net Income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) revenue 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.


Be Aware

Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.

E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.


Charter Hall Long WALE REIT ROA % Related Terms


Charter Hall Long WALE REIT ROA % Historical Data

* Premium members only.

The historical data trend for Charter Hall Long WALE REIT's ROA % 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.

Charter Hall Long WALE REIT ROA % Chart

Charter Hall Long WALE REIT Annual Data
Trend Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROA %
Get a 7-Day Free Trial Premium Member Only 15.91 16.33 -2.98 -8.92 2.32

Charter Hall Long WALE REIT Semi-Annual Data
Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROA % 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 -8.52 -9.03 2.01 2.72 5.98

ASX:CLW vs VICI, WPC, BNL: ROA % Comparison

For the REIT - Diversified subindustry, Charter Hall Long WALE REIT's ROA %, along with its competitors' market caps and ROA % 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 Long WALE REIT ROA % vs REITs Industry

For the REITs industry and Real Estate sector, Charter Hall Long WALE REIT's ROA % distribution charts can be found below:

* The bar in red indicates where Charter Hall Long WALE REIT's ROA % falls into.


ASX:CLW
75GF Score
Charter Hall Long WALE REIT ASX:CLW
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Charter Hall Long WALE REIT ROA % Calculation

Charter Hall Long WALE REIT's annualized ROA % for the fiscal year that ended in Jun. 2025 is calculated as:

ROA %=Net Income (A: Jun. 2025 )/( (Total Assets (A: Jun. 2024 )+Total Assets (A: Jun. 2025 ))/ count )
=118.283/( (5252.475+4929.568)/ 2 )
=118.283/5091.0215
=2.32 %

Charter Hall Long WALE REIT's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=307.142/( (4929.568+5349.931)/ 2 )
=307.142/5139.7495
=5.98 %

* 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 ROA %, the net income of the last fiscal year and the average total assets 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. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 5.98% mean?
Charter Hall Long WALE REIT (ASX:CLW) has a ROA % of 5.98% as of Dec. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Charter Hall Long WALE REIT and its competitors. This is 42% above median its historical median of 4.22. According to the industry distribution chart, Charter Hall Long WALE REIT ranks #366 out of 938 companies in the REITs industry, placing it in the top 39%.
Is Charter Hall Long WALE REIT's ROA % too high?
Charter Hall Long WALE REIT's current ROA % of 5.98% is 42% above median its 10-year median of 4.22. The REITs industry median ROA % is 3.23. Charter Hall Long WALE REIT's value of 5.98% is 85.1% above this industry median. Based on the distribution chart, Charter Hall Long WALE REIT ranks #366 out of 938 companies in the REITs industry, which is above the industry midpoint. Overall, Charter Hall Long WALE REIT has a GF Score™ of 75/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Charter Hall Long WALE REIT's ROA % compare to VICI and WPC?
According to the REITs industry distribution chart, Charter Hall Long WALE REIT ranks #366 out of 938 companies for ROA %. This puts Charter Hall Long WALE REIT in the upper half of its industry. The industry median ROA % is 3.23. Charter Hall Long WALE REIT's value of 5.98% is 85.1% above this benchmark. While the company's 10-year median is 4.22 vs. the industry median of 3.23, Charter Hall Long WALE 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 ROA % for a REITs company?
The median ROA % among REITs companies is 3.23, based on 938 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Charter Hall Long WALE REIT's current ROA % of 5.98% is 85.1% 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 ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Charter Hall Long WALE REIT and its competitors. For the REITs industry, the median ROA % is 3.23 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Charter Hall Long WALE REIT's current ROA % is 5.98%, which is 42% above median its own 10-year median of 4.22. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Charter Hall Long WALE REIT stock overvalued right now?
Based on GuruFocus' analysis, Charter Hall Long WALE REIT (ASX:CLW) is currently considered Possible Value Trap. The stock's GF Value™ is A$6.07, compared to a current price of A$3.79 — trading 37.6% below its estimated fair value. The current ROA % is 5.98%, which is 42% above median its 10-year median of 4.22 and 85.1% above the REITs industry median of 3.23. Charter Hall Long WALE REIT's overall GF Score™ is 75/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Charter Hall Long WALE REIT (ASX:CLW), the current ROA % is 5.98% 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 Long WALE REIT (ASX:CLW) Overvalued in 2026?

Based on GuruFocus' analysis, Charter Hall Long WALE REIT stock appears to be undervalued. The current stock price of A$3.79 is trading 37.6% below its estimated GF Value™ of A$6.07. GuruFocus considers Charter Hall Long WALE REIT to be Possible Value Trap.

Key valuation signals for ASX:CLW:

  • ROA %: 5.98% (42% above median its 10-year median of 4.22)
  • GF Value™: A$6.07 vs. price of A$3.79 (37.6% below fair value)
  • GF Score™: 75/100 with 8 warning signs
  • Industry Position: 85.1% above the REITs median (#366 of 938)

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


Charter Hall Long WALE REIT Business Description

Industry Real EstateREITs
Address No. 1 Martin Place, Level 20, Sydney, NSW, AUS, 2000
Charter Hall Long WALE REIT is a listed investment vehicle established and managed by Charter Hall Group. The REIT pays management fees to the parent group. There are over 500 properties on balance sheet and in joint ventures, spanning retail, industrial, office, data centers and social infrastructure. The portfolio typically has near full occupancy and long weighted average lease expiry, or WALE, of around 10 years. About half the leases are subject to annual inflation-linked rental uplifts, and half to fixed annual increases (typically 3%). One third of the REIT's income is rents collected from the properties held on its own balance sheet and the rest is co-investment earnings from a dozen joint ventures.
75GF Score

Get the complete analysis for ASX:CLW

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

A$3.79
Price
A$6.07
GF Value