ASX:CQE's ROA % is ranked better than 57.78% of 938
companies
in the REITs industry
Industry Median: 3.22
vs ASX:CQE: 4.00
Charter Hall Social Infrastructure REIT (ASX:CQE) 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 banks 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:
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 Social Infrastructure REIT ROA % Related Terms
Charter Hall Social Infrastructure REIT ROA % 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 ROA % Chart
Charter Hall Social Infrastructure REIT Annual Data
For the REIT - Specialty subindustry, Charter Hall Social Infrastructure 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 Social Infrastructure REIT ROA % 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 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.
Charter Hall Social Infrastructure REIT (ASX:CQE) has a ROA % of 4.29% 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 Social Infrastructure REIT and its competitors. This is 51% below median its historical median of 8.71. According to the industry distribution chart, Charter Hall Social Infrastructure REIT ranks #396 out of 938 companies in the REITs industry, placing it in the top 42.2%.
Is Charter Hall Social Infrastructure REIT's ROA % too high?
Charter Hall Social Infrastructure REIT's current ROA % of 4.29% is 51% below median its 10-year median of 8.71. The REITs industry median ROA % is 3.22. Charter Hall Social Infrastructure REIT's value of 4.29% is 33.2% above this industry median. Based on the distribution chart, Charter Hall Social Infrastructure REIT ranks #396 out of 938 companies in the REITs industry, which is above the industry midpoint. Overall, Charter Hall Social Infrastructure REIT has a GF Score™ of 77/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Charter Hall Social Infrastructure REIT's ROA % compare to EQIX and AMT?
According to the REITs industry distribution chart, Charter Hall Social Infrastructure REIT ranks #396 out of 938 companies for ROA %. This puts Charter Hall Social Infrastructure REIT in the upper half of its industry. The industry median ROA % is 3.22. Charter Hall Social Infrastructure REIT's value of 4.29% is 33.2% above this benchmark. While the company's 10-year median is 8.71 vs. the industry median of 3.22, 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 ROA % for a REITs company?
The median ROA % among REITs companies is 3.22, 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 Social Infrastructure REIT's current ROA % of 4.29% is 33.2% 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 Social Infrastructure REIT and its competitors. For the REITs industry, the median ROA % is 3.22 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Charter Hall Social Infrastructure REIT's current ROA % is 4.29%, which is 51% below median its own 10-year median of 8.71. 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 (ASX:CQE) is currently considered Fairly Valued. The stock's GF Value™ is A$3.02, compared to a current price of A$2.76 — trading 8.6% below its estimated fair value. The current ROA % is 4.29%, which is 51% below median its 10-year median of 8.71 and 33.2% above the REITs industry median of 3.22. Charter Hall Social Infrastructure REIT's overall GF Score™ is 77/100 with 7 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 Social Infrastructure REIT (ASX:CQE), the current ROA % is 4.29% 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 (ASX:CQE) Overvalued in 2026?
Based on GuruFocus' analysis, Charter Hall Social Infrastructure REIT stock appears to be undervalued.
The current stock price of A$2.76 is trading 8.6% below its estimated GF Value™ of A$3.02.
GuruFocus considers Charter Hall Social Infrastructure REIT to be Fairly Valued.
Key valuation signals for ASX:CQE:
ROA %: 4.29% (51% below median its 10-year median of 8.71)
GF Value™: A$3.02 vs. price of A$2.76 (8.6% below fair value)
Industry Position: 33.2% above the REITs median (#396 of 938)
No single metric tells the full story. See the ASX:CQE 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.
77GF Score
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