Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.
Charter Hall GroupCTOUF +2.50%80 ROA % is 15.53% as of Dec. 2025, which is 20% above its 10-year median of 12.91. GuruFocus rates CTOUF with a GF Score™ of 80/100 and a GF Value™ of $15.59 (Fairly Valued). The stock has 3 warning signs investors should review. Among 936 REITs companies, Charter Hall Group ranks better than 94.44% on this metric.
ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Charter Hall Group's annualizedNet Income for the quarter that ended in Dec. 2025 was $362.5 Mil.
Charter Hall Group's average Total Assets over the quarter that ended in Dec. 2025 was $2,334.6 Mil. Therefore, Charter Hall Group's annualized ROA % for the quarter that ended in Dec. 2025 was 15.53%.
The historical rank and industry rank for Charter Hall Group's ROA % or its related term are showing as below:
CTOUF'
s ROA % Range Over the Past 10 Years
Min: -5.76 Med: 12.91 Max: 24.8
Current: 15.23
During the past 13 years, Charter Hall Group's highest ROA % was 24.80%. The lowest was -5.76%. And the median was 12.91%.
CTOUF's ROA % is ranked better than 94.44% of 936
companies
in the REITs industry
Industry Median: 3.19
vs CTOUF: 15.23
Charter Hall Group (OTCPK:CTOUF) 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 Group ROA % Related Terms
Charter Hall Group ROA % Historical Data
* Premium members only.
The historical data trend for Charter Hall Group'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.
For the REIT - Diversified subindustry, Charter Hall Group'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 Group ROA % vs REITs Industry
For the REITs industry and Real Estate sector, Charter Hall Group's ROA % distribution charts can be found below:
* The bar in red indicates where Charter Hall Group's ROA % falls into.
* 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 Group (CTOUF) has a ROA % of 15.53% 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 Group and its competitors. This is 20% above median its historical median of 12.91. According to the industry distribution chart, Charter Hall Group ranks #52 out of 936 companies in the REITs industry, placing it in the top 5.6%.
Is Charter Hall Group's ROA % too high?
Charter Hall Group's current ROA % of 15.53% is 20% above median its 10-year median of 12.91. The REITs industry median ROA % is 3.19. Charter Hall Group's value of 15.53% is 386.8% above this industry median. Based on the distribution chart, Charter Hall Group ranks #52 out of 936 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, Charter Hall Group has a GF Score™ of 80/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Charter Hall Group's ROA % compare to VICI and WPC?
According to the REITs industry distribution chart, Charter Hall Group ranks #52 out of 936 companies for ROA %. This places Charter Hall Group in the top 6% of its industry — outperforming the majority of peers. The industry median ROA % is 3.19. Charter Hall Group's value of 15.53% is 386.8% above this benchmark. While the company's 10-year median is 12.91 vs. the industry median of 3.19, Charter Hall Group 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 3.19, based on 936 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 Group's current ROA % of 15.53% is 386.8% 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 Group and its competitors. For the REITs industry, the median ROA % is 3.19 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Charter Hall Group's current ROA % is 15.53%, which is 20% above median its own 10-year median of 12.91. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Charter Hall Group stock overvalued right now?
Based on GuruFocus' analysis, Charter Hall Group (CTOUF) is currently considered Fairly Valued. The stock's GF Value™ is $15.59, compared to a current price of $15.80 — trading 1.3% above its estimated fair value. The current ROA % is 15.53%, which is 20% above median its 10-year median of 12.91 and 386.8% above the REITs industry median of 3.19. Charter Hall Group's overall GF Score™ is 80/100 with 3 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 Group (CTOUF), the current ROA % is 15.53% 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 Group (CTOUF) Overvalued in 2026?
Based on GuruFocus' analysis, Charter Hall Group stock appears to be overvalued.
The current stock price of $15.80 is trading 1.3% above its estimated GF Value™ of $15.59.
GuruFocus considers Charter Hall Group to be Fairly Valued.
Key valuation signals for CTOUF:
ROA %: 15.53% (20% above median its 10-year median of 12.91)
GF Value™: $15.59 vs. price of $15.80 (1.3% above fair value)
Industry Position: 386.8% above the REITs median (#52 of 936)
No single metric tells the full story. See the CTOUF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Charter Hall Group is the umbrella group of over 40 retail and institutional unlisted funds, as well as three listed REITs: Charter Hall Long WALE REIT, Charter Hall Retail REIT, and Charter Hall Social Infrastructure REIT. Investment management fees and property services fees from these investment vehicles are the main sources of revenue for Charter Hall. The aggregate portfolio across the platform has one third exposure to office, one third to logistics, and the remainder in retail, social infrastructure and listed equities. Charter Hall co-invests in many of the vehicles, so a portion of its earnings come from rent and fund distributions. The group also earns development revenue on projects that it manages, but this income stream is relatively small.
80GF Score
Get the complete analysis for CTOUF
ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
CTOUF has been successfully added to your 
