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Chartwell Retirement ResidencesCWSRF 69 ROC (Joel Greenblatt) % is 4.26% as of Mar. 2026, which is 31% above its 10-year median of 3.26. GuruFocus rates CWSRF with a GF Score™ of 69/100 and a GF Value™ of $13.40 (Modestly Overvalued). The stock has 11 warning signs investors should review. Among 586 REITs companies, Chartwell Retirement Residences ranks worse than 82.25% on this metric.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Chartwell Retirement Residences's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 4.26%.
The historical rank and industry rank for Chartwell Retirement Residences's ROC (Joel Greenblatt) % or its related term are showing as below:
CWSRF'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 0.96 Med: 3.26 Max: 5.14
Current: 3.76
During the past 13 years, Chartwell Retirement Residences's highest ROC (Joel Greenblatt) % was 5.14%. The lowest was 0.96%. And the median was 3.26%.
CWSRF's ROC (Joel Greenblatt) % is ranked worse than 82.25% of 586
companies
in the REITs industry
Industry Median: 180.645
vs CWSRF: 3.76
The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.
* 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.
CWSRF vs WELL, VTR, DOC: ROC (Joel Greenblatt) % Comparison
For the REIT - Healthcare Facilities subindustry, Chartwell Retirement Residences's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % vs REITs Industry
For the REITs industry and Real Estate sector, Chartwell Retirement Residences's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Chartwell Retirement Residences's ROC (Joel Greenblatt) % falls into.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:
EBIT stands for Earnings Before Interest and Taxes.
Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.
GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.
Note:
The EBIT data used here is four times the quarterly (Mar. 2026) EBIT 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.
What does a ROC (Joel Greenblatt) % of 4.26% mean?
Chartwell Retirement Residences (CWSRF) has a ROC (Joel Greenblatt) % of 4.26% as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Chartwell Retirement Residences and its competitors. This is 31% above median its historical median of 3.26. Over the past decade, Chartwell Retirement Residences' ROC (Joel Greenblatt) % has ranged from 0.96 to 5.14. According to the industry distribution chart, Chartwell Retirement Residences ranks #482 out of 586 companies in the REITs industry, placing it in the top 82.3%.
Is Chartwell Retirement Residences' ROC (Joel Greenblatt) % too high?
Chartwell Retirement Residences' current ROC (Joel Greenblatt) % of 4.26% is 31% above median its 10-year median of 3.26. Over the past 10 years, this metric has ranged from a low of 0.96 to a high of 5.14. The REITs industry median ROC (Joel Greenblatt) % is 180.65. Chartwell Retirement Residences' value of 4.26% is 97.6% below this industry median. Based on the distribution chart, Chartwell Retirement Residences ranks #482 out of 586 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' ROC (Joel Greenblatt) % compare to WELL and VTR?
According to the REITs industry distribution chart, Chartwell Retirement Residences ranks #482 out of 586 companies for ROC (Joel Greenblatt) %. This places Chartwell Retirement Residences in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 180.65. Chartwell Retirement Residences' value of 4.26% is 97.6% below this benchmark. Historically, Chartwell Retirement Residences' own ROC (Joel Greenblatt) % has ranged from 0.96 to 5.14 over the past decade. While the company's 10-year median is 3.26 vs. the industry median of 180.65, 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 ROC (Joel Greenblatt) % for a REITs company?
The median ROC (Joel Greenblatt) % among REITs companies is 180.65, based on 586 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Chartwell Retirement Residences's current ROC (Joel Greenblatt) % of 4.26% is 97.6% 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Chartwell Retirement Residences and its competitors. For the REITs industry, the median ROC (Joel Greenblatt) % is 180.65 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Chartwell Retirement Residences's current ROC (Joel Greenblatt) % is 4.26%, which is 31% above median its own 10-year median of 3.26. 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 $13.40, compared to a current price of $16.23 — trading 21.1% above its estimated fair value. The current ROC (Joel Greenblatt) % is 4.26%, which is 31% above median its 10-year median of 3.26 and 97.6% below the REITs industry median of 180.65. Chartwell Retirement Residences' overall GF Score™ is 69/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Chartwell Retirement Residences (CWSRF), the current ROC (Joel Greenblatt) % is 4.26% 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 $16.23 is trading 21.1% above its estimated GF Value™ of $13.40.
GuruFocus considers Chartwell Retirement Residences to be Modestly Overvalued.
Key valuation signals for CWSRF:
ROC (Joel Greenblatt) %: 4.26% (31% above median its 10-year median of 3.26)
GF Value™: $13.40 vs. price of $16.23 (21.1% above fair value)
Industry Position: 97.6% below the REITs median (#482 of 586)
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
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
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