Charter Hall Social Infrastructure REIT (ASX:CQE) ROCE %: 6.59% (As of Dec. 2025)


ASX:CQE Charter Hall Social Infrastructure REIT ASX:CQE
77 GF Score
Price A$2.76
GF Value A$3.02
Valuation Fairly Valued
! 7 Warning Signs
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What is Charter Hall Social Infrastructure REIT ROCE %?

Charter Hall Social Infrastructure REIT ASX:CQE +0.73% 77 ROCE % is 6.59% as of Dec. 2025. GuruFocus rates ASX:CQE with a GF Score™ of 77/100 and a GF Value™ of A$3.02 (Fairly Valued). The stock has 7 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Charter Hall Social Infrastructure REIT's annualized ROCE % for the quarter that ended in Dec. 2025 was 6.59%.

Charter Hall Social Infrastructure REIT  (ASX:CQE) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Charter Hall Social Infrastructure REIT ROCE % Related Terms

Charter Hall Social Infrastructure REIT ROCE % Historical Data

* Premium members only.

The historical data trend for Charter Hall Social Infrastructure REIT's ROCE % 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 Social Infrastructure REIT ROCE % Chart

Charter Hall Social Infrastructure REIT Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 12.84 20.97 4.07 0.78 5.15

Charter Hall Social Infrastructure REIT Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROCE % 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 Premium Member Only 0.52 1.04 4.62 5.73 6.59
ASX:CQE
77GF Score
Charter Hall Social Infrastructure REIT ASX:CQE
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Charter Hall Social Infrastructure REIT ROCE % Calculation

Charter Hall Social Infrastructure REIT's annualized ROCE % for the fiscal year that ended in Jun. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=109.1/( ( (2177.1 - 31) + (2130 - 35.1) )/ 2 )
=109.1/( (2146.1+2094.9)/ 2 )
=109.1/2120.5
=5.15 %

Charter Hall Social Infrastructure REIT's ROCE % of for the quarter that ended in Dec. 2025 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Dec. 2025 )  (Q: Jun. 2025 )(Q: Dec. 2025 )
=142.2/( ( (2130 - 35.1) + (2255.7 - 32.7) )/ 2 )
=142.2/( ( 2094.9 + 2223 )/ 2 )
=142.2/2158.95
=6.59 %

(1) Note: The EBIT data used here is two times the semi-annual (Dec. 2025) 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.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 6.59% mean?
Charter Hall Social Infrastructure REIT (ASX:CQE) has a ROCE % of 6.59% as of Dec. 2025.
Is Charter Hall Social Infrastructure REIT's ROCE % too high?
Charter Hall Social Infrastructure REIT's current ROCE % is 6.59%. The REITs industry median ROCE % is 5.19. Charter Hall Social Infrastructure REIT's value of 6.59% is 27.1% above this industry median. 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 ROCE % compare to EQIX and AMT?
Charter Hall Social Infrastructure REIT's ROCE % of 6.59% can be compared against companies in the REITs industry. The industry median ROCE % is 5.19. Charter Hall Social Infrastructure REIT's value of 6.59% is 27.1% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for a REITs company?
The median ROCE % among REITs companies is 5.19, based on 756 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Charter Hall Social Infrastructure REIT's current ROCE % of 6.59% is 27.1% 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the REITs industry, the median ROCE % is 5.19 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Charter Hall Social Infrastructure REIT's current ROCE % is 6.59%. 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 ROCE % is 6.59% and 27.1% above the REITs industry median of 5.19. 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 ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Charter Hall Social Infrastructure REIT (ASX:CQE), the current ROCE % 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 (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:

  • ROCE %: 6.59%
  • GF Value™: A$3.02 vs. price of A$2.76 (8.6% below fair value)
  • GF Score™: 77/100 with 7 warning signs
  • Industry Position: 27.1% above the REITs median

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

Industry Real EstateREITs
Other Exchanges FKKEF:USAB6Z0:Germany
Address No. 1 Martin Place, Level 20, Sydney, NSW, AUS, 2000
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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ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$2.76
Price
A$3.02
GF Value