CWSRF (Chartwell Retirement Residences) ROCE %: 4.64% (As of Mar. 2026)


CWSRF Chartwell Retirement Residences CWSRF
69 GF Score
Price $15.50
GF Value $13.46
Valuation Modestly Overvalued
! 11 Warning Signs
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What is Chartwell Retirement Residences ROCE %?

Chartwell Retirement Residences CWSRF 69 ROCE % is 4.64% as of Mar. 2026. GuruFocus rates CWSRF with a GF Score™ of 69/100 and a GF Value™ of $13.46 (Modestly Overvalued). The stock has 11 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. Chartwell Retirement Residences's annualized ROCE % for the quarter that ended in Mar. 2026 was 4.64%.

Chartwell Retirement Residences  (OTCPK:CWSRF) 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.

Chartwell Retirement Residences ROCE % Related Terms

Chartwell Retirement Residences ROCE % Historical Data

* Premium members only.

The historical data trend for Chartwell Retirement Residences'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.

Chartwell Retirement Residences ROCE % Chart

Chartwell Retirement Residences Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.75 4.16 1.07 5.69 5.48

Chartwell Retirement Residences Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 10.01 3.42 3.56 4.56 4.64
CWSRF
69GF Score
Chartwell Retirement Residences CWSRF
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Chartwell Retirement Residences ROCE % Calculation

Chartwell Retirement Residences's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=140.684/( ( (2868.723 - 762.204) + (3657.105 - 625.115) )/ 2 )
=140.684/( (2106.519+3031.99)/ 2 )
=140.684/2569.2545
=5.48 %

Chartwell Retirement Residences's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=143.188/( ( (3657.105 - 625.115) + (3747.122 - 606.614) )/ 2 )
=143.188/( ( 3031.99 + 3140.508 )/ 2 )
=143.188/3086.249
=4.64 %

(1) 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.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 4.64% mean?
Chartwell Retirement Residences (CWSRF) has a ROCE % of 4.64% as of Mar. 2026.
Is Chartwell Retirement Residences' ROCE % too high?
Chartwell Retirement Residences' current ROCE % is 4.64%. The REITs industry median ROCE % is 5.21. Chartwell Retirement Residences' value of 4.64% is 10.9% below this industry median. 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' ROCE % compare to WELL and VTR?
Chartwell Retirement Residences' ROCE % of 4.64% can be compared against companies in the REITs industry. The industry median ROCE % is 5.21. Chartwell Retirement Residences' value of 4.64% is 10.9% below 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 5.21, based on 757 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. Chartwell Retirement Residences's current ROCE % of 4.64% is 10.9% 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the REITs industry, the median ROCE % is 5.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Chartwell Retirement Residences's current ROCE % is 4.64%. 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 $13.46, compared to a current price of $15.50 — trading 15.2% above its estimated fair value. The current ROCE % is 4.64% and 10.9% below the REITs industry median of 5.21. 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 ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Chartwell Retirement Residences (CWSRF), the current ROCE % is 4.64% 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 $15.50 is trading 15.2% above its estimated GF Value™ of $13.46. GuruFocus considers Chartwell Retirement Residences to be Modestly Overvalued.

Key valuation signals for CWSRF:

  • ROCE %: 4.64%
  • GF Value™: $13.46 vs. price of $15.50 (15.2% above fair value)
  • GF Score™: 69/100 with 11 warning signs
  • Industry Position: 10.9% below the REITs median

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

Industry Real EstateREITs
Other Exchanges CSH.UN:Canada
Address 7070 Derrycrest Drive, Mississauga, ON, CAN, L5W 0G5
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

Get the complete analysis for CWSRF

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

$15.50
Price
$13.46
GF Value