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.
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is two times the semi-annual (Jan. 2026) net income data. The Revenue data used here is two times the semi-annual (Jan. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* 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
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
* 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 - Retail subindustry, AEON REIT Investment's ROE %, along with its competitors' market caps and ROE % 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.
AEON REIT Investment ROE % vs REITs Industry
For the REITs industry and Real Estate sector, AEON REIT Investment's ROE % distribution charts can be found below:
* The bar in red indicates where AEON REIT Investment's ROE % 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 ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is two times the semi-annual (Jan. 2026) net income data.
ROE % is displayed in the 30-year financial page.
AEON REIT Investment (AEORF) has a ROE % of 5.42% as of Jan. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on AEON REIT Investment and its competitors. This is near median its historical median of 5.65. Over the past decade, AEON REIT Investment's ROE % has ranged from 1.08 to 6.06. According to the industry distribution chart, AEON REIT Investment ranks #500 out of 922 companies in the REITs industry, placing it in the top 54.2%.
Is AEON REIT Investment's ROE % too high?
AEON REIT Investment's current ROE % of 5.42% is near median its 10-year median of 5.65. Over the past 10 years, this metric has ranged from a low of 1.08 to a high of 6.06. The REITs industry median ROE % is 6.14. AEON REIT Investment's value of 5.42% is 11.7% below this industry median. Based on the distribution chart, AEON REIT Investment ranks #500 out of 922 companies in the REITs industry, which is below the industry midpoint. Overall, AEON REIT Investment has a GF Score™ of 57/100, reflecting its overall financial health beyond just this single metric.
How does AEON REIT Investment's ROE % compare to SPG and O?
According to the REITs industry distribution chart, AEON REIT Investment ranks #500 out of 922 companies for ROE %. This places AEON REIT Investment in the lower half of its industry. The industry median ROE % is 6.14. AEON REIT Investment's value of 5.42% is 11.7% below this benchmark. Historically, AEON REIT Investment's own ROE % has ranged from 1.08 to 6.06 over the past decade. While the company's 10-year median is 5.65 vs. the industry median of 6.14, AEON REIT Investment 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 ROE % for a REITs company?
The median ROE % among REITs companies is 6.14, based on 922 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AEON REIT Investment's current ROE % of 5.42% is 11.7% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on AEON REIT Investment and its competitors. For the REITs industry, the median ROE % is 6.14 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AEON REIT Investment's current ROE % is 5.42%, which is near median its own 10-year median of 5.65. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AEON REIT Investment stock overvalued right now?
AEON REIT Investment (AEORF) has a current ROE % of 5.42%. The stock's GF Value™ is $888.28, compared to a current price of $813.72 — trading 8.4% below its estimated fair value. The current ROE % is 5.42%, which is near median its 10-year median of 5.65 and 11.7% below the REITs industry median of 6.14. AEON REIT Investment's overall GF Score™ is 57/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For AEON REIT Investment (AEORF), the current ROE % is 5.42% as of Jan. 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 AEON REIT Investment (AEORF) Overvalued in 2026?
Based on GuruFocus' analysis, AEON REIT Investment stock appears to be undervalued.
The current stock price of $813.72 is trading 8.4% below its estimated GF Value™ of $888.28.
Key valuation signals for AEORF:
ROE %: 5.42% (near median its 10-year median of 5.65)
GF Value™: $888.28 vs. price of $813.72 (8.4% below fair value)
Industry Position: 11.7% below the REITs median (#500 of 922)
No single metric tells the full story. See the AEORF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
AEON REIT Investment Corp is engaged in the real estate leasing business. The company aims to ensure a stable income and achieve steady portfolio growth over the medium-to-long term by investing in retail and securitized real estate products.
57GF Score
Get the complete analysis for AEORF
ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
AEORF has been successfully added to your 
