ASX:CD3's ROE % is ranked worse than 84.46% of 1609
companies
in the Asset Management industry
Industry Median: 6.52
vs ASX:CD3: -7.20
Cordish Dixon Private Equity Fund III (ASX:CD3) ROE % Explanation
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 (Mar. 2026) net income data. The Revenue data used here is two times the semi-annual (Mar. 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.
Cordish Dixon Private Equity Fund III ROE % Related Terms
Cordish Dixon Private Equity Fund III ROE % Historical 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.
For the Asset Management subindustry, Cordish Dixon Private Equity Fund III'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.
Cordish Dixon Private Equity Fund III ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Cordish Dixon Private Equity Fund III's ROE % distribution charts can be found below:
* The bar in red indicates where Cordish Dixon Private Equity Fund III'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 (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Cordish Dixon Private Equity Fund III (ASX:CD3) has a ROE % of -9.97% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Cordish Dixon Private Equity Fund III and its competitors. According to the industry distribution chart, Cordish Dixon Private Equity Fund III ranks #1359 out of 1609 companies in the Asset Management industry, placing it in the top 84.5%.
Is Cordish Dixon Private Equity Fund III's ROE % too high?
Cordish Dixon Private Equity Fund III's current ROE % is -9.97%. Based on the distribution chart, Cordish Dixon Private Equity Fund III ranks #1359 out of 1609 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, Cordish Dixon Private Equity Fund III has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Cordish Dixon Private Equity Fund III's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Cordish Dixon Private Equity Fund III ranks #1359 out of 1609 companies for ROE %. This places Cordish Dixon Private Equity Fund III in the lower half of its industry. The industry median ROE % is 6.52. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.52, based on 1,609 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. 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 Cordish Dixon Private Equity Fund III and its competitors. For the Asset Management industry, the median ROE % is 6.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Cordish Dixon Private Equity Fund III's current ROE % is -9.97%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Cordish Dixon Private Equity Fund III stock overvalued right now?
Cordish Dixon Private Equity Fund III (ASX:CD3) has a current ROE % of -9.97%. The current ROE % is -9.97%. Cordish Dixon Private Equity Fund III's overall GF Score™ is 33/100. 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 Cordish Dixon Private Equity Fund III (ASX:CD3), the current ROE % is -9.97% 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.
Cordish Dixon Private Equity Fund III Business Description
Cordish Dixon Private Equity Fund III invests in small-to-mid-market private investment funds and privately held companies with a predominant focus in the United States. The objective of the Fund is to achieve capital growth over a medium- to long-term investment time horizon through exposure to a portfolio of investments in small and mid-market private investment funds and privately held companies. Its private investment funds focus on a range of industries, including health care, business services, software businesses, and food and consumer products.
33GF Score
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