ASX:CQE's ROE % is ranked worse than 51.55% of 933
companies
in the REITs industry
Industry Median: 6.15
vs ASX:CQE: 6.06
Charter Hall Social Infrastructure REIT (ASX:CQE) 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 (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 2025) 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.
Charter Hall Social Infrastructure REIT ROE % Related Terms
Charter Hall Social Infrastructure REIT 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.
Charter Hall Social Infrastructure REIT ROE % Chart
Charter Hall Social Infrastructure REIT Annual Data
For the REIT - Specialty subindustry, Charter Hall Social Infrastructure REIT'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.
Charter Hall Social Infrastructure REIT ROE % vs REITs Industry
* 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 (Dec. 2025) net income data.
ROE % is displayed in the 30-year financial page.
Charter Hall Social Infrastructure REIT (ASX:CQE) has a ROE % of 6.53% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Charter Hall Social Infrastructure REIT and its competitors. This is 46% below median its historical median of 12.12. According to the industry distribution chart, Charter Hall Social Infrastructure REIT ranks #481 out of 933 companies in the REITs industry, placing it in the top 51.6%.
Is Charter Hall Social Infrastructure REIT's ROE % too high?
Charter Hall Social Infrastructure REIT's current ROE % of 6.53% is 46% below median its 10-year median of 12.12. The REITs industry median ROE % is 6.15. Charter Hall Social Infrastructure REIT's value of 6.53% is 6.2% above this industry median. Based on the distribution chart, Charter Hall Social Infrastructure REIT ranks #481 out of 933 companies in the REITs industry, which is below the industry midpoint. 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 ROE % compare to EQIX and AMT?
According to the REITs industry distribution chart, Charter Hall Social Infrastructure REIT ranks #481 out of 933 companies for ROE %. This places Charter Hall Social Infrastructure REIT in the lower half of its industry. The industry median ROE % is 6.15. Charter Hall Social Infrastructure REIT's value of 6.53% is 6.2% above this benchmark. While the company's 10-year median is 12.12 vs. the industry median of 6.15, Charter Hall Social Infrastructure REIT has consistently been above 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 6.15, based on 933 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. Charter Hall Social Infrastructure REIT's current ROE % of 6.53% is 6.2% 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 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 Charter Hall Social Infrastructure REIT and its competitors. For the REITs industry, the median ROE % is 6.15 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Charter Hall Social Infrastructure REIT's current ROE % is 6.53%, which is 46% below median its own 10-year median of 12.12. 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 ROE % is 6.53%, which is 46% below median its 10-year median of 12.12 and 6.2% above the REITs industry median of 6.15. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Charter Hall Social Infrastructure REIT (ASX:CQE), the current ROE % is 6.53% 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:
ROE %: 6.53% (46% below median its 10-year median of 12.12)
GF Value™: A$3.02 vs. price of A$2.76 (8.6% below fair value)
Industry Position: 6.2% above the REITs median (#481 of 933)
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
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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