BSP:WHGR11's ROE % is ranked better than 84.98% of 939
companies
in the REITs industry
Industry Median: 6.13
vs BSP:WHGR11: 13.55
WHG Real Estate Fundo De Investimento Imobiliario - FII (BSP:WHGR11) 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 one times the annual (Jun. 2025) net income data. The Revenue data used here is one times the annual (Jun. 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.
WHG Real Estate Fundo De Investimento Imobiliario - FII ROE % Related Terms
WHG Real Estate Fundo De Investimento Imobiliario - FII 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.
WHG Real Estate Fundo De Investimento Imobiliario - FII ROE % Chart
WHG Real Estate Fundo De Investimento Imobiliario - FII Annual Data
Trend
Jun22
Jun23
Jun24
Jun25
ROE %
0.00
12.27
7.17
13.55
WHG Real Estate Fundo De Investimento Imobiliario - FII Semi-Annual Data
* 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.
WHG Real Estate Fundo De Investimento Imobiliario - FII 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 one times the annual (Jun. 2025) net income data.
ROE % is displayed in the 30-year financial page.
WHG Real Estate Fundo De Investimento Imobiliario - FII (BSP:WHGR11) has a ROE % of 13.55% as of Jun. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on WHG Real Estate Fundo De Investimento Imobiliario - FII and its competitors. This is 10% above median its historical median of 12.27. Over the past decade, WHG Real Estate Fundo De Investimento Imobiliario - FII's ROE % has ranged from 7.17 to 13.55. According to the industry distribution chart, WHG Real Estate Fundo De Investimento Imobiliario - FII ranks #141 out of 939 companies in the REITs industry, placing it in the top 15%.
Is WHG Real Estate Fundo De Investimento Imobiliario - FII's ROE % too high?
WHG Real Estate Fundo De Investimento Imobiliario - FII's current ROE % of 13.55% is 10% above median its 10-year median of 12.27. Over the past 10 years, this metric has ranged from a low of 7.17 to a high of 13.55. The REITs industry median ROE % is 6.13. WHG Real Estate Fundo De Investimento Imobiliario - FII's value of 13.55% is 121% above this industry median. Based on the distribution chart, WHG Real Estate Fundo De Investimento Imobiliario - FII ranks #141 out of 939 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, WHG Real Estate Fundo De Investimento Imobiliario - FII has a GF Score™ of 23/100, reflecting its overall financial health beyond just this single metric.
How does WHG Real Estate Fundo De Investimento Imobiliario - FII's ROE % compare to EQIX and AMT?
According to the REITs industry distribution chart, WHG Real Estate Fundo De Investimento Imobiliario - FII ranks #141 out of 939 companies for ROE %. This places WHG Real Estate Fundo De Investimento Imobiliario - FII in the top 15% of its industry — outperforming the majority of peers. The industry median ROE % is 6.13. WHG Real Estate Fundo De Investimento Imobiliario - FII's value of 13.55% is 121% above this benchmark. Historically, WHG Real Estate Fundo De Investimento Imobiliario - FII's own ROE % has ranged from 7.17 to 13.55 over the past decade. While the company's 10-year median is 12.27 vs. the industry median of 6.13, WHG Real Estate Fundo De Investimento Imobiliario - FII 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 6.13, based on 939 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. WHG Real Estate Fundo De Investimento Imobiliario - FII's current ROE % of 13.55% is 121% 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 WHG Real Estate Fundo De Investimento Imobiliario - FII and its competitors. For the REITs industry, the median ROE % is 6.13 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. WHG Real Estate Fundo De Investimento Imobiliario - FII's current ROE % is 13.55%, which is 10% above median its own 10-year median of 12.27. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is WHG Real Estate Fundo De Investimento Imobiliario - FII stock overvalued right now?
WHG Real Estate Fundo De Investimento Imobiliario - FII (BSP:WHGR11) has a current ROE % of 13.55%. The current ROE % is 13.55%, which is 10% above median its 10-year median of 12.27 and 121% above the REITs industry median of 6.13. WHG Real Estate Fundo De Investimento Imobiliario - FII's overall GF Score™ is 23/100 with 2 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 WHG Real Estate Fundo De Investimento Imobiliario - FII (BSP:WHGR11), the current ROE % is 13.55% as of Jun. 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.
WHG Real Estate Fundo De Investimento Imobiliario - FII Business Description
WHG Real Estate Fundo De Investimento Imobiliario - FII is a closed-end fund with an indefinite term. The fund aims to generate income and/or capital gains, as well as provide shareholders with the appreciation of their shares through investment and, as the case may be, divestment in real estate, shares, debentures, subscription warrants, their coupons, rights, subscription receipts and split certificates, securities deposit certificates, debenture bonds, investment fund units, promissory notes and any other securities.
23GF Score
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