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 four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (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.
Chartwell Retirement Residences ROE % Related Terms
Chartwell Retirement Residences 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 REIT - Healthcare Facilities subindustry, Chartwell Retirement Residences'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.
Chartwell Retirement Residences ROE % vs REITs Industry
For the REITs industry and Real Estate sector, Chartwell Retirement Residences's ROE % distribution charts can be found below:
* The bar in red indicates where Chartwell Retirement Residences'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 four times the quarterly (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Chartwell Retirement Residences (CWSRF) has a ROE % of 1.83% 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 Chartwell Retirement Residences and its competitors. This is near median its historical median of 1.90. Over the past decade, Chartwell Retirement Residences' ROE % has ranged from 0.12 to 16.43. According to the industry distribution chart, Chartwell Retirement Residences ranks #741 out of 933 companies in the REITs industry, placing it in the top 79.4%.
Is Chartwell Retirement Residences' ROE % too high?
Chartwell Retirement Residences' current ROE % of 1.83% is near median its 10-year median of 1.90. Over the past 10 years, this metric has ranged from a low of 0.12 to a high of 16.43. The REITs industry median ROE % is 6.20. Chartwell Retirement Residences' value of 1.83% is 70.5% below this industry median. Based on the distribution chart, Chartwell Retirement Residences ranks #741 out of 933 companies in the REITs industry, which is in the bottom quartile relative to peers. 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' ROE % compare to WELL and VTR?
According to the REITs industry distribution chart, Chartwell Retirement Residences ranks #741 out of 933 companies for ROE %. This places Chartwell Retirement Residences in the lower half of its industry. The industry median ROE % is 6.20. Chartwell Retirement Residences' value of 1.83% is 70.5% below this benchmark. Historically, Chartwell Retirement Residences' own ROE % has ranged from 0.12 to 16.43 over the past decade. While the company's 10-year median is 1.90 vs. the industry median of 6.20, Chartwell Retirement Residences 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 6.20, 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. Chartwell Retirement Residences's current ROE % of 1.83% is 70.5% 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 Chartwell Retirement Residences and its competitors. For the REITs industry, the median ROE % is 6.20 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Chartwell Retirement Residences's current ROE % is 1.83%, which is near median its own 10-year median of 1.90. 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 ROE % is 1.83%, which is near median its 10-year median of 1.90 and 70.5% below the REITs industry median of 6.20. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Chartwell Retirement Residences (CWSRF), the current ROE % is 1.83% 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:
ROE %: 1.83% (near median its 10-year median of 1.90)
GF Value™: $13.46 vs. price of $15.50 (15.2% above fair value)
Industry Position: 70.5% below the REITs median (#741 of 933)
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
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
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
CWSRF has been successfully added to your 
