Octodec Investments (JSE:OCT) ROE %: 8.11% (As of Feb. 2026) — 12% Above Median


JSE:OCT Octodec Investments Ltd JSE:OCT
66 GF Score
Price R17.08
GF Value R11.11
Valuation Significantly Overvalued
! 10 Warning Signs
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What is Octodec Investments ROE %?

Octodec Investments JSE:OCT -3.39% 66 ROE % is 8.11% as of Feb. 2026, which is 12% above its 10-year median of 7.24. GuruFocus rates JSE:OCT with a GF Score™ of 66/100 and a GF Value™ of R11.11 (Significantly Overvalued). The stock has 10 warning signs investors should review. Among 939 REITs companies, Octodec Investments ranks better than 64.54% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Octodec Investments's annualized net income for the quarter that ended in Feb. 2026 was R536 Mil. Octodec Investments's average Total Stockholders Equity over the quarter that ended in Feb. 2026 was R6,607 Mil. Therefore, Octodec Investments's annualized ROE % for the quarter that ended in Feb. 2026 was 8.11%.

The historical rank and industry rank for Octodec Investments's ROE % or its related term are showing as below:

JSE:OCT' s ROE % Range Over the Past 10 Years
Min: -12.74   Med: 7.24   Max: 11.9
Current: 8.09

During the past 13 years, Octodec Investments's highest ROE % was 11.90%. The lowest was -12.74%. And the median was 7.24%.

JSE:OCT's ROE % is ranked better than
64.54% of 939 companies
in the REITs industry
Industry Median: 6.13 vs JSE:OCT: 8.09

Octodec Investments  (JSE:OCT) 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:

ROE %(Q: Feb. 2026 )
=Net Income/Total Stockholders Equity
=535.64/6606.6655
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(535.64 / 2156.074)*(2156.074 / 11531.343)*(11531.343 / 6606.6655)
=Net Margin %*Asset Turnover*Equity Multiplier
=24.84 %*0.187*1.7454
=ROA %*Equity Multiplier
=4.65 %*1.7454
=8.11 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Feb. 2026 )
=Net Income/Total Stockholders Equity
=535.64/6606.6655
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (535.64 / 539.494) * (539.494 / 853.936) * (853.936 / 2156.074) * (2156.074 / 11531.343) * (11531.343 / 6606.6655)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.9929 * 0.6318 * 39.61 % * 0.187 * 1.7454
=8.11 %

Note: The net income data used here is two times the semi-annual (Feb. 2026) net income data. The Revenue data used here is two times the semi-annual (Feb. 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.


Octodec Investments ROE % Related Terms


Octodec Investments ROE % Historical Data

* Premium members only.

The historical data trend for Octodec Investments's ROE % can be seen below:

* 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.

Octodec Investments ROE % Chart

Octodec Investments Annual Data
Trend Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24 Aug25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -2.82 9.84 9.48 3.33 7.56

Octodec Investments Semi-Annual Data
Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25 Feb26
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 3.04 3.63 7.07 8.08 8.11

JSE:OCT vs VICI, WPC: ROE % Comparison

For the REIT - Diversified subindustry, Octodec Investments'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.


Octodec Investments ROE % vs REITs Industry

For the REITs industry and Real Estate sector, Octodec Investments's ROE % distribution charts can be found below:

* The bar in red indicates where Octodec Investments's ROE % falls into.


JSE:OCT
66GF Score
Octodec Investments Ltd JSE:OCT
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Octodec Investments ROE % Calculation

Octodec Investments's annualized ROE % for the fiscal year that ended in Aug. 2025 is calculated as

ROE %=Net Income (A: Aug. 2025 )/( (Total Stockholders Equity (A: Aug. 2024 )+Total Stockholders Equity (A: Aug. 2025 ))/ count )
=491.101/( (6416.238+6569.255)/ 2 )
=491.101/6492.7465
=7.56 %

Octodec Investments's annualized ROE % for the quarter that ended in Feb. 2026 is calculated as

ROE %=Net Income (Q: Feb. 2026 )/( (Total Stockholders Equity (Q: Aug. 2025 )+Total Stockholders Equity (Q: Feb. 2026 ))/ count )
=535.64/( (6569.255+6644.076)/ 2 )
=535.64/6606.6655
=8.11 %

* 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 (Feb. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 8.11% mean?
Octodec Investments (JSE:OCT) has a ROE % of 8.11% as of Feb. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Octodec Investments and its competitors. This is 12% above median its historical median of 7.24. According to the industry distribution chart, Octodec Investments ranks #333 out of 939 companies in the REITs industry, placing it in the top 35.5%.
Is Octodec Investments' ROE % too high?
Octodec Investments' current ROE % of 8.11% is 12% above median its 10-year median of 7.24. The REITs industry median ROE % is 6.13. Octodec Investments' value of 8.11% is 32.3% above this industry median. Based on the distribution chart, Octodec Investments ranks #333 out of 939 companies in the REITs industry, which is above the industry midpoint. Overall, Octodec Investments has a GF Score™ of 66/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Octodec Investments' ROE % compare to VICI and WPC?
According to the REITs industry distribution chart, Octodec Investments ranks #333 out of 939 companies for ROE %. This puts Octodec Investments in the upper half of its industry. The industry median ROE % is 6.13. Octodec Investments' value of 8.11% is 32.3% above this benchmark. While the company's 10-year median is 7.24 vs. the industry median of 6.13, Octodec Investments 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. Octodec Investments's current ROE % of 8.11% is 32.3% 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 Octodec Investments 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. Octodec Investments's current ROE % is 8.11%, which is 12% above median its own 10-year median of 7.24. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Octodec Investments stock overvalued right now?
Based on GuruFocus' analysis, Octodec Investments (JSE:OCT) is currently considered Significantly Overvalued. The stock's GF Value™ is R11.11, compared to a current price of R17.08 — trading 53.7% above its estimated fair value. The current ROE % is 8.11%, which is 12% above median its 10-year median of 7.24 and 32.3% above the REITs industry median of 6.13. Octodec Investments' overall GF Score™ is 66/100 with 10 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 Octodec Investments (JSE:OCT), the current ROE % is 8.11% as of Feb. 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 Octodec Investments (JSE:OCT) Overvalued in 2026?

Based on GuruFocus' analysis, Octodec Investments stock appears to be overvalued. The current stock price of R17.08 is trading 53.7% above its estimated GF Value™ of R11.11. GuruFocus considers Octodec Investments to be Significantly Overvalued.

Key valuation signals for JSE:OCT:

  • ROE %: 8.11% (12% above median its 10-year median of 7.24)
  • GF Value™: R11.11 vs. price of R17.08 (53.7% above fair value)
  • GF Score™: 66/100 with 10 warning signs
  • Industry Position: 32.3% above the REITs median (#333 of 939)

No single metric tells the full story. See the JSE:OCT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Octodec Investments Business Description

Industry Real EstateREITs
Address 101 Du Toit Street, CPA House, Tshwane, Pretoria, GT, ZAF, 0002
Octodec Investments Ltd is a real estate investment trust (REIT). The company generates rental income from Residential, Retail - street shops, Retail - shopping centres, offices, industrial, and parking, where the majority of its revenue is from the Residential segment. The diversified portfolio comprises residential, retail, office, and industrial properties.
66GF Score

Get the complete analysis for JSE:OCT

ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R17.08
Price
R11.11
GF Value