Fastighets AB Balder (LTS:0H2Z) ROE %: 8.83% (As of Mar. 2026) — 46% Below Median


LTS:0H2Z Fastighets AB Balder LTS:0H2Z
73 GF Score
Price kr51.72
GF Value kr65.99
Valuation Modestly Undervalued
! 8 Warning Signs
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What is Fastighets AB Balder ROE %?

Fastighets AB Balder LTS:0H2Z +1.13% 73 ROE % is 8.83% as of Mar. 2026, which is 46% below its 10-year median of 16.24. GuruFocus rates LTS:0H2Z with a GF Score™ of 73/100 and a GF Value™ of kr65.99 (Modestly Undervalued). The stock has 8 warning signs investors should review. Among 1,733 Real Estate companies, Fastighets AB Balder ranks better than 65.44% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Fastighets AB Balder's annualized net income for the quarter that ended in Mar. 2026 was kr8,408 Mil. Fastighets AB Balder's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was kr95,170 Mil. Therefore, Fastighets AB Balder's annualized ROE % for the quarter that ended in Mar. 2026 was 8.83%.

The historical rank and industry rank for Fastighets AB Balder's ROE % or its related term are showing as below:

LTS:0H2Z' s ROE % Range Over the Past 10 Years
Min: -7.82   Med: 16.24   Max: 27.25
Current: 7.57

During the past 13 years, Fastighets AB Balder's highest ROE % was 27.25%. The lowest was -7.82%. And the median was 16.24%.

LTS:0H2Z's ROE % is ranked better than
65.44% of 1733 companies
in the Real Estate industry
Industry Median: 3.96 vs LTS:0H2Z: 7.57

Fastighets AB Balder  (LTS:0H2Z) 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: Mar. 2026 )
=Net Income/Total Stockholders Equity
=8408/95169.5
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(8408 / 13840)*(13840 / 280729.5)*(280729.5 / 95169.5)
=Net Margin %*Asset Turnover*Equity Multiplier
=60.75 %*0.0493*2.9498
=ROA %*Equity Multiplier
=2.99 %*2.9498
=8.83 %

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: Mar. 2026 )
=Net Income/Total Stockholders Equity
=8408/95169.5
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (8408 / 10328) * (10328 / 8888) * (8888 / 13840) * (13840 / 280729.5) * (280729.5 / 95169.5)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.8141 * 1.162 * 64.22 % * 0.0493 * 2.9498
=8.83 %

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.


Fastighets AB Balder ROE % Related Terms


Fastighets AB Balder ROE % Historical Data

* Premium members only.

The historical data trend for Fastighets AB Balder'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.

Fastighets AB Balder ROE % Chart

Fastighets AB Balder Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 27.25 12.13 -7.82 3.87 8.36

Fastighets AB Balder Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 12.07 3.40 10.39 7.57 8.83

Fastighets AB Balder ROE % Competitor Comparison

For the Real Estate - Diversified subindustry, Fastighets AB Balder'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.


Fastighets AB Balder ROE % vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Fastighets AB Balder's ROE % distribution charts can be found below:

* The bar in red indicates where Fastighets AB Balder's ROE % falls into.


LTS:0H2Z
73GF Score
Fastighets AB Balder LTS:0H2Z
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Fastighets AB Balder ROE % Calculation

Fastighets AB Balder's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=7621/( (88420+93852)/ 2 )
=7621/91136
=8.36 %

Fastighets AB Balder's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=8408/( (93852+96487)/ 2 )
=8408/95169.5
=8.83 %

* 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.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 8.83% mean?
Fastighets AB Balder (LTS:0H2Z) has a ROE % of 8.83% 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 Fastighets AB Balder and its competitors. This is 46% below median its historical median of 16.24. According to the industry distribution chart, Fastighets AB Balder ranks #599 out of 1733 companies in the Real Estate industry, placing it in the top 34.6%.
Is Fastighets AB Balder's ROE % too high?
Fastighets AB Balder's current ROE % of 8.83% is 46% below median its 10-year median of 16.24. The Real Estate industry median ROE % is 3.96. Fastighets AB Balder's value of 8.83% is 123% above this industry median. Based on the distribution chart, Fastighets AB Balder ranks #599 out of 1733 companies in the Real Estate industry, which is above the industry midpoint. Overall, Fastighets AB Balder has a GF Score™ of 73/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Fastighets AB Balder's ROE % compare to competitors?
According to the Real Estate industry distribution chart, Fastighets AB Balder ranks #599 out of 1733 companies for ROE %. This puts Fastighets AB Balder in the upper half of its industry. The industry median ROE % is 3.96. Fastighets AB Balder's value of 8.83% is 123% above this benchmark. While the company's 10-year median is 16.24 vs. the industry median of 3.96, Fastighets AB Balder 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 Real Estate company?
The median ROE % among Real Estate companies is 3.96, based on 1,733 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. Fastighets AB Balder's current ROE % of 8.83% is 123% 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 Fastighets AB Balder and its competitors. For the Real Estate industry, the median ROE % is 3.96 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fastighets AB Balder's current ROE % is 8.83%, which is 46% below median its own 10-year median of 16.24. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fastighets AB Balder stock overvalued right now?
Based on GuruFocus' analysis, Fastighets AB Balder (LTS:0H2Z) is currently considered Modestly Undervalued. The stock's GF Value™ is kr65.99, compared to a current price of kr51.72 — trading 21.6% below its estimated fair value. The current ROE % is 8.83%, which is 46% below median its 10-year median of 16.24 and 123% above the Real Estate industry median of 3.96. Fastighets AB Balder's overall GF Score™ is 73/100 with 8 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 Fastighets AB Balder (LTS:0H2Z), the current ROE % is 8.83% 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 Fastighets AB Balder (LTS:0H2Z) Overvalued in 2026?

Based on GuruFocus' analysis, Fastighets AB Balder stock appears to be undervalued. The current stock price of kr51.72 is trading 21.6% below its estimated GF Value™ of kr65.99. GuruFocus considers Fastighets AB Balder to be Modestly Undervalued.

Key valuation signals for LTS:0H2Z:

  • ROE %: 8.83% (46% below median its 10-year median of 16.24)
  • GF Value™: kr65.99 vs. price of kr51.72 (21.6% below fair value)
  • GF Score™: 73/100 with 8 warning signs
  • Industry Position: 123% above the Real Estate median (#599 of 1733)

No single metric tells the full story. See the LTS:0H2Z stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Fastighets AB Balder Business Description

Address Parkgatan 49, P.O. Box 53121, Gothenburg, SWE, 400 15
Fastighets AB Balder is engaged in acquiring, developing, and managing residential properties and commercial properties based on local presence and creating customer value by meeting the needs of different customer groups for commercial premises and housing in Sweden, Denmark, Finland, Norway, Germany, and the UK. The company's property portfolio contains a wide variety of commercial space, ranging from office, retail, and warehouse space, out of which Residential properties constitute the majority portion of the company's portfolio. The Group's business segments are; Helsinki, which derives key income, Stockholm, Gothenburg, Copenhagen, South, East, and North. The company generates revenue through income earned on the rents of its properties and on the management of its real estate.
73GF Score

Get the complete analysis for LTS:0H2Z

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

kr51.72
Price
kr65.99
GF Value