Castellum AB (MEX:CASTN) ROE %: 6.65% (As of Mar. 2026) — 48% Below Median


MEX:CASTN Castellum AB MEX:CASTN
66 GF Score
Price MXN247.91
GF Value MXN222.74
! 3 Warning Signs
View Full Analysis

What is Castellum AB ROE %?

Castellum AB MEX:CASTN 66 ROE % is 6.65% as of Mar. 2026, which is 48% below its 10-year median of 12.87. GuruFocus rates MEX:CASTN with a GF Score™ of 66/100 and a GF Value™ of MXN222.74. The stock has 3 warning signs investors should review. Among 1,732 Real Estate companies, Castellum AB ranks worse than 56% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Castellum AB's annualized net income for the quarter that ended in Mar. 2026 was MXN10,056 Mil. Castellum AB's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was MXN151,239 Mil. Therefore, Castellum AB's annualized ROE % for the quarter that ended in Mar. 2026 was 6.65%.

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

MEX:CASTN' s ROE % Range Over the Past 10 Years
Min: -14.85   Med: 12.87   Max: 22.1
Current: 2.85

During the past 13 years, Castellum AB's highest ROE % was 22.10%. The lowest was -14.85%. And the median was 12.87%.

MEX:CASTN's ROE % is ranked worse than
56% of 1732 companies
in the Real Estate industry
Industry Median: 3.97 vs MEX:CASTN: 2.85

Castellum AB  (MEX:CASTN) 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
=10056.444/151238.7465
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(10056.444 / 17968.444)*(17968.444 / 304525.391)*(304525.391 / 151238.7465)
=Net Margin %*Asset Turnover*Equity Multiplier
=55.97 %*0.059*2.0135
=ROA %*Equity Multiplier
=3.3 %*2.0135
=6.65 %

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
=10056.444/151238.7465
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (10056.444 / 13470.528) * (13470.528 / 11442.208) * (11442.208 / 17968.444) * (17968.444 / 304525.391) * (304525.391 / 151238.7465)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7466 * 1.1773 * 63.68 % * 0.059 * 2.0135
=6.65 %

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.


Castellum AB ROE % Related Terms


Castellum AB ROE % Historical Data

* Premium members only.

The historical data trend for Castellum AB'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.

Castellum AB ROE % Chart

Castellum AB 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 17.68 1.96 -13.90 3.22 1.20

Castellum AB 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 0.01 0.95 4.37 -0.58 6.65

Castellum AB ROE % Competitor Comparison

For the Real Estate - Development subindustry, Castellum AB'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.


Castellum AB ROE % vs Real Estate Industry

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

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


MEX:CASTN
66GF Score
Castellum AB MEX:CASTN
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Castellum AB ROE % Calculation

Castellum AB'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 )
=1817.329/( (150316.722+151723.718)/ 2 )
=1817.329/151020.22
=1.20 %

Castellum AB'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 )
=10056.444/( (151723.718+150753.775)/ 2 )
=10056.444/151238.7465
=6.65 %

* 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 6.65% mean?
Castellum AB (MEX:CASTN) has a ROE % of 6.65% 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 Castellum AB and its competitors. This is 48% below median its historical median of 12.87. According to the industry distribution chart, Castellum AB ranks #970 out of 1732 companies in the Real Estate industry, placing it in the top 56%.
Is Castellum AB's ROE % too high?
Castellum AB's current ROE % of 6.65% is 48% below median its 10-year median of 12.87. The Real Estate industry median ROE % is 3.97. Castellum AB's value of 6.65% is 67.5% above this industry median. Based on the distribution chart, Castellum AB ranks #970 out of 1732 companies in the Real Estate industry, which is below the industry midpoint. Overall, Castellum AB has a GF Score™ of 66/100, reflecting its overall financial health beyond just this single metric.
How does Castellum AB's ROE % compare to competitors?
According to the Real Estate industry distribution chart, Castellum AB ranks #970 out of 1732 companies for ROE %. This places Castellum AB in the lower half of its industry. The industry median ROE % is 3.97. Castellum AB's value of 6.65% is 67.5% above this benchmark. While the company's 10-year median is 12.87 vs. the industry median of 3.97, Castellum AB 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 3.97, based on 1,732 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. Castellum AB's current ROE % of 6.65% is 67.5% 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 Castellum AB and its competitors. For the Real Estate industry, the median ROE % is 3.97 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Castellum AB's current ROE % is 6.65%, which is 48% below median its own 10-year median of 12.87. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Castellum AB stock overvalued right now?
Castellum AB (MEX:CASTN) has a current ROE % of 6.65%. The stock's GF Value™ is MXN222.74, compared to a current price of MXN247.91 — trading 11.3% above its estimated fair value. The current ROE % is 6.65%, which is 48% below median its 10-year median of 12.87 and 67.5% above the Real Estate industry median of 3.97. Castellum AB's overall GF Score™ is 66/100 with 3 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 Castellum AB (MEX:CASTN), the current ROE % is 6.65% 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 Castellum AB (MEX:CASTN) Overvalued in 2026?

Based on GuruFocus' analysis, Castellum AB stock appears to be overvalued. The current stock price of MXN247.91 is trading 11.3% above its estimated GF Value™ of MXN222.74.

Key valuation signals for MEX:CASTN:

  • ROE %: 6.65% (48% below median its 10-year median of 12.87)
  • GF Value™: MXN222.74 vs. price of MXN247.91 (11.3% above fair value)
  • GF Score™: 66/100 with 3 warning signs
  • Industry Position: 67.5% above the Real Estate median (#970 of 1732)

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


Castellum AB Business Description

Address Lilla Bommen 5 C, Box 2269, Gothenburg, SWE, 403 14
Castellum AB is a Swedish property company that owns, manages, and develops commercial properties in growth cities. The Company holds properties mainly in Sweden, with additional presence in Denmark and Finland. Its operating segments are organized by geographical areas: Stockholm; West (Greater Gothenburg, including Boras); Central (Orebro, Linkoping, Norrkoping, Jonkoping, and Vaxjo); Malardalen (Uppsala and Vasteras); Oresund (Malmo, Lund, Helsingborg, and Copenhagen); and Finland.
66GF Score

Get the complete analysis for MEX:CASTN

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

MXN247.91
Price
MXN222.74
GF Value