Swiss Properties Invest AS (OCSE:SWISS) ROE %: 10.75% (As of Dec. 2025) — 90% Above Median


OCSE:SWISS Swiss Properties Invest AS OCSE:SWISS
29 GF Score
Price kr104.00
! 6 Warning Signs
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What is Swiss Properties Invest AS ROE %?

Swiss Properties Invest AS OCSE:SWISS 29 ROE % is 10.75% as of Dec. 2025, which is 90% above its 10-year median of 5.67. GuruFocus rates OCSE:SWISS with a GF Score™ of 29/100. The stock has 6 warning signs investors should review. Among 1,734 Real Estate companies, Swiss Properties Invest AS ranks better than 66.96% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Swiss Properties Invest AS's annualized net income for the quarter that ended in Dec. 2025 was kr35.16 Mil. Swiss Properties Invest AS's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was kr327.20 Mil. Therefore, Swiss Properties Invest AS's annualized ROE % for the quarter that ended in Dec. 2025 was 10.75%.

The historical rank and industry rank for Swiss Properties Invest AS's ROE % or its related term are showing as below:

OCSE:SWISS' s ROE % Range Over the Past 10 Years
Min: -4.71   Med: 5.67   Max: 20.65
Current: 7.94

During the past 5 years, Swiss Properties Invest AS's highest ROE % was 20.65%. The lowest was -4.71%. And the median was 5.67%.

OCSE:SWISS's ROE % is ranked better than
66.96% of 1734 companies
in the Real Estate industry
Industry Median: 4.015 vs OCSE:SWISS: 7.94

Swiss Properties Invest AS  (OCSE:SWISS) 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: Dec. 2025 )
=Net Income/Total Stockholders Equity
=35.162/327.195
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(35.162 / 39.096)*(39.096 / 780.131)*(780.131 / 327.195)
=Net Margin %*Asset Turnover*Equity Multiplier
=89.94 %*0.0501*2.3843
=ROA %*Equity Multiplier
=4.51 %*2.3843
=10.75 %

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: Dec. 2025 )
=Net Income/Total Stockholders Equity
=35.162/327.195
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (35.162 / 42.308) * (42.308 / 25.038) * (25.038 / 39.096) * (39.096 / 780.131) * (780.131 / 327.195)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.8311 * 1.6898 * 64.04 % * 0.0501 * 2.3843
=10.75 %

Note: The net income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-annual (Dec. 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.


Swiss Properties Invest AS ROE % Related Terms


Swiss Properties Invest AS ROE % Historical Data

* Premium members only.

The historical data trend for Swiss Properties Invest AS'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.

Swiss Properties Invest AS ROE % Chart

Swiss Properties Invest AS Annual Data
Trend Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
-0.41 -4.71 5.67 20.65 7.90

Swiss Properties Invest AS Semi-Annual Data
Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Get a 7-Day Free Trial Premium Member Only 7.47 4.76 37.28 5.03 10.75

OCSE:SWISS vs CBRE, BEKE, JLL: ROE % Comparison

For the Real Estate Services subindustry, Swiss Properties Invest AS'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.


Swiss Properties Invest AS ROE % vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Swiss Properties Invest AS's ROE % distribution charts can be found below:

* The bar in red indicates where Swiss Properties Invest AS's ROE % falls into.


OCSE:SWISS
29GF Score
Swiss Properties Invest AS OCSE:SWISS
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Swiss Properties Invest AS ROE % Calculation

Swiss Properties Invest AS'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 )
=25.419/( (306.473+337.13)/ 2 )
=25.419/321.8015
=7.90 %

Swiss Properties Invest AS's annualized ROE % for the quarter that ended in Dec. 2025 is calculated as

ROE %=Net Income (Q: Dec. 2025 )/( (Total Stockholders Equity (Q: Jun. 2025 )+Total Stockholders Equity (Q: Dec. 2025 ))/ count )
=35.162/( (317.26+337.13)/ 2 )
=35.162/327.195
=10.75 %

* 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 (Dec. 2025) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 10.75% mean?
Swiss Properties Invest AS (OCSE:SWISS) has a ROE % of 10.75% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Swiss Properties Invest AS and its competitors. This is 90% above median its historical median of 5.67. According to the industry distribution chart, Swiss Properties Invest AS ranks #573 out of 1734 companies in the Real Estate industry, placing it in the top 33%.
Is Swiss Properties Invest AS's ROE % too high?
Swiss Properties Invest AS's current ROE % of 10.75% is 90% above median its 10-year median of 5.67. The Real Estate industry median ROE % is 4.02. Swiss Properties Invest AS's value of 10.75% is 167.7% above this industry median. Based on the distribution chart, Swiss Properties Invest AS ranks #573 out of 1734 companies in the Real Estate industry, which is above the industry midpoint. Overall, Swiss Properties Invest AS has a GF Score™ of 29/100, reflecting its overall financial health beyond just this single metric.
How does Swiss Properties Invest AS's ROE % compare to CBRE and BEKE?
According to the Real Estate industry distribution chart, Swiss Properties Invest AS ranks #573 out of 1734 companies for ROE %. This puts Swiss Properties Invest AS in the upper half of its industry. The industry median ROE % is 4.02. Swiss Properties Invest AS's value of 10.75% is 167.7% above this benchmark. While the company's 10-year median is 5.67 vs. the industry median of 4.02, Swiss Properties Invest AS 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 4.02, based on 1,734 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. Swiss Properties Invest AS's current ROE % of 10.75% is 167.7% 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 Swiss Properties Invest AS and its competitors. For the Real Estate industry, the median ROE % is 4.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Swiss Properties Invest AS's current ROE % is 10.75%, which is 90% above median its own 10-year median of 5.67. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swiss Properties Invest AS stock overvalued right now?
Swiss Properties Invest AS (OCSE:SWISS) has a current ROE % of 10.75%. The current ROE % is 10.75%, which is 90% above median its 10-year median of 5.67 and 167.7% above the Real Estate industry median of 4.02. Swiss Properties Invest AS's overall GF Score™ is 29/100 with 6 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 Swiss Properties Invest AS (OCSE:SWISS), the current ROE % is 10.75% as of Dec. 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.

Swiss Properties Invest AS Business Description

Address Schleppegrellsgade 8, kl, Kobenhavn N, DNK, 2200
Swiss Properties Invest AS is the Danish holding company of its wholly owned subsidiary that owns, operates, optimizes, and develops a portfolio of attractive commercial properties for renting out commercial space in selected regions in Switzerland with the purpose of creating shareholder value for its investors.
29GF Score

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

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