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PEBPRBCL.PFD (Pebblebrook Hotel Trust) ROE % : 6.35% (As of Sep. 2024)


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What is Pebblebrook Hotel Trust ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Pebblebrook Hotel Trust's annualized net income for the quarter that ended in Sep. 2024 was $174.63 Mil. Pebblebrook Hotel Trust's average Total Stockholders Equity over the quarter that ended in Sep. 2024 was $2,748.88 Mil. Therefore, Pebblebrook Hotel Trust's annualized ROE % for the quarter that ended in Sep. 2024 was 6.35%.

The historical rank and industry rank for Pebblebrook Hotel Trust's ROE % or its related term are showing as below:

PEBPRBCL.PFD' s ROE % Range Over the Past 10 Years
Min: -11.39   Med: 1.82   Max: 6.43
Current: 0.13

During the past 13 years, Pebblebrook Hotel Trust's highest ROE % was 6.43%. The lowest was -11.39%. And the median was 1.82%.

PEBPRBCL.PFD's ROE % is ranked worse than
74.84% of 922 companies
in the REITs industry
Industry Median: 5 vs PEBPRBCL.PFD: 0.13

Pebblebrook Hotel Trust ROE % Historical Data

The historical data trend for Pebblebrook Hotel Trust'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.

* Premium members only.

Pebblebrook Hotel Trust ROE % Chart

Pebblebrook Hotel Trust Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.13 -11.39 -5.76 -2.83 -2.71

Pebblebrook Hotel Trust Quarterly Data
Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24
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 -7.93 -6.08 -4.13 4.52 6.35

Competitive Comparison of Pebblebrook Hotel Trust's ROE %

For the REIT - Hotel & Motel subindustry, Pebblebrook Hotel Trust'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.


Pebblebrook Hotel Trust's ROE % Distribution in the REITs Industry

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

* The bar in red indicates where Pebblebrook Hotel Trust's ROE % falls into.



Pebblebrook Hotel Trust ROE % Calculation

Pebblebrook Hotel Trust's annualized ROE % for the fiscal year that ended in Dec. 2023 is calculated as

ROE %=Net Income (A: Dec. 2023 )/( (Total Stockholders Equity (A: Dec. 2022 )+Total Stockholders Equity (A: Dec. 2023 ))/ count )
=-78.017/( (2996.515+2763.5)/ 2 )
=-78.017/2880.0075
=-2.71 %

Pebblebrook Hotel Trust's annualized ROE % for the quarter that ended in Sep. 2024 is calculated as

ROE %=Net Income (Q: Sep. 2024 )/( (Total Stockholders Equity (Q: Jun. 2024 )+Total Stockholders Equity (Q: Sep. 2024 ))/ count )
=174.628/( (2745.759+2752.001)/ 2 )
=174.628/2748.88
=6.35 %

* 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 (Sep. 2024) net income data. ROE % is displayed in the 30-year financial page.


Pebblebrook Hotel Trust  (NYSE:PEBPRBCL.PFD) 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: Sep. 2024 )
=Net Income/Total Stockholders Equity
=174.628/2748.88
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(174.628 / 1618.12)*(1618.12 / 5713.4645)*(5713.4645 / 2748.88)
=Net Margin %*Asset Turnover*Equity Multiplier
=10.79 %*0.2832*2.0785
=ROA %*Equity Multiplier
=3.06 %*2.0785
=6.35 %

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: Sep. 2024 )
=Net Income/Total Stockholders Equity
=174.628/2748.88
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (174.628 / 79.728) * (79.728 / 167.652) * (167.652 / 1618.12) * (1618.12 / 5713.4645) * (5713.4645 / 2748.88)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 2.1903 * 0.4756 * 10.36 % * 0.2832 * 2.0785
=6.35 %

Note: The net income data used here is four times the quarterly (Sep. 2024) net income data. The Revenue data used here is four times the quarterly (Sep. 2024) 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.


Pebblebrook Hotel Trust ROE % Related Terms

Thank you for viewing the detailed overview of Pebblebrook Hotel Trust's ROE % provided by GuruFocus.com. Please click on the following links to see related term pages.


Pebblebrook Hotel Trust Business Description

Traded in Other Exchanges
Address
4747 Bethesda Avenue, Suite 1100, Bethesda, MD, USA, 20814
Pebblebrook Hotel Trust currently owns upper upscale and luxury hotels with 11,924 rooms across 46 hotels in the United States. Pebblebrook acquired LaSalle Hotel Properties, which owned 10,451 rooms across 41 US hotels, in November 2018, though management has sold many of those hotels over the past few years. Pebblebrook's portfolio consists mostly of independent hotels with no brand affiliations, though the combined company does own and operate some hotels under Marriott, Starwood, InterContinental, Hilton, and Hyatt brands.
Executives
Bonny W Simi director 4747 BETHESDA AVENUE, SUITE 1100, BETHESDA MD 20814
Phillip M. Miller director 2 BETHESDA METRO CENTER, SUITE 1530, BETHESDA MD 20814
Thomas Charles Fisher officer: CIO 4747 BETHESDA AVENUE, SUITE 1100, BETHESDA MD 20814
Martin H. Nesbitt director 10319 WESTLAKE DRIVE, SUITE 112, BETHESDA MD 20817
Laura Wright director 2702 LOVE FIELD DRIVE, P.O. BOX 36611, DALLAS TX 75235-1611
Michael J Schall director C/O ESSEX PROPERTY TRUST, 1100 PARK PLACE, SUITE 200, SAN MATEO CA 94403
Cydney Donnell director MAYS BUSINESS SCHOOL AT TEXAS A&M UNIV, DEPARTMENT OF FINANCE, 306 WEHNER BLDG, COLLEGE STATION TX 77843-4218
Earl E Webb director AVISON YOUNG, 400 SKOKIE BLVD., SUITE 825, NORTHBROOK IL 60062
Raymond D Martz officer: Executive VP, and CFO 4747 BETHESDA AVENUE, SUITE 1100, BETHESDA MD 20814
Ron E. Jackson director 10319 WESTLAKE DRIVE, SUITE 112, BETHESDA MD 20817
Jon E Bortz director, 10 percent owner, officer: Chairman, President and CEO 4747 BETHESDA AVENUE, SUITE 1100, BETHESDA MD 20814