Al Rajhi REIT Fund (SAU:4340) ROE %: 6.77% (As of Dec. 2025) — 63% Above Median

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SAU:4340 Al Rajhi REIT Fund SAU:4340
68 GF Score
Price ﷼8.21
GF Value ﷼7.94
Valuation Fairly Valued
! 6 Warning Signs
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What is Al Rajhi REIT Fund ROE %?

Al Rajhi REIT Fund SAU:4340 68 ROE % is 6.77% as of Dec. 2025, which is 63% above its 10-year median of 4.16. GuruFocus rates SAU:4340 with a GF Score™ of 68/100 and a GF Value™ of ﷼7.94 (Fairly Valued). The stock has 6 warning signs investors should review. Among 935 REITs companies, Al Rajhi REIT Fund ranks better than 53.26% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Al Rajhi REIT Fund's annualized net income for the quarter that ended in Dec. 2025 was ﷼152.4 Mil. Al Rajhi REIT Fund's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was ﷼2,251.2 Mil. Therefore, Al Rajhi REIT Fund's annualized ROE % for the quarter that ended in Dec. 2025 was 6.77%.

The historical rank and industry rank for Al Rajhi REIT Fund's ROE % or its related term are showing as below:

SAU:4340' s ROE % Range Over the Past 10 Years
Min: -12.7   Med: 4.16   Max: 9.05
Current: 6.55

During the past 8 years, Al Rajhi REIT Fund's highest ROE % was 9.05%. The lowest was -12.70%. And the median was 4.16%.

SAU:4340's ROE % is ranked better than
53.26% of 935 companies
in the REITs industry
Industry Median: 6.14 vs SAU:4340: 6.55

Al Rajhi REIT Fund  (SAU:4340) 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
=152.42/2251.2
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(152.42 / 233.528)*(233.528 / 3185.619)*(3185.619 / 2251.2)
=Net Margin %*Asset Turnover*Equity Multiplier
=65.27 %*0.0733*1.4151
=ROA %*Equity Multiplier
=4.78 %*1.4151
=6.77 %

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
=152.42/2251.2
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (152.42 / 152.42) * (152.42 / 134.592) * (134.592 / 233.528) * (233.528 / 3185.619) * (3185.619 / 2251.2)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1 * 1.1325 * 57.63 % * 0.0733 * 1.4151
=6.77 %

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.


Al Rajhi REIT Fund ROE % Related Terms


Al Rajhi REIT Fund ROE % Historical Data

* Premium members only.

The historical data trend for Al Rajhi REIT Fund'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.

Al Rajhi REIT Fund ROE % Chart

Al Rajhi REIT Fund Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial -12.70 9.05 4.35 8.39 6.54

Al Rajhi REIT Fund Semi-Annual Data
Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 8.41 6.47 10.37 6.33 6.77

SAU:4340 vs VICI, WPC: ROE % Comparison

For the REIT - Diversified subindustry, Al Rajhi REIT Fund'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.


Al Rajhi REIT Fund ROE % vs REITs Industry

For the REITs industry and Real Estate sector, Al Rajhi REIT Fund's ROE % distribution charts can be found below:

* The bar in red indicates where Al Rajhi REIT Fund's ROE % falls into.


SAU:4340
68GF Score
Al Rajhi REIT Fund SAU:4340
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Al Rajhi REIT Fund ROE % Calculation

Al Rajhi REIT Fund'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 )
=147.39/( (2250.78+2254.854)/ 2 )
=147.39/2252.817
=6.54 %

Al Rajhi REIT Fund'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 )
=152.42/( (2247.546+2254.854)/ 2 )
=152.42/2251.2
=6.77 %

* 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 6.77% mean?
Al Rajhi REIT Fund (SAU:4340) has a ROE % of 6.77% 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 Al Rajhi REIT Fund and its competitors. This is 63% above median its historical median of 4.16. According to the industry distribution chart, Al Rajhi REIT Fund ranks #437 out of 935 companies in the REITs industry, placing it in the top 46.7%.
Is Al Rajhi REIT Fund's ROE % too high?
Al Rajhi REIT Fund's current ROE % of 6.77% is 63% above median its 10-year median of 4.16. The REITs industry median ROE % is 6.14. Al Rajhi REIT Fund's value of 6.77% is 10.3% above this industry median. Based on the distribution chart, Al Rajhi REIT Fund ranks #437 out of 935 companies in the REITs industry, which is above the industry midpoint. Overall, Al Rajhi REIT Fund has a GF Score™ of 68/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Al Rajhi REIT Fund's ROE % compare to VICI and WPC?
According to the REITs industry distribution chart, Al Rajhi REIT Fund ranks #437 out of 935 companies for ROE %. This puts Al Rajhi REIT Fund in the upper half of its industry. The industry median ROE % is 6.14. Al Rajhi REIT Fund's value of 6.77% is 10.3% above this benchmark. While the company's 10-year median is 4.16 vs. the industry median of 6.14, Al Rajhi REIT Fund 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 6.14, based on 935 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. Al Rajhi REIT Fund's current ROE % of 6.77% is 10.3% 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 Al Rajhi REIT Fund and its competitors. For the REITs industry, the median ROE % is 6.14 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Al Rajhi REIT Fund's current ROE % is 6.77%, which is 63% above median its own 10-year median of 4.16. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Al Rajhi REIT Fund stock overvalued right now?
Based on GuruFocus' analysis, Al Rajhi REIT Fund (SAU:4340) is currently considered Fairly Valued. The stock's GF Value™ is ﷼7.94, compared to a current price of ﷼8.21 — trading 3.4% above its estimated fair value. The current ROE % is 6.77%, which is 63% above median its 10-year median of 4.16 and 10.3% above the REITs industry median of 6.14. Al Rajhi REIT Fund's overall GF Score™ is 68/100 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 Al Rajhi REIT Fund (SAU:4340), the current ROE % is 6.77% 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.

Is Al Rajhi REIT Fund (SAU:4340) Overvalued in 2026?

Based on GuruFocus' analysis, Al Rajhi REIT Fund stock appears to be overvalued. The current stock price of ﷼8.21 is trading 3.4% above its estimated GF Value™ of ﷼7.94. GuruFocus considers Al Rajhi REIT Fund to be Fairly Valued.

Key valuation signals for SAU:4340:

  • ROE %: 6.77% (63% above median its 10-year median of 4.16)
  • GF Value™: ﷼7.94 vs. price of ﷼8.21 (3.4% above fair value)
  • GF Score™: 68/100 with 6 warning signs
  • Industry Position: 10.3% above the REITs median (#437 of 935)

No single metric tells the full story. See the SAU:4340 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Al Rajhi REIT Fund Business Description

Industry Real EstateREITs
Address King Fahad Road, Unit No. 1, PO Box 5561, Al Muruj District, Riyadh, SAU, 11432
Al Rajhi REIT Fund is a close-ended real estate investment traded fund. The investment objective of the company is to invest in income-generating real estate assets. It is divided into four divisions namely Brokerage, Asset Management, Investment Banking, and Research. The Brokerage Division offers a comprehensive brokerage and execution service, The Asset management division manages International, regional, and local mutual funds. Investment Banking provides a comprehensive range of strategic financial advisory services, including debt and equity structuring and arranging, to assist clients in achieving their business and financial objectives. The research division focuses on delivering detailed investment analysis of regional and international equity, markets, and economies.
68GF Score

Get the complete analysis for SAU:4340

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

﷼8.21
Price
﷼7.94
GF Value