SIR Royaltyome FundSIRZF 57 ROE % is 6.37% as of Mar. 2026, which is 43% below its 10-year median of 11.19. GuruFocus rates SIRZF with a GF Score™ of 57/100 and a GF Value™ of $7.68 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 346 Restaurants companies, SIR Royaltyome Fund ranks better than 61.85% on this metric.
The historical rank and industry rank for SIR Royaltyome Fund's ROE % or its related term are showing as below:
SIRZF'
s ROE % Range Over the Past 10 Years
Min: -66.87 Med: 11.19 Max: 74.72
Current: 10.16
During the past 13 years, SIR Royaltyome Fund's highest ROE % was 74.72%. The lowest was -66.87%. And the median was 11.19%.
SIRZF's ROE % is ranked better than 61.85% of 346
companies
in the Restaurants industry
Industry Median: 6.38
vs SIRZF: 10.16
SIR Royaltyome Fund (OTCPK:SIRZF) 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:
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.
SIR Royaltyome Fund ROE % Related Terms
SIR Royaltyome Fund ROE % Historical Data
* Premium members only.
The historical data trend for SIR Royaltyome 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.
For the Restaurants subindustry, SIR Royaltyome 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.
SIR Royaltyome Fund ROE % vs Restaurants Industry
For the Restaurants industry and Consumer Cyclical sector, SIR Royaltyome Fund's ROE % distribution charts can be found below:
* The bar in red indicates where SIR Royaltyome Fund's ROE % falls into.
* 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.
SIR Royaltyome Fund (SIRZF) has a ROE % of 6.37% 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 SIR Royaltyome Fund and its competitors. This is 43% below median its historical median of 11.19. According to the industry distribution chart, SIR Royaltyome Fund ranks #132 out of 346 companies in the Restaurants industry, placing it in the top 38.2%.
Is SIR Royaltyome Fund's ROE % too high?
SIR Royaltyome Fund's current ROE % of 6.37% is 43% below median its 10-year median of 11.19. The Restaurants industry median ROE % is 6.38. SIR Royaltyome Fund's value of 6.37% is 0.2% below this industry median. Based on the distribution chart, SIR Royaltyome Fund ranks #132 out of 346 companies in the Restaurants industry, which is above the industry midpoint. Overall, SIR Royaltyome Fund has a GF Score™ of 57/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does SIR Royaltyome Fund's ROE % compare to MCD and SBUX?
According to the Restaurants industry distribution chart, SIR Royaltyome Fund ranks #132 out of 346 companies for ROE %. This puts SIR Royaltyome Fund in the upper half of its industry. The industry median ROE % is 6.38. SIR Royaltyome Fund's value of 6.37% is 0.2% below this benchmark. While the company's 10-year median is 11.19 vs. the industry median of 6.38, SIR Royaltyome Fund has consistently been below 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 Restaurants company?
The median ROE % among Restaurants companies is 6.38, based on 346 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. SIR Royaltyome Fund's current ROE % of 6.37% is 0.2% below 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 SIR Royaltyome Fund and its competitors. For the Restaurants industry, the median ROE % is 6.38 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SIR Royaltyome Fund's current ROE % is 6.37%, which is 43% below median its own 10-year median of 11.19. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SIR Royaltyome Fund stock overvalued right now?
Based on GuruFocus' analysis, SIR Royaltyome Fund (SIRZF) is currently considered Significantly Overvalued. The stock's GF Value™ is $7.68, compared to a current price of $10.89 — trading 41.8% above its estimated fair value. The current ROE % is 6.37%, which is 43% below median its 10-year median of 11.19 and 0.2% below the Restaurants industry median of 6.38. SIR Royaltyome Fund's overall GF Score™ is 57/100 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 SIR Royaltyome Fund (SIRZF), the current ROE % is 6.37% 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 SIR Royaltyome Fund (SIRZF) Overvalued in 2026?
Based on GuruFocus' analysis, SIR Royaltyome Fund stock appears to be overvalued.
The current stock price of $10.89 is trading 41.8% above its estimated GF Value™ of $7.68.
GuruFocus considers SIR Royaltyome Fund to be Significantly Overvalued.
Key valuation signals for SIRZF:
ROE %: 6.37% (43% below median its 10-year median of 11.19)
GF Value™: $7.68 vs. price of $10.89 (41.8% above fair value)
Industry Position: 0.2% below the Restaurants median (#132 of 346)
No single metric tells the full story. See the SIRZF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
SIR Royalty Income Fund holds an investment in SIR (Service Inspired Restaurant) Corp, which is a privately held corporation that owns and operates a diverse portfolio of restaurants in Canada. It has concept restaurant brands, including Jack Astor's Bar and Grill, Scaddabush Italian Kitchen & Bar, and SIR's signature restaurant brands, including Reds Wine Tavern, Reds Midtown Tavern, Reds Square One, and The Loose Moose. The fund receives distribution income from its investment in the partnership and interest income from the SIR Loan. It generates revenue through the license and royalty agreement from its investments in partnerships.
57GF Score
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