SRRTF (Slate Grocery REIT) ROE %: 8.64% (As of Mar. 2026) — Near Median


SRRTF Slate Grocery REIT SRRTF
71 GF Score
Price $12.41
GF Value $10.94
Valuation Modestly Overvalued
! 14 Warning Signs
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What is Slate Grocery REIT ROE %?

Slate Grocery REIT SRRTF +1.39% 71 ROE % is 8.64% as of Mar. 2026, which is 3% above its 10-year median of 8.38. GuruFocus rates SRRTF with a GF Score™ of 71/100 and a GF Value™ of $10.94 (Modestly Overvalued). The stock has 14 warning signs investors should review. Among 933 REITs companies, Slate Grocery REIT ranks better than 54.45% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Slate Grocery REIT's annualized net income for the quarter that ended in Mar. 2026 was $57.1 Mil. Slate Grocery REIT's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was $660.8 Mil. Therefore, Slate Grocery REIT's annualized ROE % for the quarter that ended in Mar. 2026 was 8.64%.

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

SRRTF' s ROE % Range Over the Past 10 Years
Min: -2.85   Med: 8.38   Max: 268.01
Current: 6.7

During the past 13 years, Slate Grocery REIT's highest ROE % was 268.01%. The lowest was -2.85%. And the median was 8.38%.

SRRTF's ROE % is ranked better than
54.45% of 933 companies
in the REITs industry
Industry Median: 6.15 vs SRRTF: 6.70

Slate Grocery REIT  (OTCPK:SRRTF) 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
=57.12/660.7965
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(57.12 / 237.288)*(237.288 / 2362.391)*(2362.391 / 660.7965)
=Net Margin %*Asset Turnover*Equity Multiplier
=24.07 %*0.1004*3.5751
=ROA %*Equity Multiplier
=2.42 %*3.5751
=8.64 %

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
=57.12/660.7965
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (57.12 / 96.224) * (96.224 / 55.64) * (55.64 / 237.288) * (237.288 / 2362.391) * (2362.391 / 660.7965)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.5936 * 1.7294 * 23.45 % * 0.1004 * 3.5751
=8.64 %

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.


Slate Grocery REIT ROE % Related Terms


Slate Grocery REIT ROE % Historical Data

* Premium members only.

The historical data trend for Slate Grocery REIT'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.

Slate Grocery REIT ROE % Chart

Slate Grocery REIT 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 16.96 18.95 1.90 5.83 6.51

Slate Grocery REIT 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 7.59 6.51 4.96 6.98 8.64

SRRTF vs SPG, O, KIM: ROE % Comparison

For the REIT - Retail subindustry, Slate Grocery REIT'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.


Slate Grocery REIT ROE % vs REITs Industry

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

* The bar in red indicates where Slate Grocery REIT's ROE % falls into.


SRRTF
71GF Score
Slate Grocery REIT SRRTF
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Slate Grocery REIT ROE % Calculation

Slate Grocery REIT'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 )
=43.386/( (673.474+659.124)/ 2 )
=43.386/666.299
=6.51 %

Slate Grocery REIT'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 )
=57.12/( (659.124+662.469)/ 2 )
=57.12/660.7965
=8.64 %

* 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 8.64% mean?
Slate Grocery REIT (SRRTF) has a ROE % of 8.64% 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 Slate Grocery REIT and its competitors. This is near median its historical median of 8.38. According to the industry distribution chart, Slate Grocery REIT ranks #425 out of 933 companies in the REITs industry, placing it in the top 45.6%.
Is Slate Grocery REIT's ROE % too high?
Slate Grocery REIT's current ROE % of 8.64% is near median its 10-year median of 8.38. The REITs industry median ROE % is 6.15. Slate Grocery REIT's value of 8.64% is 40.5% above this industry median. Based on the distribution chart, Slate Grocery REIT ranks #425 out of 933 companies in the REITs industry, which is above the industry midpoint. Overall, Slate Grocery REIT has a GF Score™ of 71/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Slate Grocery REIT's ROE % compare to SPG and O?
According to the REITs industry distribution chart, Slate Grocery REIT ranks #425 out of 933 companies for ROE %. This puts Slate Grocery REIT in the upper half of its industry. The industry median ROE % is 6.15. Slate Grocery REIT's value of 8.64% is 40.5% above this benchmark. While the company's 10-year median is 8.38 vs. the industry median of 6.15, Slate Grocery REIT 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 6.15, based on 933 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. Slate Grocery REIT's current ROE % of 8.64% is 40.5% 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 Slate Grocery REIT and its competitors. For the REITs industry, the median ROE % is 6.15 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Slate Grocery REIT's current ROE % is 8.64%, which is near median its own 10-year median of 8.38. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Slate Grocery REIT stock overvalued right now?
Based on GuruFocus' analysis, Slate Grocery REIT (SRRTF) is currently considered Modestly Overvalued. The stock's GF Value™ is $10.94, compared to a current price of $12.41 — trading 13.4% above its estimated fair value. The current ROE % is 8.64%, which is near median its 10-year median of 8.38 and 40.5% above the REITs industry median of 6.15. Slate Grocery REIT's overall GF Score™ is 71/100 with 14 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 Slate Grocery REIT (SRRTF), the current ROE % is 8.64% 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 Slate Grocery REIT (SRRTF) Overvalued in 2026?

Based on GuruFocus' analysis, Slate Grocery REIT stock appears to be overvalued. The current stock price of $12.41 is trading 13.4% above its estimated GF Value™ of $10.94. GuruFocus considers Slate Grocery REIT to be Modestly Overvalued.

Key valuation signals for SRRTF:

  • ROE %: 8.64% (near median its 10-year median of 8.38)
  • GF Value™: $10.94 vs. price of $12.41 (13.4% above fair value)
  • GF Score™: 71/100 with 14 warning signs
  • Industry Position: 40.5% above the REITs median (#425 of 933)

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


Slate Grocery REIT Business Description

Industry Real EstateREITs
Other Exchanges SGR.U:CanadaSGR.UN:Canada
Address 121 King Street West, Suite 1600, Toronto, ON, CAN, M5H 3T9
Slate Grocery REIT is an unincorporated, open-ended mutual fund trust focused on acquiring, owning, and leasing a portfolio of diversified revenue-producing commercial real estate properties in the United States of America with an emphasis on grocery-anchored retail properties.
71GF Score

Get the complete analysis for SRRTF

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

$12.41
Price
$10.94
GF Value