GURUFOCUS.COM » STOCK LIST » Real Estate » Real Estate » CapitaLand Investment Ltd (STU:5NU) » Definitions » ROE %

CapitaLand Investment (STU:5NU) ROE % : 4.70% (As of Jun. 2024)


View and export this data going back to 2022. Start your Free Trial

What is CapitaLand Investment ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. CapitaLand Investment's annualized net income for the quarter that ended in Jun. 2024 was €455 Mil. CapitaLand Investment's average Total Stockholders Equity over the quarter that ended in Jun. 2024 was €9,686 Mil. Therefore, CapitaLand Investment's annualized ROE % for the quarter that ended in Jun. 2024 was 4.70%.

The historical rank and industry rank for CapitaLand Investment's ROE % or its related term are showing as below:

STU:5NU' s ROE % Range Over the Past 10 Years
Min: -4.42   Med: 5.39   Max: 11.1
Current: 1.12

During the past 5 years, CapitaLand Investment's highest ROE % was 11.10%. The lowest was -4.42%. And the median was 5.39%.

STU:5NU's ROE % is ranked worse than
57.61% of 1767 companies
in the Real Estate industry
Industry Median: 2.76 vs STU:5NU: 1.12

CapitaLand Investment ROE % Historical Data

The historical data trend for CapitaLand Investment'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.

CapitaLand Investment ROE % Chart

CapitaLand Investment Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23
ROE %
11.10 -4.26 9.60 5.59 1.20

CapitaLand Investment Semi-Annual Data
Dec19 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24
ROE % Get a 7-Day Free Trial Premium Member Only 5.52 5.53 4.57 -2.33 4.70

Competitive Comparison of CapitaLand Investment's ROE %

For the Real Estate Services subindustry, CapitaLand Investment'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.


CapitaLand Investment's ROE % Distribution in the Real Estate Industry

For the Real Estate industry and Real Estate sector, CapitaLand Investment's ROE % distribution charts can be found below:

* The bar in red indicates where CapitaLand Investment's ROE % falls into.



CapitaLand Investment ROE % Calculation

CapitaLand Investment'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 )
=124.598/( (10844.338+9883.169)/ 2 )
=124.598/10363.7535
=1.20 %

CapitaLand Investment's annualized ROE % for the quarter that ended in Jun. 2024 is calculated as

ROE %=Net Income (Q: Jun. 2024 )/( (Total Stockholders Equity (Q: Dec. 2023 )+Total Stockholders Equity (Q: Jun. 2024 ))/ count )
=454.982/( (9883.169+9487.937)/ 2 )
=454.982/9685.553
=4.70 %

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


CapitaLand Investment  (STU:5NU) 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: Jun. 2024 )
=Net Income/Total Stockholders Equity
=454.982/9685.553
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(454.982 / 1876.282)*(1876.282 / 23077.1765)*(23077.1765 / 9685.553)
=Net Margin %*Asset Turnover*Equity Multiplier
=24.25 %*0.0813*2.3826
=ROA %*Equity Multiplier
=1.97 %*2.3826
=4.70 %

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: Jun. 2024 )
=Net Income/Total Stockholders Equity
=454.982/9685.553
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (454.982 / 676.286) * (676.286 / 589.688) * (589.688 / 1876.282) * (1876.282 / 23077.1765) * (23077.1765 / 9685.553)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.6728 * 1.1469 * 31.43 % * 0.0813 * 2.3826
=4.70 %

Note: The net income data used here is two times the semi-annual (Jun. 2024) net income data. The Revenue data used here is two times the semi-annual (Jun. 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.


CapitaLand Investment ROE % Related Terms

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


CapitaLand Investment Business Description

Traded in Other Exchanges
Address
168 Robinson Road, No.30-01 Capital Tower, Singapore, SGP, 068912
CapitaLand Investment, or CLI, is a Singapore-headquartered real estate investment management company with SGD 134 billion in total asset under management. The company has two core business segments: real estate investment and fee-income-related business. The majority of its earnings are derived from its real estate investment business where it invests in a portfolio of office, retail, lodging, logistics, business parks, and data center assets for rental income. The firm also derives fee income from lodging management and management of underlying assets in investment vehicles such as an unlisted fund or REIT on behalf of its capital partners.

CapitaLand Investment Headlines

No Headlines