SUNS (Sunrise Realty Trust) ROE %: 9.33% (As of Mar. 2026) — Near Median

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SUNS Sunrise Realty Trust Inc SUNS
16 GF Score
Price $7.83
! 5 Warning Signs
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What is Sunrise Realty Trust ROE %?

Sunrise Realty Trust SUNS +1.82% 16 ROE % is 9.33% as of Mar. 2026, which is 6% above its 10-year median of 8.83. GuruFocus rates SUNS with a GF Score™ of 16/100. The stock has 5 warning signs investors should review. Among 921 REITs companies, Sunrise Realty Trust ranks better than 58.96% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Sunrise Realty Trust's annualized net income for the quarter that ended in Mar. 2026 was $17.01 Mil. Sunrise Realty Trust's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was $182.25 Mil. Therefore, Sunrise Realty Trust's annualized ROE % for the quarter that ended in Mar. 2026 was 9.33%.

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

SUNS' s ROE % Range Over the Past 10 Years
Min: 7.24   Med: 8.83   Max: 9.45
Current: 7.24

During the past 3 years, Sunrise Realty Trust's highest ROE % was 9.45%. The lowest was 7.24%. And the median was 8.83%.

SUNS's ROE % is ranked better than
58.96% of 921 companies
in the REITs industry
Industry Median: 6.13 vs SUNS: 7.24

Sunrise Realty Trust  (NAS:SUNS) 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
=17.012/182.246
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(17.012 / 41.092)*(41.092 / 320.1295)*(320.1295 / 182.246)
=Net Margin %*Asset Turnover*Equity Multiplier
=41.4 %*0.1284*1.7566
=ROA %*Equity Multiplier
=5.32 %*1.7566
=9.33 %

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
=17.012/182.246
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (17.012 / 17.012) * (17.012 / 17.012) * (17.012 / 41.092) * (41.092 / 320.1295) * (320.1295 / 182.246)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1 * 1 * 41.4 % * 0.1284 * 1.7566
=9.33 %

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.


Sunrise Realty Trust ROE % Related Terms


Sunrise Realty Trust ROE % Historical Data

* Premium members only.

The historical data trend for Sunrise Realty 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.

Sunrise Realty Trust ROE % Chart

Sunrise Realty Trust Annual Data
Trend Dec23 Dec24 Dec25
ROE %
0.00 9.45 8.20

Sunrise Realty Trust Quarterly Data
Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only 8.29 7.28 8.79 3.56 9.33

SUNS vs RPT, ACR, CHMI: ROE % Comparison

For the REIT - Mortgage subindustry, Sunrise Realty 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.


Sunrise Realty Trust ROE % vs REITs Industry

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

* The bar in red indicates where Sunrise Realty Trust's ROE % falls into.


SUNS
16GF Score
Sunrise Realty Trust Inc SUNS
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Sunrise Realty Trust ROE % Calculation

Sunrise Realty Trust'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 )
=12.142/( (114.138+181.962)/ 2 )
=12.142/148.05
=8.20 %

Sunrise Realty Trust'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 )
=17.012/( (181.962+182.53)/ 2 )
=17.012/182.246
=9.33 %

* 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 9.33% mean?
Sunrise Realty Trust (SUNS) has a ROE % of 9.33% 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 Sunrise Realty Trust and its competitors. This is near median its historical median of 8.83. Over the past decade, Sunrise Realty Trust's ROE % has ranged from 7.24 to 9.45. According to the industry distribution chart, Sunrise Realty Trust ranks #378 out of 921 companies in the REITs industry, placing it in the top 41%.
Is Sunrise Realty Trust's ROE % too high?
Sunrise Realty Trust's current ROE % of 9.33% is near median its 10-year median of 8.83. Over the past 10 years, this metric has ranged from a low of 7.24 to a high of 9.45. The REITs industry median ROE % is 6.13. Sunrise Realty Trust's value of 9.33% is 52.2% above this industry median. Based on the distribution chart, Sunrise Realty Trust ranks #378 out of 921 companies in the REITs industry, which is above the industry midpoint. Overall, Sunrise Realty Trust has a GF Score™ of 16/100, reflecting its overall financial health beyond just this single metric.
How does Sunrise Realty Trust's ROE % compare to RPT and ACR?
According to the REITs industry distribution chart, Sunrise Realty Trust ranks #378 out of 921 companies for ROE %. This puts Sunrise Realty Trust in the upper half of its industry. The industry median ROE % is 6.13. Sunrise Realty Trust's value of 9.33% is 52.2% above this benchmark. Historically, Sunrise Realty Trust's own ROE % has ranged from 7.24 to 9.45 over the past decade. While the company's 10-year median is 8.83 vs. the industry median of 6.13, Sunrise Realty Trust 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 6.13, based on 921 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. Sunrise Realty Trust's current ROE % of 9.33% is 52.2% 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 Sunrise Realty Trust and its competitors. For the REITs industry, the median ROE % is 6.13 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sunrise Realty Trust's current ROE % is 9.33%, which is near median its own 10-year median of 8.83. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sunrise Realty Trust stock overvalued right now?
Sunrise Realty Trust (SUNS) has a current ROE % of 9.33%. The current ROE % is 9.33%, which is near median its 10-year median of 8.83 and 52.2% above the REITs industry median of 6.13. Sunrise Realty Trust's overall GF Score™ is 16/100 with 5 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 Sunrise Realty Trust (SUNS), the current ROE % is 9.33% 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.

Sunrise Realty Trust Business Description

Industry Real EstateREITs
Address 525 Okeechobee Boulevard, Suite 1650, West Palm Beach, FL, USA, 33401
Sunrise Realty Trust Inc is a real estate investment trust company. It is focus on originating CRE debt investments and providing capital to high-quality borrowers and sponsors with transitional business plans collateralized by CRE assets with opportunities for near-term value creation, as well as recapitalization opportunities. It intends to create a diversified investment portfolio, targeting investments in senior mortgage loans, mezzanine loans, whole loans, B-notes, CMBS, and debt-like preferred equity securities across CRE asset classes and investment mix to include high-quality multi-family, condominiums, retail, office, hospitality, industrial, mixed-use, and specialty-use real estate. The company's portfolio is concentrated in the Southern U.S.
16GF Score

Get the complete analysis for SUNS

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

$7.83
Price