VTR (Ventas) ROE %: 1.74% (As of Mar. 2026) — 42% Below Median


VTR Ventas Inc VTR
80 GF Score
Price $86.57
GF Value $69.98
Valuation Modestly Overvalued
! 8 Warning Signs
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What is Ventas ROE %?

Ventas VTR +1.41% 80 ROE % is 1.74% as of Mar. 2026, which is 42% below its 10-year median of 3.02. GuruFocus rates VTR with a GF Score™ of 80/100 and a GF Value™ of $69.98 (Modestly Overvalued). The stock has 8 warning signs investors should review. Among 933 REITs companies, Ventas ranks worse than 71.6% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Ventas's annualized net income for the quarter that ended in Mar. 2026 was $224 Mil. Ventas's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was $12,826 Mil. Therefore, Ventas's annualized ROE % for the quarter that ended in Mar. 2026 was 1.74%.

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

VTR' s ROE % Range Over the Past 10 Years
Min: -0.45   Med: 3.02   Max: 12.72
Current: 2.13

During the past 13 years, Ventas's highest ROE % was 12.72%. The lowest was -0.45%. And the median was 3.02%.

VTR's ROE % is ranked worse than
71.6% of 933 companies
in the REITs industry
Industry Median: 6.2 vs VTR: 2.13

Ventas  (NYSE:VTR) 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
=223.648/12826.1085
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(223.648 / 6627.776)*(6627.776 / 27639.245)*(27639.245 / 12826.1085)
=Net Margin %*Asset Turnover*Equity Multiplier
=3.37 %*0.2398*2.1549
=ROA %*Equity Multiplier
=0.81 %*2.1549
=1.74 %

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
=223.648/12826.1085
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (223.648 / 172.436) * (172.436 / 833.452) * (833.452 / 6627.776) * (6627.776 / 27639.245) * (27639.245 / 12826.1085)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1.297 * 0.2069 * 12.58 % * 0.2398 * 2.1549
=1.74 %

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.


Ventas ROE % Related Terms


Ventas ROE % Historical Data

* Premium members only.

The historical data trend for Ventas'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.

Ventas ROE % Chart

Ventas 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 0.47 -0.45 -0.42 0.80 2.16

Ventas 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 1.69 2.37 2.21 2.26 1.74

VTR vs OHI, DOC, AHR: ROE % Comparison

For the REIT - Healthcare Facilities subindustry, Ventas'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.


Ventas ROE % vs REITs Industry

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

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


VTR
80GF Score
Ventas Inc VTR
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Ventas ROE % Calculation

Ventas'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 )
=251.381/( (10771.267+12527.253)/ 2 )
=251.381/11649.26
=2.16 %

Ventas'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 )
=223.648/( (12527.253+13124.964)/ 2 )
=223.648/12826.1085
=1.74 %

* 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 1.74% mean?
Ventas (VTR) has a ROE % of 1.74% 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 Ventas and its competitors. This is 42% below median its historical median of 3.02. According to the industry distribution chart, Ventas ranks #668 out of 933 companies in the REITs industry, placing it in the top 71.6%.
Is Ventas' ROE % too high?
Ventas' current ROE % of 1.74% is 42% below median its 10-year median of 3.02. The REITs industry median ROE % is 6.20. Ventas' value of 1.74% is 71.9% below this industry median. Based on the distribution chart, Ventas ranks #668 out of 933 companies in the REITs industry, which is below the industry midpoint. Overall, Ventas has a GF Score™ of 80/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Ventas' ROE % compare to OHI and DOC?
According to the REITs industry distribution chart, Ventas ranks #668 out of 933 companies for ROE %. This places Ventas in the lower half of its industry. The industry median ROE % is 6.20. Ventas' value of 1.74% is 71.9% below this benchmark. While the company's 10-year median is 3.02 vs. the industry median of 6.20, Ventas 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 REITs company?
The median ROE % among REITs companies is 6.20, 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. Ventas's current ROE % of 1.74% is 71.9% 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 Ventas and its competitors. For the REITs industry, the median ROE % is 6.20 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Ventas's current ROE % is 1.74%, which is 42% below median its own 10-year median of 3.02. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Ventas stock overvalued right now?
Based on GuruFocus' analysis, Ventas (VTR) is currently considered Modestly Overvalued. The stock's GF Value™ is $69.98, compared to a current price of $86.57 — trading 23.7% above its estimated fair value. The current ROE % is 1.74%, which is 42% below median its 10-year median of 3.02 and 71.9% below the REITs industry median of 6.20. Ventas' overall GF Score™ is 80/100 with 8 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 Ventas (VTR), the current ROE % is 1.74% 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 Ventas (VTR) Overvalued in 2026?

Based on GuruFocus' analysis, Ventas stock appears to be overvalued. The current stock price of $86.57 is trading 23.7% above its estimated GF Value™ of $69.98. GuruFocus considers Ventas to be Modestly Overvalued.

Key valuation signals for VTR:

  • ROE %: 1.74% (42% below median its 10-year median of 3.02)
  • GF Value™: $69.98 vs. price of $86.57 (23.7% above fair value)
  • GF Score™: 80/100 with 8 warning signs
  • Industry Position: 71.9% below the REITs median (#668 of 933)

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


Ventas Business Description

Industry Real EstateREITs
Address 300 North LaSalle Street, Suite 1600, Chicago, IL, USA, 60654
Ventas owns a diversified healthcare portfolio of almost 1,400 in-place properties spread across the senior housing, medical office, hospital, life science, and skilled nursing/post-acute care. The portfolio includes almost 100 properties in Canada and the United Kingdom as the company looks for additional investment opportunities in countries with mature healthcare systems that operate similarly to the United States. The firm also owns mortgages and other loans, contributing about 1% of net operating income.
80GF Score

Get the complete analysis for VTR

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

$86.57
Price
$69.98
GF Value