Phoenix Capital Holding ADXBUL:PCH 15 ROE % is 8.14% as of Mar. 2026, which is 58% below its 10-year median of 19.21. GuruFocus rates XBUL:PCH with a GF Score™ of 15/100 and a GF Value™ of €1,495.81 (Possible Value Trap). The stock has 7 warning signs investors should review. Among 1,731 Real Estate companies, Phoenix Capital Holding AD ranks better than 68.52% on this metric.
The historical rank and industry rank for Phoenix Capital Holding AD's ROE % or its related term are showing as below:
XBUL:PCH'
s ROE % Range Over the Past 10 Years
Min: 0.42 Med: 19.21 Max: 230.03
Current: 8.26
During the past 13 years, Phoenix Capital Holding AD's highest ROE % was 230.03%. The lowest was 0.42%. And the median was 19.21%.
XBUL:PCH's ROE % is ranked better than 68.52% of 1731
companies
in the Real Estate industry
Industry Median: 3.92
vs XBUL:PCH: 8.26
Phoenix Capital Holding AD (XBUL:PCH) 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.
* 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 Real Estate Services subindustry, Phoenix Capital Holding AD'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.
Phoenix Capital Holding AD ROE % vs Real Estate Industry
For the Real Estate industry and Real Estate sector, Phoenix Capital Holding AD's ROE % distribution charts can be found below:
* The bar in red indicates where Phoenix Capital Holding AD'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.
Phoenix Capital Holding AD (XBUL:PCH) has a ROE % of 8.14% 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 Phoenix Capital Holding AD and its competitors. This is 58% below median its historical median of 19.21. Over the past decade, Phoenix Capital Holding AD's ROE % has ranged from 0.42 to 230.03. According to the industry distribution chart, Phoenix Capital Holding AD ranks #545 out of 1731 companies in the Real Estate industry, placing it in the top 31.5%.
Is Phoenix Capital Holding AD's ROE % too high?
Phoenix Capital Holding AD's current ROE % of 8.14% is 58% below median its 10-year median of 19.21. Over the past 10 years, this metric has ranged from a low of 0.42 to a high of 230.03. The Real Estate industry median ROE % is 3.92. Phoenix Capital Holding AD's value of 8.14% is 107.7% above this industry median. Based on the distribution chart, Phoenix Capital Holding AD ranks #545 out of 1731 companies in the Real Estate industry, which is above the industry midpoint. Overall, Phoenix Capital Holding AD has a GF Score™ of 15/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Phoenix Capital Holding AD's ROE % compare to CBRE and BEKE?
According to the Real Estate industry distribution chart, Phoenix Capital Holding AD ranks #545 out of 1731 companies for ROE %. This puts Phoenix Capital Holding AD in the upper half of its industry. The industry median ROE % is 3.92. Phoenix Capital Holding AD's value of 8.14% is 107.7% above this benchmark. Historically, Phoenix Capital Holding AD's own ROE % has ranged from 0.42 to 230.03 over the past decade. While the company's 10-year median is 19.21 vs. the industry median of 3.92, Phoenix Capital Holding AD 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 Real Estate company?
The median ROE % among Real Estate companies is 3.92, based on 1,731 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. Phoenix Capital Holding AD's current ROE % of 8.14% is 107.7% 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 Phoenix Capital Holding AD and its competitors. For the Real Estate industry, the median ROE % is 3.92 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Phoenix Capital Holding AD's current ROE % is 8.14%, which is 58% below median its own 10-year median of 19.21. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Phoenix Capital Holding AD stock overvalued right now?
Based on GuruFocus' analysis, Phoenix Capital Holding AD (XBUL:PCH) is currently considered Possible Value Trap. The stock's GF Value™ is €1,495.81, compared to a current price of €900.00 — trading 39.8% below its estimated fair value. The current ROE % is 8.14%, which is 58% below median its 10-year median of 19.21 and 107.7% above the Real Estate industry median of 3.92. Phoenix Capital Holding AD's overall GF Score™ is 15/100 with 7 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 Phoenix Capital Holding AD (XBUL:PCH), the current ROE % is 8.14% 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 Phoenix Capital Holding AD (XBUL:PCH) Overvalued in 2026?
Based on GuruFocus' analysis, Phoenix Capital Holding AD stock appears to be undervalued.
The current stock price of €900.00 is trading 39.8% below its estimated GF Value™ of €1,495.81.
GuruFocus considers Phoenix Capital Holding AD to be Possible Value Trap.
Key valuation signals for XBUL:PCH:
ROE %: 8.14% (58% below median its 10-year median of 19.21)
GF Value™: €1,495.81 vs. price of €900.00 (39.8% below fair value)
Industry Position: 107.7% above the Real Estate median (#545 of 1731)
No single metric tells the full story. See the XBUL:PCH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Phoenix Capital Holding AD is engaged in the acquisition of real estate, its management (including rental and construction works and improvements) and sale of the property. The company focuses on residential properties, office buildings, and holiday properties and hotels.
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