The historical rank and industry rank for Sagicor Real Estate X Fund's ROE % or its related term are showing as below:
XJAM:XFUND'
s ROE % Range Over the Past 10 Years
Min: 2.13 Med: 2.61 Max: 4.42
Current: 4.42
During the past 5 years, Sagicor Real Estate X Fund's highest ROE % was 4.42%. The lowest was 2.13%. And the median was 2.61%.
XJAM:XFUND's ROE % is ranked worse than 55.1% of 824
companies
in the Travel & Leisure industry
Industry Median: 5.485
vs XJAM:XFUND: 4.42
Sagicor Real Estate X Fund (XJAM:XFUND) 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 one times the annual (Dec. 2025) net income data. The Revenue data used here is one times the annual (Dec. 2025) 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.
Sagicor Real Estate X Fund ROE % Chart
Sagicor Real Estate X Fund Annual Data
Trend
Dec21
Dec22
Dec23
Dec24
Dec25
ROE %
2.27
2.61
3.25
2.13
4.42
Sagicor Real Estate X Fund Semi-Annual Data
Dec21
Dec22
Dec23
Dec24
Dec25
ROE %
2.27
2.61
3.25
2.13
4.42
XJAM:XFUND vs MAR, HLT, H: ROE % Comparison
For the Lodging subindustry, Sagicor Real Estate X Fund'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.
Sagicor Real Estate X Fund ROE % vs Travel & Leisure Industry
For the Travel & Leisure industry and Consumer Cyclical sector, Sagicor Real Estate X Fund's ROE % distribution charts can be found below:
* The bar in red indicates where Sagicor Real Estate X Fund'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 one times the annual (Dec. 2025) net income data.
ROE % is displayed in the 30-year financial page.
Sagicor Real Estate X Fund (XJAM:XFUND) has a ROE % of 4.42% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Sagicor Real Estate X Fund and its competitors. This is 69% above median its historical median of 2.61. Over the past decade, Sagicor Real Estate X Fund's ROE % has ranged from 2.13 to 4.42. According to the industry distribution chart, Sagicor Real Estate X Fund ranks #454 out of 824 companies in the Travel & Leisure industry, placing it in the top 55.1%.
Is Sagicor Real Estate X Fund's ROE % too high?
Sagicor Real Estate X Fund's current ROE % of 4.42% is 69% above median its 10-year median of 2.61. Over the past 10 years, this metric has ranged from a low of 2.13 to a high of 4.42. The Travel & Leisure industry median ROE % is 5.49. Sagicor Real Estate X Fund's value of 4.42% is 19.4% below this industry median. Based on the distribution chart, Sagicor Real Estate X Fund ranks #454 out of 824 companies in the Travel & Leisure industry, which is below the industry midpoint. Overall, Sagicor Real Estate X Fund has a GF Score™ of 66/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Sagicor Real Estate X Fund's ROE % compare to MAR and HLT?
According to the Travel & Leisure industry distribution chart, Sagicor Real Estate X Fund ranks #454 out of 824 companies for ROE %. This places Sagicor Real Estate X Fund in the lower half of its industry. The industry median ROE % is 5.49. Sagicor Real Estate X Fund's value of 4.42% is 19.4% below this benchmark. Historically, Sagicor Real Estate X Fund's own ROE % has ranged from 2.13 to 4.42 over the past decade. While the company's 10-year median is 2.61 vs. the industry median of 5.49, Sagicor Real Estate X Fund 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 Travel & Leisure company?
The median ROE % among Travel & Leisure companies is 5.49, based on 824 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. Sagicor Real Estate X Fund's current ROE % of 4.42% is 19.4% 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 Sagicor Real Estate X Fund and its competitors. For the Travel & Leisure industry, the median ROE % is 5.49 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sagicor Real Estate X Fund's current ROE % is 4.42%, which is 69% above median its own 10-year median of 2.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sagicor Real Estate X Fund stock overvalued right now?
Based on GuruFocus' analysis, Sagicor Real Estate X Fund (XJAM:XFUND) is currently considered Fairly Valued. The stock's GF Value™ is JMD9.21, compared to a current price of JMD8.99 — trading 2.4% below its estimated fair value. The current ROE % is 4.42%, which is 69% above median its 10-year median of 2.61 and 19.4% below the Travel & Leisure industry median of 5.49. Sagicor Real Estate X Fund's overall GF Score™ is 66/100 with 2 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 Sagicor Real Estate X Fund (XJAM:XFUND), the current ROE % is 4.42% as of Dec. 2025. 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 Sagicor Real Estate X Fund (XJAM:XFUND) Overvalued in 2026?
Based on GuruFocus' analysis, Sagicor Real Estate X Fund stock appears to be undervalued.
The current stock price of JMD8.99 is trading 2.4% below its estimated GF Value™ of JMD9.21.
GuruFocus considers Sagicor Real Estate X Fund to be Fairly Valued.
Key valuation signals for XJAM:XFUND:
ROE %: 4.42% (69% above median its 10-year median of 2.61)
GF Value™: JMD9.21 vs. price of JMD8.99 (2.4% below fair value)
Industry Position: 19.4% below the Travel & Leisure median (#454 of 824)
No single metric tells the full story. See the XJAM:XFUND stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Sagicor Real Estate X Fund Ltd is an International Business Company with property investments held through its subsidiaries. The Company's main business activity is to invest in hotel and commercial real estate activities and has engaged Sagicor Property Services (SPS) to manage and operate its direct and indirect real estate assets domiciled in Jamaica. The Group is organised into two primary business segments: Hotel Operations, comprising the direct ownership and operation of hotels and generating maximum revenue, and Commercial Operations, comprising indirect investment in real estate via the Sagicor Sigma Global Funds and the investment property in X Fund Properties Limited. The Group operates in the Caribbean and the United States of America, which generate maximum revenue.
66GF Score
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