Sunway Real Estate Investment Trust (XKLS:5176) ROE %: 7.85% (As of Mar. 2026) — Near Median


XKLS:5176 Sunway Real Estate Investment Trust XKLS:5176
85 GF Score
Price RM2.20
GF Value RM2.17
Valuation Fairly Valued
! 6 Warning Signs
View Full Analysis

What is Sunway Real Estate Investment Trust ROE %?

Sunway Real Estate Investment Trust XKLS:5176 -0.45% 85 ROE % is 7.85% as of Mar. 2026, which is 5% below its 10-year median of 8.26. GuruFocus rates XKLS:5176 with a GF Score™ of 85/100 and a GF Value™ of RM2.17 (Fairly Valued). The stock has 6 warning signs investors should review. Among 933 REITs companies, Sunway Real Estate Investment Trust ranks better than 70.74% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Sunway Real Estate Investment Trust's annualized net income for the quarter that ended in Mar. 2026 was RM459.2 Mil. Sunway Real Estate Investment Trust's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was RM5,846.2 Mil. Therefore, Sunway Real Estate Investment Trust's annualized ROE % for the quarter that ended in Mar. 2026 was 7.85%.

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

XKLS:5176' s ROE % Range Over the Past 10 Years
Min: 2.7   Med: 8.26   Max: 10.27
Current: 9.41

During the past 13 years, Sunway Real Estate Investment Trust's highest ROE % was 10.27%. The lowest was 2.70%. And the median was 8.26%.

XKLS:5176's ROE % is ranked better than
70.74% of 933 companies
in the REITs industry
Industry Median: 6.15 vs XKLS:5176: 9.41

Sunway Real Estate Investment Trust  (XKLS:5176) 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
=459.156/5846.184
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(459.156 / 862.956)*(862.956 / 10648.538)*(10648.538 / 5846.184)
=Net Margin %*Asset Turnover*Equity Multiplier
=53.21 %*0.081*1.8215
=ROA %*Equity Multiplier
=4.31 %*1.8215
=7.85 %

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
=459.156/5846.184
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (459.156 / 459.156) * (459.156 / 598.444) * (598.444 / 862.956) * (862.956 / 10648.538) * (10648.538 / 5846.184)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1 * 0.7672 * 69.35 % * 0.081 * 1.8215
=7.85 %

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.


Sunway Real Estate Investment Trust ROE % Related Terms


Sunway Real Estate Investment Trust ROE % Historical Data

* Premium members only.

The historical data trend for Sunway Real Estate Investment 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.

Sunway Real Estate Investment Trust ROE % Chart

Sunway Real Estate Investment Trust Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.70 5.88 6.12 9.22 9.18

Sunway Real Estate Investment Trust Quarterly Data
Mar21 Jun21 Sep21 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 7.16 8.85 8.69 12.16 7.85

XKLS:5176 vs SPG, O, KIM: ROE % Comparison

For the REIT - Retail subindustry, Sunway Real Estate Investment 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.


Sunway Real Estate Investment Trust ROE % vs REITs Industry

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

* The bar in red indicates where Sunway Real Estate Investment Trust's ROE % falls into.


XKLS:5176
85GF Score
Sunway Real Estate Investment Trust XKLS:5176
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Sunway Real Estate Investment Trust ROE % Calculation

Sunway Real Estate Investment 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 )
=539.358/( (5871.994+5874.212)/ 2 )
=539.358/5873.103
=9.18 %

Sunway Real Estate Investment 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 )
=459.156/( (5874.212+5818.156)/ 2 )
=459.156/5846.184
=7.85 %

* 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 7.85% mean?
Sunway Real Estate Investment Trust (XKLS:5176) has a ROE % of 7.85% 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 Sunway Real Estate Investment Trust and its competitors. This is near median its historical median of 8.26. Over the past decade, Sunway Real Estate Investment Trust's ROE % has ranged from 2.70 to 10.27. According to the industry distribution chart, Sunway Real Estate Investment Trust ranks #273 out of 933 companies in the REITs industry, placing it in the top 29.3%.
Is Sunway Real Estate Investment Trust's ROE % too high?
Sunway Real Estate Investment Trust's current ROE % of 7.85% is near median its 10-year median of 8.26. Over the past 10 years, this metric has ranged from a low of 2.70 to a high of 10.27. The REITs industry median ROE % is 6.15. Sunway Real Estate Investment Trust's value of 7.85% is 27.6% above this industry median. Based on the distribution chart, Sunway Real Estate Investment Trust ranks #273 out of 933 companies in the REITs industry, which is above the industry midpoint. Overall, Sunway Real Estate Investment Trust has a GF Score™ of 85/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Sunway Real Estate Investment Trust's ROE % compare to SPG and O?
According to the REITs industry distribution chart, Sunway Real Estate Investment Trust ranks #273 out of 933 companies for ROE %. This puts Sunway Real Estate Investment Trust in the upper half of its industry. The industry median ROE % is 6.15. Sunway Real Estate Investment Trust's value of 7.85% is 27.6% above this benchmark. Historically, Sunway Real Estate Investment Trust's own ROE % has ranged from 2.70 to 10.27 over the past decade. While the company's 10-year median is 8.26 vs. the industry median of 6.15, Sunway Real Estate Investment 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 6.15, 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. Sunway Real Estate Investment Trust's current ROE % of 7.85% is 27.6% 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 Sunway Real Estate Investment Trust and its competitors. For the REITs industry, the median ROE % is 6.15 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sunway Real Estate Investment Trust's current ROE % is 7.85%, which is near median its own 10-year median of 8.26. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sunway Real Estate Investment Trust stock overvalued right now?
Based on GuruFocus' analysis, Sunway Real Estate Investment Trust (XKLS:5176) is currently considered Fairly Valued. The stock's GF Value™ is RM2.17, compared to a current price of RM2.20 — trading 1.4% above its estimated fair value. The current ROE % is 7.85%, which is near median its 10-year median of 8.26 and 27.6% above the REITs industry median of 6.15. Sunway Real Estate Investment Trust's overall GF Score™ is 85/100 with 6 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 Sunway Real Estate Investment Trust (XKLS:5176), the current ROE % is 7.85% 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 Sunway Real Estate Investment Trust (XKLS:5176) Overvalued in 2026?

Based on GuruFocus' analysis, Sunway Real Estate Investment Trust stock appears to be overvalued. The current stock price of RM2.20 is trading 1.4% above its estimated GF Value™ of RM2.17. GuruFocus considers Sunway Real Estate Investment Trust to be Fairly Valued.

Key valuation signals for XKLS:5176:

  • ROE %: 7.85% (near median its 10-year median of 8.26)
  • GF Value™: RM2.17 vs. price of RM2.20 (1.4% above fair value)
  • GF Score™: 85/100 with 6 warning signs
  • Industry Position: 27.6% above the REITs median (#273 of 933)

No single metric tells the full story. See the XKLS:5176 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Sunway Real Estate Investment Trust Business Description

Industry Real EstateREITs
Address Jalan Lagoon Timur, Level 15, Menara Sunway, Bandar Sunway, Subang Jaya, SGR, MYS, 47500
Sunway Real Estate Investment Trust provides unitholders with a diversified portfolio of retail, hospitality, office, and other real estate assets. Sunway REIT divides its property type into four categories: retail, hotel, office, services, Industrial, and others. The Retail segment, which generates maximum revenue, includes the renting of retail premises to tenants. The Hotel segment consists of the leasing of hotel premises to hotel operators. The Office segment involves the renting of office premises to tenants. The Services segment involves leasing of services related premises on long-term leases. The Industrial & Others involve leasing of industrial and other types of premises on long-term leases. Its geographical segments are Selangor, Kuala Lumpur, Penang, Johor, and Perak.
85GF Score

Get the complete analysis for XKLS:5176

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

RM2.20
Price
RM2.17
GF Value