Immobiliere Dassault (XPAR:IMDA) ROE %: 2.87% (As of Dec. 2025) — 66% Below Median


XPAR:IMDA Immobiliere Dassault SA XPAR:IMDA
65 GF Score
Price €48.40
GF Value €62.88
Valuation Modestly Undervalued
! 3 Warning Signs
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What is Immobiliere Dassault ROE %?

Immobiliere Dassault XPAR:IMDA -0.21% 65 ROE % is 2.87% as of Dec. 2025, which is 66% below its 10-year median of 8.40. GuruFocus rates XPAR:IMDA with a GF Score™ of 65/100 and a GF Value™ of €62.88 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 933 REITs companies, Immobiliere Dassault ranks worse than 61.74% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Immobiliere Dassault's annualized net income for the quarter that ended in Dec. 2025 was €17.78 Mil. Immobiliere Dassault's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was €619.11 Mil. Therefore, Immobiliere Dassault's annualized ROE % for the quarter that ended in Dec. 2025 was 2.87%.

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

XPAR:IMDA' s ROE % Range Over the Past 10 Years
Min: -4.33   Med: 8.4   Max: 23.59
Current: 4.62

During the past 13 years, Immobiliere Dassault's highest ROE % was 23.59%. The lowest was -4.33%. And the median was 8.40%.

XPAR:IMDA's ROE % is ranked worse than
61.74% of 933 companies
in the REITs industry
Industry Median: 6.15 vs XPAR:IMDA: 4.62

Immobiliere Dassault  (XPAR:IMDA) 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: Dec. 2025 )
=Net Income/Total Stockholders Equity
=17.782/619.107
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(17.782 / 35.608)*(35.608 / 946.49)*(946.49 / 619.107)
=Net Margin %*Asset Turnover*Equity Multiplier
=49.94 %*0.0376*1.5288
=ROA %*Equity Multiplier
=1.88 %*1.5288
=2.87 %

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: Dec. 2025 )
=Net Income/Total Stockholders Equity
=17.782/619.107
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (17.782 / 17.708) * (17.708 / 36.728) * (36.728 / 35.608) * (35.608 / 946.49) * (946.49 / 619.107)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1.0042 * 0.4821 * 103.15 % * 0.0376 * 1.5288
=2.87 %

Note: The net income data used here is two times the semi-annual (Dec. 2025) net income data. The Revenue data used here is two times the semi-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.


Immobiliere Dassault ROE % Related Terms


Immobiliere Dassault ROE % Historical Data

* Premium members only.

The historical data trend for Immobiliere Dassault'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.

Immobiliere Dassault ROE % Chart

Immobiliere Dassault 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 13.13 7.25 -4.33 4.63 4.59

Immobiliere Dassault Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 -9.61 3.43 5.89 6.47 2.87

XPAR:IMDA vs VICI, WPC, BNL: ROE % Comparison

For the REIT - Diversified subindustry, Immobiliere Dassault'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.


Immobiliere Dassault ROE % vs REITs Industry

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

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


XPAR:IMDA
65GF Score
Immobiliere Dassault SA XPAR:IMDA
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Immobiliere Dassault ROE % Calculation

Immobiliere Dassault'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 )
=28.273/( (596.949+636.066)/ 2 )
=28.273/616.5075
=4.59 %

Immobiliere Dassault's annualized ROE % for the quarter that ended in Dec. 2025 is calculated as

ROE %=Net Income (Q: Dec. 2025 )/( (Total Stockholders Equity (Q: Jun. 2025 )+Total Stockholders Equity (Q: Dec. 2025 ))/ count )
=17.782/( (602.148+636.066)/ 2 )
=17.782/619.107
=2.87 %

* 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 two times the semi-annual (Dec. 2025) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 2.87% mean?
Immobiliere Dassault (XPAR:IMDA) has a ROE % of 2.87% 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 Immobiliere Dassault and its competitors. This is 66% below median its historical median of 8.40. According to the industry distribution chart, Immobiliere Dassault ranks #576 out of 933 companies in the REITs industry, placing it in the top 61.7%.
Is Immobiliere Dassault's ROE % too high?
Immobiliere Dassault's current ROE % of 2.87% is 66% below median its 10-year median of 8.40. The REITs industry median ROE % is 6.15. Immobiliere Dassault's value of 2.87% is 53.3% below this industry median. Based on the distribution chart, Immobiliere Dassault ranks #576 out of 933 companies in the REITs industry, which is below the industry midpoint. Overall, Immobiliere Dassault has a GF Score™ of 65/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Immobiliere Dassault's ROE % compare to VICI and WPC?
According to the REITs industry distribution chart, Immobiliere Dassault ranks #576 out of 933 companies for ROE %. This places Immobiliere Dassault in the lower half of its industry. The industry median ROE % is 6.15. Immobiliere Dassault's value of 2.87% is 53.3% below this benchmark. While the company's 10-year median is 8.40 vs. the industry median of 6.15, Immobiliere Dassault 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 6.15, 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. Immobiliere Dassault's current ROE % of 2.87% is 53.3% 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 Immobiliere Dassault 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. Immobiliere Dassault's current ROE % is 2.87%, which is 66% below median its own 10-year median of 8.40. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Immobiliere Dassault stock overvalued right now?
Based on GuruFocus' analysis, Immobiliere Dassault (XPAR:IMDA) is currently considered Modestly Undervalued. The stock's GF Value™ is €62.88, compared to a current price of €48.40 — trading 23% below its estimated fair value. The current ROE % is 2.87%, which is 66% below median its 10-year median of 8.40 and 53.3% below the REITs industry median of 6.15. Immobiliere Dassault's overall GF Score™ is 65/100 with 3 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 Immobiliere Dassault (XPAR:IMDA), the current ROE % is 2.87% 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 Immobiliere Dassault (XPAR:IMDA) Overvalued in 2026?

Based on GuruFocus' analysis, Immobiliere Dassault stock appears to be undervalued. The current stock price of €48.40 is trading 23% below its estimated GF Value™ of €62.88. GuruFocus considers Immobiliere Dassault to be Modestly Undervalued.

Key valuation signals for XPAR:IMDA:

  • ROE %: 2.87% (66% below median its 10-year median of 8.40)
  • GF Value™: €62.88 vs. price of €48.40 (23% below fair value)
  • GF Score™: 65/100 with 3 warning signs
  • Industry Position: 53.3% below the REITs median (#576 of 933)

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


Immobiliere Dassault Business Description

Industry Real EstateREITs
Other Exchanges 6KP:Germany
Address 9 rond-point des Champs-Elysees, Paris, FRA, 75008
Immobiliere Dassault SA is a France-based real estate company. It owns and manages the office and residential real estate properties. The company's objective is to progressively grow its real estate portfolio in the prime sector of Paris, with a medium and long-term heritage focus, focusing mainly on high-quality office and retail properties.
65GF Score

Get the complete analysis for XPAR:IMDA

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

€48.40
Price
€62.88
GF Value