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What is Panama Real Estate Development Fund ROE %?
Panama Real Estate Development FundXPTY:REDFUNHLT 27 ROE % is 5.29% as of Dec. 2025, which is 2% below its 10-year median of 5.41. GuruFocus rates XPTY:REDFUNHLT with a GF Score™ of 27/100. The stock has 2 warning signs investors should review. Among 1,611 Asset Management companies, Panama Real Estate Development Fund ranks worse than 55.74% on this metric.
XPTY:REDFUNHLT's ROE % is ranked worse than 55.74% of 1611
companies
in the Asset Management industry
Industry Median: 6.64
vs XPTY:REDFUNHLT: 5.29
Panama Real Estate Development Fund (XPTY:REDFUNHLT) 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.
Panama Real Estate Development Fund ROE % Related Terms
Panama Real Estate Development Fund ROE % Historical Data
* 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.
Panama Real Estate Development Fund ROE % Chart
Panama Real Estate Development Fund Annual Data
Trend
Dec24
Dec25
ROE %
5.52
5.29
Panama Real Estate Development Fund Semi-Annual Data
Dec24
Dec25
ROE %
5.52
5.29
XPTY:REDFUNHLT vs BLK, BX, KKR: ROE % Comparison
For the Asset Management subindustry, Panama Real Estate Development 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.
Panama Real Estate Development Fund ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Panama Real Estate Development Fund's ROE % distribution charts can be found below:
* The bar in red indicates where Panama Real Estate Development 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.
Panama Real Estate Development Fund (XPTY:REDFUNHLT) has a ROE % of 5.29% 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 Panama Real Estate Development Fund and its competitors. This is near median its historical median of 5.41. Over the past decade, Panama Real Estate Development Fund's ROE % has ranged from 5.29 to 5.52. According to the industry distribution chart, Panama Real Estate Development Fund ranks #898 out of 1611 companies in the Asset Management industry, placing it in the top 55.7%.
Is Panama Real Estate Development Fund's ROE % too high?
Panama Real Estate Development Fund's current ROE % of 5.29% is near median its 10-year median of 5.41. Over the past 10 years, this metric has ranged from a low of 5.29 to a high of 5.52. The Asset Management industry median ROE % is 6.64. Panama Real Estate Development Fund's value of 5.29% is 20.3% below this industry median. Based on the distribution chart, Panama Real Estate Development Fund ranks #898 out of 1611 companies in the Asset Management industry, which is below the industry midpoint. Overall, Panama Real Estate Development Fund has a GF Score™ of 27/100, reflecting its overall financial health beyond just this single metric.
How does Panama Real Estate Development Fund's ROE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Panama Real Estate Development Fund ranks #898 out of 1611 companies for ROE %. This places Panama Real Estate Development Fund in the lower half of its industry. The industry median ROE % is 6.64. Panama Real Estate Development Fund's value of 5.29% is 20.3% below this benchmark. Historically, Panama Real Estate Development Fund's own ROE % has ranged from 5.29 to 5.52 over the past decade. While the company's 10-year median is 5.41 vs. the industry median of 6.64, Panama Real Estate Development 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 an Asset Management company?
The median ROE % among Asset Management companies is 6.64, based on 1,611 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. Panama Real Estate Development Fund's current ROE % of 5.29% is 20.3% 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 Panama Real Estate Development Fund and its competitors. For the Asset Management industry, the median ROE % is 6.64 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Panama Real Estate Development Fund's current ROE % is 5.29%, which is near median its own 10-year median of 5.41. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Panama Real Estate Development Fund stock overvalued right now?
Panama Real Estate Development Fund (XPTY:REDFUNHLT) has a current ROE % of 5.29%. The current ROE % is 5.29%, which is near median its 10-year median of 5.41 and 20.3% below the Asset Management industry median of 6.64. Panama Real Estate Development Fund's overall GF Score™ is 27/100 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 Panama Real Estate Development Fund (XPTY:REDFUNHLT), the current ROE % is 5.29% 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.
Panama Real Estate Development Fund Business Description
Panama Real Estate Development Fund Inc is a real estate investment vehicle that provides institutional and private banking investors with exposure to the Panamanian real estate market. It focuses on investments in real estate development projects and income-generating, stabilized assets.
27GF Score
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