Adgar Investments & Development (XTAE:ADGR) ROE %: 8.71% (As of Mar. 2026) — 27% Above Median

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XTAE:ADGR Adgar Investments & Development Ltd XTAE:ADGR
61 GF Score
Price ₪3.78
GF Value ₪5.28
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Adgar Investments & Development ROE %?

Adgar Investments & Development XTAE:ADGR -0.19% 61 ROE % is 8.71% as of Mar. 2026, which is 27% above its 10-year median of 6.86. GuruFocus rates XTAE:ADGR with a GF Score™ of 61/100 and a GF Value™ of ₪5.28 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,733 Real Estate companies, Adgar Investments & Development ranks better than 76.46% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Adgar Investments & Development's annualized net income for the quarter that ended in Mar. 2026 was ₪139.7 Mil. Adgar Investments & Development's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was ₪1,603.9 Mil. Therefore, Adgar Investments & Development's annualized ROE % for the quarter that ended in Mar. 2026 was 8.71%.

The historical rank and industry rank for Adgar Investments & Development's ROE % or its related term are showing as below:

XTAE:ADGR' s ROE % Range Over the Past 10 Years
Min: -2.71   Med: 6.86   Max: 15.43
Current: 10.94

During the past 13 years, Adgar Investments & Development's highest ROE % was 15.43%. The lowest was -2.71%. And the median was 6.86%.

XTAE:ADGR's ROE % is ranked better than
76.46% of 1733 companies
in the Real Estate industry
Industry Median: 4.04 vs XTAE:ADGR: 10.94

Adgar Investments & Development  (XTAE:ADGR) 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
=139.692/1603.9085
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(139.692 / 324.536)*(324.536 / 5673.994)*(5673.994 / 1603.9085)
=Net Margin %*Asset Turnover*Equity Multiplier
=43.04 %*0.0572*3.5376
=ROA %*Equity Multiplier
=2.46 %*3.5376
=8.71 %

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
=139.692/1603.9085
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (139.692 / 199.452) * (199.452 / 221.4) * (221.4 / 324.536) * (324.536 / 5673.994) * (5673.994 / 1603.9085)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7004 * 0.9009 * 68.22 % * 0.0572 * 3.5376
=8.71 %

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.


Adgar Investments & Development ROE % Related Terms


Adgar Investments & Development ROE % Historical Data

* Premium members only.

The historical data trend for Adgar Investments & Development'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.

Adgar Investments & Development ROE % Chart

Adgar Investments & Development 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 15.43 -0.40 6.70 -0.50 8.53

Adgar Investments & Development Quarterly Data
Jun21 Sep21 Dec21 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 -0.86 7.22 4.26 22.83 8.71

XTAE:ADGR vs CBRE, BEKE, JLL: ROE % Comparison

For the Real Estate Services subindustry, Adgar Investments & Development'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.


Adgar Investments & Development ROE % vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Adgar Investments & Development's ROE % distribution charts can be found below:

* The bar in red indicates where Adgar Investments & Development's ROE % falls into.


XTAE:ADGR
61GF Score
Adgar Investments & Development Ltd XTAE:ADGR
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Adgar Investments & Development ROE % Calculation

Adgar Investments & Development'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 )
=128.105/( (1395.464+1606.919)/ 2 )
=128.105/1501.1915
=8.53 %

Adgar Investments & Development'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 )
=139.692/( (1606.919+1600.898)/ 2 )
=139.692/1603.9085
=8.71 %

* 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 8.71% mean?
Adgar Investments & Development (XTAE:ADGR) has a ROE % of 8.71% 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 Adgar Investments & Development and its competitors. This is 27% above median its historical median of 6.86. According to the industry distribution chart, Adgar Investments & Development ranks #408 out of 1733 companies in the Real Estate industry, placing it in the top 23.5%.
Is Adgar Investments & Development's ROE % too high?
Adgar Investments & Development's current ROE % of 8.71% is 27% above median its 10-year median of 6.86. The Real Estate industry median ROE % is 4.04. Adgar Investments & Development's value of 8.71% is 115.6% above this industry median. Based on the distribution chart, Adgar Investments & Development ranks #408 out of 1733 companies in the Real Estate industry, which is in the top quartile — a strong position relative to peers. Overall, Adgar Investments & Development has a GF Score™ of 61/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Adgar Investments & Development's ROE % compare to CBRE and BEKE?
According to the Real Estate industry distribution chart, Adgar Investments & Development ranks #408 out of 1733 companies for ROE %. This places Adgar Investments & Development in the top 24% of its industry — outperforming the majority of peers. The industry median ROE % is 4.04. Adgar Investments & Development's value of 8.71% is 115.6% above this benchmark. While the company's 10-year median is 6.86 vs. the industry median of 4.04, Adgar Investments & Development 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 4.04, based on 1,733 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. Adgar Investments & Development's current ROE % of 8.71% is 115.6% 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 Adgar Investments & Development and its competitors. For the Real Estate industry, the median ROE % is 4.04 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Adgar Investments & Development's current ROE % is 8.71%, which is 27% above median its own 10-year median of 6.86. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Adgar Investments & Development stock overvalued right now?
Based on GuruFocus' analysis, Adgar Investments & Development (XTAE:ADGR) is currently considered Modestly Undervalued. The stock's GF Value™ is ₪5.28, compared to a current price of ₪3.78 — trading 28.5% below its estimated fair value. The current ROE % is 8.71%, which is 27% above median its 10-year median of 6.86 and 115.6% above the Real Estate industry median of 4.04. Adgar Investments & Development's overall GF Score™ is 61/100 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 Adgar Investments & Development (XTAE:ADGR), the current ROE % is 8.71% 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 Adgar Investments & Development (XTAE:ADGR) Overvalued in 2026?

Based on GuruFocus' analysis, Adgar Investments & Development stock appears to be undervalued. The current stock price of ₪3.78 is trading 28.5% below its estimated GF Value™ of ₪5.28. GuruFocus considers Adgar Investments & Development to be Modestly Undervalued.

Key valuation signals for XTAE:ADGR:

  • ROE %: 8.71% (27% above median its 10-year median of 6.86)
  • GF Value™: ₪5.28 vs. price of ₪3.78 (28.5% below fair value)
  • GF Score™: 61/100 with 2 warning signs
  • Industry Position: 115.6% above the Real Estate median (#408 of 1733)

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


Adgar Investments & Development Business Description

Address 35 Efal Street, Petach Tikva, ISR, 49511
Adgar Investments & Development Ltd is a real estate company. It operates in the income-producing real estate market. The company holds investment properties, mainly for use as office premises in Israel and abroad. It also develops and manages construction projects. The company operates in Israel, Canada, Poland, and Belgium.
61GF Score

Get the complete analysis for XTAE:ADGR

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

₪3.78
Price
₪5.28
GF Value