Margaux Real Estate Investment Trust (TSXV:ALFA.UN) ROIC %: 2.68% (As of Mar. 2026)

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TSXV:ALFA.UN Margaux Real Estate Investment Trust TSXV:ALFA.UN
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What is Margaux Real Estate Investment Trust ROIC %?

Margaux Real Estate Investment Trust TSXV:ALFA.UN -4.35% 11 ROIC % is 2.68% as of Mar. 2026. GuruFocus rates TSXV:ALFA.UN with a GF Score™ of 11/100. The stock has 5 warning signs investors should review.

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. Margaux Real Estate Investment Trust's annualized return on invested capital (ROIC %) for the quarter that ended in Mar. 2026 was 2.68%.

As of today (2026-07-22), Margaux Real Estate Investment Trust's WACC % is 8.35%. Margaux Real Estate Investment Trust's ROIC % is 0.08% (calculated using TTM income statement data). Margaux Real Estate Investment Trust earns returns that do not match up to its cost of capital. It will destroy value as it grows.

Margaux Real Estate Investment Trust  (TSXV:ALFA.UN) ROIC % Explanation

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. The reason book values of debt and equity are used is because the book values are the capital the company received when issuing the debt or receiving the equity investments.

There are four key components to this definition. The first is the use of operating income or EBIT rather than net income in the numerator. The second is the tax adjustment to this operating income or EBIT, computed as a hypothetical tax based on an effective or marginal tax rate. The third is the use of book values for invested capital, rather than market values. The final is the timing difference; the capital invested is from the end of the prior year whereas the operating income or EBIT is the current year's number.

Why is ROIC % important?

Because it costs money to raise capital. A firm that generates higher returns on investment than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.

As of today, Margaux Real Estate Investment Trust's WACC % is 8.35%. Margaux Real Estate Investment Trust's ROIC % is 0.08% (calculated using TTM income statement data). Margaux Real Estate Investment Trust earns returns that do not match up to its cost of capital. It will destroy value as it grows.

Be Aware

Like ROE % and ROA %, ROIC % is calculated with only 12 months of data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Margaux Real Estate Investment Trust ROIC % Related Terms

Margaux Real Estate Investment Trust ROIC % Historical Data

* Premium members only.

The historical data trend for Margaux Real Estate Investment Trust's ROIC % 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.

Margaux Real Estate Investment Trust ROIC % Chart

Margaux Real Estate Investment Trust Annual Data
Trend Dec23 Dec24 Dec25
ROIC %
0.00 2.85 -9.13

Margaux Real Estate Investment Trust Quarterly Data
Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROIC % Get a 7-Day Free Trial Premium Member Only -43.95 6.31 -1.65 -4.96 2.68

TSXV:ALFA.UN vs PLD, PSA, EXR: ROIC % Comparison

For the REIT - Industrial subindustry, Margaux Real Estate Investment Trust's ROIC %, along with its competitors' market caps and ROIC % 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.

Margaux Real Estate Investment Trust ROIC % vs REITs Industry

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

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


TSXV:ALFA.UN
11GF Score
Margaux Real Estate Investment Trust TSXV:ALFA.UN
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Margaux Real Estate Investment Trust ROIC % Calculation

Margaux Real Estate Investment Trust's annualized Return on Invested Capital (ROIC %) for the fiscal year that ended in Dec. 2025 is calculated as:

ROIC % (A: Dec. 2025 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (A: Dec. 2024 ) + Invested Capital (A: Dec. 2025 ))/ count )
=-1.167 * ( 1 - 0% )/( (9.018 + 16.542)/ 2 )
=-1.167/12.78
=-9.13 %

where

Invested Capital(A: Dec. 2024 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=8.672 - 0.77 - ( 0.302 - max(0, 1.69 - 0.574+0.302))
=9.018

Invested Capital(A: Dec. 2025 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=13.832 - 0.48 - ( 0.403 - max(0, 3.747 - 0.557+0.403))
=16.542

Margaux Real Estate Investment Trust's annualized Return on Invested Capital (ROIC %) for the quarter that ended in Mar. 2026 is calculated as:

ROIC % (Q: Mar. 2026 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (Q: Dec. 2025 ) + Invested Capital (Q: Mar. 2026 ))/ count )
=0.436 * ( 1 - 0% )/( (16.542 + 16.015)/ 2 )
=0.436/16.2785
=2.68 %

where

Invested Capital(Q: Dec. 2025 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=13.832 - 0.48 - ( 0.403 - max(0, 3.747 - 0.557+0.403))
=16.542

Invested Capital(Q: Mar. 2026 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=13.73 - 0.515 - ( 0.383 - max(0, 3.4 - 0.6+0.383))
=16.015

Note: The Operating Income data used here is four times the quarterly (Mar. 2026) data. The tax rate is limited to between 0% and 100%.

* 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.

Frequently Asked Questions Learn more about ROIC % →
What does a ROIC % of 2.68% mean?
Margaux Real Estate Investment Trust (TSXV:ALFA.UN) has a ROIC % of 2.68% as of Mar. 2026. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Margaux Real Estate Investment Trust and its competitors.
Is Margaux Real Estate Investment Trust's ROIC % too high?
Margaux Real Estate Investment Trust's current ROIC % is 2.68%. The REITs industry median ROIC % is 3.74. Margaux Real Estate Investment Trust's value of 2.68% is 28.3% below this industry median. Overall, Margaux Real Estate Investment Trust has a GF Score™ of 11/100, reflecting its overall financial health beyond just this single metric.
How does Margaux Real Estate Investment Trust's ROIC % compare to PLD and PSA?
Margaux Real Estate Investment Trust's ROIC % of 2.68% can be compared against companies in the REITs industry. The industry median ROIC % is 3.74. Margaux Real Estate Investment Trust's value of 2.68% is 28.3% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROIC % for a REITs company?
The median ROIC % among REITs companies is 3.74, based on 740 companies in the industry. Companies in the top quartile (top 25%) have a ROIC % significantly above this median, while those in the bottom quartile fall well below. However, ROIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Margaux Real Estate Investment Trust's current ROIC % of 2.68% is 28.3% 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 ROIC % mean?
A high ROIC % can signal that a stock is expensive relative to its fundamentals. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Margaux Real Estate Investment Trust and its competitors. For the REITs industry, the median ROIC % is 3.74 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Margaux Real Estate Investment Trust's current ROIC % is 2.68%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Margaux Real Estate Investment Trust stock overvalued right now?
Margaux Real Estate Investment Trust (TSXV:ALFA.UN) has a current ROIC % of 2.68%. The current ROIC % is 2.68% and 28.3% below the REITs industry median of 3.74. Margaux Real Estate Investment Trust's overall GF Score™ is 11/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROIC % calculated?
ROIC % is calculated from a company's financial statements. For Margaux Real Estate Investment Trust (TSXV:ALFA.UN), the current ROIC % is 2.68% 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.

Margaux Real Estate Investment Trust Business Description

Industry Real EstateREITs
Address 300 rue Goyer, suite 1, Laprairie, QC, CAN, J5R 5G5
Margaux Real Estate Investment Trust is an unincorporated open-ended real estate investment trust. It operates in one segment consisting of short-term storage facility services.
11GF Score

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

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