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3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Charter Hall Social Infrastructure REIT's 3-Year ROIIC % for the quarter that ended in Jun. 2025 was 29.03%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
ASX:CQE's 3-Year ROIIC % is ranked better than 93.36% of 693
companies
in the REITs industry
Industry Median: 3.52
vs ASX:CQE: 29.03
Charter Hall Social Infrastructure REIT (ASX:CQE) 3-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Charter Hall Social Infrastructure REIT 3-Year ROIIC % Related Terms
Charter Hall Social Infrastructure REIT 3-Year ROIIC % 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.
Charter Hall Social Infrastructure REIT 3-Year ROIIC % Chart
Charter Hall Social Infrastructure REIT Annual Data
ASX:CQE vs EQIX, AMT, DLR: 3-Year ROIIC % Comparison
For the REIT - Specialty subindustry, Charter Hall Social Infrastructure REIT's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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.
Charter Hall Social Infrastructure REIT 3-Year ROIIC % vs REITs Industry
3-Year Incremental Net Operating Profit After Taxes (NOPAT)**
/
3-Year Incremental Invested Capital**
=
( 82.2 (Jun. 2025) - 75 (Jun. 2022) )
/
( 2084.5 (Jun. 2025) - 2059.7 (Jun. 2022) )
=
7.2
/
24.8
=
29.03%***
* 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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Charter Hall Social Infrastructure REIT (ASX:CQE) has a 3-Year ROIIC % of 29.03 as of Jun. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Charter Hall Social Infrastructure REIT and its competitors. This is 898% above median its historical median of 2.91. Over the past decade, Charter Hall Social Infrastructure REIT's 3-Year ROIIC % has ranged from 2.33 to 29.03. According to the industry distribution chart, Charter Hall Social Infrastructure REIT ranks #46 out of 693 companies in the REITs industry, placing it in the top 6.6%.
Is Charter Hall Social Infrastructure REIT's 3-Year ROIIC % too high?
Charter Hall Social Infrastructure REIT's current 3-Year ROIIC % of 29.03 is 898% above median its 10-year median of 2.91. Over the past 10 years, this metric has ranged from a low of 2.33 to a high of 29.03. The REITs industry median 3-Year ROIIC % is 3.52. Charter Hall Social Infrastructure REIT's value of 29.03 is 724.7% above this industry median. Based on the distribution chart, Charter Hall Social Infrastructure REIT ranks #46 out of 693 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, Charter Hall Social Infrastructure REIT has a GF Score™ of 78/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Charter Hall Social Infrastructure REIT's 3-Year ROIIC % compare to EQIX and AMT?
According to the REITs industry distribution chart, Charter Hall Social Infrastructure REIT ranks #46 out of 693 companies for 3-Year ROIIC %. This places Charter Hall Social Infrastructure REIT in the top 7% of its industry — outperforming the majority of peers. The industry median 3-Year ROIIC % is 3.52. Charter Hall Social Infrastructure REIT's value of 29.03 is 724.7% above this benchmark. Historically, Charter Hall Social Infrastructure REIT's own 3-Year ROIIC % has ranged from 2.33 to 29.03 over the past decade. While the company's 10-year median is 2.91 vs. the industry median of 3.52, Charter Hall Social Infrastructure REIT 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 3-Year ROIIC % for a REITs company?
The median 3-Year ROIIC % among REITs companies is 3.52, based on 693 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Charter Hall Social Infrastructure REIT's current 3-Year ROIIC % of 29.03 is 724.7% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Charter Hall Social Infrastructure REIT and its competitors. For the REITs industry, the median 3-Year ROIIC % is 3.52 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Charter Hall Social Infrastructure REIT's current 3-Year ROIIC % is 29.03, which is 898% above median its own 10-year median of 2.91. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Charter Hall Social Infrastructure REIT stock overvalued right now?
Based on GuruFocus' analysis, Charter Hall Social Infrastructure REIT (ASX:CQE) is currently considered Modestly Undervalued. The stock's GF Value™ is A$3.03, compared to a current price of A$2.62 — trading 13.5% below its estimated fair value. The current 3-Year ROIIC % is 29.03, which is 898% above median its 10-year median of 2.91 and 724.7% above the REITs industry median of 3.52. Charter Hall Social Infrastructure REIT's overall GF Score™ is 78/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Charter Hall Social Infrastructure REIT (ASX:CQE), the current 3-Year ROIIC % is 29.03 as of Jun. 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 Charter Hall Social Infrastructure REIT (ASX:CQE) Overvalued in 2026?
Based on GuruFocus' analysis, Charter Hall Social Infrastructure REIT stock appears to be undervalued.
The current stock price of A$2.62 is trading 13.5% below its estimated GF Value™ of A$3.03.
GuruFocus considers Charter Hall Social Infrastructure REIT to be Modestly Undervalued.
Key valuation signals for ASX:CQE:
3-Year ROIIC %: 29.03 (898% above median its 10-year median of 2.91)
GF Value™: A$3.03 vs. price of A$2.62 (13.5% below fair value)
Industry Position: 724.7% above the REITs median (#46 of 693)
No single metric tells the full story. See the ASX:CQE stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Charter Hall Social Infrastructure REIT Business Description
Charter Hall Social Infrastructure REIT leases properties to tenants offering essential community services. The property portfolio mostly consists of childcare centers, and several life sciences and healthcare, higher education, government services and transportation assets. Typically, Charter Hall Social locks in long-term leases with their tenants, baking in inflation-linked or fixed rental escalations annually. Leases are also subject to market reviews once every five years, which allows the landlord to re-calibrate rents to prevailing market rates. Most leases are "triple net", meaning tenants pay for all statutory and operating outgoings, such as land tax, repairs and maintenance. The REIT is externally managed by Charter Hall Group.
78GF Score
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