Charter Hall Social Infrastructure REIT (ASX:CQE) 3-Year RORE % : -127.98% (As of Dec. 2025)

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ASX:CQE Charter Hall Social Infrastructure REIT ASX:CQE
78 GF Score
Price A$2.62
GF Value A$3.03
Valuation Modestly Undervalued
! 7 Warning Signs
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What is Charter Hall Social Infrastructure REIT 3-Year RORE %?

Charter Hall Social Infrastructure REIT ASX:CQE -1.13% 78 3-Year RORE % is -127.98 as of Dec. 2025. GuruFocus rates ASX:CQE with a GF Score™ of 78/100 and a GF Value™ of A$3.03 (Modestly Undervalued). The stock has 7 warning signs investors should review. Among 833 REITs companies, Charter Hall Social Infrastructure REIT ranks worse than 88.48% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Charter Hall Social Infrastructure REIT's 3-Year RORE % for the quarter that ended in Dec. 2025 was -127.98%.

The industry rank for Charter Hall Social Infrastructure REIT's 3-Year RORE % or its related term are showing as below:

ASX:CQE's 3-Year RORE % is ranked worse than
88.48% of 833 companies
in the REITs industry
Industry Median: -0.99 vs ASX:CQE: -127.98

Charter Hall Social Infrastructure REIT  (ASX:CQE) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Charter Hall Social Infrastructure REIT 3-Year RORE % Related Terms


Charter Hall Social Infrastructure REIT 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Charter Hall Social Infrastructure REIT's 3-Year RORE % 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.

Charter Hall Social Infrastructure REIT 3-Year RORE % Chart

Charter Hall Social Infrastructure REIT Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 41.82 56.42 -28.62 -176.66 -16.67

Charter Hall Social Infrastructure REIT Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
3-Year RORE % 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 -93.77 -176.66 -430.56 -16.67 -127.98

ASX:CQE vs EQIX, AMT, DLR: 3-Year RORE % Comparison

For the REIT - Specialty subindustry, Charter Hall Social Infrastructure REIT's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 RORE % vs REITs Industry

For the REITs industry and Real Estate sector, Charter Hall Social Infrastructure REIT's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Charter Hall Social Infrastructure REIT's 3-Year RORE % falls into.


ASX:CQE
78GF Score
Charter Hall Social Infrastructure REIT ASX:CQE
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Charter Hall Social Infrastructure REIT 3-Year RORE % Calculation

Charter Hall Social Infrastructure REIT's 3-Year RORE % for the quarter that ended in Dec. 2025 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 0.235-0.02 )/( 0.314-0.482 )
=0.215/-0.168
=-127.98 %

* 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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Dec. 2025 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of -127.98 mean?
Charter Hall Social Infrastructure REIT (ASX:CQE) has a 3-Year RORE % of -127.98 as of Dec. 2025. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Charter Hall Social Infrastructure REIT and its competitors. According to the industry distribution chart, Charter Hall Social Infrastructure REIT ranks #737 out of 833 companies in the REITs industry, placing it in the top 88.5%.
Is Charter Hall Social Infrastructure REIT's 3-Year RORE % too high?
Charter Hall Social Infrastructure REIT's current 3-Year RORE % is -127.98. Based on the distribution chart, Charter Hall Social Infrastructure REIT ranks #737 out of 833 companies in the REITs industry, which is in the bottom quartile 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 RORE % compare to EQIX and AMT?
According to the REITs industry distribution chart, Charter Hall Social Infrastructure REIT ranks #737 out of 833 companies for 3-Year RORE %. This places Charter Hall Social Infrastructure REIT in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for a REITs company?
A good 3-Year RORE % depends on the REITs industry context. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Charter Hall Social Infrastructure REIT and its competitors. Charter Hall Social Infrastructure REIT's current 3-Year RORE % is -127.98. 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 RORE % is -127.98. 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 RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Charter Hall Social Infrastructure REIT (ASX:CQE), the current 3-Year RORE % is -127.98 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 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 RORE %: -127.98
  • GF Value™: A$3.03 vs. price of A$2.62 (13.5% below fair value)
  • GF Score™: 78/100 with 7 warning signs

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

Industry Real EstateREITs
Other Exchanges FKKEF:USAB6Z0:Germany
Address No. 1 Martin Place, Level 20, Sydney, NSW, AUS, 2000
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

Get the complete analysis for ASX:CQE

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

A$2.62
Price
A$3.03
GF Value