Equites Property Fund (JSE:EQU) 3-Year RORE % : 147.96% (As of Feb. 2026)

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JSE:EQU Equites Property Fund Ltd JSE:EQU
81 GF Score
Price R17.61
GF Value R12.17
Valuation Significantly Overvalued
! 12 Warning Signs
View Full Analysis

What is Equites Property Fund 3-Year RORE %?

Equites Property Fund JSE:EQU -1.07% 81 3-Year RORE % is 147.96 as of Feb. 2026. GuruFocus rates JSE:EQU with a GF Score™ of 81/100 and a GF Value™ of R12.17 (Significantly Overvalued). The stock has 12 warning signs investors should review. Among 819 REITs companies, Equites Property Fund ranks better than 89.87% 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. Equites Property Fund's 3-Year RORE % for the quarter that ended in Feb. 2026 was 147.96%.

The industry rank for Equites Property Fund's 3-Year RORE % or its related term are showing as below:

JSE:EQU's 3-Year RORE % is ranked better than
89.87% of 819 companies
in the REITs industry
Industry Median: 0.56 vs JSE:EQU: 147.96

Equites Property Fund  (JSE:EQU) 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.


Equites Property Fund 3-Year RORE % Related Terms


Equites Property Fund 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Equites Property Fund'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.

Equites Property Fund 3-Year RORE % Chart

Equites Property Fund Annual Data
Trend Feb17 Feb18 Feb19 Feb20 Feb21 Feb22 Feb23 Feb24 Feb25 Feb26
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 519.87 73.83 119.76 -72.39 147.96

Equites Property Fund Semi-Annual Data
Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25 Feb26
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 119.76 54.10 -72.39 -121.06 147.96

JSE:EQU vs PLD, PSA, EXR: 3-Year RORE % Comparison

For the REIT - Industrial subindustry, Equites Property Fund'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.


Equites Property Fund 3-Year RORE % vs REITs Industry

For the REITs industry and Real Estate sector, Equites Property Fund's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Equites Property Fund's 3-Year RORE % falls into.


JSE:EQU
81GF Score
Equites Property Fund Ltd JSE:EQU
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Equites Property Fund 3-Year RORE % Calculation

Equites Property Fund's 3-Year RORE % for the quarter that ended in Feb. 2026 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 )
=( 1.93-1.458 )/( 4.54-4.221 )
=0.472/0.319
=147.96 %

* 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 Feb. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 147.96 mean?
Equites Property Fund (JSE:EQU) has a 3-Year RORE % of 147.96 as of Feb. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Equites Property Fund and its competitors. According to the industry distribution chart, Equites Property Fund ranks #83 out of 819 companies in the REITs industry, placing it in the top 10.1%.
Is Equites Property Fund's 3-Year RORE % too high?
Equites Property Fund's current 3-Year RORE % is 147.96. The REITs industry median 3-Year RORE % is 0.56. Equites Property Fund's value of 147.96 is 26321.4% above this industry median. Based on the distribution chart, Equites Property Fund ranks #83 out of 819 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, Equites Property Fund has a GF Score™ of 81/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Equites Property Fund's 3-Year RORE % compare to PLD and PSA?
According to the REITs industry distribution chart, Equites Property Fund ranks #83 out of 819 companies for 3-Year RORE %. This places Equites Property Fund in the top 10% of its industry — outperforming the majority of peers. The industry median 3-Year RORE % is 0.56. Equites Property Fund's value of 147.96 is 26321.4% above this benchmark. 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?
The median 3-Year RORE % among REITs companies is 0.56, based on 819 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Equites Property Fund's current 3-Year RORE % of 147.96 is 26321.4% 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 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 Equites Property Fund and its competitors. For the REITs industry, the median 3-Year RORE % is 0.56 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Equites Property Fund's current 3-Year RORE % is 147.96. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Equites Property Fund stock overvalued right now?
Based on GuruFocus' analysis, Equites Property Fund (JSE:EQU) is currently considered Significantly Overvalued. The stock's GF Value™ is R12.17, compared to a current price of R17.61 — trading 44.7% above its estimated fair value. The current 3-Year RORE % is 147.96 and 26321.4% above the REITs industry median of 0.56. Equites Property Fund's overall GF Score™ is 81/100 with 12 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 Equites Property Fund (JSE:EQU), the current 3-Year RORE % is 147.96 as of Feb. 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 Equites Property Fund (JSE:EQU) Overvalued in 2026?

Based on GuruFocus' analysis, Equites Property Fund stock appears to be overvalued. The current stock price of R17.61 is trading 44.7% above its estimated GF Value™ of R12.17. GuruFocus considers Equites Property Fund to be Significantly Overvalued.

Key valuation signals for JSE:EQU:

  • 3-Year RORE %: 147.96
  • GF Value™: R12.17 vs. price of R17.61 (44.7% above fair value)
  • GF Score™: 81/100 with 12 warning signs
  • Industry Position: 26321.4% above the REITs median (#83 of 819)

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


Equites Property Fund Business Description

Industry Real EstateREITs
Address 4 Bree Street, 14th Floor, Portside Towers, Cape Town, WC, ZAF, 8001
Equites Property Fund Ltd generates rental income from investment in and development of modern logistics facilities. Its business activities include development, acquisition of vacant land and brownfield opportunities, acquisition of tenanted property, property management, and capital management. The Group operates through three reportable segments: SA Industrial, generate maximum revenue, which incorporates all the SA industrial and logistics assets; UK Developer, which relates to the disposal of land and turnkey developments; and Other, which comprises non-property-related activities. The Group has industrial and logistics assets in the Western Cape, Eastern Cape, Gauteng, and KwaZulu-Natal, and one ongoing development site in the UK.
81GF Score

Get the complete analysis for JSE:EQU

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

R17.61
Price
R12.17
GF Value