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Schroder Real Estate IT (LSE:SREI) ROE % : 2.33% (As of Sep. 2023)


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What is Schroder Real Estate IT ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Schroder Real Estate IT's annualized net income for the quarter that ended in Sep. 2023 was £6.96 Mil. Schroder Real Estate IT's average Total Stockholders Equity over the quarter that ended in Sep. 2023 was £298.34 Mil. Therefore, Schroder Real Estate IT's annualized ROE % for the quarter that ended in Sep. 2023 was 2.33%.

The historical rank and industry rank for Schroder Real Estate IT's ROE % or its related term are showing as below:

LSE:SREI' s ROE % Range Over the Past 10 Years
Min: -16.8   Med: 8.42   Max: 26.72
Current: -16.8

During the past 13 years, Schroder Real Estate IT's highest ROE % was 26.72%. The lowest was -16.80%. And the median was 8.42%.

LSE:SREI's ROE % is ranked worse than
94.58% of 794 companies
in the REITs industry
Industry Median: 4.32 vs LSE:SREI: -16.80

Schroder Real Estate IT ROE % Historical Data

The historical data trend for Schroder Real Estate IT'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.

* Premium members only.

Schroder Real Estate IT ROE % Chart

Schroder Real Estate IT Annual Data
Trend Mar14 Mar15 Mar16 Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 4.48 -9.74 1.50 26.72 -16.26

Schroder Real Estate IT Semi-Annual Data
Mar14 Sep14 Mar15 Sep15 Mar16 Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23
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 21.41 32.30 1.45 -34.44 2.33

Competitive Comparison of Schroder Real Estate IT's ROE %

For the REIT - Diversified subindustry, Schroder Real Estate IT'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.


Schroder Real Estate IT's ROE % Distribution in the REITs Industry

For the REITs industry and Real Estate sector, Schroder Real Estate IT's ROE % distribution charts can be found below:

* The bar in red indicates where Schroder Real Estate IT's ROE % falls into.



Schroder Real Estate IT ROE % Calculation

Schroder Real Estate IT's annualized ROE % for the fiscal year that ended in Mar. 2023 is calculated as

ROE %=Net Income (A: Mar. 2023 )/( (Total Stockholders Equity (A: Mar. 2022 )+Total Stockholders Equity (A: Mar. 2023 ))/ count )
=-54.715/( (372.183+300.689)/ 2 )
=-54.715/336.436
=-16.26 %

Schroder Real Estate IT's annualized ROE % for the quarter that ended in Sep. 2023 is calculated as

ROE %=Net Income (Q: Sep. 2023 )/( (Total Stockholders Equity (Q: Mar. 2023 )+Total Stockholders Equity (Q: Sep. 2023 ))/ count )
=6.96/( (300.689+295.991)/ 2 )
=6.96/298.34
=2.33 %

* 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 two times the semi-annual (Sep. 2023) net income data. ROE % is displayed in the 30-year financial page.


Schroder Real Estate IT  (LSE:SREI) 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: Sep. 2023 )
=Net Income/Total Stockholders Equity
=6.96/298.34
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(6.96 / 11.606)*(11.606 / 486.8055)*(486.8055 / 298.34)
=Net Margin %*Asset Turnover*Equity Multiplier
=59.97 %*0.0238*1.6317
=ROA %*Equity Multiplier
=1.43 %*1.6317
=2.33 %

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: Sep. 2023 )
=Net Income/Total Stockholders Equity
=6.96/298.34
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (6.96 / 6.96) * (6.96 / 11.606) * (11.606 / 486.8055) * (486.8055 / 298.34)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 1 * 59.97 % * 0.0238 * 1.6317
=2.33 %

Note: The net income data used here is two times the semi-annual (Sep. 2023) net income data. The Revenue data used here is two times the semi-annual (Sep. 2023) 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.


Schroder Real Estate IT ROE % Related Terms

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Schroder Real Estate IT (LSE:SREI) Business Description

Traded in Other Exchanges
Address
2 Town Mills, North Suite, Rue du Pre, Saint Peter Port, GGY, GY1 1LT
Schroder Real Estate IT Ltd is a real estate investment company. The company provides shareholders with income together with the potential for income and capital growth through investing in United Kingdom commercial property. Its only reporting segments is property investment. Geographically, the company operates in the United Kingdom. Its portfolio invests in the three main United Kingdom commercial real estate sectors of office, industrial and retail, and in other sectors including residential, leisure, healthcare and student accommodation.

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