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Sila Realty Trust (Sila Realty Trust) ROE % : 4.01% (As of Mar. 2024)


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What is Sila Realty Trust ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Sila Realty Trust's annualized net income for the quarter that ended in Mar. 2024 was $59.9 Mil. Sila Realty Trust's average Total Stockholders Equity over the quarter that ended in Mar. 2024 was $1,493.5 Mil. Therefore, Sila Realty Trust's annualized ROE % for the quarter that ended in Mar. 2024 was 4.01%.

The historical rank and industry rank for Sila Realty Trust's ROE % or its related term are showing as below:

CVMCD' s ROE % Range Over the Past 10 Years
Min: -1.19   Med: 2.11   Max: 24.74
Current: 1.63

During the past 10 years, Sila Realty Trust's highest ROE % was 24.74%. The lowest was -1.19%. And the median was 2.11%.

CVMCD's ROE % is ranked worse than
63.48% of 794 companies
in the REITs industry
Industry Median: 4.32 vs CVMCD: 1.63

Sila Realty Trust ROE % Historical Data

The historical data trend for Sila Realty Trust'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.

Sila Realty Trust ROE % Chart

Sila Realty Trust Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.20 2.17 24.74 -0.51 1.58

Sila Realty Trust Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
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 3.67 1.00 3.90 -2.38 4.01

Competitive Comparison of Sila Realty Trust's ROE %

For the REIT - Healthcare Facilities subindustry, Sila Realty Trust'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.


Sila Realty Trust's ROE % Distribution in the REITs Industry

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

* The bar in red indicates where Sila Realty Trust's ROE % falls into.



Sila Realty Trust ROE % Calculation

Sila Realty Trust's annualized ROE % for the fiscal year that ended in Dec. 2023 is calculated as

ROE %=Net Income (A: Dec. 2023 )/( (Total Stockholders Equity (A: Dec. 2022 )+Total Stockholders Equity (A: Dec. 2023 ))/ count )
=24.042/( (1555.095+1494.435)/ 2 )
=24.042/1524.765
=1.58 %

Sila Realty Trust's annualized ROE % for the quarter that ended in Mar. 2024 is calculated as

ROE %=Net Income (Q: Mar. 2024 )/( (Total Stockholders Equity (Q: Dec. 2023 )+Total Stockholders Equity (Q: Mar. 2024 ))/ count )
=59.92/( (1494.435+1492.507)/ 2 )
=59.92/1493.471
=4.01 %

* 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 four times the quarterly (Mar. 2024) net income data. ROE % is displayed in the 30-year financial page.


Sila Realty Trust  (OTCPK:CVMCD) 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: Mar. 2024 )
=Net Income/Total Stockholders Equity
=59.92/1493.471
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(59.92 / 202.556)*(202.556 / 2096.9465)*(2096.9465 / 1493.471)
=Net Margin %*Asset Turnover*Equity Multiplier
=29.58 %*0.0966*1.4041
=ROA %*Equity Multiplier
=2.86 %*1.4041
=4.01 %

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: Mar. 2024 )
=Net Income/Total Stockholders Equity
=59.92/1493.471
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (59.92 / 59.92) * (59.92 / 71.828) * (71.828 / 202.556) * (202.556 / 2096.9465) * (2096.9465 / 1493.471)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 1 * 0.8342 * 35.46 % * 0.0966 * 1.4041
=4.01 %

Note: The net income data used here is four times the quarterly (Mar. 2024) net income data. The Revenue data used here is four times the quarterly (Mar. 2024) 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.


Sila Realty Trust ROE % Related Terms

Thank you for viewing the detailed overview of Sila Realty Trust's ROE % provided by GuruFocus.com. Please click on the following links to see related term pages.


Sila Realty Trust (Sila Realty Trust) Business Description

Traded in Other Exchanges
Address
1001 Water Street, Suite 800, Tampa, FL, USA, 33602
Sila Realty Trust Inc is a real estate investment trust. Its investment objective is to pay regular cash distributions to stockholders and to preserve, protect, and return capital contributions to stockholders. The company owns and manages healthcare assets. The company generates revenue from real estate investments in healthcare properties.
Executives
Roger Sherwood Pratt director 1001 WATER STREET, SUITE 800, TAMPA FL 33602
Adrienne Kirby director 1001 WATER STREET, SUITE 800, TAMPA FL 33602
Robert Labenski officer: Chief Accounting Officer 1001 WATER STREET, SUITE 800, TAMPA FL 33602
Verett Ann Mims director 15 ENTERPRISE, SUITE 200, ALISO VIEJO CA 92656
Z Jamie Behar director 200 SPECTRUM CENTER DRIVE, SUITE 2100, IRVINE CA 92618
Jason C. Reed officer: CIO, Data Centers 1001 WATER STREET, SUITE 800, TAMPA FL 33602
Jamie A. Yoakum officer: CAO 1001 WATER STREET, SUITE 800, TAMPA FL 33602
Jon C. Sajeski officer: CIO, Healthcare 1001 WATER STREET, SUITE 800, TAMPA FL 33602
Kay C. Neely officer: CFO and Treasurer 1001 WATER STREET, SUITE 800, TAMPA FL 33602
Robert M Winslow director 4890 W. KENNEDY BLVD. SUITE 650, TAMPA FL 33609
Jonathan Kuchin director 1001 WATER STREET, SUITE 800, TAMPA FL 33602
Ronald Lee Rayevich director 4890 W KENNEDY BLVD, SUITE 650, TAMPA FL 33609
Randall Greene director 4890 W KENNEDY BLVD, SUITE 650, TAMPA FL 33609
Lisa Drummond officer: COO & Secretary 4211 WEST BOY SCOUT BLVD., SUITE 500, TAMPA FL 33607
John E Carter director, officer: Chairman of the Board & CEO 4890 W KENNEDY BLVD, SUITE 650, TAMPA FL 33609

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