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Allreal Holding (FRA:AZ4N) ROE % : 1.68% (As of Dec. 2023)


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What is Allreal Holding ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Allreal Holding's annualized net income for the quarter that ended in Dec. 2023 was €44.3 Mil. Allreal Holding's average Total Stockholders Equity over the quarter that ended in Dec. 2023 was €2,643.0 Mil. Therefore, Allreal Holding's annualized ROE % for the quarter that ended in Dec. 2023 was 1.68%.

The historical rank and industry rank for Allreal Holding's ROE % or its related term are showing as below:

FRA:AZ4N' s ROE % Range Over the Past 10 Years
Min: 2.54   Med: 6.6   Max: 10.64
Current: 2.55

During the past 13 years, Allreal Holding's highest ROE % was 10.64%. The lowest was 2.54%. And the median was 6.60%.

FRA:AZ4N's ROE % is ranked worse than
50.06% of 1770 companies
in the Real Estate industry
Industry Median: 2.59 vs FRA:AZ4N: 2.55

Allreal Holding ROE % Historical Data

The historical data trend for Allreal Holding'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.

Allreal Holding ROE % Chart

Allreal Holding 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 10.81 7.05 7.48 6.16 2.59

Allreal Holding Semi-Annual Data
Jun14 Dec14 Jun15 Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23
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 5.89 6.55 5.73 3.48 1.68

Competitive Comparison of Allreal Holding's ROE %

For the Real Estate Services subindustry, Allreal Holding'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.


Allreal Holding's ROE % Distribution in the Real Estate Industry

For the Real Estate industry and Real Estate sector, Allreal Holding's ROE % distribution charts can be found below:

* The bar in red indicates where Allreal Holding's ROE % falls into.



Allreal Holding ROE % Calculation

Allreal Holding'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 )
=69.136/( (2630.453+2698.618)/ 2 )
=69.136/2664.5355
=2.59 %

Allreal Holding's annualized ROE % for the quarter that ended in Dec. 2023 is calculated as

ROE %=Net Income (Q: Dec. 2023 )/( (Total Stockholders Equity (Q: Jun. 2023 )+Total Stockholders Equity (Q: Dec. 2023 ))/ count )
=44.324/( (2587.352+2698.618)/ 2 )
=44.324/2642.985
=1.68 %

* 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 (Dec. 2023) net income data. ROE % is displayed in the 30-year financial page.


Allreal Holding  (FRA:AZ4N) 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: Dec. 2023 )
=Net Income/Total Stockholders Equity
=44.324/2642.985
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(44.324 / 419.902)*(419.902 / 5952.717)*(5952.717 / 2642.985)
=Net Margin %*Asset Turnover*Equity Multiplier
=10.56 %*0.0705*2.2523
=ROA %*Equity Multiplier
=0.74 %*2.2523
=1.68 %

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: Dec. 2023 )
=Net Income/Total Stockholders Equity
=44.324/2642.985
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (44.324 / 61.712) * (61.712 / 182.806) * (182.806 / 419.902) * (419.902 / 5952.717) * (5952.717 / 2642.985)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7182 * 0.3376 * 43.54 % * 0.0705 * 2.2523
=1.68 %

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


Allreal Holding ROE % Related Terms

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Allreal Holding (FRA:AZ4N) Business Description

Traded in Other Exchanges
Address
Grabenstrasse 25, Baar, CHE, 6340
Allreal Holding Ltd is a real estate portfolio company in Switzerland. The company divides its business into two segments: real estate and project & development. The real estate division has three subdivisions: portfolio management, real estate management, and Building Management. The company's investment portfolio is mainly composed of commercial properties with a small section of residential investments. The project & development division offers a range of services, stretching from site and ground analysis through the construction of the project. The company develops projects in all segments of real estate for private and institutional investors and owners, and its portfolio. The company operates exclusively in Switzerland with the majority of its business in the Zurich area.

Allreal Holding (FRA:AZ4N) Headlines

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