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AEW UK REIT (LSE:AEWU) ROE % : 8.55% (As of Sep. 2023)


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What is AEW UK REIT ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. AEW UK REIT's annualized net income for the quarter that ended in Sep. 2023 was £14.32 Mil. AEW UK REIT's average Total Stockholders Equity over the quarter that ended in Sep. 2023 was £167.51 Mil. Therefore, AEW UK REIT's annualized ROE % for the quarter that ended in Sep. 2023 was 8.55%.

The historical rank and industry rank for AEW UK REIT's ROE % or its related term are showing as below:

LSE:AEWU' s ROE % Range Over the Past 10 Years
Min: -7.09   Med: 8.39   Max: 26.82
Current: -7.09

During the past 7 years, AEW UK REIT's highest ROE % was 26.82%. The lowest was -7.09%. And the median was 8.39%.

LSE:AEWU's ROE % is ranked worse than
84.26% of 794 companies
in the REITs industry
Industry Median: 4.3 vs LSE:AEWU: -7.09

AEW UK REIT ROE % Historical Data

The historical data trend for AEW UK REIT'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.

AEW UK REIT ROE % Chart

AEW UK REIT Annual Data
Trend Apr16 Apr17 Mar19 Mar20 Mar21 Mar22 Mar23
ROE %
Get a 7-Day Free Trial 11.59 2.46 14.54 26.82 -6.32

AEW UK REIT Semi-Annual Data
Oct15 Oct16 Apr17 Oct17 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 28.42 25.34 8.66 -21.82 8.55

Competitive Comparison of AEW UK REIT's ROE %

For the REIT - Diversified subindustry, AEW UK REIT'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.


AEW UK REIT's ROE % Distribution in the REITs Industry

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

* The bar in red indicates where AEW UK REIT's ROE % falls into.



AEW UK REIT ROE % Calculation

AEW UK REIT'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 )
=-11.325/( (191.1+167.101)/ 2 )
=-11.325/179.1005
=-6.32 %

AEW UK REIT'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 )
=14.324/( (167.101+167.926)/ 2 )
=14.324/167.5135
=8.55 %

* 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.


AEW UK REIT  (LSE:AEWU) 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
=14.324/167.5135
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(14.324 / 22.324)*(22.324 / 234.7335)*(234.7335 / 167.5135)
=Net Margin %*Asset Turnover*Equity Multiplier
=64.16 %*0.0951*1.4013
=ROA %*Equity Multiplier
=6.1 %*1.4013
=8.55 %

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
=14.324/167.5135
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (14.324 / 14.324) * (14.324 / 22.324) * (22.324 / 234.7335) * (234.7335 / 167.5135)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 1 * 64.16 % * 0.0951 * 1.4013
=8.55 %

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.


AEW UK REIT ROE % Related Terms

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AEW UK REIT (LSE:AEWU) Business Description

Traded in Other Exchanges
Address
65 Gresham Street, 6th Floor, London, GBR, EC2V 7NQ
AEW UK REIT PLC is a real estate investment company. The company's investment objective is the attractive total return to shareholders from investing mainly in a portfolio of smaller commercial properties in the UK. To achieve this objective the firm invests in office properties, retail warehouses, high street retail, and industrial warehouse properties. Geographically, it operates only in the United Kingdom. The company derives revenue from rental income and other property income.

AEW UK REIT (LSE:AEWU) Headlines

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