Cohen & Steers Real Estate Opportunities And Income Fund Common Shares Of Beneficial(Rlty) Financials: Return On Equity Compared To Industry Average, Plus Other Key Ratios

Profitability Trend (Last 5 Years)

Profitability - return on equity

This chart shows the historical trend of return on equity for RLTY compared to its industry average over the recent years.

Ratio Definition and Interpretation

Name: Return on Equity (ROE)

Definition: ROE shows how much profit the company earns for its shareholders based on their invested equity. It’s one of the most watched profitability ratios. A consistently high ROE signals strong management and efficient use of shareholder capital. But artificially high ROE may sometimes be boosted by excessive debt.

Interpretation:
• In '2023', RLTY's return on equity was 11.5%, measuring profitability for shareholders. Industry average for Investment Managers in '2023' stood at 10.1%.
• In '2024', RLTY's return on equity was 7.5%, measuring profitability for shareholders. The decline from '2023' may indicate some operational or financial challenges. Industry average for Investment Managers in '2024' stood at 14.7%. Industry average increased by 4.6% compared to previous year.
Overall, RLTY's return on equity has been volatile but showed a downward trend over the past 2 years.

Formula: ROE = Net Income / Shareholders' Equity

Good Range: 10%-20% desirable for many industries.