VTRNEUTRAL

VTR Return on Equity (ROE) Analysis

2.0%

Updated 9h ago·SEC filings & market data

Key Takeaway

A Return on Equity (ROE) of 2.0% means VTR generates $2.00 of profit for every $100 of shareholder equity, a measure of how efficiently the company uses investor money.

Sector Performance

19th percentile

VTR

2.0%

Sector Median

13.3%

Sector Avg

16.9%

Prior Period

2.1%(Jul 2026)

↓ Declining

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Deep Analysis

A Return on Equity (ROE) of 2.0% means VTR generates $2.00 of profit for every $100 of shareholder equity, a measure of how efficiently the company uses investor money.

This is far below the sector median of 13.9%, and VTR ranks in the 16th percentile among its peers, indicating most competitors deliver higher returns. The trend is limited: the year-over-year change is N/A, while the quarter-over-quarter change is -4.8%, a decline from the previous value of 2.1%. The combination of a low ROE level and recent quarterly erosion points to weaker profit generation relative to peers, which raises the risk of underperformance. This metric contradicts the overall NEUTRAL verdict because the level is poor and moving in an unfavorable direction, though the verdict still stands based on other factors.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about VTR?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

Who are VTR's closest peers by Return on Equity (ROE)?

The closest peers by Return on Equity (ROE) include: LOW (-67.1%), MAR (-69.0%), BMBL (-76.9%), WBA (-82.7%), NIO (-84.0%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.