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← CockpitCompetitor Analysis › CQE.AX Charter Hall Social Infrastructure REITOpen in the cockpit ↗

Charter Hall Social Infrastructure REITCQE.AXCompetitor analysis, valuation and peers

Australia · AUD·Real Estate›Real Estate Investment Trusts
Momentum strong 74
Mkt cap
$681M
US dollars, full cap
Free float
87%
of shares outstanding
$/day
$1.46M
20-day average traded
P/B
0.67×
price to book
ROE
6.3%
delivered
Implied ROE
8.3%
what the price asks
Next earnings
101 days
15 Feb 2027
Close · AUDA$2.65
1D+0.8%
1W+6.4%
1M+15.7%
3M+3.9%
6M+3.5%
YTD-14.0%
1Y-15.6%
ATR %2.5%
52w lowhigh18.7% off high

What Charter Hall Social Infrastructure REIT does

No business profile yet.

Charter Hall Social Infrastructure REIT at a glance

Size Charter Hall Social Infrastructure REIT (CQE.AX) is an Australia Real Estate company (Real Estate Investment Trusts) with a market value of $681M, the 229th largest of 316 Australia companies the cockpit tracks. Shares closed at A$2.65 on 6 Nov 2026.

Performance Over six months the shares gained 3.5%, against -11.6% for the median peer and +4.1% for the Australia market (cap-weighted) — 3rd highest of 21 in its peer set.

Growth Revenue grew 12.3% over the last twelve months (peer median +2.0%); the operating margin is 71.7% (peer median 54.5%).

Valuation It trades at 0.67× book value against a peer median of 0.86× (8th cheapest of 21).

Price implies The share price implies a return on equity of about 8.3%; Charter Hall Social Infrastructure REIT delivers 6.3%, so the price asks more than the business earns today.

Next results Next results expected around 15 Feb 2027 (exchange calendar; dates can move).

Relative performance

9010011011 May 202611 Aug 20266 Nov 2026CQE.AX 106Peer median 87
Six months, rebased to 100: Charter Hall Social Infrastructure REIT against the median of its 20 peers (local-currency closes).

Charter Hall Social Infrastructure REIT financials

Reported figures in AUD; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
RevenueA$133MA$123MA$118MA$118MA$117M
Revenue growth—+4%0%+1%—
Gross profitA$91.2MA$81.1MA$85.8MA$85.3MA$86.4M
EBITDAA$95.4MA$85.3MA$68.8MA$71.0MA$85.1M
Net incomeA$90.5MA$90.5MA$71.0M-A$19.6MA$58.7M
Free cash flowA$37.9MA$37.9MA$62.7MA$56.2MA$58.8M
Capital expenditureA$0A$0A$0A$0A$0
Total debtn/aA$801MA$662MA$725MA$739M

Quarterly statements and history in the cockpit →

Charter Hall Social Infrastructure REIT competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%-10%0%+10%PMTSTRWSVC01010TCMWBFS8958QRICLDTJ85JBGSMFACRPUSAFECIMSGR-UNAHRTSCHLRCTOIVRCQE.AX6-month return →1-month return →
Up and to the right = strong over both horizons. Charter Hall Social Infrastructure REIT is the large dot.

Fundamentals: return on equity against price-to-book

-10%0%10%00×20×40×60×PMTSTRWSVC01010TCMWBFS8958CLDTJ85JBGSMFACRPUSAFEAHRTSCHLRIVRCQE.AXReturn on equity →Price / book →
A bank or insurer earning more on its equity usually trades at a higher multiple of book; points far above the trend are priced for more. Charter Hall Social Infrastructure REIT is the large dot.

Capital: ROE delivered against the ROE the price implies

-50%0%50%-50%0%50%PMTSTRWSVCCMWBFSJBGSCQE.AXROE delivered →ROE the price implies →
Above the diagonal = the price asks for a higher return on equity than the business earns today. Charter Hall Social Infrastructure REIT is the large dot.

Charter Hall Social Infrastructure REIT competitors and peer comparison

How Charter Hall Social Infrastructure REIT compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Charter Hall Social Infrastructure REIT against its 20 peers (data as of 6 Nov 2026)
MeasureCQE.AXPeer medianRank in peer set
1-month return+15.7%-0.2%highest of 21
6-month return+3.5%-11.6%3rd highest of 21
Return on equity6.3%4.6%9th highest of 21
Price / book0.67×0.86×8th cheapest of 21
Trailing P/E10.9×16.7×3rd cheapest of 14
ROE the price implies8.3%7.8%9th most demanding of 21
ROE delivered6.3%4.8%8th highest of 18

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthROEPrice / bookImplied ROEDelivered ROE
Charter Hall Social Infrastructure REIT CQE.AXAustralia$681M+4%+12%6%0.67×8.3%6.3%
PennyMac Mortgage Investment Trust PMTUnited States$685M-29%+11%5%0.55×7.3%4.5%
Strawberry Fields REIT STRWUnited States$678M-5%+18%71%20.65×72.4%71.4%
Service Properties Trust SVCUnited States$673M-37%-12%-56%0.17×4.8%-56.3%
Millerful No 1 Real Estate Investment Trust 01010T.TWTaiwan$698M0%+4%3%0.93×3.4%n/a
Cromwell Property CMW.AXAustralia$662M-13%0%9%0.63×8.2%9.1%
Saul Centers BFSUnited States$705M-19%+9%11%6.38×43.2%11.3%
Global One Real Estate Investment 8958.TJapan$707M-17%-11%8%0.99×4.9%8.5%
Qualitas Real Estate Income Fund Units QRI.AXAustralia$649M-6%+12%7%0.93×6.3%7.1%
Chatham Lodging Trust CLDTUnited States$722M+56%-3%2%1.00×10.5%1.6%
CDL Hospitality Trusts J85.SISingapore$725M-10%+4%-1%0.46×3.9%-1.2%
JBG SMITH Properties JBGSUnited States$729M-20%-1%-13%0.68×8.0%-12.9%
MFA Financial MFAUnited States$628M-37%-10%-1%0.39×6.8%-0.7%
Sasseur Real Estate Investment Trust CRPU.SISingapore$621M-7%-13%5%0.76×4.1%5.3%
Safehold SAFEUnited States$750M-30%+13%5%0.31×6.4%4.8%
Chimera Investment CIMUnited States$612M-46%+14%0%0.41×7.5%0.0%
Slate Grocery REIT SGR-UN.TOCanada$763M+8%+2%6%1.12×9.7%6.4%
AH Realty Trust AHRTUnited States$607M0%-48%0%1.12×11.4%n/a
Helios Re Socimi SCHLR.MCSpain$779M0%n/a9%1.43×9.5%n/a
CTO Realty Growth CTOUnited States$783M0%+16%7%1.15×8.9%7.2%
Invesco Mortgage Capital IVRUnited States$590M-34%-105%-3%0.80×11.2%-3.5%

Questions

Which companies are Charter Hall Social Infrastructure REIT's closest peers?
The cockpit's peer set: PennyMac Mortgage Investment Trust (PMT), Strawberry Fields REIT (STRW), Service Properties Trust (SVC), Millerful No 1 Real Estate Investment Trust (01010T.TW), Cromwell Property (CMW.AX), Saul Centers (BFS), Global One Real Estate Investment (8958.T), Qualitas Real Estate Income Fund Units (QRI.AX).
Is Charter Hall Social Infrastructure REIT expensive compared with its peers?
On price / book it trades at 0.67× against a peer median of 0.86×, 8th cheapest of 21 in its peer set. The share price implies a return on equity of about 8.3%; Charter Hall Social Infrastructure REIT delivers 6.3%, so the price asks more than the business earns today.
How has Charter Hall Social Infrastructure REIT stock performed?
Over six months to 6 Nov 2026 the shares returned +3.5% against -11.6% for the median peer; over one year -15.6%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.