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Chelverton UK Dividend Trust (LSE:SDV) 10-Year RORE % : 12.65% (As of Oct. 2023)


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What is Chelverton UK Dividend Trust 10-Year RORE %?

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Chelverton UK Dividend Trust's 10-Year RORE % for the quarter that ended in Oct. 2023 was 12.65%.

The industry rank for Chelverton UK Dividend Trust's 10-Year RORE % or its related term are showing as below:

LSE:SDV's 10-Year RORE % is ranked better than
61.11% of 828 companies
in the Asset Management industry
Industry Median: 3.65 vs LSE:SDV: 12.65

Chelverton UK Dividend Trust 10-Year RORE % Historical Data

The historical data trend for Chelverton UK Dividend Trust's 10-Year RORE % 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.

Chelverton UK Dividend Trust 10-Year RORE % Chart

Chelverton UK Dividend Trust Annual Data
Trend Apr14 Apr15 Apr16 Apr17 Apr18 Apr19 Apr20 Apr21 Apr22 Apr23
10-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -41.95 -301.23 94.02 -58.48 -225.57

Chelverton UK Dividend Trust Semi-Annual Data
Apr14 Oct14 Apr15 Oct15 Apr16 Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23
10-Year RORE % 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 80.50 -58.48 -345.65 -225.57 12.65

Competitive Comparison of Chelverton UK Dividend Trust's 10-Year RORE %

For the Asset Management subindustry, Chelverton UK Dividend Trust's 10-Year RORE %, along with its competitors' market caps and 10-Year RORE % 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.


Chelverton UK Dividend Trust's 10-Year RORE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Chelverton UK Dividend Trust's 10-Year RORE % distribution charts can be found below:

* The bar in red indicates where Chelverton UK Dividend Trust's 10-Year RORE % falls into.



Chelverton UK Dividend Trust 10-Year RORE % Calculation

Chelverton UK Dividend Trust's 10-Year RORE % for the quarter that ended in Oct. 2023 is calculated as:

10-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 10-year -Cumulative Dividends per Share for 10-year )
=( -0.12--0.045 )/( 0.318-0.911 )
=-0.075/-0.593
=12.65 %

* 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 10-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Oct. 2023 and 10-year before.


Chelverton UK Dividend Trust  (LSE:SDV) 10-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 10-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Chelverton UK Dividend Trust 10-Year RORE % Related Terms

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Chelverton UK Dividend Trust (LSE:SDV) Business Description

Traded in Other Exchanges
N/A
Address
Rodney Way, Hamilton Centre, Chelmsford, Essex, GBR, CM1 3BY
Chelverton UK Dividend Trust PLC is a closed-ended investment trust. The principal activity of the Company is to carry on business as an investment trust. The Company is engaged in a single segment of business, being investment business. The company focuses on private clients, financial intermediaries, institutional investors and family offices. Its investment objective is to provide ordinary shareholders with a high income and opportunity for capital growth, having a capital return sufficient to repay the full final capital entitlement of the Zero Dividend Preference shares. The company invests in various sectors such as Support and Financial Services, Travel and Leisure, General Retailer, Household Goods and Home Construction, Industrial Engineering and others.

Chelverton UK Dividend Trust (LSE:SDV) Headlines

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