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Edinburgh Worldwide Investment Trust (LSE:EWI) 5-Year RORE % : 175.38% (As of Oct. 2023)


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What is Edinburgh Worldwide Investment Trust 5-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. Edinburgh Worldwide Investment Trust's 5-Year RORE % for the quarter that ended in Oct. 2023 was 175.38%.

The industry rank for Edinburgh Worldwide Investment Trust's 5-Year RORE % or its related term are showing as below:

LSE:EWI's 5-Year RORE % is ranked better than
93.91% of 1379 companies
in the Asset Management industry
Industry Median: 8.62 vs LSE:EWI: 175.38

Edinburgh Worldwide Investment Trust 5-Year RORE % Historical Data

The historical data trend for Edinburgh Worldwide Investment Trust's 5-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.

Edinburgh Worldwide Investment Trust 5-Year RORE % Chart

Edinburgh Worldwide Investment Trust Annual Data
Trend Oct14 Oct15 Oct16 Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23
5-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.93 44.55 4.18 -487.26 175.38

Edinburgh Worldwide Investment Trust Semi-Annual Data
Apr14 Oct14 Apr15 Oct15 Apr16 Oct16 Apr17 Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23
5-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 4.18 -212.29 -487.26 -659.43 175.38

Competitive Comparison of Edinburgh Worldwide Investment Trust's 5-Year RORE %

For the Asset Management subindustry, Edinburgh Worldwide Investment Trust's 5-Year RORE %, along with its competitors' market caps and 5-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.


Edinburgh Worldwide Investment Trust's 5-Year RORE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Edinburgh Worldwide Investment Trust's 5-Year RORE % distribution charts can be found below:

* The bar in red indicates where Edinburgh Worldwide Investment Trust's 5-Year RORE % falls into.



Edinburgh Worldwide Investment Trust 5-Year RORE % Calculation

Edinburgh Worldwide Investment Trust's 5-Year RORE % for the quarter that ended in Oct. 2023 is calculated as:

5-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 5-year -Cumulative Dividends per Share for 5-year )
=( -0.47-0.114 )/( -0.333-0 )
=-0.584/-0.333
=175.38 %

* 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 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Oct. 2023 and 5-year before.


Edinburgh Worldwide Investment Trust  (LSE:EWI) 5-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, 5-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.


Edinburgh Worldwide Investment Trust 5-Year RORE % Related Terms

Thank you for viewing the detailed overview of Edinburgh Worldwide Investment Trust's 5-Year RORE % provided by GuruFocus.com. Please click on the following links to see related term pages.


Edinburgh Worldwide Investment Trust (LSE:EWI) Business Description

Traded in Other Exchanges
Address
Calton Square, 1 Greenside Row, Edinburgh, GBR, EH1 3AN
Edinburgh Worldwide Investment Trust PLC is an investment company with the objective to achieve long-term capital growth by investing in listed companies worldwide. It seeks to construct its portfolio through the identification of individual companies with business across North America, Asia, Australia, Africa, the Middle East and Europe. The firm invests mainly in information technology, materials, consumer discretionary, financials, industrials, health care sectors and communication Services. It manages portfolios of United States, Canadian and Asian clients and has a client base covering corporate, public and foundation assets.

Edinburgh Worldwide Investment Trust (LSE:EWI) Headlines

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