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.
Pacific Horizon Investment Trust's 10-Year RORE % for the quarter that ended in Jan. 2026 was 31.99%.
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.
Pacific Horizon Investment Trust 10-Year RORE % Related Terms
Pacific Horizon Investment Trust 10-Year RORE % Historical Data
* 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.
CHIX:PHIL vs BLK, BX, KKR: 10-Year RORE % Comparison
For the Asset Management subindustry, Pacific Horizon Investment 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.
Pacific Horizon Investment Trust 10-Year RORE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Pacific Horizon Investment Trust's 10-Year RORE % distribution charts can be found below:
* The bar in red indicates where Pacific Horizon Investment Trust's 10-Year RORE % falls into.
* 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 Jan. 2026 and 10-year before.
Pacific Horizon Investment Trust (CHIX:PHIL) has a 10-Year RORE % of 31.99 as of Jan. 2026. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on Pacific Horizon Investment Trust and its competitors. According to the industry distribution chart, Pacific Horizon Investment Trust ranks #221 out of 885 companies in the Asset Management industry, placing it in the top 25%.
Is Pacific Horizon Investment Trust's 10-Year RORE % too high?
Pacific Horizon Investment Trust's current 10-Year RORE % is 31.99. The Asset Management industry median 10-Year RORE % is 7.07. Pacific Horizon Investment Trust's value of 31.99 is 352.5% above this industry median. Based on the distribution chart, Pacific Horizon Investment Trust ranks #221 out of 885 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Pacific Horizon Investment Trust has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Pacific Horizon Investment Trust's 10-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Pacific Horizon Investment Trust ranks #221 out of 885 companies for 10-Year RORE %. This places Pacific Horizon Investment Trust in the top 25% of its industry — outperforming the majority of peers. The industry median 10-Year RORE % is 7.07. Pacific Horizon Investment Trust's value of 31.99 is 352.5% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 10-Year RORE % for an Asset Management company?
The median 10-Year RORE % among Asset Management companies is 7.07, based on 885 companies in the industry. Companies in the top quartile (top 25%) have a 10-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 10-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Pacific Horizon Investment Trust's current 10-Year RORE % of 31.99 is 352.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 10-Year RORE % mean?
A high 10-Year RORE % can signal that a stock is expensive relative to its fundamentals. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on Pacific Horizon Investment Trust and its competitors. For the Asset Management industry, the median 10-Year RORE % is 7.07 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Pacific Horizon Investment Trust's current 10-Year RORE % is 31.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pacific Horizon Investment Trust stock overvalued right now?
Pacific Horizon Investment Trust (CHIX:PHIL) has a current 10-Year RORE % of 31.99. The current 10-Year RORE % is 31.99 and 352.5% above the Asset Management industry median of 7.07. Pacific Horizon Investment Trust's overall GF Score™ is 37/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 10-Year RORE % calculated?
10-Year RORE % is calculated from a company's financial statements. For Pacific Horizon Investment Trust (CHIX:PHIL), the current 10-Year RORE % is 31.99 as of Jan. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Pacific Horizon Investment Trust Business Description
Pacific Horizon Investment Trust PLC is a UK-based investment trust company. The company's objective is to invest in the Asia-Pacific region (excluding Japan) and the Indian sub-continent to achieve capital growth. It aims to achieve capital growth through investment in companies listed on the stock markets of the Asia-Pacific region (excluding Japan) and in the Indian sub-continent, as well as in companies based in the region and investment funds specializing in the region or countries, or sectors. The company may use derivatives to reduce, transfer, or eliminate investment risk in its investments, such as index futures, index options, and currency forward transactions.
37GF Score
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