Baronsmead Venture Trust (LSE:BVT) 10-Year RORE % : 5.27% (As of Mar. 2026)


LSE:BVT Baronsmead Venture Trust PLC LSE:BVT
33 GF Score
Price £0.46
! 3 Warning Signs
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What is Baronsmead Venture Trust 10-Year RORE %?

Baronsmead Venture Trust LSE:BVT 33 10-Year RORE % is 5.27 as of Mar. 2026. GuruFocus rates LSE:BVT with a GF Score™ of 33/100. The stock has 3 warning signs investors should review. Among 887 Asset Management companies, Baronsmead Venture Trust ranks worse than 52.76% on this metric.

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. Baronsmead Venture Trust's 10-Year RORE % for the quarter that ended in Mar. 2026 was 5.27%.

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

LSE:BVT's 10-Year RORE % is ranked worse than
52.76% of 887 companies
in the Asset Management industry
Industry Median: 7.08 vs LSE:BVT: 5.27

Baronsmead Venture Trust  (LSE:BVT) 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.


Baronsmead Venture Trust 10-Year RORE % Related Terms


Baronsmead Venture Trust 10-Year RORE % Historical Data

* Premium members only.

The historical data trend for Baronsmead Venture 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.

Baronsmead Venture Trust 10-Year RORE % Chart

Baronsmead Venture Trust Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
10-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -72.22 71.79 25.83 15.37 5.16

Baronsmead Venture Trust Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
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 1.48 15.37 29.78 5.16 5.27

LSE:BVT vs BLK, BX, KKR: 10-Year RORE % Comparison

For the Asset Management subindustry, Baronsmead Venture 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.


Baronsmead Venture Trust 10-Year RORE % vs Asset Management Industry

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

* The bar in red indicates where Baronsmead Venture Trust's 10-Year RORE % falls into.


LSE:BVT
33GF Score
Baronsmead Venture Trust PLC LSE:BVT
10-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Baronsmead Venture Trust 10-Year RORE % Calculation

Baronsmead Venture Trust's 10-Year RORE % for the quarter that ended in Mar. 2026 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 )
=( 0.005-0.034 )/( 0.092-0.642 )
=-0.029/-0.55
=5.27 %

* 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 Mar. 2026 and 10-year before.

Frequently Asked Questions Learn more about 10-Year RORE % →
What does a 10-Year RORE % of 5.27 mean?
Baronsmead Venture Trust (LSE:BVT) has a 10-Year RORE % of 5.27 as of Mar. 2026. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on Baronsmead Venture Trust and its competitors. According to the industry distribution chart, Baronsmead Venture Trust ranks #468 out of 887 companies in the Asset Management industry, placing it in the top 52.8%.
Is Baronsmead Venture Trust's 10-Year RORE % too high?
Baronsmead Venture Trust's current 10-Year RORE % is 5.27. The Asset Management industry median 10-Year RORE % is 7.08. Baronsmead Venture Trust's value of 5.27 is 25.6% below this industry median. Based on the distribution chart, Baronsmead Venture Trust ranks #468 out of 887 companies in the Asset Management industry, which is below the industry midpoint. Overall, Baronsmead Venture Trust has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Baronsmead Venture Trust's 10-Year RORE % compare to BLK and BX?
According to the Asset Management industry distribution chart, Baronsmead Venture Trust ranks #468 out of 887 companies for 10-Year RORE %. This places Baronsmead Venture Trust in the lower half of its industry. The industry median 10-Year RORE % is 7.08. Baronsmead Venture Trust's value of 5.27 is 25.6% below 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 7.08, based on 887 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. Baronsmead Venture Trust's current 10-Year RORE % of 5.27 is 25.6% below 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 Baronsmead Venture Trust and its competitors. For the Asset Management industry, the median 10-Year RORE % is 7.08 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Baronsmead Venture Trust's current 10-Year RORE % is 5.27. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Baronsmead Venture Trust stock overvalued right now?
Baronsmead Venture Trust (LSE:BVT) has a current 10-Year RORE % of 5.27. The current 10-Year RORE % is 5.27 and 25.6% below the Asset Management industry median of 7.08. Baronsmead Venture Trust's overall GF Score™ is 33/100 with 3 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 Baronsmead Venture Trust (LSE:BVT), the current 10-Year RORE % is 5.27 as of Mar. 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.

Baronsmead Venture Trust Business Description

Address 5 New Street Square, London, GBR, EC4A 3TW
Baronsmead Venture Trust PLC is a UK-based investment company. Its objective is to achieve long-term positive investment returns for private investors, including tax-free dividends. The company focuses on investing in a diverse portfolio of UK growth businesses, whether unquoted or traded on the Alternative Investment Market. Its investment portfolio consists of securities across a range of sectors, including technology, Healthcare and education, Business services, and consumer markets. The company invests in a range of securities including, but not limited to, ordinary and preference shares, loan stocks, convertible securities, permitted nonqualifying investments, and cash. Its revenue consists of interest and dividend income from investments made.
33GF Score

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